Ambit Micro Marvels Portfolio

Ambit Investment Advisors Pvt Ltd
PMS Small Cap
Benchmark
S&P BSE 500 TRI
Inception Date
29 July 2024
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

This portfolio aims to achieve long-term capital growth through strategic investments in high-potential micro and small-capitalisation enterprises. The Portfolio Manager employs a diligent research methodology, integrating a proprietary analytical framework with in-depth fundamental assessment of individual companies.

Investment Objective

Our investment strategy focuses on constructing a portfolio primarily comprising small and micro-capitalization entities exhibiting robust earnings expansion prospects and the capacity to generate commendable risk-adjusted returns over extended periods. Securities are meticulously chosen based on criteria including sound governance and accounting standards, judicious capital deployment, and demonstrated potential for enduring, substantial growth.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 0.04% -0.24% 0.28%
3 MONTHS -5.53% 5.02% -10.55%
6 MONTHS -10.09% 1.63% -11.72%
1 YEAR -17.82% 7.63% -25.45%
SINCE INCEPTION -13.26% 2.33% -15.59%

Calendar Year Performance

Year Return
CY 2025 -17.82%

Financial Year Performance

Year Return
FY 26_YTD 5.82%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Bhargav Buddhadev

Fund Manager

Bhargav Buddhadev serves as the Fund Manager for the Ambit Micro Marvels Portfolio and is a co-manager of the Ambit Emerging Giants Small Cap Portfolio at Ambit Asset Management. He possesses more than two decades of expertise in investment management and equity analysis, with a particular focus on mid- and small-capitalization equities. Before his tenure at Ambit Asset Management, Mr. Buddhadev was associated with Kotak Mutual Fund. During his time there, he actively participated in the investment decision-making frameworks for their mid- and small-cap funds. Previously, at Ambit Institutional Equities, he led the research initiatives for mid-cap equities. He also developed the notable "Beachcombing Series," a small-cap research offering that aimed to identify overlooked companies through in-depth, on-site due diligence involving competitors, suppliers, and distributors. Mr. Buddhadev has received accolades in the Asiamoney Polls (2017), achieving rankings of 4th for Consumer Discretionary and Small Caps, 7th for Utilities, and 10th for Conglomerates. He is a Chartered Accountant and holds a Master of Business Administration (MBA) in Finance.

Portfolio Details

Portfolio Composition

Large Cap
0.00%
Mid Cap
0.00%
Small Cap
100.00%
Cash & Equivalent
0.00%

Top 5 Holdings

  • Insecticides India Ltd 6.00%
  • Menon Bearings Ltd 6.00%
  • Entero Healthcare Solutions Ltd 6.00%
  • Thejo Engineering Ltd 6.00%
  • Eveready Industries India Ltd 6.00%

Top 5 Sectors

  • Industrials 33.50%
  • Automobile 22.50%
  • Chemicals 12.00%
  • FMCG 6.00%
  • Pharmaceuticals 6.00%

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
30.00%
top 5 sectors percent
80.00%
average market cap
2100.18
portfolio age
1 Yrs, 5 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1%

Hurdle: 10%

Profit Sharing: 20%

Exit Load

Year 1: 3%

Year 2: 2%

Year 3: 1%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)