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Ambit Capital Coffee Can PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Ambit Capital Coffee Can PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the Large Cap investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of 9.69%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Ambit Capital Coffee Can PMS Strategy or Investment Approach - PMS Details

Strategy Name

Coffee Can

Start Date

06 March 2017

Category

Large Cap

Benchmark

Nifty 50

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr Siddharth Bothra

1 Yr. Return

9.69%

3 Yr. Return

11.60%

5 Yr. Return

15.70%

Ambit Capital Coffee Can Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

48.00%

Top 5 Sectors%

78.00%

Portfolio Age

8 Yrs, 1 Months

SIP

Available

STP

Available

Average Market Cap

Rs.389121.07 Cr.

Ambit Capital Coffee Can PMS Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

No Variable AMC

Variable Profit Sharing

15% (if above 10% Profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Ambit Capital Coffee Can PMS Investment Approach - Portfolio Composition

Large Cap

86.50%

Mid Cap

4.00%

Small Cap

7.50%

Cash & Equivalent

2.00%

Check out Business Opportunities with Similar Brands

Ambit Capital Coffee Can Portfolio Strategy - Top 5 Sectors

Retailing

12.50%

Telecommunication

8.00%

Information Technology

5.00%

Automobile

15.00%

Finance

37.50%

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