Build India

Ambit Global Private Client
PMS Thematic
Benchmark
Nifty 50 TRI
Inception Date
15 January 2024
Min. Investment
₹1,00,00,000
AUM (Cr.)
₹38.88
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

An investment approach centered on the manufacturing sector.

Investment Objective

This strategy prioritizes investments in businesses positioned to capitalize on the revitalized manufacturing sector within India.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -1.17% -0.28% -0.89%
3 MONTHS -2.47% 6.33% -8.80%
6 MONTHS -7.77% 2.92% -10.69%
1 YEAR -19.05% 11.88% -30.93%
SINCE INCEPTION 10.00% 10.77% -0.77%

Calendar Year Performance

Year Return
CY 2025 -19.05%

Financial Year Performance

Year Return
FY 26_YTD -0.02%
FY 25 16.20%

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

Fund Managers

Umesh Gupta

Fund Manager

Mr. Umesh Gupta currently serves as the Head of Equities for the Portfolio Management Services (PMS) division at Ambit Global Private Client and is the designated Portfolio Manager for the Alpha Growth strategy. His career spans over 22 years, with a significant 19-year tenure focused on the Indian capital markets. Before joining Ambit, Mr. Gupta held the position of Head of Equities at Avendus Capital from 2018 to 2020. His prior roles include serving as Portfolio Manager at Reliance Private Client from 2013 to 2018, and as Assistant Portfolio Manager and AVP – Research at the same firm from 2010 to 2013. Earlier in his career, he contributed as an Equity Research Analyst at Dalal & Broacha Stock Broking and Sharekhan between 2005 and 2010. He also gained experience as a Credit Officer & Business Analyst at Cholamandalam Finance and Consortium Finance from 1999 to 2005. Mr. Gupta is an alumnus of IMT Ghaziabad, where he earned his MBA. He also holds a Bachelor of Commerce (B.Com) degree.

Ashutosh Garud serves as Co-Fund Manager for the Alpha Growth strategy at Ambit Global Private Client. His professional background encompasses two decades of dedicated engagement within the equity markets, initially on the sell-side and subsequently for over ten years on the buy-side. Before his tenure at Ambit, Mr. Garud held the position of Vice President and was a member of the Principal Investments team at Ocean Dial Asset Management, the Foreign Institutional Investor (FII) division of Avendus Capital, from 2019 to 2022. Prior to that, he functioned as Associate Fund Manager at Reliance Private Client between 2014 and 2018, and as Senior Equity Research Analyst at Dalal & Broacha Stock Broking from 2008 to 2013. His early career also included roles at Motilal Oswal and Prime Securities. Mr. Garud is a CFA charterholder and possesses an MBA in Finance.

Portfolio Details

Portfolio Composition

Large Cap
7.40%
Mid Cap
8.43%
Small Cap
74.88%
Cash & Equivalent
9.29%

Top 5 Holdings

  • Cash & Cash Equivalents 9.28%
  • Vintage Coffee And Beverages Ltd 8.71%
  • Senores Pharmaceuticals Ltd 7.77%
  • Supriya Lifescience Limited 6.05%
  • Shilchar Technologies Ltd 3.99%

Top 5 Sectors

  • Capital Goods 20.13%
  • Healthcare 19.92%
  • Metals & Mining 14.97%
  • Construction 12.05%
  • Services 8.71%

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
35.80%
top 5 sectors percent
75.78%
average market cap
N/A
portfolio age
1 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%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent 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.

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