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 TRILOK AGARWAL and reported a 6-month M2M return of 7.20% against a benchmark return of 6.3% as of 20 August, 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 36.5%
Automobile 15%
Capital Goods 9%
Pharma 7%
IT 6%
others 26.5%

Know About Fund Managers

TRILOK AGARWAL

FAQ

Frequently asked questions about Ambit Good & Clean Midcap

What is the benchmark and inception date of 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.

Who manages the Ambit Good & Clean Midcap PMS strategy?

Ambit Good & Clean Midcap is managed by TRILOK AGARWAL .

What sectors does Ambit Good & Clean Midcap invest in?

As of 20 August, 2026, the Ambit Good & Clean Midcap portfolio is allocated primarily across Financials (36.5%), Automobile (15%), Capital Goods (9%), Pharma (7%), and IT (6%), with the remaining 26.5% across other sectors. The strategy primarily invests in large-cap equities but retains flexibility to invest across the full market capitalisation spectrum.

What is the minimum investment for Ambit Good & Clean Midcap PMS?

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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