Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
29 Jul '24
Total AUM
₹364.75Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity100.0%
Equity market cap split
Small Cap100.0%
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
3.00%
PMS management
BB
Bhargav Buddhadev
Co-Fund Manager, Ambit Emerging Giants Small Cap Portfolio
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About
Bhargav Buddhadev is the Co-Fund Manager of Ambit Emerging Giants Small Cap Portfolio at Ambit Asset Management. He has over 18 years of experience in Equity Research. Prior to joining Ambit, he worked with Kotak Mutual Fund where he was part of the investment decision-making process for identifying mid and small- cap funds. He also worked with Ambit Institutional Equities and was entrusted with the responsibility of researching mid-cap stocks. Bhargav was recognized in Asiamoney polls in 2017 and ranked as the 4th best analyst for Consumer Discretionary, 4th best analyst for Small Caps, 7th best analyst for Utilities and 10th best analyst for Conglomerates. One of his major contributions was the creation of a small-cap product called Beachcombing Series at Ambit Institutional Equities that identified undiscovered names and helped his team rank in the top 3 in Asia Money polls. The secret sauce to this was the extensive channel checks which were conducted by talking to competitors, suppliers and channel partners like distributors. Bhargav is a qualified Chartered Accountant, holds an MBA in Finance and is currently pursuing American CFA level II certification.
Experience
Over 18 years of experience in equity research.
Investment philosophy
Equity research with a focus on identifying mid and small-cap funds.
Previously worked at
Kotak Mutual Fund
Ambit Institutional Equities
Awards
Recognized in the 2017 Asiamoney polls, ranking as the 4th best analyst for Small Caps. Created a small-cap product that helped his team rank in the top 3 in Asia Money polls.