Ambit Coffee Can Portfolio

Ambit Investment Advisors Pvt Ltd
PMS Large Cap
Benchmark
Nifty 50 TRI
Inception Date
20 June 2017
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

Our investment approach prioritizes acquiring significant ownership in fundamentally strong companies when their market valuations are below their assessed intrinsic worth. We then maintain these positions for extended durations. The primary goal is to achieve consistently superior risk-adjusted returns for our clientele, fostering sustainable wealth creation. We specifically target enterprises possessing inherent characteristics that support robust and lasting competitive advantages over many years. By concentrating on businesses with inherent structural resilience and durable market protection, we endeavour to generate enduring value for our investors.

Investment Objective

The Ambit Coffee Can Portfolio aims to generate robust long-term returns by focusing on companies with a demonstrated history of strong fundamental performance and a current organizational structure conducive to sustained future success. The portfolio's investment universe is not constrained by market capitalization, allowing for diversification across large, mid, and small-cap equities. The primary objective is to achieve superior portfolio returns with minimized volatility, irrespective of prevailing macroeconomic conditions.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -0.91% -0.28% -0.63%
3 MONTHS 0.77% 6.33% -5.56%
6 MONTHS -0.88% 2.92% -3.80%
1 YEAR 7.64% 11.88% -4.24%
2 YEAR 11.61% 10.98% 0.63%
3 YEAR 13.18% 14.32% -1.14%
5 YEAR 11.18% 14.68% -3.50%
SINCE INCEPTION 14.27% 13.74% 0.53%

Calendar Year Performance

Year Return
CY 2025 7.64%
CY 2024 15.76%
CY 2023 16.38%
CY 2022 -4.55%
CY 2021 21.99%
CY 2020 22.13%
CY 2019 19.47%
CY 2018 14.54%
CY 2017 28.63%

Financial Year Performance

Year Return
FY 26_YTD 10.36%
FY 25 9.36%
FY 24 27.16%
FY 23 -3.13%
FY 22 13.64%
FY 21 40.73%
FY 20 2.22%
FY 19 17.98%
FY 18 21.88%
FY 17 4.02%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Siddharth Bothra

Fund Manager

Siddharth Bothra serves as the Fund Manager for the Ambit Coffee Can Portfolio at Ambit Asset Management. He brings more than 25 years of extensive experience in investment management and equity analysis. Prior to his tenure at Ambit, Mr. Bothra dedicated 18 years to Motilal Oswal Financial Services (MOFSL), where he made substantial contributions to both institutional equities and asset management operations. At Motilal Oswal Asset Management Company (MOAMC), he was integral to the initial establishment of the firm's active mutual fund business in 2013. During his time there, he was instrumental in the significant growth of Assets Under Management (AUM), progressing from its inception to INR 220 billion. He directly managed the Focused Large Cap 25 Fund and the Aggressive Hybrid Fund, supervising approximately INR 150 billion across a portfolio of four funds during their peak. Notably, under his guidance, the Focused 25 Fund achieved a top-10 ranking within its category for nine out of eleven years. During Mr. Bothra's association with MOAMC, the company received the "Best Equity House" award from Thomson Reuters Lipper Fund Awards in 2018. Furthermore, Institutional Investor recognized MOAMC among Asia's Top 100 Asset Managers. An alumnus of the Indian School of Business (ISB), Hyderabad, Mr. Bothra also participated in an International MBA Exchange Program at the NYU Stern School of Business, New York. His investment approach is firmly grounded in the principle of long-term compounding, which aligns seamlessly with the Ambit Coffee Can Portfolio's strategy of investing in high-quality businesses for enduring wealth generation.

Portfolio Details

Portfolio Composition

Large Cap
72.50%
Mid Cap
13.00%
Small Cap
13.00%
Cash & Equivalent
1.50%

Top 5 Holdings

  • Bharti Airtel Ltd. 7.50%
  • Eternal Ltd 7.00%
  • HDFC Bank Ltd 7.00%
  • Eicher Motors Ltd 7.00%
  • HDFC Life Insurance 5.00%

Top 5 Sectors

  • Financials 29.00%
  • Automobile 13.00%
  • Retail 10.00%
  • Building Material 8.00%
  • Telecom 7.50%

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
33.50%
top 5 sectors percent
67.50%
average market cap
337930.39
portfolio age
8 Yrs, 6 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: No Option

Hurdle: No Option

Profit Sharing: 15% Profit share on profits

Exit Load

Year 1: 1%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)