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Ametra FactorAlpha Smallcap

Ametra Investment Managers Private Limited
PMS Small Cap
Benchmark
S&P BSE 500 TRI
Inception Date
21 October 2024
Min. Investment
₹1,00,00,000
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

Our investment approach selects NSE and BSE-listed SmallCap securities passing Elever's proprietary investability screens. Factor scores are assigned across dimensions to build 20 distinct portfolios using predefined rules. Tactical signals guide portfolio selection and weights, with monthly tactical calls ensuring optimal allocation. Each portfolio is reviewed independently to align with strategic objectives, adapt to market conditions, and enhance risk-adjusted returns.

Investment Objective

The investment objective is to generate long-term wealth for equity investors by strategically managing risk through tactical exposure to diverse factors within the Indian small-cap segment. This approach aims for substantial capital growth, risk-controlled exposure with strategic hedging, and enhanced returns by leveraging factors like value, quality, momentum, and alpha.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -0.44% -0.24% -0.20%
3 MONTHS -0.92% 5.02% -5.94%
6 MONTHS -9.49% 1.63% -11.12%
1 YEAR -15.31% 7.63% -22.94%
SINCE INCEPTION -13.80% 2.28% -16.08%

Calendar Year Performance

Year Return
CY 2025 -15.31%

Financial Year Performance

Year Return
FY 26_YTD -2.45%

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

Fund Managers

Karan

Co-founder & CIO

Karan, CFA, is the Co-founder, Chief Investment Officer, and Portfolio Manager at Elever, with over 15 years of experience in equity and fixed-income product development. At Indxx Capital, he introduced and managed investment strategies exceeding USD 5 billion, catering to AMCs, ETF sponsors, hedge funds, and pension funds. Leveraging deep expertise in factor investing and quantitative research, Karan has created a suite of ETF and equity portfolios at Elever designed to outperform market benchmarks across cycles. A CFA charter holder and alum of MDI Gurgaon, he specializes in delivering innovative solutions that drive superior investment outcomes.

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%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.

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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)

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