Special 
| 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 |
 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. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| 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% |
| Min. Investment | ₹5000000 | ||
|---|---|---|---|
| SIP Option | Not Available | ||
| STP Option | Not Available | ||
| Exit Load | Exit load is 0% |
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