Affluense AI AFFLUENSE

Ametra FactorShields

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
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

Elever's investment methodology identifies securities listed on the National Stock Exchange (NSE) and Bombay Stock Exchange (BSE) within the LargeCap, MidCap, SmallCap, and AllCap classifications, provided they satisfy our proprietary investability criteria. Securities are evaluated and assigned factor scores, which inform the construction of 20 distinct portfolios governed by established rule sets. Portfolio selection and asset allocation are guided by tactical signals. Monthly reviews facilitate rebalancing, enabling necessary adjustments to portfolio compositions. Each portfolio undergoes independent evaluation to ensure adherence to strategic objectives and to maximize risk-adjusted returns.

Investment Objective

This investment strategy aims to foster sustained wealth creation for investors with a moderate risk appetite. It seeks to elevate risk-adjusted returns by strategically allocating capital to factors within the Indian equity market characterized by low to moderate risk profiles. The core tenets of this approach include a focus on significant capital appreciation, disciplined risk management through judicious hedging, and the deployment of a diversified range of factors such as value, quality, momentum, and dividend to enhance overall portfolio performance.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 0.80% -0.24% 1.04%
3 MONTHS 1.49% 5.02% -3.53%
6 MONTHS 1.55% 1.63% -0.08%
1 YEAR -0.25% 7.63% -7.88%
SINCE INCEPTION -2.91% 1.20% -4.11%

Calendar Year Performance

Year Return
CY 2025 -0.25%

Financial Year Performance

Year Return
FY 26_YTD 1.29%

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%

Interested in ?

Get in touch with our partner to learn more about 's portfolio management services and how they align with your investment goals.

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)