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

This investment strategy aims for long-term capital appreciation by adhering to Ambit's 'Good & Clean' investment philosophy. The approach prioritizes investments in companies exhibiting strong fundamentals, evaluated by their capital allocation track record and the quality of financial metric improvements observed over the preceding six years. Additionally, companies are assessed for their financial transparency and corporate governance standards ('Clean').

Investment Objective

The Ambit Good & Clean Midcap Portfolio focuses its investments on companies that adhere to a dual selection framework. This framework evaluates potential holdings based on their: (a) **Financial Prowess**: Assessed through a six-year historical analysis of capital allocation efficiency and the sustained enhancement of key financial indicators. (b) **Integrity and Transparency**: Determined by the robustness of their financial reporting and the strength of their corporate governance practices.

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 serves as the Fund Manager for the Ambit Good & Clean MidCap Portfolio and the Ambit TenX Portfolio. He also holds a co-managerial role for the Ambit Emerging Giants Small Cap Portfolio at Ambit Asset Management. Mr. Agarwal possesses over 18 years of dedicated experience in investment management and equity research. Prior to his tenure at Ambit, Mr. Agarwal held positions at Dymon Asia Capital and Aditya Birla Sun Life Limited (ABSLI). At ABSLI, he was an integral part of the investment team responsible for equities exceeding INR 15,000 crore. Upon his departure, he was managing assets valued at over INR 4,000 crore. During his five-year tenure, the portfolios under his management generated an average alpha of 280 basis points, consistently exceeding benchmark performance. Furthermore, he was instrumental in the successful launch and expansion of funds between 2016 and 2020, attracting Assets Under Management (AUM) of more than INR 1,000 crore. His sustained high performance was acknowledged by his nomination as a Young Leader for three consecutive years within the Aditya Birla Financial Services group. At Dymon Asia Capital, Mr. Agarwal managed alternative investment funds employing a long/short strategy with a focus on alpha generation. Earlier in his career, his responsibilities included tracking diverse sectors such as automotive, telecommunications, consumer discretionary, chemicals, and cement. This comprehensive cross-sectoral understanding significantly contributed to his progression to a fund management role.

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%

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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)