Shriram Multi Sector Rotation Fund - Growth - Regular Plan

Other Plans and Options
  • 0.28 %Nav, as on 14-11-2025

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  • Net Change on 14-11-2025

  • 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 13.33 22.87 31.04 1.57 32,669.01
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 9.28 29.58 25.87 1.75 8,188.58
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 10.69 25.55 28.10 1.82 6,715.37
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 6.64 13.56 16.03 1.94 5,719.57
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 9.71 29.42 31.41 1.85 5,714.14

Fund Holdings as on 31-October-2025

  • Mahindra & Mahindra Ltd.

  • Bharti Airtel Ltd.

  • Hindustan Petroleum Corporation Ltd.

  • Bharat Petroleum Corporation Ltd.

  • State Bank of India

  • Nippon Life India Asset Management Ltd.

  • HDFC Bank Ltd.

  • REC Ltd.

  • Nuvama Wealth Management Ltd.

  • Ask Automotive Ltd.

  • Indian Bank

  • PNB Housing Finance Ltd.

  • Computer Age Management Services Ltd.

  • Muthoot Finance Ltd.

  • Can Fin Homes Ltd.

  • Krsnaa Diagnostics Ltd.

  • InterGlobe Aviation Ltd.

  • Force Motors Ltd.

  • Thyrocare Technologies Ltd.

  • Oil India Ltd.

  • Info Edge (India) Ltd.

  • Adani Ports & Special Economic Zone Ltd.

  • R R Kabel Ltd.

  • Mphasis Ltd.

  • Lemon Tree Hotels Ltd.

  • Bank of Maharashtra

  • Rainbow Children's Medicare Ltd.

  • Tata Consultancy Services Ltd.

  • Alkem Laboratories Ltd.

  • Infosys Ltd.

  • Tech Mahindra Ltd.

  • Indegene Ltd.

  • Clearing Corporation of India Ltd.

  • Narayana Hrudayalaya ltd.

  • Pricol Ltd.

  • Canara Robeco Asset Mgmt Co Ltd.

  • Net Receivables / (Payables)

  • LG Electronics India Ltd.

  • Cholamandalam Financial Holdings Ltd.

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  • Bank - Public

  • Refineries

  • Hospital & Healthcare Services

  • IT - Software

  • Finance - Housing

  • Automobiles - Passenger Cars

  • Finance - Asset Management

  • Telecommunication - Service Provider

  • Auto Ancillary

  • Bank - Private

  • Finance Term Lending

  • Finance - Others

  • Depository Services

  • Finance - NBFC

  • Airlines

  • Automobiles-Trucks/Lcv

  • BPO/ITeS

  • Oil Exploration

  • Port

  • Cable

  • Hotel, Resort & Restaurants

  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Business Support

  • Consumer Durables - Domestic Appliances

  • Finance - Investment

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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 ₹195.30 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 ₹0.02(0.28%)yesterday to ₹8.0961.

Among its top 3 holdings the fund has exposure to Mahindra & Mahindra 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