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NFO Monitor

Fund Fact

Name of Funds:

Shriram Multi Asset Allocation

Opening:

18th August 2023

Closing:

1st September 2023

Minimum Investment:

Rs. 5,000/- and in multiples of Re. 1/- thereafter

Plan:

Regular and Direct

Options:

Growth

Entry Load:

Not Applicable

Exit Load:

1% of the applicable NAV if redeemed/switched-out within 1 year from the date of allotment

Fund Stats

Objective:

The primary objective of the scheme is to generate long term capital appreciation with inflation beating returns by investing in Equity and Equity related
securities, Debt and Money Market instruments, Gold/Silver ETFs, and REITs / InvITs.

Benchmark:

NIFTY 50

Fund Manager:

Deepak Ramaraju, Gargi Bhattacharyya Banerjee

Asset Allocation

65-80% Equity 10 - 25% Money Market

10 - 25% Debt upto 10% Others

Comparable existing schemes

SBI Multi Asset Allocation Fund	14.59(6M)	16.23(1Y)
WhiteOak Capital Multi Asset Allocation Fund	3.17(3M)	Not Available

Fund Prognosis

Idea Distiller

This category should be the biggest in the business. Oriented towards risk mitigation and decent returns.

Fund House AAUM:
Rs. 27526.65 Lakhs (as on 30th June 2023)
Fund Manager:
Combined experience of above 22 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Proof of the pudding is in the eating. And it is a very difficult product to manage. It is a retail product only.

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