Expert-managed portfolios tailored to your financial goals.
The strategy focuses on identifying high-quality emerging businesses with scalable models and sustainable growth drivers, aiming to deliver superior risk-adjusted returns through disciplined stock selection and long-term holding
Fund Manager at Ambit Asset Management | Equity Research Specialist | CA, MBA\r\n Fund Manager at Ambit Asset Management... Fund Manager at Ambit Asset Management | Equity Research Specialist | CA, MBA\r\n Fund Manager at Ambit Asset Management with over two decades of experience in equity research and investment management. Demonstrates a comprehensive understanding of sector fundamentals and excels in precision-driven stock selection. Previous roles include significant contributions at Kotak Mutual Fund and Ambit Institutional Equities. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -1.5% | 0.45% | -1.95% |
| 3 Months | -7.28% | -3.13% | -4.15% |
| 6 Months | -11.01% | 3.24% | -14.25% |
| 1 Year | -0.26% | 17.3% | -17.56% |
| 2 Year | 0% | 0% | 0% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | -15.4% | 0.22% | -15.62% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -5.9% | -1.5% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -2.56% | -1.95% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -9% | -14.96% | 2.02% | 2.3% | 8.3% | 4.49% | 4.27% | -8.99% | 0.29% | 0.25% | -5.81% | 0.04% |
| Benchmark | -3.43% | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -0.24% |
| Alpha | -5.57% | -7.22% | -5.3% | -0.88% | 4.76% | 0.81% | 6.98% | -7.24% | -0.95% | -4.02% | -6.77% | 0.28% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | -- | -- | -- | 0% | 0.51% | 0.18% | -2.22% | -0.14% | 0.98% |
| Benchmark | -- | -- | -- | -- | -- | -- | 0% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | -- | -- | -- | 0% | -0.45% | -1.91% | 4.23% | -0.2% | 2.48% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 331.5 | 336.5 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 303.1 | 265.8 | 278.8 | 290.2 | 320.5 | 340.5 | 377.9 | 350.3 | 360.5 | 364.8 | 346.1 | 348.3 |
| 2024 | -- | -- | -- | -- | -- | -- | 1.5 | 49 | 259.1 | 282.2 | 298.7 | 315 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
