Ambit Investment Advisors Pvt Ltd

Ambit Investment Advisors Pvt Ltd

AUM (Cr.)

2771.18

No. of Clients

1648

No. of Investment Approach

5

As On

29 February 2024

By providing innovative tailor-made solutions with a holistic view of client needs, Ambit works hard to be India’s premier Investment Bank. Abacus which has governed the development of mankind for centuries is the core that AMBIT’ is working on to provide solutions. Based on this Ethos they provide insightful solutions that create intrinsic value for all stakeholders.AMBITs have the ability to make good judgments and take quick decisions that give the ability to see the big picture and understand the levers that affect the business drivers through smart decisions and actions that can increase the long-term profitability for their investors.AMBIT takes care of focus and deep-insight in order to create wealth sustainably over long periods of time.AMBIT believes that patient investing accompanied with quality can help an investor to generate outstanding returns with low volatility. AMBIT works in a transparent manner to create long-term wealth creation over longer periods of time for their investors.

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Good and Clean
MID CAP 37.49% 13.11% 13.80% 15.42% 12 Mar, 2015
Emerging Giants
SMALL CAP 11.53% 9.21% 13.12% 18.88% 01 Dec, 2017
Coffee Can
LARGE CAP 27.16% 10.94% 11.86% 15.03% 06 Mar, 2017
TenX Portfolio
FLEXICAP 28.80% 13.89% NA NA 13 Dec, 2021

* Returns are as on  31st March 2024, * 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


AIF Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Ambit 365
CAT III - LONG SHORT NA NA NA NA Oct 2023

* All performance above are as on 29th February  2024  * Above 1 year returns are in CAGR* 

Portfolio Manager Profile

Mr Bhargav Buddhadev

Mr Bhargav Buddhadev

Fund Manager

Mr Dhiraj Agarwal

Mr Dhiraj Agarwal

Fund Manager

Mr Siddharth Bothra

Mr Siddharth Bothra

Fund Manager

Mr Trilok Agarwal

Mr Trilok Agarwal

Fund Manager

AMC Registered Address

Ambit House,449, Senapati Bapat Marg, Lower Parel,Mumbai,Maharashtra,India-400013
SEBI Reg No : INP000002221

AMC Investor Login Link

Click here

AMC Website Link

Click here

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.