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Ambit Investment Advisors - TenX Portfolio
Ambit Investment Advisors - TenX Portfolio

Ambit Investment Advisors - TenX Portfolio

  • Ambit Investment Advisors Pvt Ltd
  • Small AND Mid Cap
  • 33
    Out of 35*
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Portfolio age3 years, 7 months
2.37%
3.68%
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 30/06/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (0%)
Allocation by Market Cap
Small Cap (45.5%)
Mid Cap (28.5%)
Large Cap (26%)
Sector Holdings
  • Financials21%
  • Consumer Staples17%
  • Information Technology11%
  • Industrials10%
  • Pharmaceuticals10%
Stock Holdings
  • P I Industries Ltd7%
  • AU Small Finance Bank Ltd7%
  • CCL Products India Ltd6.5%
  • MphasiS Limited6%
  • Cholamandalam Investment And Finance Company Ltd6%

bt_logoPORTFOLIO MANAGERS

Trilok Agarwal
  • Manager Rank33 Out of 35
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-1.24%
Profile

Trilok Agarwal is the Fund Manager of the Ambit Good & Clean MidCap Portfolio, the Ambit TenX Portfolio, and co-manages the Ambit Emerging Giants Small Cap Portfolio at Ambit Asset Management. He brings over 18 years of experience in investment management and equity research.Before joining Ambit, Trilok worked with Dymon Asia Capital and Aditya Birla Sun Life Limited (ABSLI). At ABSLI, he was a core member of the investment team overseeing equities of over INR 15,000 crore and, at the time of his exit, was managing funds worth over INR 4,000 crore. His funds delivered an average alpha of 280 bps over five years, consistently outperforming benchmarks. He also played a key role in launching and scaling funds between 2016 and 2020, garnering over INR 1,000 crore in AUM. Recognized for his consistent performance, Trilok was nominated as a Young Leader for three consecutive years within the Aditya Birla Financial Services group. At Dymon Asia Capital, he managed alternative investment funds with a long/short strategy aimed at alpha generation. Earlier in his career, he tracked multiple sectors, including auto, telecom, consumer, discretionary, chemicals, and cement — a cross-sector expertise that accelerated his journey to becoming a fund manager.

Other Schemes
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
9 Out of 20
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
17 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
44 Out of 54
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
44 Out of 54
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 54
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 54
Fixed Fee
1.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 54
Fixed Fee
2.50%
AUM (₹ Cr)
₹463.00 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 54
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 54
Fixed Fee
No Option
*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 2663.54 crores. Its current offering of PMS schemes includes 1 Large Cap, 1 Micro Cap, 1 Mid Cap, 1 Small Cap and 1 Small And Mid Cap schemes.

AUM (₹ cr)

2,663.54 (As on Jun, 2025)

Number of Schemes

5
Schemes From This AMC
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
2 Out of 24
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
9 Out of 20
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
17 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
44 Out of 54
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 - TenX Portfolio?
There is no option for Hurdle rate.
What is the fixed fee charged in Ambit Investment Advisors - TenX Portfolio ?
The fixed fee charged in Ambit Investment Advisors - TenX Portfolio is 2.50%.
What is the variable fee charged in Ambit Investment Advisors - TenX Portfolio ?
There is no option for Variable fee.
What is the profit sharing in Ambit Investment Advisors - TenX Portfolio ?
The profit sharing in Ambit Investment Advisors - TenX Portfolio is 15% Profit share on profits.
What is the minimum investment in Ambit Investment Advisors - TenX Portfolio ?
The minimum investment in Ambit Investment Advisors - TenX Portfolio is ₹50 Lacs
What type of scheme is Ambit Investment Advisors - TenX Portfolio?
Ambit Investment Advisors - TenX Portfolio is an Equity scheme. It falls in the Small AND Mid Cap category.
What is the inception date of Ambit Investment Advisors - TenX Portfolio?
The inception date of Ambit Investment Advisors - TenX Portfolio is Dec 13, 2021.
What is the exit load of Ambit Investment Advisors - TenX Portfolio?
Exit load is 1.00% if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.