Ambit Investment Advisors Pvt Ltd

Ambit Investment Advisors Pvt Ltd

PMSBazaar

AUM (Cr.)

2663.54

No. of Clients

1610

No. of Investment Approach

5

As On

30 June 2025

Ambit Asset Management has established itself as a thought leader in Indian equity investing, with an unwavering commitment to long-term wealth creation and capital preservation. Through its Portfolio Management Services (PMS). Ambit aims to generate consistent, sustainable, and risk-adjusted long-term returns, supported by a robust research-driven investment philosophy. The firm manages an aggregate AUM of approximately INR 4,400 crore, guided by a team of 65+ seasoned professionals and a strong regional footprint across 12 key Indian cities. Ambit’s approach combines deep fundamental research with the institutional expertise and network of the larger Ambit Group, offering investors differentiated, performance-oriented strategies tailored to varied risk-return profiles. On the international front, Ambit Asset Management has partnered with Daiwa Asset Management to manage the Ambit India Ascension Fund, an India-focused small-cap strategy designed for Japanese investors. With an AUM of approximately INR 1,600 crore, the fund underscores Ambit Asset Management's credibility as a trusted conduit for global investors seeking exposure to India’s structural growth opportunities.

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Ambit Good and Clean Midcap Portfolio
Mid Cap -10.01% 16.06% 13.85% 19.52% Mar 2015
Ambit Emerging Giants Small Cap Portfolio
Small Cap -9.25% 1.44% 9.45% 18.78% Dec 2017
Ambit Coffee Can Portfolio
Large Cap 6.27% 14.92% 12.82% 16.26% Jun 2017
Ambit TenX Portfolio
Small & Mid Cap -11.79% 6.75% 11.05% NA Dec 2021
Ambit Micro Marvels Portfolio
Small Cap -5.37% NA NA NA Jul 2024

* Returns are as on  31st July 2025, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1


Portfolio Manager Profile

Mr Bhargav Buddhadev

Mr Bhargav Buddhadev

Fund Manager

Mr Siddharth Bothra

Mr Siddharth Bothra

Fund Manager

Mr Trilok Agarwal

Mr Trilok Agarwal

Fund Manager

Articles

NA

AMC Registered Address

Ambit House,449, Senapati Bapat Marg, Lower Parel,Mumbai,Maharashtra,India-400013 . Corporate Address : 2103/2104, 21st Floor, One Lodha Place, Senapati Bapat Marg, Lower Parel, Mumbai 400013.
SEBI Reg No : INP000002221

AMC Investor Login Link

Click here

AMC Website Link

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AMC Social Media

Disclaimer & Risk Factors:

We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.

All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.