
Shriram Multi Sector Rotation Fund Direct Growth
Shriram Multi Sector Rotation Fund Direct Growth
as on 30 Oct 2026
Shriram Multi Sector Rotation Fund Direct Growth is a Equity mutual fund scheme launched on 09 Dec 2024. The current NAV stands at ₹7.8462 as of 30 Oct 2026. From the funds total AUM, its top holdings include Axis Bank at 5.89%, Bharti Airtel at 5.31%, Reliance Industries at 4.90%, HDFC Bank at 4.77%, Clearing Corporation Of India Ltd. at 3.69%
Scheme Overview
- Inception Date : 09 Dec 2024
- AUM : ₹147.57 Cr
- 1Y Returns (CAGR) : -3.64%
- Expense Ratio : 1.02%
- Min. SIP : ₹500
- Min. Lumpsum : ₹500
Returns Calculator
basis annualised returns
Investment Type
SIP Amount
Investment Period
1Y
₹ 6.10 L
3.50%
₹ 6.27 L
8.00%
₹ 5.88 L
-3.64%
Total Investment
₹ 6,00,000
Returns
₹ -11,699 (-3.64%)
Maturity Value
₹ 5,88,301
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.
Direct vs Regular Returns
Sorry, No Data Available at this Moment!
Returns vs Category
Sorry, No Data Available at this Moment!
*The above returns are absolute
Returns Vs Nifty 50
Historical Returns
Sorry, No Data Available at this Moment!
Start SIP with as Low as ₹100.
Historical NAV
Sorry, No Data Available at this Moment!
Asset Allocation
AUM
₹ 147.57 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Asset Allocation
AUM
₹147.57 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
as of 31 May 2026
| Sectors | Allocation | Weightage | Value (in Cr.) |
|---|---|---|---|
| Financial Services | 30.80% | ||
| Consumer Cyclical | 18.41% | ||
| Healthcare | 12.32% | ||
| Industrials | 10.99% | ||
| Technology | 10.61% | ||
| Energy | 7.39% | ||
| Communication Services | 5.31% | ||
| Other | 4.16% |
Stock Holdings
as of 31 May 2026
| Name | Allocation | Weightage |
|---|---|---|
![]() A Axis Bank | 5.89% | |
![]() B Bharti Airtel | 5.31% | |
![]() R Reliance Industries | 4.90% | |
![]() H HDFC Bank | 4.77% | |
![]() C Clearing Corporation Of India Ltd. | 3.69% | |
![]() S State Bank of India | 3.52% | |
![]() A Adani Ports & SEZ | 3.46% | |
![]() H HDFC AMC | 3.32% | |
![]() R RR Kabel | 3.30% | |
![]() A Ajanta Pharma | 3.28% | |
![]() N Nuvama Wealth Management | 3.16% | |
![]() A Apollo Hospitals | 3.15% | |
![]() M Mahindra & Mahindra | 3.01% | |
![]() E Eternal | 2.94% | |
![]() I Interglobe Aviation | 2.77% | |
![]() C CAMS | 2.73% | |
![]() S Samvardhana Motherson International | 2.69% | |
![]() I Infosys | 2.59% | |
![]() S Samhi Hotels | 2.56% | |
![]() O Oil India | 2.49% | |
![]() L Lemon Tree Hotels | 2.43% | |
![]() I Indian Bank | 2.36% | |
![]() R Rainbow Childrens Medicare | 2.26% | |
![]() T Thyrocare Technologies | 2.21% | |
![]() S SBI Life Insurance | 2.04% | |
![]() C Can Fin Homes | 2.01% | |
![]() R REC | 1.92% | |
![]() M Mphasis | 1.86% | |
![]() C Canara Robeco Asset Management Company | 1.81% | |
![]() T Tata Consultancy Services | 1.76% | |
![]() T Tech Mahindra | 1.68% | |
![]() S Swiggy | 1.51% | |
![]() V VRL Logistics | 1.45% | |
![]() K Krsnaa Diagnostics | 1.42% | |
![]() P Pricol | 1.22% | |
![]() F Fiem Industries | 1.09% | |
![]() C Chalet Hotels | 0.96% | |
![]() N Net Receivables / (Payables) | 0.50% | |
![]() C Call Indigo 30-Jun-2026 4500 | 0.02% | |
![]() C Call Adaniports 30-Jun-2026 1900 | 0.01% |
Fund Comparison
Fund Details
52W High NAV
-
Min. SIP Amount
₹ 500.00
Min. Lumpsum Amount
₹ 500.00
AUM (in Cr.)
₹ 147.57
Expense Ratio
1.02%
Lock-in Period
No Lock in Period
52W Low NAV
-
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 | Qualification |
|---|---|
| Prateek Nigudkar | MS Quantitative Finance, B.E |
| Hitesh Savanth | CFA Charter holder from CFA Institute & B.Com (Hons.). from Sri Sathya Sai Institute of Higher Learning |
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
No. of Schemes
9
Total AUM
₹ 1,209.69 Cr
Contact Details
862, 6th Floor, Building No. 8,Solitaire Corporate Park, J.B.Nagar, Andheri (East), Mumbai-400093.
Contact Details
862, 6th Floor, Building No. 8,Solitaire Corporate Park, J.B.Nagar, Andheri (East), Mumbai-400093.
FAQs
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: -3.64%
- 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?
- Axis Bank: 5.89%
- Bharti Airtel: 5.31%
- Reliance Industries: 4.90%
- HDFC Bank: 4.77%
- State Bank of India: 3.52%
Top 3 sectoral holdings include:
- Financial Services: 30.80%
- Consumer Cyclical: 18.41%
- Healthcare: 12.32%
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.

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