Shriram Multi Sector Rotation Fund - Growth - Regular Plan

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  • (-0.34%)Nav, as on 24-10-2025

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  • Net Change on 24-10-2025

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  • 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 7.62 23.42 32.14 1.58 30,802.31
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 6.66 30.42 27.46 1.75 7,766.16
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 5.23 26.92 29.33 1.82 6,607.50
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 4.06 14.52 17.51 1.94 5,613.26
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 1.48 28.82 32.76 1.80 5,532.51

Fund Holdings as on 30-September-2025

  • PNB Housing Finance Ltd.

  • Mahindra & Mahindra Ltd.

  • Bharti Airtel Ltd.

  • Hindustan Petroleum Corporation Ltd.

  • Clearing Corporation of India Ltd. (TREPS_RED_03.10.2025)

  • Bharat Petroleum Corporation Ltd.

  • State Bank of India

  • Nippon Life India Asset Management Ltd.

  • Muthoot Finance Ltd.

  • HDFC Bank Ltd.

  • REC Ltd.

  • Dr. Lal Path Labs Ltd.

  • Nuvama Wealth Management Ltd.

  • Force Motors Ltd.

  • Ask Automotive Ltd.

  • Aster DM Healthcare Ltd.

  • Coromandel International Ltd.

  • Can Fin Homes Ltd.

  • Computer Age Management Services Ltd.

  • Krsnaa Diagnostics Ltd.

  • Cholamandalam Financial Holdings Ltd.

  • Indian Bank

  • Mphasis Ltd.

  • Infosys Ltd.

  • Deepak Fertilizers & Petrochem Corp Ltd.

  • Tata Consultancy Services Ltd.

  • Tech Mahindra Ltd.

  • Indegene Ltd.

  • Thyrocare Technologies Ltd.

  • Narayana Hrudayalaya ltd.

  • Fortis Healthcare Ltd.

  • Net Receivables / (Payables)

  • 364 DAYS TBILL RED 03-10-2025

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  • Hospital & Healthcare Services

  • Finance - Housing

  • Refineries

  • IT - Software

  • Bank - Public

  • Automobiles - Passenger Cars

  • Telecommunication - Service Provider

  • Miscellaneous

  • Finance - Asset Management

  • Finance - NBFC

  • Bank - Private

  • Finance Term Lending

  • Finance - Others

  • Automobiles-Trucks/Lcv

  • Auto Ancillary

  • Fertilizers

  • Depository Services

  • Finance - Investment

  • Chemicals

  • Business Support

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Fund Manager

  • Cash

  • Equity

  • Sov

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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 ₹190.48 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 down ₹-0.03(-0.34%)yesterday to ₹7.8883.

Among its top 3 holdings the fund has exposure to PNB Housing Finance Ltd., 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