Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    Shriram Multi Sector Rotation
  • Opening:
    18th November 2024
  • Closing:
    2nd December 2024
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic
  • Minimum Investment:
    Rs. 500/- and in multiples of Re 1/- thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth
  • Entry Load:
    Not Applicable
  • Exit Road:
    1% of NAV if units are redeemed/switched out within 3 months from the date of allotment
  • Thereafter:
    Nil

Fund Stats

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.

  • Benchmark:

  • NIFTY 500

  • Fund Manager:

  • Deepak Ramaraju, Gargi Bhattacharyya Banerjee

Asset Allocation

80-100 % Equity
upto 20% Money Market
Comparable existing schemes
Not Available Not Available Not Available
Not Available Not Available Not Available

Fund Prognosis

Idea Distiller

Great idea. And very unique. Rotating the sectors in focus and letting go of the ones losing steam.

  • Fund House AAUM:

  • Rs 78224.2 Lakhs(as on 30th September, 2024)

  • Fund Manager:

  • Combined experience of above 22 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

Very new category. But the difficulty will be in trading the sectors. If trading stocks is difficult, then this is many times that. High oomph for a risk taker.