Ambit Investment Advisors Private Limited • Equity
Ambit Emerging Giants Small Cap Portfolio is an equity portfolio management service (PMS) strategy run by Ambit Investment Advisors Private Limited, launched on 1 Dec 2017. As of 30 Sep 2026, it manages ₹77.28 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +17.29% over 1 year, +1.90% over 3 years and +6.40% over 5 years (+12.13% since inception). Over 3 years, the BSE 500 TRI returned +9.21%, so the strategy is 7.31 percentage points behind of its benchmark. Its 3-year return ranks 449th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Trilok Agarwal.
Ranked nearby on 3-year return: Credent Asset Management Services Pvt Ltd (+1.99%), Ethical Portfolio (+1.92%), ASK Growth Portfolio (+1.88%), Vrddhi (+1.79%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -0.93% |
| 3 Months | +4.26% |
| 1 Year | +17.29% |
| 3 Years | +1.90% |
| 5 Years | +6.40% |
| Since Inception | +12.13% |
| management fee | Fixed Fees: Form 0% to 3% |
| performance fee | Variable Fees: From 0% to 20% of profit above Hurdle, if any |
| exit load | From 0% to 3% as mentioned in the agreement, Nil for exit post 3 years |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callAmbit Emerging Giants Small Cap Portfolio has a 1-year return of +17.29%, a 3-year return of +1.90%, a 5-year return of +6.40% and +12.13% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Ambit Emerging Giants Small Cap Portfolio returned +6.40% against +8.91% for the BSE 500 TRI, 2.51 percentage points behind. Over 3 years it returned +1.90% against +9.21%; Over 1 year it returned +17.29% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Ambit Emerging Giants Small Cap Portfolio's 3-year return of +1.90% ranks 449th as of 30 Sep 2026.
Ambit Emerging Giants Small Cap Portfolio is managed by Trilok Agarwal at Ambit Investment Advisors. The strategy manages ₹77.28 Cr of client assets as of 30 Sep 2026.
Ambit Emerging Giants Small Cap Portfolio manages ₹77.28 Cr of client assets as of 30 Sep 2026.
The fee structure for Ambit Emerging Giants Small Cap Portfolio includes: management fee: Fixed Fees: Form 0% to 3%; performance fee: Variable Fees: From 0% to 20% of profit above Hurdle, if any; exit load: From 0% to 3% as mentioned in the agreement, Nil for exit post 3 years.
The minimum investment for Ambit Emerging Giants Small Cap Portfolio is ₹50 Lakhs.
Ambit Emerging Giants Small Cap Portfolio was launched on 1 Dec 2017. It has an 8-year track record.
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