Shriram Multi Sector Rotation Fund - Growth - Regular Plan

Other Plans and Options
  • 0.73 %Nav, as on 17-03-2026

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  • Net Change on 17-03-2026

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is to generate long-term capital appreciation by employing a quantamental approach of investing in equity and equity derivatives of specific sectors that are trending due to better earnings expectation. The allocation among sectors and stock selection will be decided by the in-house proprietary quantitative model and further augmented with fundamental analysis.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential India Opportunities Fund - Cumulative Option Jan 15, 2019 10.04 21.58 21.45 1.56 35,665.82
ICICI Prudential Business Cycle Fund Growth Jan 18, 2021 11.39 20.73 17.50 1.67 16,201.80
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 8.80 25.47 18.33 1.75 8,428.48
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 16.13 23.82 20.20 1.83 6,600.72
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 23.95 31.48 26.55 1.82 6,545.08

Fund Holdings as on 28-February-2026

  • State Bank of India

  • Axis Bank Ltd.

  • Bharti Airtel Ltd.

  • Mahindra & Mahindra Ltd.

  • Indian Bank

  • Bank of Maharashtra

  • REC Ltd.

  • Infosys Ltd.

  • Nippon Life India Asset Management Ltd.

  • Ajanta Pharma Ltd.

  • InterGlobe Aviation Ltd.

  • Apollo Hospitals Enterprise Ltd.

  • Force Motors Ltd.

  • Adani Ports & Special Economic Zone Ltd.

  • Tata Consultancy Services Ltd.

  • Oil India Ltd.

  • Nuvama Wealth Management Ltd.

  • R R Kabel Ltd.

  • Samvardhana Motherson International Ltd.

  • Computer Age Management Services Ltd.

  • Eternal Ltd.

  • Bharat Petroleum Corporation Ltd.

  • CSB Bank Ltd.

  • Hindustan Petroleum Corporation Ltd.

  • Can Fin Homes Ltd.

  • Tech Mahindra Ltd.

  • Rainbow Children's Medicare Ltd.

  • Lemon Tree Hotels Ltd.

  • Mphasis Ltd.

  • Krsnaa Diagnostics Ltd.

  • Swiggy Ltd.

  • VRL Logistics Ltd.

  • Thyrocare Technologies Ltd.

  • Pricol Ltd.

  • Canara Robeco Asset Mgmt Co Ltd.

  • Fiem Industries Ltd.

  • Clearing Corporation of India Ltd.

  • Net Receivables / (Payables)

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  • Bank - Public

  • IT - Software

  • Hospital & Healthcare Services

  • Bank - Private

  • Telecommunication - Service Provider

  • Automobiles - Passenger Cars

  • Auto Ancillary

  • Finance - Asset Management

  • Refineries

  • e-Commerce

  • Finance Term Lending

  • Pharmaceuticals & Drugs

  • Airlines

  • Automobiles-Trucks/Lcv

  • Port

  • Oil Exploration

  • Finance - Others

  • Cable

  • Depository Services

  • Finance - Housing

  • Hotel, Resort & Restaurants

  • Logistics

  • Miscellaneous

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Fund Manager

  • Cash

  • Equity

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About Shriram Multi Sector Rotation Fund

Scheme Analysis

Shriram Multi Sector Rotation Fund is a Equity - Thematic Fund - Other fund and belongs to Shriram Mutual Fund. It was launched on 09-Dec-2024 and currently has an AUM of ₹180.60 crore. Shriram Multi Sector Rotation Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of Shriram Multi Sector Rotation Fund ended up ₹0.05(0.73%)yesterday to ₹7.2351.

Among its top 3 holdings the fund has exposure to State Bank of India, and

The Shriram Multi Sector Rotation Fund is managed by Prateek Nigudkar and Deepak Ramaraju.

Fund House Contact

Shriram House, No. 4 Burkit Road, T. Nagar, Chennai - 600 017

(033) 2337 3012
info@shriramamc.com
(033) 2337 3014