01
Start With Stability
The first year is allocated entirely to debt, creating a conservative starting point before additional market exposure is introduced.
AMETRA FACTORCAPRO PMS
Capital First. Income for Tomorrow.
A very-low-risk multi-asset strategy designed to prioritise capital preservation, generate regular income and gradually introduce growth assets over time.
Strategy Type
Multi-Asset
Risk Level
Very Low
Live Since
Jul 2025
WHAT IT DOES
Built to preserve first, then grow gradually.
FactorCapro starts conservatively and progressively introduces diversified assets while supporting regular income.
02
Add Growth Gradually
The multi-asset allocation increases progressively from Year 2, eventually reaching up to 50% of the portfolio from Year 6 onwards.
03
Generate Regular Income
The strategy is designed to provide monthly income from Year 2 while keeping the remaining portfolio invested for continued compounding.
HOW IT EVOLVES
Risk increases gradually. Not all at once.
FactorCapro starts with a fully debt-oriented portfolio and gradually introduces diversified growth assets over time, while regular income begins from the second year.
Investment Amount
₹1 Cr
Enter amount in ₹ lakh. Default illustration is ₹1 Cr.
Year 2
Growth assets are introduced gradually
Debt Allocation
80%
Multi-Asset Allocation
20%
Monthly Income
₹75,000
per month
Based on a 0.75% monthly payout on the selected investment amount.
The objective is to establish stability first and introduce market-linked assets progressively, rather than taking full growth risk from day one.
Illustration assumes the standard monthly payout rate selected above. Income begins from the second year. Actual portfolio values, income and allocations may vary based on strategy terms and prevailing market conditions.
WHAT YOU GET
Regular income. Capital stays invested.
FactorCapro is designed to provide cash flow while allowing the remaining portfolio to continue compounding over time
REGULAR INCOME
Up to 0.75%
Monthly Income from Year 2
The standard payout is designed at 0.75% of the original principal per month, equivalent to 9% annually.
+
PRINCIPAL COMPOUNDING
~3 – 6% CAGR
Capital continues to work
After accounting for the income payout, the strategy's historical model targets principal compounding of approximately 3–6% CAGR over a 10-year horizon.
HISTORICAL MODEL OUTCOMES
Income today. Principal still compounds.
FactorCapro is designed to provide regular income from the second year while the remaining capital continues to earn returns.
ANNUAL INCOME PAYOUT
9.00%
per annum
Designed annual income payout for the selected holding period. Income payouts begin from the second year.
AVERAGE RETURN ON PRINCIPAL
5.05%
per annum
Annualized historical model return earned on the remaining principal after income payouts.
10-YEAR HISTORICAL MODEL OUTCOME
12%–15% p.a.
Historical model total-return CAGR including income from the second year. This combined outcome is reported separately and should not be derived by simply adding income payout and principal return.
Historical model outcomes shown above are based on back-tested results as of 31 July 2026 and do not represent actual trading performance. All returns shown are gross returns and are exclusive of fees, expenses and other costs. Income payouts and returns are not guaranteed. Past or back-tested performance does not guarantee future results.
HOW AMETRA MAKES DECISIONS
Preserve first. Diversify gradually. Adapt continuously.
FactorCapro starts with a conservative debt-led portfolio, gradually introduces diversified growth assets, and adjusts portfolio risk as market conditions evolve.
01
Stabilise
The portfolio begins with a highly defensive allocation designed to establish stability before introducing growth assets.
WHO IT IS FOR
Is FactorCapro right for you?
FactorCapro is designed for investors who prioritise capital stability and regular income but still want part of their wealth to compound over time.
May be suitable if you
Want regular income after the first year
Prioritise capital stability over aggressive growth
Prefer a Very Low Risk investment approach
Want gradual rather than immediate exposure to equity markets
Have a long-term investment horizon
May not be suitable if you
Want maximum long-term equity growth
Need income immediately from the first month
Want a 100% equity portfolio
Are comfortable taking high risk for potentially higher returns
May need to withdraw a substantial portion of the portfolio in the short term
Not sure if FactorCapro is right for you?
Talk to Us →STRATEGY DETAILS
Everything you need to know, at a glance.
Explore the portfolio structure and fee options without having to read through a full factsheet.
Benchmark
NSE Multi Asset Index 2
Geographic Exposure
India + Global Markets
Asset Classes
Debt, Equity, Gold & International Equity
Instruments
Debt Funds, Bonds, Direct Stocks, ETFs & Index Funds
Market Cap Exposure
0–50% Multi-Cap
Typical Components
10-60
Rebalancing
Discretionary
Risk Level
Very Low
PORTFOLIO MANAGER
Built on a research-led investment process.
Meet the portfolio manager behind the strategy, explore the detailed documents, or continue to the portfolio-building journey.
Portfolio Manager
Karan, CFA
Co-founder, CIO & Portfolio Manager
15+ years · $5bn+ strategies managed
15+ years of experience developing equity and fixed-income products. At Indxx Capital, he introduced and managed investment strategies totalling more than $5 billion, serving AMCs, ETF sponsors, hedge funds and pension funds. He is an MDI Gurgaon alumnus and CFA charter holder.
Resources
Detailed strategy information
Review the latest factsheet for strategy details, performance data and disclosures.
The factsheet may include historical and back-tested model information. Please review all related disclosures before investing.
READY TO EXPLORE
See how FactorCapro fits into your portfolio.
Build a portfolio across Ametra strategies or speak with us to understand whether FactorCapro suits your investment objectives.