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 213.03 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 2.37%. 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 - & - respectively.

The top holdings of the fund include Piramal Pharma, Lupin, Fortis Healthcare & IPCA Laboratories.

The major sectors where the fund is invested are Biotechnology & Drugs, Beverages (Alcoholic), Misc. Capital Goods & Healthcare Facilities.

Some of the similar funds are Taurus Ethical Fund - Growth Option, SBI Equity Minimum Variance Fund Regular Growth, Shriram Multi Sector Rotation Fund Regular Growth, Samco Special Opportunities Fund Regular Growth, Motilal Oswal Quant Fund Regular Growth. Shriram Multi Sector Rotation Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.