Future GEMS

Shriram Asset Management Company Limited
PMS Small & Mid Cap
Benchmark
Nifty 50 TRI
Inception Date
17 February 2025
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

Shriram Asset Management Company announces Shriram Future GEMs (Growth Enabled Mid & Smallcap) – Equity Strategy.

Investment Objective

Capital Appreciation

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 3.09% -0.28% 3.37%
3 MONTHS 9.83% 6.33% 3.50%
6 MONTHS 14.28% 2.92% 11.36%
SINCE INCEPTION 38.40% 15.10% 23.30%

Calendar Year Performance

Year Return

Financial Year Performance

Year Return
FY 26_YTD 31.62%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Ketankumar Shah

Fund Manager

**Head of Investments & Fund Management | Equity Analysis & Strategic Portfolio Construction** With an extensive background encompassing over 17 years in equity research and more than 15 years on the buy-side, Mr. Ketan Shah is a seasoned professional within the financial services industry. His considerable experience is particularly notable in key economic segments including Banking, Financial Services, and Insurance (BFSI), Engineering, Capital Goods, and Construction. Through the development of bespoke investment methodologies designed to foster sustained expansion, Mr. Shah has a proven track record of achieving robust outcomes. In his capacity as Head of Investments and Fund Manager, Mr. Shah possesses a profound comprehension of market forces, adeptly integrating technical analysis, sector-specific intelligence, and macroeconomic perspectives to guide investment choices. His investment philosophy emphasizes the generation of enduring value for stakeholders, prioritizing long-term capital appreciation, prudent risk mitigation, and the identification of attractive sectoral prospects. **Key Competencies:** * **Equity Research (17+ Years):** Specializing in detailed analysis of corporate financial health, sectorial performance benchmarks, and prevailing market dynamics. * **Buy-Side Experience (15+ Years):** Expertise in leveraging in-depth market understanding to formulate distinctive investment strategies. * **Sectoral Acumen:** Proficient in BFSI, Engineering, Capital Goods, and Construction – sectors fundamental to economic development. * **Performance Focus:** A dedicated professional committed to achieving consistent, long-term growth objectives while effectively managing investment risks. * **Academic Foundation:** Holds an MBA in Finance from N L Dalmia Institute of Management Studies & Research, providing a strong theoretical framework to complement his practical expertise. Mr. Shah's strategic approach centers on constructing well-diversified investment portfolios that aim for both capital preservation and growth, characterized by a disciplined, value-driven methodology. His keen perception of market trends and comprehensive sectoral knowledge continue to be instrumental in providing significant insights and direction to the investment teams he leads.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Nippon India Mutual Fund Etf Gold Bees 13.54%
  • Bank Of Maharashtra 10.14%
  • Samvardhana Motherson International Ltd 9.20%
  • Ask Automotive Ltd 8.36%
  • Nippon India Mutual Fund Nippon India Silver Etf 7.93%

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
49.17%
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
0 Yrs, 10 Months
sip
Available
stp
Available

Fee Structure

Variable Fee

AMC: No Option

Hurdle: No Option

Profit Sharing: No Option

Exit Load

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)