Ambit Good and Clean Midcap Portfolio

Ambit Investment Advisors Pvt Ltd
PMS Mid Cap
Benchmark
S&P BSE 500 TRI
Inception Date
12 March 2015
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

The objective of generating long-term capital appreciation by adhering to Ambit’s Good & Clean investment philosophy.The strategy focuses on investing in Good companies On the basis of capital allocation track record and quality of improvement in financial metrics over the past six years, and Clean Based on the quality of their accounts & corporate governance.

Investment Objective

The Ambit Good & Clean Midcap Portfolio is designed to invest in companies that meet two stringent criteria: (a)Good – On the basis of capital allocation track record and quality of improvement in financial metrics over the past six years, and (b)Clean – Based on the quality of their accounts & corporate governance.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 0.78% -0.24% 1.02%
3 MONTHS 7.56% 5.02% 2.54%
6 MONTHS 0.77% 1.63% -0.86%
1 YEAR -4.58% 7.63% -12.21%
2 YEAR 8.34% 11.65% -3.31%
3 YEAR 15.70% 16.41% -0.71%
5 YEAR 14.78% 16.82% -2.04%
SINCE INCEPTION 12.54% 13.13% -0.59%

Calendar Year Performance

Year Return
CY 2025 -4.58%
CY 2024 22.96%
CY 2023 32.05%
CY 2022 -0.48%
CY 2021 29.21%
CY 2020 16.21%
CY 2019 14.55%
CY 2018 2.67%
CY 2017 29.01%
CY 2016 15.43%
CY 2015 -1.19%

Financial Year Performance

Year Return
FY 26_YTD 8.40%
FY 25 10.75%
FY 24 37.50%
FY 23 -7.07%
FY 22 15.35%
FY 21 78.40%
FY 20 -22.08%
FY 19 18.92%
FY 18 10.21%
FY 17 29.25%
FY 16 -3.92%
FY 15 0.10%

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

Fund Managers

Trilok Agarwal

Fund Manager

Trilok Agarwal is the Fund Manager of the Ambit Good & Clean MidCap Portfolio, the Ambit TenX Portfolio, and co-manages the Ambit Emerging Giants Small Cap Portfolio at Ambit Asset Management. He brings over 18 years of experience in investment management and equity research.Before joining Ambit, Trilok worked with Dymon Asia Capital and Aditya Birla Sun Life Limited (ABSLI). At ABSLI, he was a core member of the investment team overseeing equities of over INR 15,000 crore and, at the time of his exit, was managing funds worth over INR 4,000 crore. His funds delivered an average alpha of 280 bps over five years, consistently outperforming benchmarks. He also played a key role in launching and scaling funds between 2016 and 2020, garnering over INR 1,000 crore in AUM. Recognized for his consistent performance, Trilok was nominated as a Young Leader for three consecutive years within the Aditya Birla Financial Services group. At Dymon Asia Capital, he managed alternative investment funds with a long/short strategy aimed at alpha generation. Earlier in his career, he tracked multiple sectors, including auto, telecom, consumer, discretionary, chemicals, and cement — a cross-sector expertise that accelerated his journey to becoming a fund manager.

Portfolio Details

Portfolio Composition

Large Cap
40.00%
Mid Cap
30.00%
Small Cap
26.00%
Cash & Equivalent
4.00%

Top 5 Holdings

  • Aegis Logistics Ltd. 5.00%
  • Tvs Motor Company Ltd 5.00%
  • Lupin Ltd 5.00%
  • Bharat Electronics Limited 5.00%
  • State Bank Of India Ltd. 5.00%

Top 5 Sectors

  • Financials 40.00%
  • Automobile 14.50%
  • Information Technology 7.00%
  • Pharmaceuticals 5.00%
  • Logistics 5.00%

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
25.00%
top 5 sectors percent
71.50%
average market cap
150840.44
portfolio age
10 Yrs, 9 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: No Option

Hurdle: No Option

Profit Sharing: 15% Profit share on profits

Exit Load

Year 1: 1%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.

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