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Ambit Coffee Can Portfolio

Ambit Investment Advisors Private Limited

1,135.40 CR AUM

Ambit Coffee Can Portfolio

Ambit Coffee Can Portfolio

Ambit Investment Advisors Private Limited

1,135.40 CR AUM

Nifty 50 TRI
Benchmark
8yr 10mo
Age
EQUITY
Strategy
From 0 to 3%
Fixed Fees
From 0% to 20% of profit above Hurdle, if any
Variable Fees
From 0% to 3% as mentioned in the agreement, nil for exit post 3 years
Exit Load
Nifty 50 TRI
Benchmark
8yr 10mo
Age
EQUITY
Strategy
From 0 to 3%
Fixed Fees
From 0% to 20% of profit above Hurdle, if any
Variable Fees
From 0% to 3% as mentioned in the agreement, nil for exit post 3 years
Exit Load
Fund manager

siddharth bothra

Fund Manager
EQUITYStrategies

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.

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.

Purpose

Ambit Coffee Can Portfolio is an equity investment strategy focused on investing in companies that are profitable, growing, safe and well managed with strong franchise durability and high cash flow generation with low capital intensive business models. The investment framework focuses on high quality companies with strong return ratios, sustainable competitive advantages and conservative capital structure. The strategy identifies established Coffee Can companies with more than 10 years of historical track record with greater than 10 percent revenue growth and greater than 15 percent ROCE along with prospective Coffee Can companies selected through qualitative parameters. Stock selection emphasizes quality, growth sustainability and valuation through both quantitative and qualitative frameworks evaluating revenue and earnings growth consistency, cash flow conversion efficiency, margin stability, management quality and pricing power. The portfolio focuses on companies in the sweet investment zone where businesses experience strong earnings growth and valuation re rating potential. Portfolio construction is concentrated with the top eight holdings accounting for about 59 percent of portfolio weight and includes companies such as HDFC Bank Limited, HDFC Life Insurance Company Limited, Eternal Limited, Eicher Motors Limited, Bharti Airtel Limited, Kotak Mahindra Bank Limited, Pidilite Industries Limited and Tata Consultancy Services Limited. Sector agnostic. Market cap combination predominantly large cap with selective exposure to mid cap and small cap companies.

Investment Approach v/s Benchmark Metrics

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Wealth Creation Calculator

1M IA return
7.50%
1M benchmark return
7.49%
Alpha
0.01%
1M Wealth multiple
1.07x

Investment Approach v/s Benchmark Performance

2026
2026
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Wealth Creation Calculator

1M IA return
7.50%
1M benchmark return
7.49%
Alpha
0.01%
1M Wealth multiple
1.07x

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