What is the hurdle rate of Ambit Investment Advisors - Emerging Giants?

There is no option for Hurdle rate.

What is the fixed fee charged in Ambit Investment Advisors - Emerging Giants ?

The fixed fee charged in Ambit Investment Advisors - Emerging Giants is 2.50%.

What is the variable fee charged in Ambit Investment Advisors - Emerging Giants ?

There is no option for Variable fee.

What is the profit sharing in Ambit Investment Advisors - Emerging Giants ?

The profit sharing in Ambit Investment Advisors - Emerging Giants is 15% Profit share on profits.

What is the minimum investment in Ambit Investment Advisors - Emerging Giants ?

The minimum investment in Ambit Investment Advisors - Emerging Giants is ₹50 Lacs

What type of scheme is Ambit Investment Advisors - Emerging Giants?

Ambit Investment Advisors - Emerging Giants is an Equity scheme. It falls in the Small Cap category.

What is the inception date of Ambit Investment Advisors - Emerging Giants?

The inception date of Ambit Investment Advisors - Emerging Giants is Dec 01, 2017.

Ambit Investment Advisors - Emerging Giants

Ambit Investment Advisors Pvt Ltd
Small Cap

15
Out of 15*
Compare
Share

Portfolio age8 years, 8 months

0.75%

1.24%

Hurdle Rate**0.00%

Fixed fee2.50%

Min. Investment₹50 Lacs

*Ranking of the scheme in the peer group is based on its return for the longest period available

**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/07/2026)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (1.5%)

Allocation by Market Cap

Small Cap (98.5%)

Mid Cap (3%)

Large Cap (0%)

Sector Holdings

Undisclosed

Stock Holdings

Undisclosed

FUND SUMMARY

AUM (₹ Cr)

UNDISC.

(As on Jul, 2026)

Inception Date

Dec 01, 2017

Min. Investment

₹50 Lacs

SIP Option

Available

STP Option

Available

Exit Load

Exit load is 1.00% if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

2.50%

Variable Fee

No Option

Hurdle Rate

No Option

Profit Sharing

15% Profit share on profits

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Ambit's Emerging Giants portfolio aims to invest in small-cap companies with market-dominating franchises and a track record of clean accounting, governance and capital allocation. The fund typically invests in companies with market caps less than 2,500cr.

Investment Approach

The objective of the Ambit Emerging Giants Small Cap Portfolio is to generate long-term capital appreciation by investing in promising small-cap companies.All equity investments are guided by Ambit’s proprietary forensic accounting framework,which filters out firms with poor-quality accounts.