01
Diversify Beyond Equity
Spread investments across equity, debt, gold and other assets instead of depending on a single source of return.
AMETRA FACTORINCOME PMS
Regular Income. Diversified Growth.
A multi-asset strategy designed to generate regular income while keeping capital invested for long-term growth.
Strategy Type
Multi-Asset
Risk Level
Moderate
Live Since
Oct 2024
WHAT IT DOES
Built to balance income, growth and risk.
FactorIncome combines multiple asset classes and adjusts portfolio risk as market conditions change.
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Adjust Risk With Markets
The portfolio can become more defensive or more growth-oriented as market conditions evolve.
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Generate Regular Income
The strategy is designed to support regular income while keeping the remaining capital invested for long-term growth.
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%
Equity
55%Debt
30%Gold
10%International
0%REITs & InvITs
5%Drag the slider to see how the illustrative allocation changes across market conditions.
WHAT YOU GET
Income today. Growth for tomorrow.
FactorIncome is designed to combine regular cash flow with the potential for long-term capital compounding.
Regular Income
Up to 1%
Monthly income
A portion of the portfolio can be distributed as regular income, based on the selected payout option.
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Capital Growth
Long term
Capital stays invested
The remaining portfolio continues to participate across multiple asset classes with the objective of compounding over time.
PERFORMANCE
How has the strategy performed?
Compare FactorIncome with its benchmark across live performance and longer-term model history.
FactorIncome
0.26%
Balanced Advantage Funds
3.48%
Excess Return
-3.22%
Live performance: The strategy has been live since 16 Oct 2024. The 3 Month, 6 Month, 1 Year and Since Live figures shown here reflect live performance. Returns shown are net of applicable fees, expenses and other portfolio costs.
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 FactorIncome behaved during three major market stress periods compared with its benchmark.
FactorIncome
Balanced Advantage Funds
0%
-13%
-25%
-38%
-51%
2008 Financial Crisis
40.42% smaller drawdown
2013 BoP Crisis
11.97% smaller drawdown
2020 Covid Crisis
11.88% smaller drawdown
2008 Financial Crisis
40.42% smaller
0%
2013 BoP Crisis
11.97% smaller
0%
2020 Covid Crisis
11.88% smaller
0%
The takeaway
The objective is not to avoid every decline. It is to reduce the impact of severe market falls so that long-term compounding has a better chance to continue.
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
Rules, not emotions.
The strategy follows a structured, research-led process from identifying what has historically worked to adjusting portfolio risk as market conditions change.
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Research
Ametra studies long periods of market and company data to identify characteristics and patterns that have historically explained investment returns.
WHO IT IS FOR
Is FactorIncome right for you?
FactorIncome is designed for investors who want regular income and diversification without relying entirely on equity markets.
May be suitable if you
Want regular cash flow from your investment portfolio.
Still want your capital to remain invested for long-term growth.
Prefer a diversified multi-asset portfolio instead of relying only on equities.
Are comfortable with a moderate level of market risk and fluctuations in portfolio value.
Have a multi-year investment horizon and do not need the entire investment back immediately.
May not be suitable if you
Need guaranteed returns or guaranteed monthly income.
Cannot tolerate any decline in the value of your portfolio.
Are looking for a pure high-growth equity strategy.
May need to withdraw the full investment in the short term.
Not sure if FactorIncome 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
Balanced Advantage Funds
Geographic Exposure
India (90–100%) with global exposure through ETFs listed in India
Asset Classes
Equity, Debt, Gold, REITs, InvITs and International Equity
Instruments
Stocks, Debt Funds, Bonds, REITs, InvITs, Index Funds and ETFs
Market Cap Exposure
Multi-Cap; Top 250 stocks typically comprise 90–100% of equity exposure
Typical Components
20–60
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 FactorIncome fits into your portfolio.
Build a portfolio across Ametra strategies or speak with us to understand whether FactorIncome suits your investment objectives.