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Ambit Investment Advisors - Emerging Giants
Ambit Investment Advisors - Emerging Giants

Ambit Investment Advisors - Emerging Giants

  • Ambit Investment Advisors Pvt Ltd
  • Small Cap
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Portfolio age8 years
-1.98%
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

bt_logoTRAILING PERFORMANCE

(As on 30/09/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED 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

bt_logoPORTFOLIO MANAGERS

No data found

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Sep, 2025)
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
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
15% Profit share on profits
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bt_logoINVESTMENT PHILOSOPHY

Objective

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.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Aequitas - India Opportunities Product
AUM (₹ Cr)
₹4,063.58 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 28
Fixed Fee
No Option
Scheme Return
3.31%
Benchmark Return
1.92%
Equirus - Long Horizon Fund
AUM (₹ Cr)
₹387.49 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 28
Fixed Fee
2.50%
Scheme Return
2.16%
Benchmark Return
0.96%
Hem securities - India Rising SME Stars
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 28
Fixed Fee
No Option
Scheme Return
0.13%
Benchmark Return
0.86%
Transformative Growth
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 28
Fixed Fee
2.50%
Scheme Return
-0.4%
Benchmark Return
0.96%
Sundaram Alternates - Rising Stars
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 28
Fixed Fee
2.50%
Scheme Return
-0.73%
Benchmark Return
0.96%
Right Horizons - Super Value Aggressive
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 28
Fixed Fee
No Option
Scheme Return
-0.92%
Benchmark Return
0.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Ambit Investment Advisors Pvt Ltd
Ambit Investment Advisors Pvt Ltd manages assets worth Rs 2439.28 crores. Its current offering of PMS schemes includes 1 Mid Cap, 1 Large Cap and 1 Small Cap schemes.

AUM (₹ cr)

2,439.28 (As on Nov, 2025)

Number of Schemes

3
Schemes From This AMC
  • table
  • Grid
Compare
Ambit Investment Advisors - Good and Clean India Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
2 Out of 21
Fixed Fee
2.50%
Scheme Return
2.41%
Benchmark Return
0.96%
Ambit Investment Advisors - Coffee Can
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
15 Out of 29
Fixed Fee
2.50%
Scheme Return
1.42%
Benchmark Return
1.92%
Micro Marvels Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
25 Out of 28
Fixed Fee
2.50%
Scheme Return
-5.81%
Benchmark Return
0.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

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.
What is the exit load of Ambit Investment Advisors - Emerging Giants?
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.

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