Investment Objective:
The objective of Revanta Portfolio is to generate capital appreciation in the long term by investing across eligible asset classes. Instruments include Alternative Investment Funds (AIFs), Specialised Investment Funds (SIFs), Mutual Funds (MFs), Exchange Traded Funds, REITs, INVITS and any other instrument permitted by extant regulations from time to time.
Strategy:
Multi Asset
Indicative Tenure of Investment Horizon :
Long Term
Description of types of Securities
This portfolio invests across asset classes through instruments that include Alternative Investment Funds, Specialised Investment Funds, Equity MFs, Hybrid MFs, Debt MFs (Overnight, Liquid, Ultra Short Duration and Low Duration), ETFs, Index Funds, REITs, INVITs and other instruments that are permitted for investments across new and emerging asset classes from time to time.
Allocation of the Revanta Portfolio:
The portfolio is a multi-asset portfolio and has no restrictions on its investments across eligible asset classes.
Clients are not being offered any guaranteed or assured returns.
Risks:
Under the investment approach, the investments are made in AIFs, SIFs, Equity MFs, Hybrid MFs, ETFs, Index Funds and other instruments. 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 the NSE Muti Asset Index 2. 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.