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Ambit IRIS Portfolio
Ambit Wealth Private Limited
666.74 CR AUM
Ambit IRIS Portfolio
Ambit Wealth Private Limited
666.74 CR AUM
CRISIL Composite Bond Index
Benchmark
1yr 3mo
Age
DEBT
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
CRISIL Composite Bond Index
Benchmark
1yr 3mo
Age
DEBT
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load

umesh gupta
Fund Manager
DEBTStrategies
Umesh Gupta is the Co-Head of Equities at Ambit Global Private Client and the Portfolio Manager of Alpha Growth. He has over 20 years experience in Indian Capital Markets. Prior to Ambit, he was the Head of Equities at Avendus Capital (2018 - 2020), Portfolio Manager at Reliance Private Client (2013 - 2018), AVP Research and Assistant Portfolio Manager at Reliance Private Client (2010 - 2013), Equity Research Analyst at Dalal & Broacha Stock Broking and Sharekhan (2005 - 2010), Credit Officer & Business Analyst at Cholamandalam Finance and Consortium Finance (1995 - 2005). He has done his B. Com, MBA from IMT Ghaziabad.

surjitt arora
Fund Manager
DEBTStrategies
Surjitt Singh Arora is Portfolio Manager – Portfolio Management Services at PGIM India Asset Management Private Limited. He manages the PGIM India Phoenix Portfolio and PGIM India Core Equity Portfolio. Surjitt holds a Bachelor’s degree in Management Studies from Sydenham College of Commerce and Economics and a Master’s degree in Management Studies from Sydenham Institute of Management Studies Research and Entrepreneurship Education. He has over 16 years of rich experience in equity markets, including more than 6 years in the asset management industry. In his previous role, he served as Head – PMS and Principal Officer at Tata Asset Management. Prior to that, he worked with Tata Mutual Fund as an Equity Research Analyst.
1OF2
Purpose
The fund will invest predominantly into specified REITs, InvITs, convertible securities, non-convertible securities, besides Fixed Income securities such as Bonds, Debentures, Money Market instruments, Mutual Funds, and other Fixed Income Securities/ instruments.
Investment Approach v/s Benchmark Metrics
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Wealth Creation Calculator
1M IA return
1.48%
1M benchmark return
0.87%
Alpha
0.61%
1M Wealth multiple
1.01x
Investment Approach v/s Benchmark Performance
2026
2026
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Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
1.48%
1M benchmark return
0.87%
Alpha
0.61%
1M Wealth multiple
1.01x
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