Shriram Multi Sector Rotation Fund - Growth - Regular Plan

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  • 0.62 %Nav, as on 21-05-2025

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  • Net Change on 21-05-2025

  • 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 13.91 26.12 34.40 1.61 27,197.33
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 7.14 34.33 34.04 1.79 6,484.96
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 1.85 26.25 33.12 1.83 6,230.97
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 8.18 16.68 22.59 1.94 5,555.82
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 -5.27 31.03 34.90 1.80 5,390.83

Fund Holdings as on 30-April-2025

  • HDFC Bank Ltd.

  • ICICI Bank Ltd.

  • Bharti Airtel Ltd.

  • Apollo Hospitals Enterprise Ltd.

  • Federal Bank Ltd.

  • Narayana Hrudayalaya ltd.

  • Grasim Industries Ltd.

  • Blue Star Ltd.

  • Clearing Corporation of India Ltd.

  • Sundaram Finance Ltd.

  • Shree Cement Ltd.

  • Marico Ltd.

  • REC Ltd.

  • Godrej Agrovet Ltd.

  • Ultratech Cement Ltd.

  • Bajaj Finance Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Vijaya Diagnostic Centre Ltd.

  • Amber Enterprises India Ltd.

  • Krishna Inst of Medical Sciences Ltd.

  • JK Cement Ltd.

  • BSE Ltd.

  • Can Fin Homes Ltd.

  • Radico Khaitan Ltd.

  • Divi's Laboratories Ltd.

  • Godrej Consumer Products Ltd.

  • Doms Industries Ltd.

  • Fortis Healthcare Ltd.

  • GlaxoSmithKline Pharmaceuticals Ltd.

  • Abbott India Ltd.

  • Net Receivables / (Payables)

  • Hindustan Aeronautics Ltd.

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  • Bank - Private

  • Hospital & Healthcare Services

  • Cement & Construction Materials

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Air Conditioners

  • Telecommunication - Service Provider

  • Miscellaneous

  • Diversified

  • Consumer Food

  • Finance Term Lending

  • Animal Feed

  • Finance - Others

  • Finance - Housing

  • Breweries & Distilleries

  • Household & Personal Products

  • Printing & Stationery

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Fund Manager

  • Cash

  • Derivatives

  • 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 ₹194.63 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(0.62%)yesterday to ₹7.8045.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd., and

The Shriram Multi Sector Rotation Fund is managed by Gargi Bhattacharyya Banerjee 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