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Ambit TenX Portfolio

Ambit Investment Advisors Private Limited

48.53 CR AUM

Ambit TenX Portfolio

Ambit TenX Portfolio

Ambit Investment Advisors Private Limited

48.53 CR AUM

BSE 500 TRI
Benchmark
4yr 4mo
Age
EQUITY
Strategy
From 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
4yr 4mo
Age
EQUITY
Strategy
From 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

sushant bhansali

Fund Manager
EQUITYStrategies

Sushant has over 22 years of experience, 15of which he has spent with Ambit working in different senior capacities and isa member of the Executive Committee of Ambit. He has been leading the AssetManagement business for more than 5 years and has been instrumental in growing the assets under management more than 10x over this period and expanding it's presence to 10 cities. Before Asset Management, he led Ambit's PrincipalInvestment business, where he cut his teeth investing in listed equities fromAmbit's Balance Sheet. During those six years, the team delivered superlative returns, investing primarily in small and mid-cap listed Indian companies, surpassing benchmark returns by a mile. The team followed a highly concentrated portfolio strategy, investing in high conviction ideas on an opportunistic basis. Sushant began his stint at Ambit with the Group CEO's office, where he spent close to five years working on various transactions while advising clients on M&A and capital raising. He also participated in the development of various new business verticals, hiring teams, joint ventures, leadership initiatives and maiden private equity capital raising for the firm. Before joining Ambit, he worked with global firms such as MSCI Inc. and PriceWaterhouse Coopers for close to six years. Sushant is a Chartered Accountant and also holds a Post-Graduate Diploma in Business Management from Indian School of Business(ISB). He is a member of the Board of Directors of Association of PortfolioManagers of India (APMI) and in past has been the Secretary of ISB AlumniAssociation.

Sushant has over 22 years of experience, 15of which he has spent with Ambit working in different senior capacities and isa member of the Executive Committee of Ambit. He has been leading the AssetManagement business for more than 5 years and has been instrumental in growing the assets under management more than 10x over this period and expanding it's presence to 10 cities. Before Asset Management, he led Ambit's PrincipalInvestment business, where he cut his teeth investing in listed equities fromAmbit's Balance Sheet. During those six years, the team delivered superlative returns, investing primarily in small and mid-cap listed Indian companies, surpassing benchmark returns by a mile. The team followed a highly concentrated portfolio strategy, investing in high conviction ideas on an opportunistic basis. Sushant began his stint at Ambit with the Group CEO's office, where he spent close to five years working on various transactions while advising clients on M&A and capital raising. He also participated in the development of various new business verticals, hiring teams, joint ventures, leadership initiatives and maiden private equity capital raising for the firm. Before joining Ambit, he worked with global firms such as MSCI Inc. and PriceWaterhouse Coopers for close to six years. Sushant is a Chartered Accountant and also holds a Post-Graduate Diploma in Business Management from Indian School of Business(ISB). He is a member of the Board of Directors of Association of PortfolioManagers of India (APMI) and in past has been the Secretary of ISB AlumniAssociation.

Purpose

Ambit TenX Portfolio is designed to capture the structural India growth story by identifying companies that have the potential to grow their earnings TenX over a period of about 12 to 15 years. The strategy focuses on businesses benefiting from structural drivers such as rising consumption, urbanization, manufacturing expansion and formalization of the economy. The portfolio primarily invests in mid and small cap companies that operate in underpenetrated markets with strong leadership position, scalable business models and light balance sheets. Stock selection follows a bottom up research approach using the Ambit Good and Clean framework which emphasizes conservative capital allocation, clean accounting, strong governance and absence of political connectivity as key attributes for sustainable wealth creation. The investment universe includes companies with market capitalization greater than about Rs 500 crore and the portfolio is constructed as a concentrated portfolio of around 15 to 20 stocks. Sector allocation limits generally cap exposure to about 25 percent per sector except financials while individual stock exposure is limited to around 10 percent. The strategy prefers companies with strong return on equity, low leverage and consistent earnings growth potential in niche segments where penetration levels remain low and long term compounding opportunities exist. Sector agnostic. Mid cap and small cap.

Investment Approach v/s Benchmark Metrics

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1M IA return
-12.22%
1M benchmark return
-11.37%
Alpha
-0.85%
1M Wealth multiple
0.88x

Investment Approach v/s Benchmark Performance

2026
2026
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Wealth Creation Calculator

1M IA return
-12.22%
1M benchmark return
-11.37%
Alpha
-0.85%
1M Wealth multiple
0.88x

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