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Ambit Investment Advisors - Emerging Giants
Ambit Investment Advisors - Emerging Giants

Ambit Investment Advisors - Emerging Giants

  • Ambit Investment Advisors Pvt Ltd
  • SMALL CAP
  • 11
    Out of 12*
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Portfolio age 7 years, 3 months
-12.58%
-7.74%
Hurdle Rate** 0.00%
Fixed fee 2.50%
Min. Investment 50 Lac
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 28/02/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar Year Financial Year

DETAILED PORTFOLIO

EQUITY (99%)
CASH AND EQUIVALENT (1%)
Allocation by Market Cap
Small Cap (99%)
Sector Holdings
  • Consumer Discretionary 31.00%
  • Industrials 18.50%
  • Chemicals 14.50%
  • Information Technology 9.00%
  • Financials 8.00%
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

Bhargav Buddhadev
  • Manager Rank 14 Out of 14
    i
    Rank is based on 3-year return
  • Schemes Managed 1
  • Total AUM Undisclosed
  • Highest Return In 1 Yr -15.41%
Profile

Bhargav Buddhadev is the Co-Fund Manager of Ambit Emerging Giants Small Cap Portfolio at Ambit Asset Management. He has over 18 years of experience in Equity Research. Prior to joining Ambit, he worked with Kotak Mutual Fund where he was part of the investment decision-making process for identifying mid and small- cap funds. He also worked with Ambit Institutional Equities and was entrusted with the responsibility of researching mid-cap stocks. Bhargav was recognized in Asiamoney polls in 2017 and ranked as the 4th best analyst for Consumer Discretionary, 4th best analyst for Small Caps, 7th best analyst for Utilities and 10th best analyst for Conglomerates. One of his major contributions was the creation of a small-cap product called Beachcombing Series at Ambit Institutional Equities that identified undiscovered names and helped his team rank in the top 3 in Asia Money polls. The secret sauce to this was the extensive channel checks which were conducted by talking to competitors, suppliers and channel partners like distributors. Bhargav is a qualified Chartered Accountant, holds an MBA in Finance and is currently pursuing American CFA level II certification.

Other Schemes
  • table
  • Grid
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
SMALL CAP
Category Rank
11 Out of 24
Fixed Fee
2.50%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
1Out of 1
-12.58%
-7.74%
S&P BSE 500 TRI
SMALL CAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised
Trilok Agarwal
  • Manager Rank 14 Out of 14
    i
    Rank is based on 3-year return
  • Schemes Managed 3
  • Total AUM Undisclosed
  • Highest Return In 1 Yr 4.34%
Profile

Mr.Trilok Agarwal is the Fund Manager of Ambit Good & Clean Midcap Portfolio and Ambit Emerging Giants Portfolio at Ambit Asset Management. He has over 16 years of experience in Investment and Equity research. Before joining Ambit, he worked with Dymon Asia Capital and Aditya Birla Sun life limited. (ABSLI). He was the core member of the investment team that overlooked equities over $2bn. In the initial phase of his career, he tracked research across various sectors Auto, Telecom, Consumer, Discretionary, chemicals, and Cement to name a few. His cross-sector exposure and eye for detail ensured his progress to becoming a fund manager quickly. Due to his superlative & consistent performance and contribution, he won serval accolades and was appreciated on various platforms, nominated as a Young leader three years in a row across Aditya Birla Financial Services group. At the time of his departure from ABSLI, he was managing funds of over $500mn. During his tenure, funds generated an average alpha of 280bps over 5-year tenure with consistent outperformance vs benchmark. He has also played a pivotal role in launching and scaling up funds for ABSLI during 2016-20 and garnered over Rs. 1000cr of AUM. At Dymon Asia Capital, he was looking at alternate Investment funds with a mandate to generate alpha by doing long/ short.

Other Schemes
  • table
  • Grid
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
3 Out of 23
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
SMALL AND MID CAP
Category Rank
24 Out of 43
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
SMALL CAP
Category Rank
11 Out of 24
Fixed Fee
2.50%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
1Out of 3
-8.91%
-7.74%
S&P BSE 500 TRI
MID CAP
₹UNDISC. Cr.
1Out of 3
-11.50%
-7.74%
S&P BSE 500 TRI
SMALL AND MID CAP
₹UNDISC. Cr.
1Out of 3
-12.58%
-7.74%
S&P BSE 500 TRI
SMALL CAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

PEER ANALYSIS

  • table
  • Grid
Compare
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
11 Out of 24
Fixed Fee
2.50%
AUM (₹ Cr)
2744.21
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 24
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 24
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 24
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
14.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 24
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 24
Fixed Fee
2.50%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
1Out of 24
-12.58%
-7.74%
S&P BSE 500 TRI
SMALL CAP
No Option
₹UNDISC. Cr.
1Out of 24
0.48%
-2.94%
Nifty 50 TRI
SMALL CAP
No Option
₹2744.21 Cr.
1Out of 24
-5.67%
-7.74%
S&P BSE 500 TRI
SMALL CAP
10.00% or 8.00%
₹UNDISC. Cr.
1Out of 24
-7.85%
-5.77%
S&P BSE 500 TRI
SMALL CAP
10.00%
₹UNDISC. Cr.
1Out of 24
-10.35%
-7.74%
S&P BSE 500 TRI
SMALL CAP
14.00%
₹UNDISC. Cr.
1Out of 24
-10.36%
-7.74%
S&P BSE 500 TRI
SMALL CAP
No Option
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

About the AMC

Ambit Investment Advisors Pvt Ltd
Ambit Investment Advisors Pvt Ltd manages assets worth Rs 2294.75 crores. Its current offering of PMS schemes includes 1 Large Cap, 1 Mid Cap, 1 Small And Mid Cap and 1 Small Cap schemes.

AUM (₹ cr)

2294.75 (As on Feb, 2025)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
4 Out of 25
Fixed Fee
2.50%
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
3 Out of 23
Fixed Fee
2.50%
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
SMALL AND MID CAP
Category Rank
24 Out of 43
Fixed Fee
2.50%
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
SMALL CAP
Category Rank
11 Out of 24
Fixed Fee
2.50%
Strategy Name Category Rank Strategy Return Benchmark Return Benchmark Hurdle Rate Category Name Fund Size (Cr)
1Out of 4
-5.44%
-5.79%
Nifty 50 TRI
No Option
LARGE CAP
₹UNDISC. Cr.
1Out of 4
-8.91%
-7.74%
S&P BSE 500 TRI
No Option
MID CAP
₹UNDISC. Cr.
1Out of 4
-11.50%
-7.74%
S&P BSE 500 TRI
No Option
SMALL AND MID CAP
₹UNDISC. Cr.
1Out of 4
-12.58%
-7.74%
S&P BSE 500 TRI
No Option
SMALL CAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQ’S

What is the hurdle rate of Ambit Investment Advisors - Emerging Giants?
The hurdle rate of Ambit Investment Advisors - Emerging Giants is No Option.
What is the fixed fee charged in Ambit Investment Advisors - Emerging Giants ?
The fixed fee charged in Ambit Investment Advisors - Emerging Giants is 2.50%.
What is the variable fee charged in Ambit Investment Advisors - Emerging Giants ?
The variable fee charged in Ambit Investment Advisors - Emerging Giants is No Option .
What is the profit sharing in Ambit Investment Advisors - Emerging Giants ?
The profit sharing in Ambit Investment Advisors - Emerging Giants is 15% Profit share on profits.
What is the minimum investment in Ambit Investment Advisors - Emerging Giants ?
The minimum investment in Ambit Investment Advisors - Emerging Giants is ₹50 Lac
What type of scheme is Ambit Investment Advisors - Emerging Giants?
Ambit Investment Advisors - Emerging Giants is an Equity scheme. It falls in the SMALL CAP category.
What is the inception date of Ambit Investment Advisors - Emerging Giants?
The inception date of Ambit Investment Advisors - Emerging Giants is Dec 1, 2017 .
What is the exit load of Ambit Investment Advisors - Emerging Giants?
Exit load is 0%
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