Ambit Alpha Fund Launch Date June, 2013

amit@fundiq.in
AMC: Ambit Investment Advisors Pvt. Ltd. Invest Book a Call
+91981009091

SEBI Category CAT III AIF Fund Tenure Open-ended

Fund Size Open-ended Min. Investment INR 1 cr.
Trustee Not Available Auditor Not Available _ Check with AMC
Open ended CAT III AIF Long-Short hedge fund with aim to deliver 15% - 20% gross returns under Bull, Bear or Range bound market conditions.
Sector agnostic fund with overall sectoral limit at 25%
• Risk: Extremely low volatility and only two months of drawdowns in the last 2 years
• Return: 12 month rolling returns in the last two years have ranged between 12% - 37%.
• Risk– Return: Despite investing in the equity markets, fund has delivered uncorrelated returns with volatility similar to long term debt funds.

Investment Strategy & Thesis Key Investment Personnel

The investments by the fund will consist of following approaches:

Vaibhav Sanghavi
• Top-down (global & thematic) and fundamental research driven bottom-up Fund Manager
• Liquidity is one of the key criteria for inclusion and low liquidity stocks are avoided
• The fund manager isolates large caps with sufficient liquidity so that entry and
exit is smooth without much impact costs • B.Com | Mcom I | ACA
• Vaibhav has 14 years of experience in the Indian markets
The investment approach will also include macro analysis, Thematic analysis, • Vaibhav has worked with Merrill Lynch, managing and advising over US$1 bn of capital.
portfolio and counterparty based risk management with stop loss of 15% as final
limit. Piyush Shah
Fund Manager

• B.Com | Masters in Financial Management (Mumbai University)

• Piyush has 17 years of experience in the Indian markets
Performance Tracking

IRR Benchmarking Risk/Return Characteristics – (Dummy data, Check with AMC)

100%
Ambit Alpha Fund
90%
80%
70%
60%
50%
40%
30%
20%
10%
0%
Feb-22 Mar-22 Apr-22 May-22 Jun-22 Jul-22 Aug-22 Sep-22 Oct-22 Nov-22 Dec-22 Jan-23
Fund Nifty 50

FEB 22 MAR 22 APR 22 MAY 22 JUN 22 JUL 22 AUG 22 SEP 22 OCT 22 NOV 22 DEC 22 JAN 23 YTD SI

Fund

Nifty 50

Performance is Gross of Management and Performance Fee and Taxation. June 2013 is the
first month of Operation.