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Ambit Investment Advisors - Coffee Can
Ambit Investment Advisors  - Coffee Can

Ambit Investment Advisors - Coffee Can

  • Ambit Investment Advisors Pvt Ltd
  • LARGE CAP
  • 14
    Out of 19*
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Portfolio age 8 years, 0 months
-5.44%
-5.79%
Hurdle Rate** 0.00%
Fixed fee 2.50%
Min. Investment 50 Lac
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 28/02/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar Year Financial Year

DETAILED PORTFOLIO

EQUITY (98%)
CASH AND EQUIVALENT (2%)
Allocation by Market Cap
Small Cap (10%)
Large Cap (84%)
Mid Cap (4%)
Sector Holdings
  • Financials 33.50%
  • Automobile 15.00%
  • Retail 11.00%
  • Information Technology 10.00%
  • Telecom 8.00%
Stock Holdings
  • HDFC Bank Ltd 13.00%
  • Tata Consultancy Services Ltd 8.00%
  • Bharti Airtel Ltd. 8.00%
  • HDFC Life Insurance 8.00%
  • Zomato Limited 8.00%

PORTFOLIO MANAGERS

Siddharth Bothra
  • Manager Rank 18 Out of 24
    i
    Rank is based on 3-year return
  • Schemes Managed 1
  • Total AUM Undisclosed
  • Highest Return In 1 Yr 4.89%
Profile

Siddharth Bothra is the Fund Manager of Ambit Coffee Can Portfolio at Ambit Asset Management. He has over 25 years of experience in Investment and Equity Research. Before joining Ambit, he had a long ~18 year plus stint with Motilal Oswal Financial Services (MOFSL) across institutional equities and asset management. At Motilal Oswal Asset Management (MOAMC) he was part of the core team, which launched the active Mutual Fund in 2013. Siddharth Bothra was instrumental in growing MOAMC’s active Mutual Fund’s AUM from Nil to INR220b. He managed their Focused Large Cap 25 Fund and Aggressive Hybrid Fund and was overseeing ~INR150 billion across four funds at its peak. His expertise spans large-cap, midcap, flexicap and hybrid funds and is consistently positioned focused 25 in the top 10 funds in its category in nine out of eleven years, on long-term rankings. During his stint, MOAMC was recognized as the best equity house in 2018 by the Thomson Reuters Lipper Fund Award and ranked amongst the Top 100 Asset Managers in Asia by Institutional Investor. Before his asset management stint, Siddharth was an institutional analyst looking at various sectors from Mid caps, Infrastructure and Textiles. As an analyst he won several accolades and recognition. Siddharth is an alumni of the Indian School of Business (ISB), Hyderabad, which included an International MBA Exchange semester with NYU Stern School of Business, New York. Siddharth’s strong belief in long-term compounding aligns with the fund’s mandate and Ambit Asset Management’s investment philosophy, emphasizing quality and long-term goals.

Other Schemes
  • table
  • Grid
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
4 Out of 25
Fixed Fee
2.50%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
1Out of 1
-5.44%
-0.45%
Nifty 50 TRI
LARGE CAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

PEER ANALYSIS

  • table
  • Grid
Compare
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 25
Fixed Fee
2.50%
AUM (₹ Cr)
230.23
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 25
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 25
Fixed Fee
2.50%
AUM (₹ Cr)
75.22
Hurdle Rate
6.00%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 25
Fixed Fee
1.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 25
Fixed Fee
1% or 0%
AUM (₹ Cr)
46.80
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
6 Out of 25
Fixed Fee
1.50%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
1Out of 25
-5.44%
-0.45%
Nifty 50 TRI
LARGE CAP
No Option
₹UNDISC. Cr.
1Out of 25
-0.32%
-0.45%
Nifty 50 TRI
LARGE CAP
10.00%
₹230.23 Cr.
1Out of 25
-4.31%
-0.45%
Nifty 50 TRI
LARGE CAP
10%
₹UNDISC. Cr.
1Out of 25
-4.55%
-0.45%
Nifty 50 TRI
LARGE CAP
6.00%
₹75.22 Cr.
1Out of 25
-5.51%
-0.58%
Nifty 50 TRI
LARGE CAP
No Option
₹UNDISC. Cr.
1Out of 25
-5.72%
-0.45%
Nifty 50 TRI
LARGE CAP
10.00%
₹46.80 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

About the AMC

Ambit Investment Advisors Pvt Ltd
Ambit Investment Advisors Pvt Ltd manages assets worth Rs 2294.75 crores. Its current offering of PMS schemes includes 1 Large Cap, 1 Mid Cap, 1 Small And Mid Cap and 1 Small Cap schemes.

AUM (₹ cr)

2294.75 (As on Feb, 2025)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
4 Out of 25
Fixed Fee
2.50%
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MID CAP
Category Rank
3 Out of 23
Fixed Fee
2.50%
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
SMALL AND MID CAP
Category Rank
24 Out of 43
Fixed Fee
2.50%
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
SMALL CAP
Category Rank
11 Out of 24
Fixed Fee
2.50%
Strategy Name Category Rank Strategy Return Benchmark Return Benchmark Hurdle Rate Category Name Fund Size (Cr)
1Out of 4
-5.44%
-5.79%
Nifty 50 TRI
No Option
LARGE CAP
₹UNDISC. Cr.
1Out of 4
-8.91%
-7.74%
S&P BSE 500 TRI
No Option
MID CAP
₹UNDISC. Cr.
1Out of 4
-11.50%
-7.74%
S&P BSE 500 TRI
No Option
SMALL AND MID CAP
₹UNDISC. Cr.
1Out of 4
-12.58%
-7.74%
S&P BSE 500 TRI
No Option
SMALL CAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQ’S

What is the hurdle rate of Ambit Investment Advisors - Coffee Can?
The hurdle rate of Ambit Investment Advisors - Coffee Can is No Option.
What is the fixed fee charged in Ambit Investment Advisors - Coffee Can ?
The fixed fee charged in Ambit Investment Advisors - Coffee Can is 2.50%.
What is the variable fee charged in Ambit Investment Advisors - Coffee Can ?
The variable fee charged in Ambit Investment Advisors - Coffee Can is No Option .
What is the profit sharing in Ambit Investment Advisors - Coffee Can ?
The profit sharing in Ambit Investment Advisors - Coffee Can is 15% Profit share on profits.
What is the minimum investment in Ambit Investment Advisors - Coffee Can ?
The minimum investment in Ambit Investment Advisors - Coffee Can is ₹50 Lac
What type of scheme is Ambit Investment Advisors - Coffee Can?
Ambit Investment Advisors - Coffee Can is an Equity scheme. It falls in the LARGE CAP category.
What is the inception date of Ambit Investment Advisors - Coffee Can?
The inception date of Ambit Investment Advisors - Coffee Can is Mar 6, 2017 .
What is the exit load of Ambit Investment Advisors - Coffee Can?
Exit load is 0%
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