Alpha Growth

Ambit Global Private Client
PMS Multi Cap & Flexi Cap
Benchmark
Nifty 50 TRI
Inception Date
27 January 2021
Min. Investment
₹1,00,00,000
AUM (Cr.)
₹630.11
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

Multi-cap strategy with a GARP (growth-at-reasonable-price) approach.

Investment Objective

To deliver Alpha by investing into high Growth companies with sustainable competitive advantages at reasonable valuations.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -1.05% -0.28% -0.77%
3 MONTHS -1.38% 6.33% -7.71%
6 MONTHS -8.68% 2.92% -11.60%
1 YEAR -18.18% 11.88% -30.06%
2 YEAR 10.25% 10.98% -0.73%
3 YEAR 27.72% 14.32% 13.40%
SINCE INCEPTION 22.87% 14.92% 7.95%

Calendar Year Performance

Year Return
CY 2025 -18.18%
CY 2024 48.70%
CY 2023 71.39%
CY 2022 -11.73%
CY 2021 50.19%

Financial Year Performance

Year Return
FY 26_YTD 1.32%
FY 25 11.00%
FY 24 89.13%
FY 23 -8.24%
FY 22 33.85%
FY 21 6.84%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Umesh Gupta

Fund Manager

Umesh Gupta is the Head of Equities PMS at Ambit Global Private Client and the Portfolio Manager of Alpha Growth. He brings over 22 years of experience, with 19 years dedicated to the 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), and AVP – Research & Assistant Portfolio Manager at Reliance Private Client (2010–2013). He also worked as an Equity Research Analyst at Dalal & Broacha Stock Broking and Sharekhan (2005–2010), and as a Credit Officer & Business Analyst at Cholamandalam Finance and Consortium Finance (1999–2005).  He holds a B.Com degree and an MBA from IMT Ghaziabad.

Ashutosh Garud is the Co-Fund Manager of Alpha Growth at Ambit Global Private Client. He has 20 years of extensive experience in equity markets, having worked initially on the sell side and for over a decade on the buy side. Prior to joining Ambit, he was VP and part of the Principal Investments team at Ocean Dial Asset Management (the FII arm of Avendus Capital) from 2019 to 2022. He previously served as Associate Fund Manager at Reliance Private Client (2014–2018), and as a Senior Equity Research Analyst at Dalal & Broacha Stock Broking (2008–2013). Earlier in his career, he also worked with Motilal Oswal and Prime Securities. Ashutosh is a CFA charterholder and holds an MBA in Finance.

Portfolio Details

Portfolio Composition

Large Cap
3.54%
Mid Cap
9.32%
Small Cap
81.84%
Cash & Equivalent
5.30%

Top 5 Holdings

  • Senores Pharmaceuticals Ltd 5.63%
  • Vintage Coffee And Beverages Ltd 5.37%
  • Cash & Cash Equivalents 5.29%
  • Supriya Lifescience Limited 4.11%
  • India Shelter Finance Corporation Ltd 3.91%

Top 5 Sectors

  • Financial Services 34.65%
  • Healthcare 15.10%
  • Capital Goods 11.87%
  • Metals & Mining 8.03%
  • Services 7.60%

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
24.31%
top 5 sectors percent
77.25%
average market cap
21676
portfolio age
4 Yrs, 11 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 1.75%

Variable Fee

AMC:

Hurdle:

Profit Sharing:

Exit Load

Year 1: 0%

Year 2: 0%

Year 3: 0%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)