
S
Shriram Multi Sector Rotation Fund Direct - Growth
1 Year Returns
NAV (₹) on 02 Mar 2026
7.9195
1 Day NAV Change (₹)
-0.1572About Fund
NAV
NIFTY50
NAV
NIFTY50
Returns Calculator
Based on Annualised Returns
Investment Type
SIP Amount
Investment Period
1Y
₹ 6.10 L
3.50%
₹ 6.27 L
8.00%
₹ 6.17 L
5.04%
Total Investment
₹ 6,00,000
Returns
₹ 16,635 (2.77%)
Maturity Value
₹ 6,16,635
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Returns Comparison
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*The above returns are absolute.
Historical Returns
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Start SIP with as Low as ₹100.
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Asset Allocation
AUM
₹184.31 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
Sorry, No Data Available at this Moment!
Stock Holdings
Sorry, No Data Available at this Moment!
Fund Comparison
Fund Details
52W High NAV
₹ 8.4095
Min. SIP Amount
₹ 500.00
Min. Lumpsum Amount
₹ 500.00
AUM (in Cr.)
₹ 184.31
Expense Ratio
0.78%
Lock-in Period
No Lock in Period
52W Low NAV
₹ 7.4857
Inception Date
09 Dec 2024
Fund Age
1 Yrs
Benchmark
Nifty 500 TRI
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- Exit load of 1%, if redeemed within 3 months
Tax Implication
- If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%
Fund Managers
Name
Prateek Nigudkar
Qualification
MS Quantitative Finance, B.E
Name
Deepak Ramaraju
Qualification
NA
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. There is no assurance or guarantee that the investment objective of the Scheme will be achieved.
Risk-O-Meter
Investors understand that their principal will be at
Very High Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Shriram Mutual Fund
Funds Managed
9
Assets Managed (₹ Cr)
₹ 1,286.32
Contact Details
Registered Address
511-512, Meadows, Sahar Plaza,J. B. Nagar, Andheri (East),Mumbai - 400059.
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View AllFAQs
When was Shriram Multi Sector Rotation Fund launched?
What is the current NAV of Shriram Multi Sector Rotation Fund?
What is the AUM of Shriram Multi Sector Rotation Fund?
What is the rate of return of Shriram Multi Sector Rotation Fund?
- In the past 1Y: 5.04%
- In the past 3Y: 0.00%
- In the past 5Y: 0.00%
What is the expense ratio of Shriram Multi Sector Rotation Fund?
What is exit load of Shriram Multi Sector Rotation Fund?
What is the portfolio of Shriram Multi Sector Rotation Fund?
No data to show right now!
Top 3 sectoral holdings include:
How risky is investing in Shriram Multi Sector Rotation Fund?
Who is the fund manager Shriram Multi Sector Rotation Fund?
What is the minimum investment required in Shriram Multi Sector Rotation Fund?
How to invest in Shriram Multi Sector Rotation Fund directly?
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.



