Shriram Gold ETF Passive FoF
(An open-ended Fund of Fund Scheme investing in units of Gold ETFs)
Gold wahi Pehchan nayi
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What is a Shriram Gold ETF Passive FoF
Why Shriram Gold ETF Passive FoF
Find Your Gold Number
About You
- Select age
- 18 - 25
- 26 - 35
- 36 - 45
- 46 - 55
- 56+
- Select type
- Salaried
- Self Employed
- Business
- Retired
Your Current Wealth
Tip: use financial/liquid assets for the sharpest Gold Number
Already in Gold ETF/MF? Include it here - your SIP will top up from this base.
Your Gold Number vs Others
Set Your Gold Number Target
Pick the % of your net worth you want in gold — your Gold Number follows.
Target11%(₹2.85 K)
Build Your Gold Number
Expected Annual Return
Your Gold Number grows as your net worth grows
Expected annual NW growth rate
Your Target Gold Number
Current Allocation
Your Gold Number
What if you invest more?
/ month
Drag to explore – increase your SIP to reach your Gold Number faster
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
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
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
Investors understand that their principal will be at very high risk 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
Mr. Sudip Suresh More
Frequently Asked Questions
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.
