AMBIT Emerging Giants PMS


Key Portfolio Attributes

Inception Date: 01 December 2017

Fund Manager Name: Aishvarya Dadheech

Fund Manager Experience: Total Exp – 12 Years With Ambit – 2 Years

Fund Manager Qualification: CFA charterholder, Chartered Accountant and MBA Finance.

Investment Objective

Smallcaps are largely undiscovered with low analyst coverage and lower liquidity resulting in valuation disconnect with fundamentals. Thus, the objective of the fund is investing in the highly rewarding yet challenging world of small caps through their good & clean framework.

Portfolio Strategy

Ambit’s Emerging Giants portfolio aims to invest in small-cap companies with market-dominating franchises and a track record of clean accounting governance and capital allocation. The fund typically invests in companies with market caps less than Rs2,500cr. The stocks are screened through stringent quantitative filters and focus is on earnings growth + earnings quality.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio1.8%11.0%11.4%7.8%32.9%31.2%-16.7%
BSE Smallcap1.3%6.5%0.7%3.0%39.1%28.6%19.4%-10.0%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
GARWARE TECHNICAL FIBRES LTD 7.00
SAFARI INDUSTRIES (INDIA) LTD 7.00
DCB BANK LTD 6.00
LA OPALA 6.00
MAS FINANCIAL SERVICES LTD 6.00
CERA SANITARYWARE LTD 6.00
SUNDARAM FASTENERS LTD 6.00
HAWKINS COOKER LTD 6.00
ORIENT ELECTRIC LTD 6.00
GMM PFAUDLER LTD 6.00
HOME FIRST FINANCE 6.00
CCL PRODUCTS INDIA LTD 6.00
AMRUTANJAN HEALTH CARE LTD 5.00
GREENLAM INDUSTRIES LTD 5.00
Mastek Ltd 5.00
ULTRAMARINE & PIGMENTS LTD 5.00
Suprajit Engineering Ltd 5.00
Top 16 Equity Holdings 94.00

Sector Allocation


Holding %
Industrials 7.00
Chemicals 12.00
Building Materials 13.00
Financial Services 21.00
Consumer Discretionary 32.00

Market Cap Allocation


Allocations %
Large Cap 0.0
Mid Cap 6.0
Small Cap 92.0
Cash 2.0


Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 Oct 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Sep 22.




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Do Not Simply Invest, Make Informed Decisions