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COMPARE PMS Schemes

A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc
Ambit Investment Advisors - TenX Portfolio
Fund Summary
Category SMALL AND MID CAP
AUM (₹ cr) UNDISC.
Fixed Fee 2.50%
Variable Fee No Option
Hurdle Rate No Option
Profit Sharing 15% Profit share on profits
Benchmark S&P BSE 500 TRI
Portfolio Age 3 years, 3 months
Trailing Returns
Portfolio Manager
Trilok Agarwal
Trilok Agarwal
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.
Detailed Portfolio
Allocation by Market Cap
  • Large Cap 23%
  • Mid Cap 30%
  • Small Cap 45%
Sector Holdings
Consumer Staples
15%
Financials
15%
Industrials
11%
Information Technology
11%
Pharmaceuticals
13%
Stock Holdings
CCL Products India Ltd
5%
Cholamandalam Investment and Finance Company Ltd
6%
Kei Industries Ltd.
5%
Metro Brands
5%
MphasiS Limited
6%
Orchid Pharma Ltd
6%
P I Industries Ltd
6%
Venus Pipes & Tubes Ltd
6%
Investment Details
Min. Investment ₹5000000
SIP Option Not Available
STP Option Not Available
Exit Load Exit load is 0%
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