Investment Returns (CAGR)
1 yr.
-3.38%
3 yr.
NA
5 yr.
NA
Since Inception.
-16.97%
Fund Size (Rs.)
NA
Exit Load
1% on or before 3M, Nil after 3M
Scheme Type
5
ISIN
INF680P01455
Expense Ratio
0.58%
Minimum SIP (Rs.)
-
Launch Date
09 Dec 2024
Fund House
Shriram Asset Management Company Limited
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
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.
Fund Size (Rs.)
NA
Benchmark Index
----
Scheme Type
5
ISIN
INF680P01455
Expense Ratio
0.58%
Minimum SIP (Rs.)
-
Launch Date
09 Dec 2024
Fund House
Shriram Asset Management Company Limited
Exit Load
1% on or before 3M, Nil after 3M
1 yr. -3.38%
3 yr.
5 yr.
Since Inception. -16.97%
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
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.

