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Ambit Investment Advisors Pvt Ltd
Ambit Investment Advisors Pvt Ltd

Ambit Investment Advisors Pvt Ltd

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AUM ₹ 2,294.75 Cr (As on Feb, 2025)
No. of schemes 4
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About 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.

Portfolio MANAGERS

Aishvarya Dadheech
Aishvarya Dadheech
  • Schemes managed 2
  • Total AUM Undisclosed
  • Highest return in 1 year +4.34 %
Profile

With over 12 years of experience in Indian equities, Aishvarya has been managing Ambit Group’s proprietary book for the last 2 years. He has a rich experience of fund management under Good & Clean Framework. Prior to that, he was with Reliance Life Insurance as Equity Fund manager managing their investments for almost 7 years. While in Insurance, his outlook was always long term and embedded with quality. There he had consistently outperformed the benchmark index and achieved internal targets. Prior to that, he was with CRISIL as an Equity and Credit Research Analyst for over 3 years. He is a qualified Chartered Accountant (India, 2009) and MBA Finance. Aishvarya is also a CFA charter holder from CFA Institute, USA. He holds a bachelor degree in Accounting (Honours) from St. Xavier’s College, Kolkata.

Manish Jain
Manish Jain
  • Schemes managed 1
  • Total AUM Undisclosed
  • Highest return in 1 year +4.89 %
Profile

Manish comes with a strong research-oriented background with conviction in BUY & HOLD strategy. Manish has worked with Nomura for the last 10 years as a lead analyst covering FMCG, electrical durable & retail sectors. He was amongst the best performing analyst in the research team with consistently strong votes from leading FIIs & DIIs. For few FIIs, he was ranked No 1 analyst for four consecutive years. Prior to this, he worked with Lehman Brothers for 2 years, Enam Securities for 2 years as a research analyst covering the consumer sector and was the primary analyst for paints, sugar & pipes. Manish has also worked with ICICI Securities & Motilal Oswal in the equity research space covering auto & auto ancillaries. Professional Qualifications: Manish is Chartered Financial Analyst and has completed his MBA in Finance from SCMHRD, PUNE.

Trilok Agarwal
Trilok Agarwal
  • Schemes managed 3
  • Total AUM Undisclosed
  • Highest return in 1 year +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.

Bhargav Buddhadev
Bhargav Buddhadev
  • Schemes managed 1
  • Total AUM Undisclosed
  • Highest return in 1 year -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.

Siddharth Bothra
Siddharth Bothra
  • Schemes managed 1
  • Total AUM Undisclosed
  • Highest return in 1 year +4.89 %
Profile

Siddharth Bothra is the Fund Manager of Ambit Coffee Can Portfolio at Ambit Asset Management. He has over 25 years of experience in Investment and Equity Research. Before joining Ambit, he had a long ~18 year plus stint with Motilal Oswal Financial Services (MOFSL) across institutional equities and asset management. At Motilal Oswal Asset Management (MOAMC) he was part of the core team, which launched the active Mutual Fund in 2013. Siddharth Bothra was instrumental in growing MOAMC’s active Mutual Fund’s AUM from Nil to INR220b. He managed their Focused Large Cap 25 Fund and Aggressive Hybrid Fund and was overseeing ~INR150 billion across four funds at its peak. His expertise spans large-cap, midcap, flexicap and hybrid funds and is consistently positioned focused 25 in the top 10 funds in its category in nine out of eleven years, on long-term rankings. During his stint, MOAMC was recognized as the best equity house in 2018 by the Thomson Reuters Lipper Fund Award and ranked amongst the Top 100 Asset Managers in Asia by Institutional Investor. Before his asset management stint, Siddharth was an institutional analyst looking at various sectors from Mid caps, Infrastructure and Textiles. As an analyst he won several accolades and recognition. Siddharth is an alumni of the Indian School of Business (ISB), Hyderabad, which included an International MBA Exchange semester with NYU Stern School of Business, New York. Siddharth’s strong belief in long-term compounding aligns with the fund’s mandate and Ambit Asset Management’s investment philosophy, emphasizing quality and long-term goals.

FUND MANAGER INTERVIEWS

"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund 19:21
"Over 50% Return In 1 Year! Here's All You Need To Know About Dividend Yield Mutual Funds
Over 50% return in 1 year! Here's all you need to know about Dividend Yield Mutual Funds 3:24

PMS Schemes

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Ambit Investment Advisors - Coffee Can
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
4 Out of 25
Fixed Fee
2.50%
Ambit Investment Advisors - Good and Clean India Fund
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%
Ambit Investment Advisors - TenX Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
SMALL AND MID CAP
Category Rank
25 Out of 44
Fixed Fee
2.50%
Ambit Investment Advisors - Emerging Giants
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%
Scheme Name Category Category Rank Scheme Return Benchmark Return Benchmark AUM (Rs Cr) Hurdle rate Fixed fee
Ambit Investment Advisors - Coffee Can
4Out of 4
-5.44%
Nifty 50 TRI
-5.79%
Nifty 50 TRI
0.00
No Option
2.50%
Ambit Investment Advisors - Good and Clean India Fund
3Out of 4
-8.91%
S&P BSE 500 TRI
-7.74%
S&P BSE 500 TRI
0.00
No Option
2.50%
Ambit Investment Advisors - TenX Portfolio
25Out of 4
-11.50%
S&P BSE 500 TRI
-7.74%
S&P BSE 500 TRI
0.00
No Option
2.50%
Ambit Investment Advisors - Emerging Giants
11Out of 4
-12.58%
S&P BSE 500 TRI
-7.74%
S&P BSE 500 TRI
0.00
No Option
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQs

What is the total AUM managed by Ambit Investment Advisors Pvt Ltd ?
The total AUM managed by Ambit Investment Advisors Pvt Ltd is ₹2294.75 crores
What is the total number of schemes managed by Ambit Investment Advisors Pvt Ltd ?
The total number of schemes managed by Ambit Investment Advisors Pvt Ltd is 4
What is the best performing PMS scheme of Ambit Investment Advisors Pvt Ltd in 1 year ?
The best performing PMS scheme of Ambit Investment Advisors Pvt Ltd in 1 year is Ambit Investment Advisors - Coffee Can.
What is the best performing PMS scheme of Ambit Investment Advisors Pvt Ltd in 3 years?
The best performing PMS scheme of Ambit Investment Advisors Pvt Ltd in 3 years is Ambit Investment Advisors - Good and Clean India Fund
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