Fund Information
Shriram Multi Sector Rotational Fund
Introducing
Shriram Multi Sector Rotation Fund
An open-ended scheme investing in equity and related instruments following multi sector rotation theme
What is Sector Rotation?
Sector rotation is an investment strategy that involves shifting investments between different sectors of the economy based on their performance during various occasion or the business cycle. The goal is to maximize returns by investing in sectors that are expected to perform well at specific times, and moving out of sectors that may underperform.
Why invest in Shriram Multi Sector Rotation Fund?
Diversification of Risk
Focused 3 to 6 sectors in one fund
Avoid Sector Traps
Rotation across trending sectors
Tax efficient for Investor
No capital gains tax when fund manager rebalances
Investment Framework
2 Tier approach for managing Shriram Multi Sector Rotation Fund
Trending sectors are selected using a Quantamental approach
Disclaimer: Investment philosophy stated above may change from time to time without any notice and shall be in accordance with the strategy as mentioned in the Scheme Information Document
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Fund Details
Benchmark
Nifty 500 Total Return Index
Fund category
Equity – Sectoral / Thematic
Fund type
An open-ended scheme investing in equity and related instruments following multi sector rotation theme
Scheme 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. There is no assurance or guarantee that the investment objective of the Scheme will be achieved.
Scheme options
Regular Plan
- (i) Growth
Direct Plan
- (i) Growth
Fund manager
Mr. Deepak Ramaraju and Ms. Gargi Bhattacharyya Banerjee
Minimum investment
During NFO and on Continuous basis:
For Purchase - Rs. 500/- and in multiples of Re 1/- thereafter.
For Switch-in - Rs. 500/- and in multiples of Re 1/- thereafter.
Minimum Additional Purchase Amount Minimum of Rs. 500/- and in multiples of Re. 1/- thereafter
Exit load
1% of the applicable NAV, if redeemed within 3 months from the date of allotment.
- Nil if redeemed after 3 months from the date of allotment.
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
Riskometer
Investors understand that their principal will be at Very High risk
Benchmark Riskometer
Benchmark Riskometer is at very high risk
As per AMFI Tier 1 Benchmark i.e Nifty 500 TRI
*Investors should consult their financial advisers if in doubt whether the product is suitable for them
(The above product labelling assigned during the New Fund Offer is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when actual investments are made)
Fund will be managed by
Mr Deepak Ramaraju
Managing this fund since 20 Aug 22
Mr Deepak Ramaraju
Managing this fund since 20 Aug 22Work Experience
21 yearsFund Managed
05Mr. Deepak Ramaraju is a highly experienced Senior Fund Manager at Shriram Asset Management Company Ltd, with over two decades of diversified experience under his belt. He holds a degree in chemical engineering and has been associated with equity markets for the past 17 years. Before joining Shriram Asset Management Company, Mr. Deepak was part of the global equity research team and advised the Sanlam Group of South Africa on their India-focused fund. Prior to his stint in the financial industry, Mr. Deepak worked as a researcher and co-inventor at GE India Technology Center, Bangalore. During his time there, he was credited with 10 patents, highlighting his expertise and innovative abilities. His diverse background and extensive experience make him a valuable asset to the Shriram Asset Management team.
Ms Gargi Bhattacharyya Banerjee
Managing this fund since 8 Sep 23
Ms Gargi Bhattacharyya Banerjee
Managing this fund since 8 Sep 23Work Experience
22 yearsFund Managed
05Ms. Gargi Bhattacharyya Banerjee serves as the Fund Manager of Shriram Mutual Fund having an experience of more than 20 years in her professional career. She received her Bachelor of Science with Economics (H) and Master of Business Management with specialization in Finance from the University of Calcutta. She joined as Research Manager in Shriram Asset Management Company Limited in November 2012 and before that, she has held key position in the Research team with Zacks Research Private Limited and Shriram Insight Share Brokers Limited.
See all schemes managed by
Deepak Ramaraju
Mr. Deepak Ramaraju is a highly experienced Senior Fund Manager at Shriram Asset Management Company Ltd, with over two decades of diversified experience under his belt. He holds a degree in chemical engineering and has been associated with equity markets for the past 16 years. Before joining Shriram Asset Management Company, Mr. Deepak was part of the global equity research team and advised the Sanlam Group of South Africa on their India-focused fund. Prior to his stint in the financial industry, Mr. Deepak worked as a researcher and co-inventor at GE India Technology Center, Bangalore. During his time there, he was credited with 10 patents, highlighting his expertise and innovative abilities. His diverse background and extensive experience make him a valuable asset to the Shriram Asset Management team.
Funds managed by the fund manager
- Shriram Aggressive Hybrid Fund
- Shriram Flexi Cap Fund
- Shriram ELSS Tax Saver Fund
- Shriram Balanced Advantage Fund
- Shriram Overnight Fund
- Shriram Multi Asset Allocation Fund
- Shriram Nifty 1D Rate Liquid ETF
See all schemes managed by Gargi Bhattacharyya Banerjee
Ms. Gargi Bhattacharyya Banerjee serves as the Fund Manager of Shriram Mutual Fund having an experience of more than 20 years in her professional career. She received her Bachelor of Science with Economics (H) and Master of Business Management with specialization in Finance from the University of Calcutta. She joined as Research Manager in Shriram Asset Management Company Limited in November 2012 and before that, she has held key position in the Research team with Zacks Research Private Limited and Shriram Insight Share Brokers Limited.
Funds managed by the fund manager
- Shriram Aggressive Hybrid Fund
- Shriram Flexi Cap Fund
- Shriram ELSS Tax Saver Fund
- Shriram Balanced Advantage Fund
- Shriram Overnight Fund
- Shriram Multi Asset Allocation Fund
- Shriram Nifty 1D Rate Liquid ETF
Disclaimer: NSE Indices Ltd Disclaimer: NSE INDICES LIMITED do not guarantee the accuracy and/or the completeness of the Index or any data included therein and NSE INDICES LIMITED shall have not have any responsibility or liability for any errors, omissions, or interruptions therein. NSE INDICES LIMITED does not make any warranty, express or implied, as to results to be obtained by the Issuer, owners of the product(s), or any other person or entity from the use of the Index or any data included therein. NSE INDICES LIMITED makes no express or implied warranties, and expressly disclaims all warranties of merchantability or fitness for a particular purpose or use with respect to the index or any data included therein. Without limiting any of the foregoing, NSE INDICES LIMITED expressly disclaim any and all liability for any claims, damages or losses arising out of or related to the Products, including any and all direct, special, punitive, indirect, or consequential damages (including lost profits), even if notified of the possibility of such damages
Risk Factors: The information contained in this document is compiled from third party and publicly available sources and is included for general information purposes only. There can be no assurance and guarantee on the yields. Views expressed cannot be construed to be a decision to invest. The statements contained herein are based on current views and involve known and unknown risks and uncertainties. Whilst Shriram Asset Management Company Limited (the AMC) shall have no responsibility/liability whatsoever for the accuracy or any use or reliance thereof of such information. The AMC, its associate or sponsors or group companies, its Directors or employees accepts no liability for any loss or damage of any kind resulting out of the use of this document. The recipient(s) before acting on any information herein should make his/her/their own investigation and seek appropriate professional advice and shall alone be fully responsible / liable for any decision taken on the basis of information contained herein. Any reliance on the accuracy or use of such information shall be done only after consultation to the financial consultant to understand the specific legal, tax or financial implications. Please consult your financial advisor or mutual fund distributor before investing. Mutual Fund investments are subject to market risks, read all scheme related documents carefully
