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Introducing

Shriram Gold ETF Passive FoF

(An open-ended Fund of Fund Scheme investing in units of Gold ETFs)

Gold Wahi Pehchaan Nayi

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    What is a Shriram Gold ETF Passive FoF

    A Gold ETF FoF invests in Gold ETFs that hold physical gold. You can easily buy or redeem units through the AMC. Since choosing the Right Gold ETF Can Be Challenging. Shriram Gold ETF Passive FOF aims to simplify this by investing in underlying Gold ETFs based on its investment strategy.
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    How would you like to invest?

    Why Shriram Gold ETF Passive FoF

    No Demat Required
    Invest in Gold without the need for opening and maintaining a Demat account.
    Active Selection of Underlying ETFs
    Selects ETFs based on liquidity, cost and tracking efficiency.
    Monthly Review
    Underlying ETFs are reviewed monthly based on defined evaluation parameters.

    Benefits and Suitability

    • High Liquidity

      Invest in and redeem with ease without concerns around physical storage.

    • Superior Quality Portfolio

      Invests in Gold ETFs that further invest in physical gold.

    • Better Risk Adjusted Return

      Gold has historically demonstrated diversification benefits across market cycles.

    • SIP Facility

      Invest through SIPs and accumulate Gold units in a staggered manner over time.

    Fund Information

    Fund name

    Shriram Gold ETF Passive FoF

    Fund category

    Commodity based FoF (Domestic)

    Bench mark

    Domestic Price of Physical Gold

    Fund type

    An open-ended Fund of Fund Scheme investing in units of Gold ETFs

    Scheme objective

    The investment objective of the scheme is to generate long-term capital appreciation by investing in units of various Gold ETFs. However, there is no assurance that the investment objective of the Scheme will be achieved.

    Lock in plan/option

    Direct & Regular Plan with Growth & IDCW Option

    Fund manager

    Mr. Surjeet Kumar Singh

    Minimum investment

    - Lumpsum: The minimum application amount shall be Rs. 500/- and in multiples of Re.1/- thereafter 

    - Investment through SIP: Weekly / Fortnightly / Monthly / Quarterly: Any date of every month (between 1st & 28th)

    i) Rs. 500/- and in multiples of Re. 1/-thereafter for minimum 24 instalments

    ii) Rs. 1000/-and in multiples of Re. 1/-thereafter for minimum 12 instalments

    - Chhoti SIP with Rs. 250/- with minimum 60 instalments*

    Disclaimer: The minimum number of instalments for availing Chhoti SIP shall be 60 instalments; however, early withdrawal of the instalments shall not be restricted.

    Exit load

    Nil
    Invest nowStart a SIP

    This product is suitable for investors who are seeking*

    • Long term capital appreciation
    • Investment in units of various Gold ETFs which further invest in physical Gold
    • There is no assurance that the investment objective of the Scheme will be achieved

    • Scheme Riskometer

      Scheme Riskometer
      Investors understand that their principal will be at very high risk

    • Benchmark Riskometer

      Benchmark Riskometer
      The risk of Domestic Price of Physical Gold (Benchmark) is very high risk

    Investors should consult their financial advisers if in doubt about whether the product is suitable for them**.

    The above product labelling assigned during the New Fund Offer (NFO) is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when the actual investments are made.

    Fund Management

    Mr. Surjeet Kumar Singh

    Work experience
    17+ Years
    Fund Managed
    -

    Frequently Asked Questions

    Shriram Gold ETF Passive FoF is an open-ended Fund of Fund scheme that invests in units of various Gold ETFs, aiming to generate long-term capital appreciation

    Disclaimer: MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY. With regard to taxation, investors are advised to consult their tax consultants to know the consequences of tax, if any. Income Tax benefits to the mutual fund & to the unit-holder are in accordance with prevailing tax law. The investor shall be solely responsible for any action taken based on this document. Shriram Mutual Fund, Shriram Asset Management Co. Ltd., Shriram Mutual Fund Trustee Ltd., and their associates shall not be liable in any manner for the consequences of such action taken by the investor.

    Any questions? Talk to us.

    Phone:
    1800 267 1801

    The information provided on this page is for educational purposes only and should not be considered as financial advice. Past performance is not indicative of future results. Always consult with a financial advisor before making any investment decisions. Mutual fund investments are subject to market risks, read all scheme related documents carefully.