PMS · Equity · Mid & Small Cap
Ambit Investment Advisors - TenX
Fund size₹110 Cr
Alpha (3Y)−7.29%
3Y return6.34%
Fund age3 yrs 9 mo
Fund Manager
Growth of₹Cr
Ambit Investment Advisors TenX
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Ambit Investment Advisors TenX—−21.09%0.58%6.34%—6.29%
Nifty 500−8.38%−5.50%15.48%16.14%—12.36%
Excess over benchmark—−15.59%−14.90%−9.80%—−6.07%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 30 Sep 2025.
Risk : What you take on to earn the return
Volatility
16.49%
Benchmark approx 12.76%
A standard deviation reflecting historical swings.
Sensitivity
0.95
Beta vs benchmark 1.00 · 5% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.14
Sharpe
Excess return gained per unit of volatility.
Capture ratio
75 / 107
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −25.26% from its 30 Oct 2024 peak to a 28 Feb 2025 trough. It has not yet recovered.
Max drawdowns
−25.26%
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme30 Oct 202428 Feb 2025−25.26%121 days––
Benchmark30 Aug 202428 Feb 2025−18.59%182 days––
Scheme
Peak30 Oct 2024
Trough28 Feb 2025
Depth−25.26%
Fell over121 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 30 Sep 2025
Portfolio Details : Where the money actually sits
Stocks
20
P/E ratio
36.94
P/B ratio
5.67
Dividend yield
0.26%
Avg market cap
₹1.44 L Cr
Median market cap
₹42,826 Cr
Asset class
Equity
Market cap
Large cap27.00%
Mid cap25.00%
Small cap47.00%
Cash & others1.00%
As on 30 Sep 2025
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
FixedPlan A · Simple
Fixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Performance Linked
Fixed Management FeeNone
Performance Fee15% of profit
Hurdle RateNot applicable
Exit load 1.00% within 1 year, nil after 2 years. Lock-in: Nil.
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