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The refreshed framework covers the Shriram Multi Asset Allocation Fund, Shriram Aggressive Hybrid Fund and Shriram Balanced Advantage Fund. The funds will follow a structured asset allocation approach combining equity, debt and exposure to gold and silver, allowing fund managers to dynamically adjust allocations based on market conditions.
According to the company, the revised investment framework includes a structured asset allocation process, an equity selection methodology based on Growth at a Reasonable Price (GARP) principles, a research-led fixed income framework and exposure to gold and silver.
The objective is to create a repeatable investment process aligned with each scheme’s investment objective while responding to changing market conditions.
The Shriram Balanced Advantage Fund is designed for investors seeking dynamic allocation between equity and debt, while the Shriram Aggressive Hybrid Fund aims to provide higher equity participation with the potential for long-term capital appreciation.
The Shriram Multi Asset Allocation Fund offers diversified exposure across equity, debt, and Gold & Silver ETFs through a single investment solution.
Commenting on the development, Kartik Jain, Managing Director and CEO of Shriram AMC, said the refresh is intended to strengthen the role of asset allocation in portfolio construction over the long term.
Prateek Nigudkar, Senior Fund Manager at Shriram AMC, said the revised framework seeks to combine a research-driven investment process with active portfolio management across asset classes.
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