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Shriram Multi Sector Rotation Fund - Direct (G)

Sectoral / Thematic
  • NAV

    8.09(-0.50%)
  • Fund Size (CR)

    ₹189.65
  • Expense Ratio

    0.55
  • Scheme Type

    Active Fund
  • Value Research

  • Min. investment

    ₹500
  • Minimum Additional Investment

    ₹500
  • Minimum SIP Investment

    ₹500
  • Minimum Withdrawal

    ₹500
  • Exit Load 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.

    1%
  • Return Since Launch

    -18.71%
  • 3M
  • 6M
  • 1Y
  • 3Y
  • All
Absolute Return: -19.12%
Annualized Return: 0% [object Object]

Basic Details

Scheme Manager

Deepak Ramaraju

Bench Mark

Nifty 500 TRI

Type

OPEN

Lumpsum Returns

Period Invested For₹10,000 Invested onLatest ValueAbsolute ReturnsAnnualised ReturnsCategory AvgRank within Category
1 Week 5 February 20259375.88-6.24%--4.29%810/835
1 Month10 January 20258934.21-10.66%--5.31%792/827
3 Month-----7.11%-/-
6 Month-----7.97%-/-
1 Year----9.78%-/-
3 Year--0%-15.94%-/-
5 Year--0%-19.13%-/-
Since Inception9 December 20248128.70-18.71%-18.71%11.51%828/835

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For₹10,000 Invested onInvestmentsLatest ValueAbsolute ReturnsAnnualised Returns
1 Year1 January 202520,00017595.96-12.02% -12.02%
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)

  • Invested Amount

    25,000

  • Estimated Returns

    19,059

76%

Returns

Future value of your investment

44,059

Risk Ratios

undefined%

Standard Deviation

4.77%

Beta

0%

Sharpe Ratio

-0.52%

Treynor's Ratio

24.87%

Jension's Alpha

Asset Allocation

Sector Allocation

There is no Sector Allocation data

Top 10 stock holding in portfolio

Stock Invested in% of Total HoldingsQuantityValue (Cr)Asset TypeSegment
Piramal Pharma8.08%65770015.32EquityPharmaceuticals
Lupin7.95%7250015.08EquityPharmaceuticals
Fortis Health.7.85%23250014.88EquityHealthcare
Ipca Labs.7.50%9850014.22EquityPharmaceuticals
BSE5.29%1890010.03EquityFinancial Services
Radico Khaitan4.83%420799.17EquityAlcoholic Beverages
Dixon Technolog.4.75%60179.02EquityConsumer Durables
One 974.75%1161009.01EquityE-Commerce/App based Aggregator
CRISIL4.61%161008.75EquityCredit Rating Agencies
Amber Enterp.4.59%134008.71EquityConsumer Durables

Peer Comparison

Scheme NameValue ResearchAsset Size (Cr)1M3M6M1Y3Y
Shriram Multi Sector Rotation Fund - Direct (G)
189.65-10.66%----
WhiteOak Capital Pharma and Healthcare Fund-Dir (G)
285.76-5.70%-2.53%6.69%28.13%-
HDFC Pharma and Healthcare Fund - Direct (G)
1568.02-5.61%-3.17%3.81%27.56%-
HDFC Pharma and Healthcare Fund - Direct (IDCW)
1568.02-5.61%-3.17%3.81%27.56%-
Nippon India US Equity Opportunities Fund-Dir (G)
750.746.98%6.50%20.40%22.58%15.46%
Nippon India US Equity OpportunitiesFund-Dir(IDCW)
750.746.98%6.50%20.40%22.58%15.46%

News

There are no new Updates!

Fund House Details & Investment Objective

Date of Incorporation

18 November 2024

Total AUM (Cr)

₹189.65

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 ₹189.65 (Cr), as of 13 February 2025, Shriram Multi Sector Rotation Fund - Direct (G) is categorized as a Sectoral / Thematic within its segment. The fund has generated a return of -18.71% since its launch.
The current NAV of Shriram Multi Sector Rotation Fund - Direct (G) is ₹8.09, as on 13 February 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 93.58% in Equity, 4.61% in Debt and 1.81% in cash and cash equivalents.

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 -18.71% 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 across products for life.
  • 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: Enter amount, select payment 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, then enter 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?

In the short term, i.e., 1 year, Shriram Multi Sector Rotation Fund - Direct (G) has generated annualised return of undefined%. In the long-term, the fund has generated undefined% and - in 3 and 5 years respectively. Since its inception, the fund has generated -18.71% returns.

What is the expense ratio of Shriram Multi Sector Rotation Fund - Direct (G) Direct Growth?

The expense ratio of Shriram Multi Sector Rotation Fund - Direct (G) Direct Growth is 0.55%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Shriram Multi Sector Rotation Fund - Direct (G) Fund Direct Growth?

The Assets Under Management (AUM) of Shriram Multi Sector Rotation Fund - Direct (G) is ₹189.65 (Cr) as of 2025-02-13 AUM shows the fund’s popularity and is often indicative of fund strength.

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).