October 17, 2024
mayank
Shriram Multi Sector Rotation Fund details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @sahifund.com
Table of Contents:
- NFO Open date, Close date
- NFO Investment Strategy
- NFO Basic Details
- NFO Benchmark Index
- Past Performance of NFO Benchmark Index
- Performance Review of Fund Manager
- Should You Invest in this NFO?
- Invest Online
What is the Shriram Multi Sector Rotation Fund Open Date, Close Date?
NFO opens on November 18, 2024
NFO will close on December 02, 2024
What is the Investment Strategy?
The scheme seeks 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.
Basic Details
| Fund House | Shriram Mutual Fund |
| Issue Open | 18 November 2024 |
| Issue Close | 02 December 2024 |
| Type | Open-ended |
| Category | Equity: Thematic |
| Min. Investment(Rs) | 500 |
| Plans | Growth |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 3 months |
| Riskometer | Very High |
| Benchmark | NIFTY 500 TRI |
What is the Benchmark Index of Shriram Multi Sector Rotation Fund?
The Nifty 500 index represents top 500 companies selected based on full market capitalization from the eligible universe.
Nifty 500 Index is computed using free float market capitalization method, wherein the level of the index reflects the total free float
market value of all the stocks in the index relative to particular base period. Nifty 500 can be used for a variety of purposes such as
benchmarking fund portfolios, launching of index funds, ETFs and structured products.
Index Variants: Nifty 500 Total Returns Index, Nifty500 Industry Indices.
Past Performance of Benchmark Index
| Index Returns (%) | QTD | YTD | 1 Year | 5 Years | Since Inception |
| Price Return | 7.47 | 24.79 | 40.21 | 21.02 | 11.31 |
| Total Return | 7.76 | 25.79 | 41.54 | 22.28 | 13.02 |
| Statistics ## | 1 Year | 5 Years | Since Inception |
| Std. Deviation * | 14.30 | 18.41 | 22.33 |
| Beta (NIFTY 50) | 1.03 | 0.96 | 0.93 |
| Correlation (NIFTY 50) | 0.96 | 0.98 | 0.95 |
Fundamentals
| P/E | P/B | Dividend Yield |
| 27.87 | 4.22 | 1.04 |
Top constituents by weightage
| Company’s Name | Weight(%) |
| HDFC Bank Ltd. | 6.62 |
| Reliance Industries Ltd. | 5.05 |
| ICICI Bank Ltd. | 4.52 |
| Infosys Ltd. | 3.40 |
| ITC Ltd. | 2.43 |
| Bharti Airtel Ltd. | 2.31 |
| Tata Consultancy Services Ltd. | 2.20 |
| Larsen & Toubro Ltd. | 2.18 |
| Axis Bank Ltd. | 1.77 |
| State Bank of India | 1.53 |
Performance Review of the Fund Managers of Shriram Multi Sector Rotation Fund?
1) Deepak Ramaraju
Education: Mr. Ramaraju has done B.E.(Chemical Engineering).
Experience: Prior to joining Shriram Mutual Fund, he has worked with Sanlam Group of South Africa as a part of their global equity research team and GE India Technology Center as a researcher and co-inventor.
Past Performance of his Schemes
| Fund | Shriram Balanced Advantage Fund | It’s Benchmark | Shriram Flexi Cap Fund | It’s Benchmark |
| 1 Year | 27.98 | 25.93 | 42.63 | 36.91 |
| 3 Year | 12.77 | 11.47 | 16.58 | 15.57 |
| 5 Year | 14.42 | 16.51 | 19.55 | 21.91 |
| 7 Year | — | — | — | — |
| 10 Year | — | — | — | — |
As on 17-10-2024
2) Gargi Bhattacharyya Banerjee
Education: Ms. Banerjee is Master of Business Management in Finance and Bachelor of Science with Economics (Hon) from University of Calcutta.
Experience: Prior to joining Shriram Asset Management Co. Ltd she has worked with Zacks Research Pvt Ltd as Research Head and Shriram Insight Share Brokers Ltd.
Past Performance of his Schemes
| Fund | Shriram Aggressive Hybrid Fund | It’s Benchmark | Shriram Overnight Fund | It’s Benchmark |
| 1 Year | 33.59 | 25.93 | 6.73 | 4.89 |
| 3 Year | 13.59 | 11.47 | — | — |
| 5 Year | 16.30 | 16.51 | — | — |
| 7 Year | 12.91 | 13.76 | — | — |
| 10 Year | 12.24 | 12.79 | — | — |
As on 17-10-2024
Which Company Owns Shriram Multi Sector Rotation Fund?
Shriram Asset Management Company Ltd
Address: 511-512, Meadows, Sahar Plaza, J. B. Nagar, Andheri (East), Mumbai – 400059
Website: https://shriramamc.in/
Registrar & Transfer Agent:
Computer Age Management Services Ltd.
Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai – 600002
Website: www.camsonline.com
Is it good to invest in Shriram Multi Sector Rotation Fund NFO?
Guidance for Shriram Multi Sector Rotation Fund by Paresh Gordhandas, C.A., Research Analyst.
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