Mutual Funds
AMC
Shriram Multi Sector Rotation Fund - Direct (G)

Shriram Multi Sector Rotation Fund - Direct (G)

Sectoral / Thematic

Invest Now

NAV
8.17(0.77%)
Fund Size (CR)
₹190.48
Expense Ratio
0.78
Scheme Type
Active Fund
Value Research

Min. investment
₹500
Minimum Additional Investment
₹500
Minimum SIP Investment
₹500
Minimum Withdrawal
₹500
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
1%
Return Since Launch
-18.95%

Absolute Return: 6.37%

Annualized Return: 0%

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	24 October 2025	10119.11	1.19%	-	0.20%	111/924
1 Month	30 September 2025	10455.91	4.56%	-	3.62%	198/920
3 Month	31 July 2025	10383.44	3.83%	-	3.50%	376/908
6 Month	30 April 2025	10238.50	2.38%	-	10.34%	849/864
1 Year	-	-	-	-	-	-/-
3 Year	-	-	-	-	-	-/-
5 Year	-	-	-	-	-	-/-
Since Inception	9 December 2024	8105.00	-18.95%	-18.95%	13.70%	935/936

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	1,10,000	111822.40	1.66%	1.66%
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

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

7.42%

Standard Deviation

1.32%

Beta

-1.44%

Sharpe Ratio

-0.15%

Treynor's Ratio

-35.27%

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
PNB Housing	6.13%	135200	11.68	Equity	Finance
M & M	5.58%	31010	10.63	Equity	Automobile
Bharti Airtel	5.00%	50720	9.53	Equity	Telecom-Service
H P C L	4.48%	192300	8.53	Equity	Refineries
SBI	4.26%	92940	8.11	Equity	Banks
B P C L	4.26%	238770	8.11	Equity	Refineries
Nippon Life Ind.	4.24%	93070	8.08	Equity	Finance
Muthoot Finance	4.17%	25837	7.95	Equity	Finance
HDFC Bank	3.94%	78828	7.50	Equity	Banks
REC Ltd	3.81%	194400	7.25	Equity	Finance

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Shriram Multi Sector Rotation Fund - Direct (G)	190.48	4.56%	3.83%	2.38%	-	-
Nippon India Taiwan Equity Fund - Direct (G)	406.67	6.75%	28.46%	81.33%	52.65%	45.12%
Nippon India Taiwan Equity Fund - Direct (IDCW)	406.67	6.75%	28.46%	81.33%	52.65%	45.12%
Aditya Birla SL International Equity Fund - Direct (G)	266.19	1.30%	7.51%	23.74%	32.74%	18.09%
Aditya Birla SL International Equity Fund - Direct (IDCW)	266.19	1.30%	7.51%	23.74%	32.74%	18.09%
Franklin Asian Equity Fund - Direct (G)	279.13	5.28%	12.07%	27.77%	23.46%	19.50%

List of Schemes under Shriram Mutual Fund

Fund Name	Category	Risk	1Y Returns	Ratings	Fund Size (Cr)
Shriram Overnight Fund	Debt	Low	6.15%	2	₹186.74
SHRIRAM Aggressive Hybrid Fund	Hybrid	Very High	-4.65%	1	₹49.61
Shriram Balanced Advantage Fund	Hybrid	Very High	-5.83%	2	₹62.78
Shriram Multi Asset Allocation Fund	Hybrid	Very High	-5.42%	0	₹148.50
Shriram Flexi Cap Fund	Equity	Very High	-12.67%	2	₹140.63
Shriram Multi Sector Rotation Fund	Equity	Very High	0%	0	₹204.64
Shriram ELSS Tax Saver Fund	Equity	Very High	-12.36%	1	₹50.71
Shriram Liquid Fund	Debt	Moderately Low	0%	0	₹189.79

News

Shriram MF announces change in benchmark under its scheme
Shriram Mutual Fund has announced change in the benchmark of Shriram Balanced Advantage Fund. with effect from, 01 November 2025
Change in name of Benchmark of Shriram Balanced Advantage Fund

Scheme Name Existing Benchmark Revised Benchmark

Shriram Balanced Advantage Fund NIFTY 50 Hybrid Composite Debt 50:50 Index NIFTY 50 Hybrid 50+50 Moderate Index

Powered by Capital Market - Live News

Scheme Name	Existing Benchmark	Revised Benchmark
Shriram Balanced Advantage Fund	NIFTY 50 Hybrid Composite Debt 50:50 Index	NIFTY 50 Hybrid 50+50 Moderate Index

Shriram Mutual Fund announces change in fund manager under its schemes

Shriram Mutual Fund has announced change in fund manager under the following scheme, With effect from 01 November 2025.

Change in Fund Manager:

Scheme Name	Existing Fund Mnager(s)	Proposed Fund Mnager(s)
Shriram Overnight Fund	Mr. Sudip Suresh More Mr. Deepak Ramaraju Mr. Prateek Nigudkar	Mr. Amit Modani Mr. Sudip Suresh More
Shriram Nifty 1D Rate Liquid ETF	Mr. Sudip Suresh More Mr. Deepak Ramaraju Mr. Prateek Nigudkar	Mr. Amit Modani Mr. Sudip Suresh More
Shriram Liquid Fund	Mr. Sudip Suresh More Mr. Deepak Ramaraju Mr. Prateek Nigudkar	Mr. Amit Modani Mr. Sudip Suresh More
Shriram Aggressive Hybrid Fund	Mr. Sudip Suresh More Mr. Deepak Ramaraju Mr. Prateek Nigudkar	Mr. Prateek Nigudkar Mr. Deepak Ramaraju Mr. Amit Modani Mr. Sudip Suresh More
Shriram Balanced Advantage Fund	Mr. Sudip Suresh More Mr. Deepak Ramaraju Mr. Prateek Nigudkar	Mr. Prateek Nigudkar Mr. Deepak Ramaraju Mr. Amit Modani Mr. Sudip Suresh More
Shriram Multi Asset Allocation Fund	Mr. Sudip Suresh More Mr. Deepak Ramaraju Mr. Prateek Nigudkar	Mr. Prateek Nigudkar Mr. Deepak Ramaraju Mr. Amit Modani Mr. Sudip Suresh More
Shriram Flexi Cap Fund	Mr. Sudip Suresh More Mr. Deepak Ramaraju Mr. Prateek Nigudkar	Mr. Deepak Ramaraju Mr. Prateek Nigudkar
Shriram ELSS Tax Saver Fund	Mr. Sudip Suresh More Mr. Deepak Ramaraju Mr. Prateek Nigudkar	Mr. Deepak Ramaraju Mr. Prateek Nigudkar
Shriram Multi Sector Rotation Fund	Mr. Sudip Suresh More Mr. Deepak Ramaraju Mr. Prateek Nigudkar	Mr. Deepak Ramaraju Mr. Prateek Nigudkar

Powered by Capital Market - Live News

Shriram Mutual Fund announces change in Key Personnel
Shriram Mutual Fund has announced that Mr. Prateek Nigudkar has been appointed as a Senior Fund Manager on the Board of the Trustee Company with effect from July 15, 2025.
Details of Mr. Prateek Nigudkar
Age: 39
Designation: Senior Fund Manager
Qualification :MS Finance, BE Information Technology
Experience : 13 years
Powered by Capital Market - Live News

Fund House Details & Investment Objective

Date of Incorporation

18 November 2024

Total AUM (Cr)

₹190.48

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 ₹190.48 (Cr), as of 3 November 2025, Shriram Multi Sector Rotation Fund - Direct (G) is categorized as a Sectoral / Thematic within its segment. The fund has generated a return of -18.95% since its launch.
The current NAV of Shriram Multi Sector Rotation Fund - Direct (G) is ₹8.17, as on 3 November 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 94.81% in Equity, 4.61% in Debt and 0.58% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 21.24% in Finance, 14.60% in Healthcare Services, 14.12% in IT-Software, 11.06% in Banks, 9.64% in Automobiles