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Shriram Multi Sector Rotation Fund - Regular (G)

Sectoral / Thematic
  • NAV

    7.91(0.99%)
  • Fund Size (CR)

    ₹190.48
  • Expense Ratio

    2.38
  • 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

    -21.71%
  • 3M
  • 6M
  • 1Y
  • 3Y
  • All
Absolute Return: -0.54%
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 10 October 202510056.390.56%-0.83%534/920
1 Month17 September 202510039.880.40%-0.15%361/916
3 Month17 July 20259816.31-1.84%-1.36%775/884
6 Month17 April 20259806.23-1.94%-11.19%859/860
1 Year------/-
3 Year------/-
5 Year------/-
Since Inception9 December 20247829.10-21.71%-21.71%13.96%920/920

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For₹10,000 Invested onInvestmentsLatest ValueAbsolute ReturnsAnnualised Returns
1 Year1 January 20251,00,00099347.30-0.65% -0.65%
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

7.40%

Standard Deviation

1.31%

Beta

-1.51%

Sharpe Ratio

-0.16%

Treynor's Ratio

-36.99%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in% of Total HoldingsQuantityValue (Cr)Asset TypeSegment
PNB Housing6.13%13520011.68EquityFinance
M & M5.58%3101010.63EquityAutomobile
Bharti Airtel5.00%507209.53EquityTelecom-Service
H P C L4.48%1923008.53EquityRefineries
SBI4.26%929408.11EquityBanks
B P C L4.26%2387708.11EquityRefineries
Nippon Life Ind.4.24%930708.08EquityFinance
Muthoot Finance4.17%258377.95EquityFinance
HDFC Bank3.94%788287.50EquityBanks
REC Ltd3.81%1944007.25EquityFinance

Peer Comparison

Scheme NameValue ResearchAsset Size (Cr)1M3M6M1Y3Y
Nippon India Taiwan Equity Fund - Direct (G)
406.671.76%22.88%81.42%41.31%41.84%
Nippon India Taiwan Equity Fund - Direct (IDCW)
406.671.76%22.88%81.42%41.31%41.84%
Aditya Birla SL International Equity Fund - Direct (IDCW)
266.19-0.07%7.50%25.19%24.27%20.29%
Aditya Birla SL International Equity Fund - Direct (G)
266.19-0.07%7.50%25.19%24.27%20.29%
Nippon India Japan Equity Fund - Direct (G)
289.73-1.01%11.14%18.03%17.98%20.58%

List of Schemes under Shriram Mutual Fund

Fund NameCategoryRisk1Y ReturnsRatingsFund Size (Cr)
Shriram Overnight FundDebtLow6.15%2₹186.74
SHRIRAM Aggressive Hybrid FundHybridVery High-4.65%1₹49.61
Shriram Balanced Advantage FundHybridVery High-5.83%2₹62.78
Shriram Multi Asset Allocation FundHybridVery High-5.42%0₹148.50
Shriram Flexi Cap FundEquityVery High-12.67%2₹140.63
Shriram Multi Sector Rotation FundEquityVery High0%0₹204.64
Shriram ELSS Tax Saver FundEquityVery High-12.36%1₹50.71
Shriram Liquid FundDebtModerately Low0%0₹189.79

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

  • 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

    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 - Regular (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 20 October 2025, Shriram Multi Sector Rotation Fund - Regular (G) is categorized as a Sectoral / Thematic within its segment. The fund has generated a return of -21.71% since its launch.
The current NAV of Shriram Multi Sector Rotation Fund - Regular (G) is ₹7.91, as on 20 October 2025. The fund's benchmark index is Nifty 500 TRI. You can invest in Shriram Multi Sector Rotation Fund - Regular (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