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Ametra FactorAlpha

Ametra Investment Managers Private Limited
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
16 October 2024
Min. Investment
₹1,00,00,000
AUM (Cr.)
₹17.11
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

Our investment strategy focuses on equities traded on the National Stock Exchange (NSE) and Bombay Stock Exchange (BSE), encompassing large-cap, mid-cap, and small-cap classifications. Securities are evaluated against Elever’s proprietary investability criteria. Factors are employed to assign scores to securities, which are then utilized to construct twenty distinct portfolios in accordance with established guidelines. Portfolio selection and weighting are dynamically informed by tactical signals. These monthly signals indicate the most suitable allocation based on prevailing market dynamics. Each portfolio undergoes independent review to maintain strategic alignment and enhance risk-adjusted returns.

Investment Objective

This investment strategy is designed to achieve sustained capital appreciation over the long term. This is accomplished through a disciplined approach to risk management, which involves actively adjusting exposure to various systematic factors within the Indian equity landscape. By employing factor-based portfolios such as value, quality, momentum, and size, complemented by strategic hedging techniques, the objective is to foster significant wealth creation while maintaining robust risk mitigation and optimizing risk-adjusted performance.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -1.08% -0.24% -0.84%
3 MONTHS 1.32% 5.02% -3.70%
6 MONTHS -1.72% 1.63% -3.35%
1 YEAR -10.95% 7.63% -18.58%
SINCE INCEPTION -10.10% 1.20% -11.30%

Calendar Year Performance

Year Return
CY 2025 -10.95%

Financial Year Performance

Year Return
FY 26_YTD 0.34%

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

Fund Managers

Karan

Co-founder & CIO

Karan, a CFA charter holder and alumnus of MDI Gurgaon, serves as Co-founder, Chief Investment Officer, and Portfolio Manager at Elever. He possesses over 15 years of comprehensive experience in developing both equity and fixed-income investment products. Previously at Indxx Capital, he was instrumental in launching and overseeing investment strategies with an aggregate value exceeding USD 5 billion, serving a diverse clientele including Asset Management Companies (AMCs), ETF sponsors, hedge funds, and pension funds. His expertise in factor investing and quantitative research has enabled him to construct a range of ETF and equity portfolios at Elever, engineered for superior performance relative to market benchmarks across various economic cycles. Karan is dedicated to providing innovative investment solutions that aim to achieve exceptional financial results.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
1 Yrs, 2 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2%

Variable Fee

AMC: 0.5%

Hurdle: 10%

Profit Sharing: %

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)