Ambit Good & Clean Midcap

Inception12 March 2015
BenchmarkBSE 500 TR
Fund ManagerMr. TRILOK AGARWAL
As on Date30 September, 2026
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What is the Ambit Good & Clean Midcap Strategy and how has it performed?

Ambit Good & Clean Midcap is a Portfolio Management Service (PMS) strategy launched on 12 March 2015, benchmarked against the BSE 500 TR index. The strategy aims to benefit from the long-term compounding effect by investing in good businesses run by experienced management teams, with a primary focus on large-cap equity and equity-related instruments across the full market capitalisation spectrum. The strategy is managed by Mr. TRILOK AGARWAL and reported a 6-month M2M return of 12.03% against a benchmark return of 6.3% as of 30 September, 2026. The minimum investment for this PMS strategy is ₹50 lakh as per SEBI regulations.

Ambit Good & Clean Midcap Strategy Details

Prioritize investments in firms with a strong track record of capital allocation and consistent improvement in financial metrics over the past six years. Consider the overall goodness of a firm by evaluating both its financial performance and its commitment to transparency and accountability. Investing in companies that not only demonstrate financial strength but also uphold high standards of corporate governance can provide a solid foundation for sustainable and responsible investment strategies.

Performance Summary

3 Months returns
Performance M2M -5.4%
Index Benchmark (BSE 500 TR) 6.3%

Top 5 Sectors Weightage

  • Financials 34%
  • Automobile 12%
  • Capital Goods 13%
  • Logistics 7%
  • IT 9%
  • others 25%

Know About Fund Managers

Mr. TRILOK AGARWAL

TRILOK AGARWAL Fund Manager - Equity, Ambit Asset Management Trilok Agarwal is the Fund Manager of the Ambit Good & Clean Midcap Portfolio, Ambit TenX Portfolio and co-manages the Ambit Emerging Giants Small Cap Portfolio at Ambit Asset Management. He has over 17 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 oversaw equities over $2bn. He has also played a pivotal role in launching and scaling up funds for ABSLI during 2016-2020 and garnered over INR10bn of AUM. At Dymon Asia Capital, he was looking at alternate Investment funds with a mandate to generate alpha by doing long/short.

FAQ

Frequently asked questions about Ambit Good & Clean Midcap

Ambit Good & Clean Midcap was launched on 12 March 2015 and is benchmarked against the BSE 500 TR index. The strategy is one of Ambit longer-running PMS strategies, with over two decades of track record as a Portfolio Management Service.

Ambit Good & Clean Midcap is managed by Mr. TRILOK AGARWAL TRILOK AGARWAL Fund Manager - Equity, Ambit Asset Management Trilok Agarwal is the Fund Manager of the Ambit Good & Clean Midcap Portfolio, Ambit TenX Portfolio and co-manages the Ambit Emerging Giants Small Cap Portfolio at Ambit Asset Management. He has over 17 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 oversaw equities over $2bn. He has also played a pivotal role in launching and scaling up funds for ABSLI during 2016-2020 and garnered over INR10bn of AUM. At Dymon Asia Capital, he was looking at alternate Investment funds with a mandate to generate alpha by doing long/short..

As of 30 September, 2026, the Ambit Good & Clean Midcap portfolio is allocated primarily across Financials (34%), Automobile (12%), Capital Goods (13%), Logistics (7%), and IT (9%), with the remaining 25% across other sectors. The strategy primarily invests in large-cap equities but retains flexibility to invest across the full market capitalisation spectrum.

As per SEBI regulations, the minimum investment for Portfolio Management Services (PMS) in India is ₹50 lakh per investor. This threshold applies to all PMS strategies including Ambit Good & Clean Midcap. The minimum investment amount is subject to change based on SEBI regulatory notifications.

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