Ambit Investment Advisors Private Limited • Equity
Ambit Good & Clean MidCap Portfolio is an equity portfolio management service (PMS) strategy run by Ambit Investment Advisors Private Limited, launched on 12 Mar 2015. As of 30 Sep 2026, it manages ₹435 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +15.33% over 1 year, +12.36% over 3 years and +10.88% over 5 years (+12.27% since inception). Over 3 years, the BSE 500 TRI returned +9.21%, so the strategy is 3.15 percentage points ahead of its benchmark. Its 3-year return ranks 192nd of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Mr. Siddhartha Rastogi.
Ranked nearby on 3-year return: HPMG Small Cap Fund (+12.49%), The Indian Economic Transformation Portfolio Systematic Rebalancing Option (+12.47%), Purnartha Vision (+12.33%), India Ultra-Focussed Mid-Cap Growth Portfolio Series II (A2) (+12.30%).
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 | -5.31% |
| 1 Year | +15.33% |
| 3 Years | +12.36% |
| 5 Years | +10.88% |
| Since Inception | +12.27% |
| management fee | Fixed Fees: From 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 Good & Clean MidCap Portfolio has a 1-year return of +15.33%, a 3-year return of +12.36%, a 5-year return of +10.88% and +12.27% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Ambit Good & Clean MidCap Portfolio returned +10.88% against +8.91% for the BSE 500 TRI, 1.97 percentage points ahead. Over 3 years it returned +12.36% against +9.21%; Over 1 year it returned +15.33% 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 Good & Clean MidCap Portfolio's 3-year return of +12.36% ranks 192nd as of 30 Sep 2026.
Ambit Good & Clean MidCap Portfolio is managed by Mr. Siddhartha Rastogi at Ambit Investment Advisors. The strategy manages ₹435 Cr of client assets as of 30 Sep 2026.
Ambit Good & Clean MidCap Portfolio manages ₹435 Cr of client assets as of 30 Sep 2026.
The fee structure for Ambit Good & Clean MidCap Portfolio includes: management fee: Fixed Fees: From 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 Good & Clean MidCap Portfolio is ₹50 Lakhs.
Ambit Good & Clean MidCap Portfolio was launched on 12 Mar 2015. It has an 11-year track record.
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