Interactive Portfolio Builder
Build Your Ametra Portfolio
Start with an investment style or create your own mix of Ametra strategies, then explore how that portfolio would have behaved across different market environments.
1
How much would you like to invest?
Enter the amount you would like to use for the historical simulation.
₹
Investment amount: ₹1.00 Cr
2
Choose a starting portfolio
Select an illustrative starting allocation or build your own.
These are illustrative starting allocations and are not personalised investment recommendations.
Adjust your strategy allocation✓ Fully allocated
FactorAlpha
High RiskMulti-Cap EquityAll-Weather Alpha
%
FactorAlpha SmallCap
Very High RiskSmall Cap EquitySize Alpha
%
FactorCore
Moderate RiskFund of FundsAsset Allocation Alpha
%
FactorIncome
Moderate RiskMulti-AssetIncome + Inflation Compounding
%
FactorCapro
Low RiskMulti-AssetCapital Preservation + Income
%
3
Choose the analysis period
The simulation uses the complete historical series, including back-tested periods before live inception where applicable.
Last 5 Years is the default analysis period. Last 3 Years uses the same data instantly. Longer history is loaded only when you request it.
The default 5-year analysis is being prepared in the background. You can continue setting up your portfolio.