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Ambit Investment Advisors - Good and Clean India Fund
Ambit Investment Advisors - Good and Clean India Fund

Ambit Investment Advisors - Good and Clean India Fund

  • Ambit Investment Advisors Pvt Ltd
  • Mid Cap
  • 11
    Out of 14*
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PMS Bazaar
Portfolio age10 years, 9 months
4.22%
4.27%
Hurdle Rate**0.00%
Fixed fee2.50%
Min. Investment50 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 31/10/2025)
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%)
Allocation by Market Cap
Small Cap (19%)
Mid Cap (49%)
Large Cap (31%)
Sector Holdings
  • Financials31%
  • Consumer Discretionary14%
  • Automobile10%
  • Information Technology9%
  • Pharmaceuticals9%
Stock Holdings
  • AU Small Finance Bank Ltd7%
  • Federal Bank Ltd7%
  • MphasiS Limited7%
  • Mphasis Ltd.7%
  • Cholamandalam Investment And Finance Company Ltd6%

bt_logoPORTFOLIO MANAGERS

Trilok Agarwal
  • Manager Rank10 Out of 17
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-6.89%
Profile

Trilok Agarwal is the Fund Manager of the Ambit Good & Clean MidCap Portfolio, the Ambit TenX Portfolio, and co-manages the Ambit Emerging Giants Small Cap Portfolio at Ambit Asset Management. He brings over 18 years of experience in investment management and equity research.Before joining Ambit, Trilok worked with Dymon Asia Capital and Aditya Birla Sun Life Limited (ABSLI). At ABSLI, he was a core member of the investment team overseeing equities of over INR 15,000 crore and, at the time of his exit, was managing funds worth over INR 4,000 crore. His funds delivered an average alpha of 280 bps over five years, consistently outperforming benchmarks. He also played a key role in launching and scaling funds between 2016 and 2020, garnering over INR 1,000 crore in AUM. Recognized for his consistent performance, Trilok was nominated as a Young Leader for three consecutive years within the Aditya Birla Financial Services group. At Dymon Asia Capital, he managed alternative investment funds with a long/short strategy aimed at alpha generation. Earlier in his career, he tracked multiple sectors, including auto, telecom, consumer, discretionary, chemicals, and cement — a cross-sector expertise that accelerated his journey to becoming a fund manager.

Other Schemes
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
10 Out of 21
Fixed Fee
2.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
10 Out of 21
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 21
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 21
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 21
Fixed Fee
2.50%
AUM (₹ Cr)
₹288.00 Cr
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 21
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 21
Fixed Fee
2.50%
*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 2465.51 crores. Its current offering of PMS schemes includes 1 Mid Cap, 1 Large Cap and 1 Small Cap schemes.

AUM (₹ cr)

2,465.51 (As on Oct, 2025)

Number of Schemes

3
Schemes From This AMC
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Mid Cap
Category Rank
10 Out of 21
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
27 Out of 28
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
27 Out of 28
Fixed Fee
2.50%
*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 - Good and Clean India Fund?
There is no option for Hurdle rate.
What is the fixed fee charged in Ambit Investment Advisors - Good and Clean India Fund ?
The fixed fee charged in Ambit Investment Advisors - Good and Clean India Fund is 2.50%.
What is the variable fee charged in Ambit Investment Advisors - Good and Clean India Fund ?
There is no option for Variable fee.
What is the profit sharing in Ambit Investment Advisors - Good and Clean India Fund ?
The profit sharing in Ambit Investment Advisors - Good and Clean India Fund is 15% Profit share on profits.
What is the minimum investment in Ambit Investment Advisors - Good and Clean India Fund ?
The minimum investment in Ambit Investment Advisors - Good and Clean India Fund is ₹50 Lacs
What type of scheme is Ambit Investment Advisors - Good and Clean India Fund?
Ambit Investment Advisors - Good and Clean India Fund is an Equity scheme. It falls in the Mid Cap category.
What is the inception date of Ambit Investment Advisors - Good and Clean India Fund?
The inception date of Ambit Investment Advisors - Good and Clean India Fund is Mar 12, 2015.
What is the exit load of Ambit Investment Advisors - Good and Clean India Fund?
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.