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Ambit Emerging Giants Small Cap Portfolio

Ambit Investment Advisors Private Limited

80.31 CR AUM

Ambit Emerging Giants Small Cap Portfolio

Ambit Emerging Giants Small Cap Portfolio

Ambit Investment Advisors Private Limited

80.31 CR AUM

BSE 500 TRI
Benchmark
8yr 4mo
Age
EQUITY
Strategy
Form 0% to 3%
Fixed Fees
From 0% to 20% of profit above Hurdle, if any
Variable Fees
From 0% to 3% as mentioned in the agreement, Nil for exit post 3 years
Exit Load
BSE 500 TRI
Benchmark
8yr 4mo
Age
EQUITY
Strategy
Form 0% to 3%
Fixed Fees
From 0% to 20% of profit above Hurdle, if any
Variable Fees
From 0% to 3% as mentioned in the agreement, Nil for exit post 3 years
Exit Load
Fund manager

trilok agarwal

Fund Manager
EQUITYStrategies

Trilok Agarwal is the Fund Manager of Ambit Good & Clean Midcap Portfolio and Ambit Emerging Giants Portfolio at Ambit Asset Management. He has over 16 years of experience in Investment and Equity research. Before joining Ambit, he worked with Dymon Asia Capital and Aditya Birla Sun life limited. (ABSLI). He was the core member of the investment team that overlooked equities over $2bn. In the initial phase of his career, he tracked research across various sectors Auto, Telecom, Consumer, Discretionary, chemicals, and Cement to name a few. His cross-sector exposure and eye for detail ensured his progress to becoming a fund manager quickly. Due to his superlative & consistent performance and contribution, he won serval accolades and was appreciated on various platforms, nominated as a Young leader three years in a row across Aditya Birla Financial Services group. At the time of his departure from ABSLI, he was managing funds of over $500mn. During his tenure, funds generated an average alpha of 280bps over 5-year tenure with consistent outperformance vs benchmark. He has also played a pivotal role in launching and scaling up funds for ABSLI during 2016-20 and garnered over Rs. 1000cr of AUM. At Dymon Asia Capital, he was looking at alternate Investment funds with a mandate to generate alpha by doing long/ short.

Trilok Agarwal is the Fund Manager of Ambit Good & Clean Midcap Portfolio and Ambit Emerging Giants Portfolio at Ambit Asset Management. He has over 16 years of experience in Investment and Equity research. Before joining Ambit, he worked with Dymon Asia Capital and Aditya Birla Sun life limited. (ABSLI). He was the core member of the investment team that overlooked equities over $2bn. In the initial phase of his career, he tracked research across various sectors Auto, Telecom, Consumer, Discretionary, chemicals, and Cement to name a few. His cross-sector exposure and eye for detail ensured his progress to becoming a fund manager quickly. Due to his superlative & consistent performance and contribution, he won serval accolades and was appreciated on various platforms, nominated as a Young leader three years in a row across Aditya Birla Financial Services group. At the time of his departure from ABSLI, he was managing funds of over $500mn. During his tenure, funds generated an average alpha of 280bps over 5-year tenure with consistent outperformance vs benchmark. He has also played a pivotal role in launching and scaling up funds for ABSLI during 2016-20 and garnered over Rs. 1000cr of AUM. At Dymon Asia Capital, he was looking at alternate Investment funds with a mandate to generate alpha by doing long/ short.

Purpose

Ambit Emerging Giants Small Cap Portfolio focuses on identifying emerging small cap businesses with strong leadership position in niche or micro markets that have the potential to become large companies over time. The investment philosophy emphasizes companies that are Good and Clean with strong capital allocation track record, quality of accounts and high corporate governance standards. Stock selection follows stringent quantitative filters combined with bottom up research including industry analysis, management meetings and channel checks. The strategy prioritizes companies with consistent earnings growth, efficient capital allocation, low leverage and ethical management pedigree. Portfolio construction is concentrated with about 15 to 20 companies with low churn of around 15 to 20 percent and long term investment horizon of three to five years or longer. The approach emphasizes businesses with strong return on equity, strong earnings quality and leadership in growing industries where scalability and pricing power can create large future market capitalization. Examples of companies studied under the framework include firms such as Alkyl Amines, Garware Wall Ropes, Safari Industries and GMM Pfaudler which represent niche segment leaders with strong growth potential. Sector agnostic Small cap.

Investment Approach v/s Benchmark Metrics

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1M IA return
-12.86%
1M benchmark return
-11.37%
Alpha
-1.49%
1M Wealth multiple
0.87x

Investment Approach v/s Benchmark Performance

2026
2026
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Wealth Creation Calculator

1M IA return
-12.86%
1M benchmark return
-11.37%
Alpha
-1.49%
1M Wealth multiple
0.87x

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