Shriram Multi Sector Rotation Fund Regular Growth
- Equity - Other
- Equity
- Very High Risk
Explore On
Rating:
Key Metrics
Aum
₹171.14 Cr
Expense Ratio
2.43%
Exit Load
1.00%
Min. Investment
₹500.00
Min. SIP
₹500.00
Launch Date
9 Dec 2024
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +4.47% | -- |
| 3 Months | +6.89% | -- |
| 6 Months | +0.42% | -- |
| 1 Year | +2.31% | +2.31% |
| 2 Years | -- | 0% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | -19.27% | -12.57% |
Holdings as on 15 July 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| AXIS Bank Ltd | 10.09 | 5.89 |
| Bharti Airtel | 9.10 | 5.31 |
| Reliance Industries | 8.38 | 4.90 |
| HDFC Bank | 8.17 | 4.77 |
| Clearing Corporation Of India Ltd. | 6.31 | 3.69 |
| State Bank of India | 6.02 | 3.52 |
| Adani Ports and Special Economic Zone | 5.93 | 3.46 |
| HDFC Asset Management Company | 5.69 | 3.32 |
| R R Kabel | 5.66 | 3.30 |
| Ajanta Pharma | 5.62 | 3.28 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| ICICI Prudential Quant Fund Regular Growth | -0.87% | +12.66% | +11.71% |
| SBI Equity Minimum Variance Fund Regular Growth | +0.09% | +8.7% | +10.36% |
| Mirae Asset Nifty200 Alpha 30 ETF Fund of Fund Regular Growth | +2.84% | -- | -- |
| Shriram Multi Sector Rotation Fund Regular Growth | +2.31% | -- | -- |
| Groww Nifty EV & New Age Automotive ETF FoF Regular Growth | +5.63% | -- | -- |
Results are calculated on CAGR basis
About Fund
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 171.14 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 2.43%. 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 Medium & Low respectively.
The fund has a present cash holding of %. The top holdings of the fund include AXIS Bank Ltd, Bharti Airtel, Reliance Industries, HDFC Bank.
The major sectors where the fund is invested are Regional Banks, Investment Services, Healthcare Facilities, Software & Programming.
Some of the similar funds are ICICI Prudential Quant Fund Regular Growth, SBI Equity Minimum Variance Fund Regular Growth, Mirae Asset Nifty200 Alpha 30 ETF Fund of Fund Regular 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%.
FAQs
According to the morning star rating Shriram Multi Sector Rotation Fund Regular Growth has a Medium risk & Low return.
Shriram Multi Sector Rotation Fund Regular Growth is managed by Prateek Nigudkar,Hitesh Savanth.
The expense ratio of Shriram Multi Sector Rotation Fund Regular Growth is 2.43%.
The 5 year annualized return on Shriram Multi Sector Rotation Fund Regular Growth is 0.00% & it has generated 2.31% in the last 1 year.
The minimum investment in Shriram Multi Sector Rotation Fund Regular Growth is 500 Rs.
Shriram Multi Sector Rotation Fund Regular Growth has an AUM of 171.14 crores.
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