Ambit Investment Advisors - TenX
EQUITY MID & SMALL CAP
A Flexicap Portfolio that can include new-age businesses and mid & small-sized companies with potential to become large-caps.
+6.34%
3Y annualised returns
+16.14%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
13 Dec '21
Total AUM
₹110.31Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity99.0%
Cash1.0%
Equity market cap split
Small Cap47.0%
Large Cap27.0%
Mid Cap25.0%
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
ICInvestment Committee.Investment CommitteeView details
IC
Investment Committee.
Investment Committee
View details
About
The process is the fund manager Revolutionizing fund management Moving away from people towards process Team first to client first – prioritizing our fiduciary duty of staying true to the clients' needs A team of highly motivated and skilled research analyst drive ideation Also, ensures ownership of the idea and constant monitoring Staying ahead of the curve Two step approval process – Research team & Investment Committee ensures robustness Democratic process ensures healthy debate and disagreement We don’t get married to our calls Future talent grooming Keeping the well-oiled machine going
Investment philosophy
Process-driven investment management focused on team-based ideation and a democratic two-step approval process.
Awards
- Pioneered a team-first approach that prioritizes process over individual dependence, ensuring idea ownership and constant monitoring. Fosters a culture of healthy debate and objectivity to stay true to client needs.
PMS house
Ambit Investment Advisors Limited
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