myplexus

NFO Monitor

Fund Fact

Name of Funds:

Shriram Multi Sector Rotation

Opening:

18th November 2024

Closing:

2nd December 2024

Minimum Investment:

Rs. 500/- and in multiples of Re 1/- thereafter

Plan:

Regular and Direct

Options:

Growth

Entry Load:

Not Applicable

Exit Load:

1% of NAV if units are redeemed/switched out within 3 months from the date of allotment

Fund Stats

Objective:

The investment objective of the scheme is to generate long-term capital appreciation by employing a quantamental approach of investing in equity and equity derivatives of specific sectors that are trending due to better earnings expectation. The allocation among sectors and stock
selection will be decided by the in-house proprietary quantitative model and further augmented with fundamental analysis.

Benchmark:

NIFTY 500

Fund Manager:

Deepak Ramaraju, Gargi Bhattacharyya Banerjee

Asset Allocation

80-100 % Equity upto 20% Money Market

Nil Debt Nil Others

Comparable existing schemes

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Fund Prognosis

Idea Distiller

Great idea. And very unique. Rotating the sectors in focus and letting go of the ones losing steam.

Fund House AAUM:
Rs 78224.2 Lakhs(as on 30th September, 2024)
Fund Manager:
Combined experience of above 22 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Very new category. But the difficulty will be in trading the sectors. If trading stocks is difficult, then this is many times that. High oomph for a risk taker.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028