Shriram Mutual Fund launches Shriram Multi Sector Rotation Fund

NFO period: 18^th November – 02^nd December, 2024

Highlights of the NFO:

• Scheme type – An open-ended scheme investing in equity and related instruments following multi sector rotation theme


• Investment objective – The investment objective of the scheme is to generate long-term capital appreciation by employing a quanta mental 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. There is no assurance or guarantee that the investment objective of the scheme will be achieved.


• Product suitability – This product is suitable for investors who are seeking capital appreciation over medium to long term in an actively managed portfolio of equity & equity related instruments of specific identifiable sectors that are performing well sustainable alpha over the benchmark.


• Minimum Application Amount – First investment is Rs. 500/- and in multiples of Rs. 1/- thereafter


• Plan/ Options available – Direct Plan and Regular Plan. Each plan offers growth option only.


• Fund Managers – Mr. Deepak Ramaraju and Ms. Gargi Bhattacharyya Banerjee


• Benchmark – Nifty 500 Total Return Index