Delivering sustainable return to investors over time: Shriram Multi Sector Rotation Fund..!


Delivering sustainable return to investors over time:  Shriram Multi Sector Rotation Fund..!

The NFO will open on 2024 November 18 and close on December 02.

Shriram Mutual Fund will launch Shriram Multi Sector Rotation Fund.

The fund will invest in an equity portfolio which rotates across identifiable trending sectors that are performing well.

The fund's strategy is to leverage sector rotation to capture opportunities in outperforming sectors while reducing exposure to underperforming sectors.

 The focus of the fund will be to invest in minimum 3 to 6 trending sectors, based on the relative momentum of the sectors and exiting them when indications suggest a weakening trend. 

Shriram Multi Sector Rotation Fund aims to address this investor pain point to help them avoid sector traps and instead, ride sector trends by rotating across sectors in a timely manner. This is also tax efficient for the investor as there is no capital gains tax implication when the fund manager rebalances across sectors within the scheme.

Sector rotation and stock selection based on proprietary Enhanced Quantamental Investment framework is also aimed at delivering sustainable alpha to investors over time.

S.Sridharan, Founder,  https://www.walletwealth.co.in/ 

If you need any advice on investments, do call us at 9940116967.

Team Wallet Wealth,

AMFI Registered Mutual Fund Distributor

2nd Floor, No.8A, 2nd Main Road, Nanganallur,

Chennai – 600 061

Ph: 044-48612114

https://www.walletwealth.co.in/ 

Email id : sridharan@walletwealth.co.in

You can contact Mr.S.Sridharan for all types of investments including mutual fund investment, medical insurance, and life insurance.

Read articles written by Mr. S. Sridharan in Nanagam Vikatan, a leading personal financial management magazine.

https://www.vikatan.com/author/855-sridharan-s

Share:

No comments:

Post a Comment

Popular Posts

Blog Archive

Recent Posts

Featured Post

Indian Mutual Fund Investors Folios are at all-time high at 22.08 Crores..!

Highlights AMFI Mutual Fund Industry Monthly Data for November 2024   Indian Mutual Fund Investors Folios are at all-time high at  22.08 Cro...