A Midcap strategy investing in high quality companies. The objective is to generate superior returns with lower drawdown.
+16.56%
3Y annualised returns
+14.94%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
12 Mar '15
Total AUM
₹437.96Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity96.0%
Cash4.0%
Equity market cap split
Mid Cap49.0%
Large Cap31.0%
Small Cap19.0%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
1.00%
PMS management
TA
Trilok Agarwal
Fund Manager, Ambit Asset Management
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About
Trilok Agarwal is the Fund Manager of Ambit Good & Clean Midcap Portfolio and Ambit Emerging Giants Portfolio at Ambit Asset Management. He has over 16 years of experience in Investment and Equity research. Before joining Ambit, he worked with Dymon Asia Capital and Aditya Birla Sun life limited. (ABSLI). He was the core member of the investment team that overlooked equities over $2bn. In the initial phase of his career, he tracked research across various sectors Auto, Telecom, Consumer, Discretionary, chemicals, and Cement to name a few. His cross-sector exposure and eye for detail ensured his progress to becoming a fund manager quickly. Due to his superlative & consistent performance and contribution, he won serval accolades and was appreciated on various platforms, nominated as a Young leader three years in a row across Aditya Birla Financial Services group. At the time of his departure from ABSLI, he was managing funds of over $500mn. During his tenure, funds generated an average alpha of 280bps over 5-year tenure with consistent outperformance vs benchmark. He has also played a pivotal role in launching and scaling up funds for ABSLI during 2016-20 and garnered over Rs. 1000cr of AUM. At Dymon Asia Capital, he was looking at alternate Investment funds with a mandate to generate alpha by doing long/ short.
Experience
Over 16 years of experience in investment and equity research.
Investment philosophy
Investment management and equity research with cross-sectoral expertise and experience in long/short strategies.
Previously worked at
Dymon Asia Capital
Aditya Birla Sun Life Limited
Awards
Generated an average alpha of 280bps over a 5-year tenure with consistent outperformance. Nominated as a Young Leader for three consecutive years at Aditya Birla Financial Services. Played a key role in launching funds that garnered over Rs. 1000 crore in AUM.