Ametra PMS strategies

Ametra runs 6 portfolio management strategies listed with APMI, managing โ‚น45.15 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.

Data month: August 2026 ยท Source: APMI ยท Updated

6 PMS strategies by Ametra, largest first
StrategyCategoryManagerAUM3Y returnvs benchmarkFeesMinimumData month
Ametra FactorAlpha PMSEquityKaranโ‚น20.51 Crโ€”โ€”2% fixed, or a variable plan (see strategy)โ‚น50 LakhsAug 2026
Ametra FactorIncome PMSMulti Assetโ€”โ‚น16.08 Crโ€”โ€”โ€”โ‚น50 Lakhsโ€”
Ametra FactorCapro PMSMulti Assetโ€”โ‚น5.6 Crโ€”โ€”โ€”โ‚น50 Lakhsโ€”
Ametra FactorAlpha Smallcap PMSEquityKaranโ‚น1.84 Crโ€”โ€”2% fixed, or a variable plan (see strategy)โ‚น50 LakhsAug 2026
Ametra FactorCore PMSEquityKaranโ‚น1.12 Crโ€”โ€”0.50% fixed or 20% of profitsโ‚น50 LakhsAug 2026
Ametra FactorShields PMSEquityKaranโ€”โ€”โ€”2% fixed, or a variable plan (see strategy)โ‚น50 LakhsAug 2026

Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "โ€”" means the figure isn't reported. Past returns don't predict future returns.

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