Ambit Investment Advisors - Coffee Can
EQUITY LARGE CAP
Invests in equities by focusing on a business's ability to deliver consistently healthy growth and ROCE over a long time.
+9.52%
3Y annualised returns
+8.57%
Benchmark returns (NIFTY 50 Total Return Index)
Launch date
06 Mar '17
Total AUM
₹1,135.40Cr
Min. investment
₹50,00,000
Benchmark
NIFTY 50 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity98.5%
Cash1.5%
Equity market cap split
Large Cap71.5%
Mid Cap14.0%
Small Cap13.0%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
1.00%
PMS management
SBSiddharth BothraFUND MANAGERView details
SB
Siddharth Bothra
FUND MANAGER
View details
About
Qualification: B.Com (Honors), MBA (Post Graduate Program) from ISB (Indian School of Business, Hyderabad) and MBA International Student Exchange NYU Stern School of Business (New York). Experience:He has over 17 years of experience in the fund management and investment research. Motilal Oswal Asset Management Co. Ltd. - as Senior Vice Presidentand Fund Manager from April 2013 onwards. Motilal Oswal Securities Ltd. - as Senior Vice President from June 2012 to March 2013. Motilal Oswal Securities Ltd. - as Senior Vice President from January 2005 to March 2011. Alchemy Share and Stocks Pvt. Ltd., Mumbai, - as Analyst, from January 2004 to January 2005. VCK Share and Stock Broking Services, Kolkata - as Senior Manager from June 2001 to September 2003.
PMS house
Ambit Investment Advisors Limited
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