Shriram Multi Sector Rotation Fund

It is an open-ended scheme investing in equity and related instruments following the multi-sector rotation theme. Shriram Multi Sector Rotation Fund aims to provide diversification by focusing on 3 to 6 trending sectors within one fund, potentially reducing concentrated risks. The fund seeks to avoid sector traps by rotating across sectors that are expected to show better earnings, which may help minimize risks. It is designed to be tax-efficient, as no capital gains tax is incurred when the fund manager rebalances the portfolio, making it a potentially smart and efficient investment choice.

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 expectations. 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.

This product is suitable for *investors who are seeking

• Capital appreciation over the 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

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

The asset allocation for the Shriram Multi-Sector Rotation Fund is as follows:

• Equity and Equity-related Instruments following the multi-sector rotation theme: Minimum 80%, Maximum 100% of total assets
• Other Equity and Equity-related Instruments: Minimum 0%, Maximum 20% of total assets
• Money Market Instruments and Cash: Minimum 0%, Maximum 20% of total assets

• Lumpsum: Rs. 500/- and multiples of Re.1/- thereafter
• Subsequent purchases: Minimum amount of Rs. 500/- and multiples of Re. 1/- thereafter
• SIP: Weekly/Fortnightly/Monthly/Quarterly
• Rs. 500/- and in multiples of Re. 1/-thereafter for minimum 24 installments
• Rs. 1000/-and in multiples of Re. 1/-thereafter for minimum 12 installments

The Fund follows a blend of value and growth style of investing. The fund will follow a bottom-up approach to stock-picking and choose companies across sectors and market capitalizations. Each stock in the portfolio will have an investment rationale and capital allocation to each stock will be made based on top-down sector view, stock valuations, macro-economic factors, and trends. Each stock will be monitored and reviewed regularly to confirm the investment rationale.

Mr. Deepak Ramaraju currently manages the scheme along with Mr. Prateek Nigudkar.