About Company
Ametra Investment Managers Private Limited
Ametra Investment Managers Private Limited (formerly known as Elever Investment Adviser) is a SEBI-registered Portfolio Management Service (PMS) provider that differentiates itself through a 100% rule-based, factor-driven investment approach. By analyzing over 500 factors across 17 years, Ametra employs machine learning and tactical quantitative strategies to eliminate human bias and emotional stock-picking errors. Their offerings, such as FactorIncome, FactorAlpha, and FactorCapro, are designed to optimize asset allocation, enhance alpha, and provide capital preservation across diverse market cycles. Led by CIO Karan, the firm focuses on delivering disciplined, scientific, and precise investment solutions tailored for both growth and income-seeking investors.
Fund Snapshot
| Parameter | Details |
|---|---|
| Benchmark | BSE 500 TRI |
| Strategy Name | Equity |
| Product Name | Equity |
| Date of Inception | 16/10/2024 |
| Age | 1.6 Years |
| Minimum Investment | ₹50,00,000 |
Fee Structure
| Type | Details |
|---|---|
| Fixed Fees | AMC Charge: 2% |
| Variable Fees Options | AMC: 1% or 0.5% or 0.5% |
| Performance Fee: 15% or 10% or 20% | |
| Hurdle Rate: 12% or 0% or 10% |
Exit Load
| Period | Charge |
|---|---|
| 1st Year | 1% |
Investment Objective & Strategy
| Focus Area | Description |
|---|---|
| Wealth Generation | Long-term capital growth through disciplined equity investing |
| Risk Management | Tactical allocation and strategic hedging to manage volatility |
| Factor-Based Approach | Exposure to value, volatility, quality, momentum, alpha, dividend, and size factors |
| Hedging Strategy | Active use of derivatives to mitigate market-wide and stock-specific risks |
How the Portfolio Comes Together
Every portfolio under this approach is built through a layered process:
Understanding What Matters First
It begins with aligning on key factors—return expectations, investment horizon, and risk comfort. This isn’t just a formality; it directly shapes allocation decisions.
Constructing with Intent
Investments are selected based on a combination of sector outlook, company strength, and valuation comfort. The idea is not to overcomplicate, but to stay selective.
Staying Actively Engaged
Markets evolve, and so does the portfolio. Positions are reviewed continuously, with adjustments made when the underlying thesis changes—not just because prices do.
What Sets This Approach Apart
There’s no shortage of investment products out there. What differentiates this one is how it’s managed day-to-day:
- Clarity over complexity – You know what you own and why
- Measured activity – Not overly churn-heavy, but not passive either
- Adaptive positioning – Portfolios are responsive, not reactive
- Alignment of intent – Strategy remains consistent with the original mandate
Benefits of PMS
1. Customization
Every portfolio is designed around your specific financial goals.
2. Transparency
You can see exactly where your money is invested.
3. Flexibility
Portfolios can be adjusted based on changing market conditions or personal needs.
4. Professional Management
Backed by experienced fund managers and research teams.
5. Potential for Higher Returns
Active management allows for opportunities beyond passive investment routes.
Designed for a Certain Kind of Investor
This isn’t built for everyone—and that’s intentional.
It tends to resonate more with investors who:
- Prefer a focused and actively managed portfolio
- Understand that markets require time and patience
- Value transparency over abstraction
- Are comfortable with a strategy that evolves with market conditions
Explore PMS Beyond the Usual Shortlist
Most investors end up choosing from a handful of well-known strategies—not because they’re the best fit, but because they’re the most visible.
At AltPort Funds, the approach is different. With access to 1600+ PMS strategies across themes, styles, and risk profiles, the focus is on helping you identify what actually aligns with your portfolio—not what’s trending.
Whether you’re looking for consistency, high-conviction portfolios, or differentiated strategies, the right PMS isn’t about picking fast—it’s about picking right.
Start a conversation to explore what fits your portfolio, not just the market narrative.
Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
Ametra FactorAlpha PMS
Benchmark: BSE 500 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Ametra Investment Managers Private Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹16.71 | -7.89 | -7.42 | -6.20 | -7.29 | NA | NA | NA | NA | -13.19 |
| Benchmark | NA | -11.37 | -13.94 | -9.62 | -3.12 | NA | NA | NA | NA | -8.90 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Karan Aggarwal
An MDI alumnus and CFA charter holder with 11+ years of experience in designing investment strategies for asset managers, ETFs, and hedge funds, leading the investment research, investment operations, and investment advisory functions of Elever with the responsibility of delivering customized investment strategies and investment portfolios tailored for unique investment goals of a diverse client set consisting of retail and institutional investors.
Connect with our investment experts for personalized guidance, fund details, and support tailored to your financial needs.
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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.