Shriram Future GEMS
EQUITY MID & SMALL CAP
A curated portfolio of 15-25 stocks, with a bias towards mid and smaller-sized companies, using a multi-factor approach. The portfolio also aims to add select stocks, using a bottom-up fundamental approach with an aim to complement the overall portfolio.
+24.82%
1Y annualised returns
-3.84%
Benchmark returns (NIFTY 50 Total Return Index)
Launch date
17 Feb '25
Total AUM
₹0.29Cr
Min. investment
₹50,00,000
Benchmark
NIFTY 50 Total Return Index
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
0.00%
PMS management
MSMr.Ketankumar ShahPrincipal Officer and Fund ManagerView details
MS
Mr.Ketankumar Shah
Principal Officer and Fund Manager
View details
About
Specializing in Equity Research | Investment Strategies | Long-Term Growth.With over 17 years of experience in equity research and more than 15 years on the buy-side, Mr. Ketan Shah has built a distinguished career in the financial sector. His expertise spans across critical sectors such as BFSI (Banking, Financial Services, and Insurance), Engineering, Capital Goods, and Construction, where he has consistently delivered strong results by developing tailored investment strategies that drive long-term growth.As a Principal Officer and Fund Manager, Mr. Shah has demonstrated a deep understanding of market dynamics, employing a blend of technical analysis, industry knowledge, and macroeconomic insights to make informed investment decisions. His approach is grounded in delivering sustained value to investors, with a focus on long-term capital appreciation, risk management, and sectoral opportunities.
Experience
Over 17 years in equity research, with more than 15 years on the buy-side.
Investment philosophy
Equity research, investment strategies, and long-term growth in BFSI, Engineering, and Capital Goods sectors.
Awards
- Demonstrated ability to deliver strong results and sustained value through tailored investment strategies focused on long-term capital appreciation and risk management.
PMS house
Shriram Asset Management Company Limited
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