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Ambit Investment Advisors - Good and Clean India Fund
Ambit Investment Advisors - Good and Clean India Fund

Ambit Investment Advisors - Good and Clean India Fund

  • Ambit Investment Advisors Pvt Ltd
  • MID CAP
  • 13
    Out of 15*
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PMS Bazaar
Portfolio age10 years, 4 months
1.78%
3.54%
Hurdle Rate**0.00%
Fixed fee2.50%
Min. Investment50 Lacs
*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

bt_logoTRAILING PERFORMANCE

(As on 31/05/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (6.5%)
Allocation by Market Cap
Small Cap (13%)
Mid Cap (57%)
Large Cap (23.5%)
Sector Holdings
  • Financials26.5%
  • Consumer Discretionary16%
  • Automobile12%
  • Specialty Chemicals10%
  • Pharmaceuticals10%
Stock Holdings
  • Federal Bank Ltd8%
  • P I Industries Ltd7%
  • AU Small Finance Bank Ltd7%
  • Cholamandalam Investment And Finance Company Ltd6.5%
  • Balkrishna Industries Ltd.6%

bt_logoPORTFOLIO MANAGERS

Trilok Agarwal
  • Manager Rank14 Out of 18
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUMUndisclosed
  • Highest Return In 1 Yr4.95%
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
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
SMALL CAP
Category Rank
3 Out of 25
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 54
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
19 Out of 20
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
9 Out of 20
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Available
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 20
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 20
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 20
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 20
Fixed Fee
1.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Available
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 20
Fixed Fee
2.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Ambit Investment Advisors Pvt Ltd
Ambit Investment Advisors Pvt Ltd manages assets worth Rs 2556.45 crores. Its current offering of PMS schemes includes 1 Small Cap, 1 Small And Mid Cap, 1 Micro Cap, 1 Mid Cap and 1 Large Cap schemes.

AUM (₹ cr)

2,556.45 (As on May, 2025)

Number of Schemes

5
Schemes From This AMC
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
SMALL CAP
Category Rank
3 Out of 25
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 54
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
MICRO CAP
Category Rank
1 Out of 1
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
19 Out of 20
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
23 Out of 24
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Ambit Investment Advisors - Good and Clean India Fund?
There is no option for Hurdle rate.
What is the fixed fee charged in Ambit Investment Advisors - Good and Clean India Fund ?
The fixed fee charged in Ambit Investment Advisors - Good and Clean India Fund is 2.50%.
What is the variable fee charged in Ambit Investment Advisors - Good and Clean India Fund ?
There is no option for Variable fee.
What is the profit sharing in Ambit Investment Advisors - Good and Clean India Fund ?
The profit sharing in Ambit Investment Advisors - Good and Clean India Fund is 15% Profit share on profits.
What is the minimum investment in Ambit Investment Advisors - Good and Clean India Fund ?
The minimum investment in Ambit Investment Advisors - Good and Clean India Fund is ₹50 Lacs
What type of scheme is Ambit Investment Advisors - Good and Clean India Fund?
Ambit Investment Advisors - Good and Clean India Fund is an Equity scheme. It falls in the MID CAP category.
What is the inception date of Ambit Investment Advisors - Good and Clean India Fund?
The inception date of Ambit Investment Advisors - Good and Clean India Fund is Mar 12, 2015.
What is the exit load of Ambit Investment Advisors - Good and Clean India Fund?
Exit load is 0%