Jaisa Sector Trend, Waisa Aapka Portfolio

Shriram Multi Sector Rotation Fund

(An open-ended scheme investing in equity and related instruments following multi sector rotation theme)

New Fund Offer (NFO) Period

New Fund
NFO opens: 18th Nov 2024 Offer Price:
�10
NFO closes: 2nd Dec 2024 per unit

What is Shriram Multi Sector Rotation Fund (SMURF)?

It is a diversified equity fund that invests in 3 to 6 trending sectors chosen by the fund manager based on
sector momentum. The strategy focuses on sectors with strong upward trends due to growth in earnings
expectations and exits when the trend weakens. This momentum-based approach aims to capture opportunities
from prevailing market trends.

Why Shriram Multi Sector Rotation Fund (SMURF)?

Diversification of Risk Avoid Sector Traps Tax Efficient for Investor

Focused exposure to Seamlessly rotate across No capital gains tax when

3 to 6 trending sectors, multiple sectors that are the fund manager
all within one fund trending due to better rebalances the portfolio,
earnings expectation, making it a smart and
minimizing risks efficient investment choice!

Avoid Sector Traps, Ride Sector Trends

The scheme having significant exposure in equities following the theme of multi-sector
rotation with focus on the trending sectors.

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
 Back Tested Internal Model Performance Chart*
Back Tested (Internal Model)* Back Tested (internal model)* ₹1703
Benchmark
NIFTY 50

Benchmark* ₹418
₹100
Nifty 50 ₹357
May-14
Oct-14
Mar-15
Aug-15
Jan-16
Jun-16
Nov-16
Apr-17
Sep-17
Feb-18
Jul-18
Dec-18
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Oct-19
Mar-20
Aug-20
Jan-21
Jun-21
Nov-21
Apr-22
Sep-22
Feb-23
Jul-23
Dec-23
May-24
Sep-24
₹ 100 invested on 30th May 2014 & current value as on 30th Sept 2024

Pre Covid During Covid Post Covid

Back Tested (Internal Model)* Back Tested (Internal Model)*
Benchmark Benchmark 681
NIFTY 50 NIFTY 50

277.8
100
91

358
170

168 Back Tested (Internal Model)* 71 312

Benchmark
100
100 NIFTY 50 71
01-May-14
01-Nov-14
01-May-15
01-Nov-15
01-May-16
01-Nov-16
01-May-17
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01-Nov-19

31-Dec-19

10-Jan-20

20-Jan-20

30-Jan-20

9-Feb-20

19-Feb-20

29-Feb-20

10-Mar-20

20-Mar-20

30-Mar-20

1-Apr-20
1-Sep-20
1-Feb-21
1-Jul-21
1-Dec-21
1-May-22
1-Oct-22
1-Mar-23
1-Aug-23
1-Jan-24
1-Jun-24
The performance of the internal model is just for illustration and doesn’t represent the actual performance of the scheme* | Benchmark: Nifty 500
This internal model may go through periodic revision (as and when required), resulting in addition or deletion of parameters and the weightages assigned to
them. Past performance may or may not sustain in future. Portfolio will be managed as per stated Investment objective, investment strategy & asset allocation
in the Scheme Information Document (SID) and is subject to the changes within provisions of SID of the Scheme.

Fund category Equity Scheme - Thematic

Benchmark NIFTY 500 TRI

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
Investment Objective
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.

Fund Manager Mr. Deepak Ramaraju & Ms. Gargi Bhattacharyya Banerjee

Lumpsum: Rs. 500/- and multiples of Re.1/- thereafter

Subsequent purchases : Minimum amount of Rs. 500/- and multiples of Re. 1/- thereafter
Minimum Investment
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

Plan/Option Direct & Regular Plan with Growth Option

 1% of the applicable NAV, if redeemed within 3 months from the date of allotment.
Exit Load
 Nil if redeemed after 3 months from the date of allotment.

www.shriramamc.in/smurf

Scheme Riskometer Benchmark Riskometer

This product is suitable for investors who are seeking**:

 Capital appreciation over 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
Investors understand that Benchmark Riskometer is
suitable for them.** their principal will be at very high risk at very high risk
As per AMFI Tier 1 Benchmark
i.e Nifty 500 TRI

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

NFO Also Available on: BSE StAR MF CAMS GoCORP MF Central MF Utilities NSE NMF II
Corporate Investment Portal
Disclaimer & Risk Factor:
NSE Indices Ltd Disclaimer: NSE INDICES LIMITED do not guarantee the accuracy and/or the completeness of the Index or any data included therein and NSE INDICES LIMITED shall have not have any responsibility or liability for any errors, omissions, or interruptions therein. NSE INDICES LIMITED
does not make any warranty, express or implied, as to results to be obtained by the Issuer, owners of the product(s), or any other person or entity from the use of the Index or any data included therein. NSE INDICES LIMITED makes no express or implied warranties, and expressly disclaims all
warranties of merchantability or fitness for a particular purpose or use with respect to the index or any data included therein. Without limiting any of the foregoing, NSE INDICES LIMITED expressly disclaim any and all liability for any claims ,damages or losses arising out of or related to the
Products, including any and all direct, special, punitive, indirect, or consequential damages (including lost profits), even if notified of the possibility of such damages.
The information contained in this document is compiled from third party and publicly available sources and is included for general information purposes only. There can be no assurance and guarantee on the yields. Views expressed cannot be construed to be a decision to invest. The statements
contained herein are based on current views and involve known and unknown risks and uncertainties. Whilst Shriram Asset Management Company Limited (the AMC) shall have no responsibility/liability whatsoever for the accuracy or any use or reliance thereof of such information. The AMC,
its associate or sponsors or group companies, its Directors or employees accepts no liability for any loss or damage of any kind resulting out of the use of this document. The recipient(s) before acting on any information herein should make his/her/their own investigation and seek appropriate
professional advice and shall alone be fully responsible / liable for any decision taken on the basis of information contained herein. Any reliance on the accuracy or use of such information shall be done only after consultation to the financial consultant to understand the specific legal, tax or
financial implications. For further information about other schemes (product labelling and performance of the fund) please visit the website of the AMC: www.shriramamc.in. Please consult your financial advisor or mutual fund distributor before investing.

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully.