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Fund Snapshot

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About Fund Manager

Umesh Gupta, Head – PMS & Portfolio Manager

Umesh Gupta brings over 22 years of experience, with 19 years dedicated to Indian equities. He has held key leadership roles across prominent wealth management firms, including serving as Co-Head of Equities at Ambit Global Private Client (2021–2022), Head of Equities at Avendus Capital (2018–2020), and Portfolio Manager at Reliance Private Client (2013–2018). Earlier in his career, he worked as AVP & Research Analyst at Sharekhan and Dalal & Broacha. Umesh is widely recognized for delivering a 36% CAGR (5.0x returns) with the Alpha Growth PMS between 2013 and 2018, establishing himself as a top-ranked PMS manager. He holds a B.Com degree and an MBA from IMT Ghaziabad.

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.

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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.

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