Shriram Multi Sector Rotation Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.00
• Std Deviation 0.00%
• Tracking Error 0.00%

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. There is no assurance or guarantee that the investment objective of the Scheme will be achieved.

The Shriram Multi Sector Rotation Fund Regular Growth has an AUM of 192.92 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.38%. The minimum investment in Shriram Multi Sector Rotation Fund Regular Growth is Rs 500 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are High & - respectively.

The top holdings of the fund include State Bank of India, Bharti Airtel, Mahindra & Mahindra Ltd & Infosys.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Investment Services & Healthcare Facilities.

Some of the similar funds are ICICI Prudential Quant Fund Regular Growth, Mirae Asset Nifty200 Alpha 30 ETF Fund of Fund Regular Growth, Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF FoF Reg Growth, Shriram Multi Sector Rotation Fund Regular Growth, Groww Nifty EV & New Age Automotive ETF FoF Regular Growth. Shriram Multi Sector Rotation Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.