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Ambit Investment Advisors - TenX Portfolio
Ambit Investment Advisors - TenX Portfolio

Ambit Investment Advisors - TenX Portfolio

  • Ambit Investment Advisors Pvt Ltd
  • Small AND Mid Cap
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PMS Bazaar
Portfolio age4 years
-0.33%
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%)
Allocation by Market Cap
Small Cap (47%)
Mid Cap (25%)
Large Cap (27%)
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 13, 2021
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not 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

The Ambit TenX Portfolio seeks to identify high-potential companies, primarily in the mid- and small-cap segments, that stand to benefit from India’s journey towards becoming a US$10 trillion economy. The portfolio focuses on businesses with the capability to grow their earnings by 10X over the next 10–15 years, aiming to deliver steady, long-term returns for investors.

Investment Approach

To create a portfolio with an objective to generate capital appreciation over the long term by investing in a diversified portfolio of securities.

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bt_logoPEER ANALYSIS

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Shriram Future GEMS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 53
Fixed Fee
No Option
Scheme Return
3.44%
Benchmark Return
1.92%
Trivantage Capital - Small and Midcap Financials
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 53
Fixed Fee
2.50%
Scheme Return
3.37%
Benchmark Return
1.92%
Aditya Birla Sun Life- Select Sector Portfolio
AUM (₹ Cr)
₹551.31 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 53
Fixed Fee
2.50%
Scheme Return
2.9%
Benchmark Return
0.96%
Magadh Capital - Future Stars
AUM (₹ Cr)
₹66.56 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 53
Fixed Fee
2.50%
Scheme Return
1.75%
Benchmark Return
0.96%
Avenue Fund
AUM (₹ Cr)
₹134.20 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 53
Fixed Fee
2.00%
Scheme Return
1.69%
Benchmark Return
0.96%
Karma Capital - Lotus
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 53
Fixed Fee
2.50%
Scheme Return
1.12%
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
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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
3 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 - TenX Portfolio?
There is no option for Hurdle rate.
What is the fixed fee charged in Ambit Investment Advisors - TenX Portfolio ?
The fixed fee charged in Ambit Investment Advisors - TenX Portfolio is 2.50%.
What is the variable fee charged in Ambit Investment Advisors - TenX Portfolio ?
There is no option for Variable fee.
What is the profit sharing in Ambit Investment Advisors - TenX Portfolio ?
The profit sharing in Ambit Investment Advisors - TenX Portfolio is 15% Profit share on profits.
What is the minimum investment in Ambit Investment Advisors - TenX Portfolio ?
The minimum investment in Ambit Investment Advisors - TenX Portfolio is ₹50 Lacs
What type of scheme is Ambit Investment Advisors - TenX Portfolio?
Ambit Investment Advisors - TenX Portfolio is an Equity scheme. It falls in the Small AND Mid Cap category.
What is the inception date of Ambit Investment Advisors - TenX Portfolio?
The inception date of Ambit Investment Advisors - TenX Portfolio is Dec 13, 2021.
What is the exit load of Ambit Investment Advisors - TenX Portfolio?
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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