January 13, 2025
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Shriram Multi Sector Rotation Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by Sahifund.com
NAV Growth: Rs 9.0984
Suitable For Which Investors?
This is a fund that invests mainly in companies that adhere to the narrow investment mandate mentioned in its investment objective.
We believe that investors should avoid funds that have a narrowly defined investment focus such as this one. Instead, they should invest in flexi-cap funds which provide complete freedom to the fund management team to invest in companies from which it expects maximum gains.
But if you do invest, you must do so only through the SIP route.
Fund’s Investment Strategy:
The scheme seeks 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.
Fund Manager:
1) Deepak Ramaraju
Education: Mr. Ramaraju has done B.E.(Chemical Engineering).
Experience: Prior to joining Shriram Mutual Fund, he has worked with Sanlam Group of South Africa as a part of their global equity research team and GE India Technology Center as a researcher and co-inventor.
2) Gargi Bhattacharyya Banerjee
Education: Ms. Banerjee is Master of Business Management in Finance and Bachelor of Science with Economics (Hon) from University of Calcutta.
Experience: Prior to joining Shriram Asset Management Co. Ltd she has worked with Zacks Research Pvt Ltd as Research Head and Shriram Insight Share Brokers Ltd.
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 24 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 3 months |
Basic Details of Shriram Multi Sector Rotation Fund
| Fund House | Shriram Mutual Fund |
| Launch Date | 09-Dec-24 |
| Return Since Launch | -9.02% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 213 Cr |
| (As on 31-Dec-2024) | |
| Expense | –% |
| (As on ) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Shriram Multi Sector Rotation Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Shriram Multi Sector Rotation Dir | -9.60 | -2.64 | — | — | — | — | — | — | — | — |
| BSE 500 TRI | -2.56 | -1.13 | — | — | — | — | — | — | — | — |
Shriram Multi Sector Rotation Fund Peer Comparison
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Shriram Multi Sector Rotation Dir | Unrated | — | — | — | — | 213 | -9.02 | 1.00 (90) | 1M | — |
| ICICI Pru India Opportunities Dir | Unrated | 20.76 | 24.56 | 26.98 | 0.63 | 24,552 | 23.70 | 1.00 (365) | 5Y 11M | 77.00 |
| HDFC Manufacturing Dir | Unrated | — | — | — | 0.46 | 12,562 | 1.87 | 1.00 (30) | 7M | — |
| ICICI Pru Business Cycle Dir | Unrated | 17.73 | 19.40 | — | 0.73 | 11,737 | 23.06 | 1.00 (30) | 3Y 11M | 36.00 |
| SBI Innovative Opportunities Dir | Unrated | — | — | — | 0.57 | 8,151 | -2.36 | 1.00 (365) | 4M | 15.00 |
Portfolio Analysis of Shriram Multi Sector Rotation Fund
| No. of Stocks | 20 |
| Top 10 Stocks | 51.61% |
| Top 5 Stocks | 28.78% |
| Top 3 Sectors | 54.04% |
| Portfolio P/B Ratio | 7.95 |
| Portfolio P/E Ratio | 77.56 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 57,204 | 1,24,069 |
| Giant (%) | 13.31 | 41.57 |
| Large (%) | 35.01 | 24.39 |
| Mid (%) | 47.73 | 27.00 |
| Small (%) | 3.95 | 12.02 |
| Tiny (%) | — | 0.58 |
Chanakya’s Mutual Fund Guidance For Shriram Multi Sector Rotation Fund
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