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Ametra FactorCore

Ametra Investment Managers Private Limited
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
12 August 2025
Min. Investment
₹1,00,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

**Investment Strategy Overview** Our investment methodology focuses on identifying mutual fund schemes that successfully navigate Elever’s proprietary investability assessment framework. These schemes are then categorized, and a risk score is assigned to each. Based on these scores and a set of established rules, ten distinct portfolios are constructed. The selection of individual schemes and their allocation within portfolios are guided by dynamic market signals. Furthermore, a comprehensive monthly tactical review process informs adjustments to portfolio weights, ensuring alignment with prevailing market conditions. Concurrently, each underlying mutual fund scheme undergoes its independent, scheduled review to preserve the strategic investment objective and enhance risk-adjusted returns.

Investment Objective

Our investment methodology focuses on achieving enduring outperformance through a blend of cost-efficient asset allocation and systematic factor exposures within the Indian equity landscape. Employing a core-satellite framework, we integrate broad market index replication with the disciplined application of factor-specific investment vehicles. These factors, including value, quality, momentum, and size, are strategically utilized to target consistent alpha generation, robust risk management, and improved returns irrespective of market conditions.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 2.00% -0.24% 2.24%
3 MONTHS 8.03% 5.02% 3.01%
SINCE INCEPTION 11.19% 5.70% 5.49%

Calendar Year Performance

Year Return

Financial Year Performance

Year Return

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
0 Yrs, 4 Months
sip
Not Available
stp
Not Available

Fee Structure

Variable Fee

AMC: 0.50%

Hurdle: No Option

Profit Sharing: 20% 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)