Shriram Asset Management Co. Ltd. · BSE:SRAMSET
Shriram Asset Management — Investor Presentation (September 2026)
20 slides from Shriram Asset Management's investor presentation, September 2026
Slide 1: Shriram Gold ETF Passive FoF
Shriram Gold ETF Passive FoF (An open-ended Fund of Fund Scheme investing in units of Gold ETFs) NFO OPENS ON: NFO CLOSES ON: NEW FUND OFFER PRICE: 11th September, 24th September, Rs. 10/Unit 2026 2026 SEBI Registered: SHRIRAMMF | Registration no: MF/017/94/4 Illustrations featured in this content
Slide 2: Gold Has Traditionally Been A Part Of Indian Households
Gold Has Traditionally Been A Part Of Indian Households Higher number of households among lower and mid-income groups invest in gold jewellery compared to bank deposit Count of households, mm 600 500 400 300 200 100 0 <Rs Rs 100,000- Rs 200,000-500,000 100,000 200,000 Income level Gold jewellery inv
Slide 3: Gold Remains a Key Component of Central Bank Reserves
Gold Remains a Key Component of Central Bank Reserves The RBI has increased its allocation to gold and holds 17.66% of its total forex reserves in gold. Sources: Metals Focus, Refinitiv GFMS, World Gold Council, RBI’s annual report | *Latest available data to 31 March 2026.
Slide 4: Why Gold Matters?
Why Gold Matters? Priced in USD Inflation Hedge (Globally) Act as a potential inflation Holds relatively better value hedge. than the rupee over time Diversification Central bank reserves Low Correlation with other Gold forms a component asset classes of central bank reserves
Slide 5: Key Factors Driving Gold Appreciation
Key Factors Driving Gold Appreciation Long term view on Gold De-dollarization (Central Bank Demand ) • Gold reserves ~$4 trillion vs $3.9 trillion in US Treasuries • Annual buying >1,000 tonnes (2022–24), 863 tonnes of buying 01 despite record-high prices. Crude Oil & Macro Impact • Every $10 ris
Slide 6: Diversify With Gold May Benefit In The Long-Term
Diversify With Gold May Benefit In The Long-Term Gold Diversification May Help During Drawdowns Historical Returns of Gold Reflect Its Long-Term Potential 10 Year Rolling Return Comparison Gold’s Rolling Return 25% 51.46% 46.79% 20% 37.57% 15% 26.79% 10% 17.48% 16.01% 8.60% 5% -0.97% -2.61% 0% Equit
Slide 7: How Much Gold Do You Hold In Your Portfolio?
How Much Gold Do You Hold In Your Portfolio? Calculate Gold’s allocation with Shriram AMC’s calculator Where does your Gold stand today? Enter your total wealth and current Gold holdings – physical, ETF, SGB, all included. YOUR NAME (FOR REPORT & WHATSAPP) e.g. Rajesh Kumar AGE GROUP PRIMARY INCO
Slide 8: How to Invest in Gold Efficiently
How to Invest in Gold Efficiently Parameter Gold ETF Passive FoF Gold ETF Digital Gold Physical Gold Invests in units of Depends on product; verify Purity 99.5% or higher Depends on provider Gold ETFs fineness/hallmark Storage/ No storage risk for Investor bears storage/security No storage risk for
Slide 9: Introducing Shriram Gold ETF Passive FoF
Introducing Shriram Gold ETF Passive FoF Gold wahi, Pehchaan nayi NFO OPENS ON: NFO CLOSES ON: NEW FUND 11th 24th OFFER PRICE: September, September, Rs. 10/ Unit 2026 2026
Slide 10: How Does A Gold ETF FoF Work?
How Does A Gold ETF FoF Work? A Gold ETF FoF invests in Gold ETFs that hold physical gold. You can easily buy or redeem units through the AMC. Gold ETF FoF Gold ETF Physical Gold You invest in The FoF invests in Gold ETFs hold Gold ETF FoF Gold ETFs physical gold Choosing the Right Gold ETF Can Be C
Slide 11: Our Strategy For Selecting Underlying Gold ETF
Our Strategy For Selecting Underlying Gold ETF 01 02 0 3 Low Expense Ratios High Liquidity Low Impact Cost Focus on ETFs with Preference for ETFs Selecting relatively relatively lower with higher liquidity to liquid ETFs to expense ratios. facilitate efficient entry minimize hidden and exit. tradin
Slide 12: Why Invest in Shriram Gold ETF Passive FoF?
Why Invest in Shriram Gold ETF Passive FoF? Convenience Liquidity No storage, purity, or Buy or Redeem units security concerns, on business day at No demat required, prevailing NAV, subject 12.5% LTCG tax^ to cut-off timings. Gold ETF Actively Selects the underlying ETF* Passive FoF Chhoti SIP Fac
Slide 13: Gold SIP for Goals
Gold SIP for Goals In Indian homes, gold is part of life’s most meaningful moments like your child’s wedding, festive celebrations, heartfelt gifts. But buying it all at once can feel overwhelming. A SIP may help investors accumulate Gold units in a staggered manner over time. Gold has always b
Slide 14: Asset Allocation
Asset Allocation Instruments Indicative Allocations (% of total assets)^ Minimum Maximum Units of various Gold ETFs 95% 100% Money market instruments including Tri Party REPO/ debt securities, Instruments 0% 5% and/or units of debt/liquid schemes of domestic Mutual Funds Investment Objective: The i
Slide 15: Fund Information
Fund Information FUND DETAILS FUND NAME SHRIRAM GOLD ETF PASSIVE FoF FUND TYPE An open-ended Fund of Fund Scheme investing in units of Gold ETFs FUND CATEGORY Commodity based FoF (Domestic) The investment objective of the scheme is to generate long-term capital appreciation by investing in units SCH
Slide 16: Fund Managers
Fund Managers Has over 17 years of experience across equity, fixed-income, and derivatives markets. He brings proven expertise in institutional trade execution, portfolio support and the development of Mr. Surjeet quantitative investment strategies. He has a strong track record in building and manag
Slide 17: Shriram Gold ETF Passive FoF
Shriram Gold ETF Passive FoF (An open-ended Fund of Fund Scheme investing in units of Gold ETFs) NFO opens on: 11th September, 2026 NFO closes on: 24th September, 2026 New Fund Offer Price: Rs. 10/ Unit
Slide 18: Shriram Gold ETF Passive FoF
Shriram Gold ETF Passive FoF (An open-ended Fund of Fund Scheme investing in units of Gold ETFs) This product is suitable for investors who Scheme Riskometer Benchmark Riskometer are seeking*: • Long term capital appreciation • Investment in units of various Gold ETFs which further invests in physic
Slide 19: Disclaimer & Risk Factors
Disclaimer & Risk Factors NSE Indices Ltd Disclaimer: NSE INDICES LIMITED do not guarantee the accuracy and/or the completeness of the Index or any data included therein and NSE INDICESLIMITED shall have not have any responsibility or liability for any errors, omissions, or interruptions therein. N
Slide 20: Thank You
THANK YOU
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