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Ambit Capital Emerging Giants PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Ambit Capital Emerging Giants PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the Small Cap investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of -12.33%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Ambit Capital Emerging Giants PMS Strategy or Investment Approach - PMS Details

Strategy Name

Emerging Giants

Start Date

01 December 2017

Category

Small Cap

Benchmark

S&P BSE 500

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr Trilok Agarwal

1 Yr. Return

-12.33%

3 Yr. Return

4.47%

5 Yr. Return

9.69%

Ambit Capital Emerging Giants Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

72.50%

Portfolio Age

7 Yrs, 4 Months

SIP

Available

STP

Available

Average Market Cap

Rs.8815.22 Cr.

Ambit Capital Emerging Giants PMS Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

No Variable AMC

Variable Profit Sharing

15.00%

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Ambit Capital Emerging Giants PMS Investment Approach - Portfolio Composition

Large Cap

0.00%

Mid Cap

2.00%

Small Cap

95.50%

Cash & Equivalent

2.50%

Check out Business Opportunities with Similar Brands

Ambit Capital Emerging Giants Portfolio Strategy - Top 5 Sectors

Information Technology

9.00%

Chemicals

13.00%

Consumer Discretionary

30.50%

Industrials

15.00%

Media, Entertainment & Publication

5.00%

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