Equicalm MFSIF Non-Discretionary Portfolio

Investment Objective:

The objective of Equicalm MFSIF Non-Discretionary Portfolio is to generate capital appreciation in the long term by investing in Specialized Investment Funds (SIFs), Mutual Funds (MFs), Exchange Traded Funds, REITs, and INVITS.

Strategy:

Hybrid

Indicative Tenure of Investment Horizon :

Long Term

Description of types of Securities

This portfolio would predominantly invest in Specialized Investment Funds, Equity MFs, Hybrid MFs, ETFs, and Index Funds. This portfolio can also invest in REITs and INVITs. It may also invest in Debt Funds (Overnight, Liquid, Ultra Short Duration and Low Duration) for liquidity purposes.

Allocation of the Equicalm MFSIF Non-Discretionary Portfolio:

It will be the endeavour of the Portfolio Manager to follow the norms mentioned above while executing the Client’s instructions. The Portfolio Manager will act in accordance with the Client’s directions, may suggest deviations where necessary in line with the investment objectives and risk parameters. In case of deviation from the above-mentioned asset allocation, the same shall be rebalanced within 90 days.

Clients are not being offered any guaranteed or assured returns.

Risks:

Under the investment approach, the investments are made in SIFs, Equity MFs, Hybrid MFs, ETFs and Index Funds. At times, these may under-perform the benchmark and at times the portfolio can have higher volatility.
For detailed risk factors please refer to the section on “Risk Factors”.

Appropriateness of the Benchmark:

The performance would be benchmarked against CRISIL Hybrid 50+50 Moderate Index. The composition of the benchmark is such that it is most suited for comparing the performance of the portfolio. The Portfolio Manager reserves the right to change the benchmark in future if there is another benchmark that is better suited to the investment objective and the investment approach.