This is an open ended fund of fund scheme that invests in Schroder International Selection Fund Global Disruption.
Investment Objective –
The objective of the fund is to provide long term capital appreciation. The fund majorly invests in units of Schroder International Selection Fund Global Disruption. This is an equity fund that aims to provide capital growth by investing in companies worldwide which benefit from disruption. The scheme also invests a small portion of its fund in debt instruments to ensure liquidity.
Fund Managers –
The scheme is managed by –
- Mr. R Sivakumar
- Mr. Hitesh Das
Entry Load – Nil
Exit Load –
If redeemed out within 12 months from date of buying –
For 10% redemption – Nil
For remaining redemption – 1%
If redeemed after 12 months – Nil
Current Breakup –
| Investment | Allocation |
| Schroder ISF Global Disruption Class X Acc | 96.94 |
| Debt, Cash & Other Current Assets | 3.06 |
Minimum Investment Amount –
Lumpsum Investment : ₹ 5000
Additional Investment : ₹ 100
Systematic Investment : ₹ 1000
Benefits –
Exposure to global opportunities/themes: Access to global companies and sunrise sectors not available in India
Risk Diversification: Global exposure diversifies portfolio risk and has potential to deliver better risk-adjusted returns
Schroders’ Expertise: Leverage 200+ years of rich investing experience and global expertise
Ease of investing: Invest globally through domestic fund with minimum application of Rs.5000 and multiples of Rs.1 thereafter
Wealth creation: Ideal wealth creation strategy for the long term
Diversified approach across 9 sub themes –
Fintech
Digitalisation
E-commerce
Environmental
Healthcare
New Consumer
Communications
Food & Water
Automation
Disruptive businesses are not the only prospects. There are many players across the value chain that make disruptions possible. The idea is to look at all these players and identify opportunities that can produce the maximum value on a risk adjusted basis. Some categories across the value chain are – Disruptor –
The main player that is causing the disruption.
Enabler – The other players that are playing a monumental role in helping the disruption happen.
Adaptor – The players that are identifying the disruption, validating it and accepting it with a positive response.
Denier – The player that is being affected by the disruption and might be worse off if the disruption goes mainstream.
Who can Invest?
If you are looking for capital appreciation over the long term.
If you want to invest in Schroder International Selection Fund Global Disruption, an equity fund that aims to provide capital growth by investing in companies worldwide which benefit from disruption.
Scheme Details –
NAV (as on 14th Oct 2021) – Rs. 10.62
AUM (Asset Under Management) – Rs. 1839.8 Crores
Minimum Application Amount – Rs. 5,000 and in multiples of Re. 1/- thereafter
Minimum Additional Purchase Amount – Rs. 100 and in multiples of Re. 1/- thereafter
Note : Minimum application amount is applicable only at the time of creation of new folio and at the time of first investment in a plan.
Disclaimer –
Investments in Mutual Funds are subject to market risks. Please read all scheme related documents carefully. Please consult your financial advisor before taking any financial decisions. All statements mentioned in this blog are for educational purposes only and are under no circumstance to be considered as a recommendation or investment advice.
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