Shriram Multi Sector Rotation Fund Review – Shriram Multi Sector Rotation Fund Review Direct NFO Open on 18 November 2024 and Close on 02 December 2024. Shriram Multi Sector Rotation Fund Direct NFO Allotment Date is 09 December 2024, and the NFO Type is Open-Ended. NFO Riskometer is Very High Risk, and the Minimum Investment Amount is ₹500. The Minimum SIP Investment Amount is ₹500.
Type of the Scheme
An open-ended scheme investing in equity and related instruments following multi sector rotation theme.
Scheme Benchmark : Nifty 500 Total Return Index.
Shriram Multi Sector Rotation Fund Scheme Benchmark
Company
Weightage
HDFC Bank Ltd.
7.09
ICICI Bank Ltd.
4.90
Reliance Industries Ltd.
4.86
Infosys Ltd.
3.41
ITC Ltd.
2.45
Bharti Airtel Ltd.
2.33
Larsen & Toubro Ltd.
2.30
Tata Consultancy Services Ltd.
2.18
Axis Bank Ltd.
1.78
State Bank of India
1.70
Shriram Multi Sector Rotation Fund Important Date
Scheme Offer
Shriram Multi Sector Rotation Fund
Offer Price
Rs. 10/- per Unit
Type of Scheme
An open-ended
Open Date
18 Nov 2024
Close Date
02 Dec 2024
Allotment Date
09 Dec 2024
Category
Equity Scheme - Thematic
Min Inv ₹
₹500
Lock in Period
N/A
Risk
Very High
Scheme Benchmark
Nifty 500 Total Return Index
Investment Objective of the Scheme ?
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. There is no assurance or guarantee that the investment objective of the Scheme will be achieved.
Shriram Multi Sector Rotation Fund Other Details
Exit Load
1%
Exit Load Details
Exit load of 1%, if redeemed within 3 months
Entry Load
N/A
Stamp Duty
0.005%
Min. Investment
Rs. 500
Min. SIP
Rs. 500
Shriram Multi Sector Rotation Fund Asset Allocation
Instruments
Allocation Min
Allocation Max
Equity and Equity-related Instruments
following the multi sector rotation theme
80%
100%
Other equity and Equity-related
Instruments
0%
20%
Money Market Instruments and Cash
0%
20%
Manager Manage the Scheme?
Fund Manger : Mr. Deepak Ramaraju
Qualification : Bachelor of Engineering – (BE –Chemical Engineering)
Experience : Mr. Deepak Ramaraju comes with a diverse experience of over 22 years. He is a chemical engineer by academic background. Prior to joining Shriram Asset Management Company Ltd., Mr. Deepak was advising Sanlam Group of South Africa on their India focused fund and was part of their global equity research team.
He has been associated with equity markets for the past 18 years and prior to that Mr. Deepak was a researcher and co inventor at GE India Technology Center, Bangalore with 10 patents as co-inventor to his credit.
Fund Manger : Ms. Gargi Bhattacharyya Banerjee
Qualification : MBM, B.Sc. (Economics)
Experience : Ms. Gargi Bhattacharyya Banerjee has an experience of over 22 years in her professional career. She joined as Research Manager in Shriram Asset Management Company
Limited in November 2012. Prior to joining Shriram Asset Management Company Limited, she has held key positions with Zacks Research Private Limited and Shriram Insight Share Brokers Limited.
Shriram Multi Sector Rotation Fund Sector Representation
Sector
Weightage
Financial Services
28.98
Information Technology
9.64
Oil, Gas & Consumable Fuels
7.82
Fast Moving Consumer Goods
7.09
Automobile and Auto Components
7.00
Healthcare
6.32
Capital Goods
5.67
Power
3.70
Consumer Services
3.43
Metals & Mining
3.39
Consumer Durables
3.05
Construction
2.99
Telecommunication
2.99
Chemicals
2.21
Construction Materials
2.00
Services
1.68
Realty
1.33
Textiles
0.27
Media, Entertainment & Publication
0.21
Diversified
0.13
Forest Materials
0.08
Shriram Multi Sector Rotation Fund Index Return
Index Return
QTD
YTD
1 Year
5 Years
Since Inception
Price Return
-6.52
16.78
35.05
18.55
11.02
Total Return
-6.45
17.80
36.33
19.77
12.74
Where Will the Scheme Invest ?
- Equity and equity related instruments.
- Money Market Instruments.
- Derivative.
- Units of MF schemes and Equity Exchange Traded Funds (ETFs).
Also Read: ICICI Prudential Equity Minimum Variance Fund Review
Shriram Multi Sector Rotation Fund Registrar
Computer Age Management Services Ltd.
7th Floor, Tower II, Rayala Towers, 158,
Anna Salai, Chennai – 600002
Telephone:1800-3010-6767
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