01
Start With a Low-Cost Core
The portfolio uses index funds and ETFs instead of relying on individual stock picking, providing diversified market exposure at relatively low cost.
AMETRA FACTORCORE PMS
Low-Cost Investing. Smarter Allocation.
A rules-based portfolio of index funds and ETFs that combines broad-market exposure, factor strategies and gold, then adjusts the mix as market conditions change.
Strategy Type
Multi-Cap Equity
Risk Level
Moderate
Live Since
Aug 2025
Allocation
Flexible
WHAT IT DOES
Built to make passive investing more adaptive.
FactorCore combines the simplicity and lower cost of passive investing with a rules-based approach to deciding where the portfolio should be invested.
02
Add Factor Strategies
A portion of the portfolio can be allocated to passive factor strategies such as quality, momentum, dividend, low volatility and alpha to seek additional returns.
03
Adapt With Markets
The portfolio can adjust its exposure across factors, market segments, international equities and gold as the market environment evolves.
HOW IT ADAPTS
See how the portfolio changes with the market.
Move from bear to bull market conditions to see how FactorIncome can shift between defensive and growth assets.
Market Consolidation
More Balanced
The portfolio balances defensive assets with a higher allocation to equity when market direction is less clear.
Portfolio
100%
Gold
0%Low Volatility
0%Dividend
10%Quality
20%Large Cap
40%Mid Cap
20%Alpha
10%Momentum
0%International
0%Drag the slider to see how the illustrative allocation changes across market conditions.
WHAT YOU GET
Low-cost building blocks. Adaptive allocation.
FactorCore combines passive investment products with active decisions about how the portfolio should be allocated across market environments.
PASSIVE BUILDING BLOCKS
Index funds & ETFs
Keep the building blocks simple
The portfolio invests through diversified index funds and passive factor funds instead of selecting individual stocks.
+
ACTIVE ALLOCATION
Adapts with markets
Let allocation do more of the work
Rules determine how much to allocate across market indices, factors, gold and international exposure as conditions evolve.
PERFORMANCE
How has the strategy performed?
Compare FactorCore with its benchmark across live performance and longer-term model history.
FactorCore
1.72%
Nifty 500 TRI
3.93%
Excess Return
-2.21%
Live performance: The strategy has been live since 12 August 2025. The 3 Month, 6 Month, 1 Year and Since Live figures shown here reflect live performance.
Return convention: 3M, 6M and 1Y returns are absolute returns, while Since Inception is annualized.
DOWNSIDE EXPERIENCE
What happened in difficult markets?
Historical model results show how FactorCore behaved during three major market stress periods compared with the Nifty 500.
FactorCore
Nifty 500 TRI
0%
-16%
-32%
-48%
-64%
2008 Financial Crisis
20.42% smaller drawdown
2013 BoP Crisis
19.87% smaller drawdown
2020 Covid Crisis
13.67% smaller drawdown
2008 Financial Crisis
20.42% smaller
0%
2013 BoP Crisis
19.87% smaller
0%
2020 Covid Crisis
13.67% smaller
0%
The takeaway
FactorCore can still decline during difficult markets. The allocation framework is designed to reduce the impact of severe equity-market falls by changing portfolio risk and using diversifiers such as gold.
Drawdown measures how far an investment falls from a previous peak before recovering. Figures shown are based on historical/back-tested model data and do not guarantee similar outcomes in future market declines.
HOW AMETRA MAKES DECISIONS
Research the factors. Select the funds. Adjust the allocation.
FactorCore converts factor and asset-allocation research into a focused portfolio of low-cost index funds and ETFs.
01
Research
Historical fundamental, technical and market data are studied to identify factors that have shown persistent return characteristics.
WHO IT IS FOR
Is FactorCore right for you?
FactorCore is designed for investors seeking long-term wealth creation through a diversified, rules-based portfolio of index funds and ETFs.
May be suitable if you
Want long-term capital growth
Prefer a Moderate Risk investment approach
Want diversification without selecting individual stocks
Prefer low-cost index funds and ETFs
Have a long-term investment horizon, ideally 7–10 years
May not be suitable if you
Need regular income from the portfolio
Want guaranteed capital preservation
Have a short investment horizon
Want a 100% equity portfolio at all times
Prefer direct stock selection over funds and ETFs
Not sure if FactorCore 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
Nifty 500 TRI
Geographic Exposure
India + Global Markets
Asset Classes
Equity, International Equity & Gold
Instruments
Index Funds & ETFs
Market Cap Exposure
Multi-Cap
Typical Components
5-10
Rebalancing
Discretionary
Risk Level
Moderate
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 FactorCore fits into your portfolio.
Build a portfolio across Ametra strategies or speak with us to understand whether FactorCore suits your investment objectives.