NAV
8.01(-0.55%)Fund Size (CR)
₹194.63Expense Ratio
0.584Scheme Type
Active FundValue Research
Min. investment
₹500Minimum Additional Investment
₹500Minimum SIP Investment
₹500Minimum Withdrawal
₹500Exit Load
1%Return Since Launch
-19.46%
- 3M
- 6M
- 1Y
- 3Y
- All
Basic Details
Scheme Manager
Deepak Ramaraju
Bench Mark
Nifty 500 TRI
Type
OPEN
Lumpsum Returns
| Period Invested For | ₹10,000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 2 July 2025 | 9936.58 | -0.63% | - | 0.34% | 847/880 |
| 1 Month | 9 June 2025 | 10060.96 | 0.61% | - | 1.42% | 667/876 |
| 3 Month | 9 April 2025 | 10577.62 | 5.78% | - | 16.39% | 855/860 |
| 6 Month | 9 January 2025 | 8618.21 | -13.82% | - | 4.53% | 819/820 |
| 1 Year | - | - | - | - | 3.44% | -/- |
| 3 Year | - | - | 0% | - | 23.29% | -/- |
| 5 Year | - | - | 0% | - | 24.70% | -/- |
| Since Inception | 9 December 2024 | 8053.80 | -19.46% | -19.46% | 14.74% | 877/878 |
Note: Lumpsum Returns since Inception Date.
SIP Returns
| Period Invested For | ₹10,000 Invested on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 1 January 2025 | 70,000 | 68567.82 | -2.05% | -2.05% |
| 3 Year | - | - | - | - | - |
| 5 Year | - | - | - | - | - |
| 10 Year | - | - | - | - | - |
Note: SIP Returns since Inception Date.
Tax Treatment
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.
Mutual Funds Calculator
- Investment type
- Scheme based
- SIP
- Lumpsum
Invested Amount
₹25,000
Estimated Returns
₹19,059
76%
Returns
Future value of your investment
₹44,059
Risk Ratios
8.85%
Standard Deviation
1.36%
Beta
-1.34%
Sharpe Ratio
-0.17%
Treynor's Ratio
-51.10%
Jension's Alpha
Asset Allocation
Sector Allocation
Top 10 stock holding in portfolio
| Stock Invested in | % of Total Holdings | Quantity | Value (Cr) | Asset Type | Segment |
|---|---|---|---|---|---|
| Narayana Hrudaya | 8.25% | 77805 | 16.89 | Equity | Healthcare |
| Deepak Fertiliz. | 7.43% | 89000 | 15.20 | Equity | Chemicals |
| Coromandel Inter | 7.27% | 59400 | 14.88 | Equity | Fertilizers |
| L&T Finance Ltd | 6.57% | 652147 | 13.43 | Equity | Finance |
| Fortis Health. | 6.34% | 163200 | 12.97 | Equity | Healthcare |
| PNB Housing | 6.21% | 114500 | 12.70 | Equity | Finance |
| Chambal Fert. | 5.57% | 201800 | 11.41 | Equity | Fertilizers |
| Bajaj Holdings | 5.23% | 7440 | 10.70 | Equity | Finance |
| Godfrey Phillips | 5.18% | 11800 | 10.59 | Equity | Tobacco Products |
| Manappuram Fin. | 5.14% | 382000 | 10.52 | Equity | Finance |
Peer Comparison
| Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Shriram Multi Sector Rotation Fund - Direct (G) | 194.63 | 0.61% | 5.78% | -13.82% | - | - | |
| Aditya Birla SL International Equity Fund - Direct (IDCW) | 206.77 | 2.46% | 19.27% | 19.48% | 26.79% | 14.76% | |
| Aditya Birla SL International Equity Fund - Direct (G) | 206.77 | 2.46% | 19.27% | 19.48% | 26.79% | 14.76% | |
| HDFC Pharma and Healthcare Fund - Direct (G) | 1704.87 | 4.21% | 14.23% | 2.32% | 26.68% | - | |
| HDFC Pharma and Healthcare Fund - Direct (IDCW) | 1704.87 | 4.21% | 14.23% | 2.32% | 26.68% | - | |
| WhiteOak Capital Pharma and Healthcare Fund-Dir (G) | 331.66 | 3.44% | 13.79% | 0.79% | 26.44% | - |
List of Schemes under Shriram Mutual Fund
| Fund Name | Category | Risk | 1Y Returns | Ratings | Fund Size (Cr) |
|---|---|---|---|---|---|
| Shriram Multi Sector Rotation Fund | Equity | Very High | 0% | 0 | ₹204.64 |
| Shriram ELSS Tax Saver Fund | Equity | Very High | -9.21% | 1 | ₹50.71 |
| Shriram Overnight Fund | Debt | Low | 6.22% | 2 | ₹138.46 |
| Shriram Liquid Fund | Debt | Moderately Low | 0% | 0 | ₹117.00 |
| SHRIRAM Aggressive Hybrid Fund | Hybrid | Very High | -1.68% | 1 | ₹49.61 |
| Shriram Balanced Advantage Fund | Hybrid | Very High | -2.41% | 2 | ₹62.78 |
| Shriram Multi Asset Allocation Fund | Hybrid | Very High | -4.5% | 0 | ₹148.50 |
| Shriram Flexi Cap Fund | Equity | Very High | -10.55% | 2 | ₹140.63 |
News
Shriram Mutual Fund announces change in Key Personnel
Shriram Mutual Fund has announced that Mrs. Geetha Ravichandran has been appointed as a Independent Director on the Board of the Trustee Company with effect from June 02, 2025.Details of Mrs. Geetha Ravichandran
Age: 61
Designation: Independent Director
Qualification : MA
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Fund House Details & Investment Objective
Date of Incorporation
18 November 2024
Total AUM (Cr)
₹204.64
Shriram Multi Sector Rotation Fund - Direct (G) is an Sectoral / Thematic-oriented fund from the renowned AMC, Shriram Mutual Fund. Launched in 18 November 2024, this fund is managed by Deepak Ramaraju. With assets under management (AUM) worth ₹204.64 (Cr), as of 10 July 2025, Shriram Multi Sector Rotation Fund - Direct (G) is categorized as a Sectoral / Thematic within its segment. The fund has generated a return of -19.46% since its launch.
The current NAV of Shriram Multi Sector Rotation Fund - Direct (G) is ₹8.01, as on 10 July 2025. The fund's benchmark index is Nifty 500 TRI. You can invest in Shriram Multi Sector Rotation Fund - Direct (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹500 while the minimum lumpsum investment is ₹500.
Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
1% of the applicable NAV, if redeemed within 3 months from the date of allotment. Nil if redeemed after 3 months from the date of allotment. The fund has generated undefined% and undefined% CAGR in the last 3 and 5 years respectively.
The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 96.20% in Equity, 1.59% in Debt and 2.21% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 18.51% in Banks, 14.30% in Healthcare Services, 12.44% in Cement & Cement Products, 12.34% in Finance, 11.93% in Consumer Durables
FAQs
How to Invest in Shriram Multi Sector Rotation Fund - Direct (G) Direct Growth?
Shriram Multi Sector Rotation Fund - Direct (G) is a popular fund in the Sectoral / Thematic segment. The fund has generated a return of -19.46% since inception. Looking to invest in Shriram Multi Sector Rotation Fund - Direct (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Shriram Multi Sector Rotation Fund - Direct (G) is super easy and convenient with m.Stock. Here’s how you can begin:
- Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
- In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
- In the search bar, enter the fund name, in this case, Shriram Multi Sector Rotation Fund - Direct (G)
- On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
- If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
- If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.
So, why wait? Invest in Shriram Multi Sector Rotation Fund - Direct (G) today and reap the benefits of this Sectoral / Thematic fund!
How much returns has Shriram Multi Sector Rotation Fund - Direct (G) Direct Growth generated?
What is the expense ratio of Shriram Multi Sector Rotation Fund - Direct (G) Direct Growth?
What is the AUM of Shriram Multi Sector Rotation Fund - Direct (G) Fund Direct Growth?
How to redeem or withdraw money from Shriram Multi Sector Rotation Fund - Direct (G) Direct Growth?
Redeeming or selling units of Shriram Multi Sector Rotation Fund - Direct (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.
To redeem from Shriram Multi Sector Rotation Fund - Direct (G):
- Login to your m.Stock account
- In portfolio, your mutual fund investments will be visible under ‘MF’
- Select the fund you wish to redeem from (in this case Shriram Multi Sector Rotation Fund - Direct (G)).
- Click on ‘Redeem’ button
- You have 2 options – redeem by units and redeem by value (you can only redeem free units)
- Select units to be redeemed and click on submit.
- Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).