Shriram Multi Sector Rotation Fund - Growth - Regular Plan

Other Plans and Options
  • 0.32 %Nav, as on 25-02-2026

  • Previous Nav

  • Net Change on 25-02-2026

  • 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 16.14 23.62 22.83 1.57 35,142.92
ICICI Prudential Business Cycle Fund Growth Jan 18, 2021 20.56 23.33 18.85 1.68 15,808.40
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 15.49 29.04 19.96 1.75 8,271.28
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 24.84 26.62 21.97 1.84 6,315.87
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 33.44 35.77 27.85 1.85 5,979.80

Fund Holdings as on 31-January-2026

  • State Bank of India

  • Bharti Airtel Ltd.

  • Mahindra & Mahindra Ltd.

  • Axis Bank Ltd.

  • Infosys Ltd.

  • Indian Bank

  • REC Ltd.

  • Bank of Maharashtra

  • Tata Consultancy Services Ltd.

  • Nippon Life India Asset Management Ltd.

  • Ajanta Pharma Ltd.

  • Computer Age Management Services Ltd.

  • CSB Bank Ltd.

  • InterGlobe Aviation Ltd.

  • Krsnaa Diagnostics Ltd.

  • Force Motors Ltd.

  • Nuvama Wealth Management Ltd.

  • Adani Ports & Special Economic Zone Ltd.

  • Apollo Hospitals Enterprise Ltd.

  • Oil India Ltd.

  • Eternal Ltd.

  • Tech Mahindra Ltd.

  • Can Fin Homes Ltd.

  • Mphasis Ltd.

  • Bharat Petroleum Corporation Ltd.

  • R R Kabel Ltd.

  • Lemon Tree Hotels Ltd.

  • Hindustan Petroleum Corporation Ltd.

  • Samvardhana Motherson International Ltd.

  • Rainbow Children's Medicare Ltd.

  • Thyrocare Technologies Ltd.

  • Swiggy Ltd.

  • VRL Logistics Ltd.

  • Canara Robeco Asset Mgmt Co Ltd.

  • Pricol Ltd.

  • Fiem Industries Ltd.

  • Net Receivables / (Payables)

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  • Bank - Public

  • IT - Software

  • Hospital & Healthcare Services

  • Bank - Private

  • Telecommunication - Service Provider

  • Automobiles - Passenger Cars

  • Finance - Asset Management

  • Refineries

  • e-Commerce

  • Auto Ancillary

  • Finance Term Lending

  • Pharmaceuticals & Drugs

  • Depository Services

  • Airlines

  • Automobiles-Trucks/Lcv

  • Finance - Others

  • Port

  • Oil Exploration

  • Finance - Housing

  • Cable

  • 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 ₹184.31 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 ₹0.03(0.32%)yesterday to ₹7.983.

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