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Ambit Build India PMS
Fund Snapshot
| Key Details | Description |
| Fund Name | Ambit Build India PMS |
| Fund Manager | Umesh Gupta |
| Co-Fund Manager | Ashutosh Garud |
| Inception Date | January 15, 2024 |
| Strategy Type | Manufacturing-Focused Equity PMS |
| Investment Approach | GARP (Growth at a Reasonable Price); Market-cap agnostic |
| Benchmark | NIFTY 50 TRI Index |
| Minimum Corpus | INR 1 Crore |
| Exit Load | Nil (No premature termination fees) |
| Underlying Instruments | Direct Equity, Liquid/Overnight Mutual Funds, Liquid ETFs |
| Fee Structure | Option 1: Fixed + Performance FeeOption 2: Fixed Fee Only |
| Target Investor Profile | Long-term investors aligned with India’s capex-led manufacturing growth theme |
Fund Overview
Ambit Build India PMS is a thematic investment strategy designed to capitalize on India’s structural shift toward becoming a global manufacturing hub. It focuses on identifying inflection points in sectors transitioning from early-stage buildup to high-growth phases, using Ambit’s proprietary “Good to Great” Flywheel Framework.
The strategy is market-cap agnostic, investing across small-, mid-, and large-cap companies that benefit from domestic capex, rising consumption, and export opportunities. Core sectors include capital goods, industrials, auto components, chemicals, defense, electronics, healthcare, and textiles.
Ambit’s approach emphasizes controlling the controllables—staying consistent with GARP investing and a portfolio with strong ROE and valuation discipline. The fund’s composition as of April 2025 was 56% small cap, 1% mid cap, 7% large cap, and 37% in cash.
Investment Philosophy & Strategy
Ambit Build India follows a three-phase flywheel model:
- Build-Up Phase: Sectors transitioning from revival to early growth
- Inflection Point: Triggered by policy, demand, or global tailwinds
- Surging Growth Phase: High expansion driven by sector-wide transformation
Performance Snapshot (as on April 30, 2025)
| Period | Build India PMS | Nifty Smallcap 100 | Nifty Midcap 100 | Nifty India Manufacturing | NIFTY 50 TRI |
| 1 Month | -1.8% | 2.2% | 4.8% | 3.1% | 3.5% |
| 3 Months | -7.5% | -2.6% | 0.9% | 1.6% | 3.7% |
| 6 Months | -18.8% | -11.4% | -3.4% | -4.8% | 0.8% |
| 1 Year | 0.6% | -2.6% | 6.9% | 4.8% | 9.0% |
| Since Inception | 14.6% | 5.2% | 11.2% | 17.1% | 9.7% |
Returns are composite and net of fees. Past performance may or may not sustain.
Top Contributors (As of April 30, 2025)
| Company | % Holding | Total Return Since Entry |
| Mazagon Dock Shipbuilders Ltd | 1.3% | 175.5% |
| Shilchar Technologies Ltd | 4.6% | 154.3% |
| Zen Technologies Ltd | 4.6% | 85.9% |
| Styrenix Performance Materials | 6.4% | 75.2% |
| Bharat Electronics Ltd | 1.0% | 66.1% |
Q3 FY25 Fundamentals
- Sales Growth: 35% YoY
- EBITDA Growth: 41% YoY
- PAT Growth: 56% YoY
- ROE: 22%
- P/E: 39x (TTM)
- PEG Ratio: 0.7x
Strong fundamentals backed by consistent quarter-over-quarter growth in earnings and efficiency ratios.
