August 22, 2026
mayank
Shriram Multi Sector Rotation Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 8.42 |
| NAV IDCW (Rs.) | — |
| NAV Bonu (Rs.) | — |
| Min. Investment (Rs.) | 500 |
| Min. SIP Investment (Rs.) | 500 |
| Min. No of Cheques | 24 |
| Benchmark | NIFTY 500 TRI |
| AUM Rs. | 166 Cr |
| (As on 31-Jul-2026) | |
| Expense | 0.60% |
| 1 Year Return (%) | — |
| 3 Year Return (%) | — |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | -9.64% |
Suitable For Which Investors?
Such thematic funds are suitable for investors:
1. Seeking exposure to stocks with a focus on fund’s stated investment theme
2. Aiming for long term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
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) Prateek Nigudkar
Education: Mr. Nigudkar is an MS(Quantitative Finance) from Olin Business School, Washington University.
Experience: Prior to joining Shriram Mutual Fund, he has worked with DSP MF, State Street Global Advisors (Global Beta Solutions Group) and Credit Suisse (Private Banking Global Research Division).
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 | -9.64% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 166 Cr |
| (As on 31-Jul-2026) | |
| Expense | 0.60% |
| (As on 31-Jul-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 115.20% |
Shriram Multi Sector Rotation Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Shriram Multi Sector Rotation Dir | 2.02 | 0.48 | 1.54 | 7.20 | 3.61 | 7.42 | — | — | — | — |
| BSE 500 TRI | -1.00 | 0.63 | 1.01 | 4.81 | 0.98 | 2.29 | — | — | — | — |
Peer Comparison of Shriram Multi Sector Rotation Fund
| 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 | 7.42 | — | — | 0.60 | 166 | -9.64 | 1.00 (90) | 1Y 8M | 115.20 |
| ICICI Pru India Opportunities Dir | Unrated | 3.61 | 17.14 | 20.60 | 0.61 | 38,299 | 20.18 | 1.00 (365) | 7Y 7M | 70.00 |
| HDFC Defence Dir | Unrated | 32.71 | 41.51 | — | 0.72 | 10,709 | 42.96 | 1.00 (365) | 3Y 2M | 11.33 |
| Franklin India Opportunities Dir | Unrated | 5.91 | 23.20 | 20.20 | 0.48 | 9,344 | 17.43 | 1.00 (365) | 13Y 7M | 73.51 |
| Sundaram Services Dir | Unrated | 6.88 | 16.89 | 15.73 | 0.64 | 5,137 | 19.43 | 1.00 (365) | 7Y 11M | 25.40 |
Shriram Multi Sector Rotation Fund Portfolio Analysis
| No. of Stocks | 42 |
| Top 10 Stocks | 43.47% |
| Top 5 Stocks | 26.36% |
| Top 3 Sectors | 69.14% |
| Portfolio P/B Ratio | 3.21 |
| Portfolio P/E Ratio | 20.17 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,17,762 | 1,52,272 |
| Large (%) | 58.59 | 53.66 |
| Mid (%) | 11.32 | 24.35 |
| Small (%) | 30.09 | 24.87 |
Note: Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
Apply Online: https://shrifunds.shriramamc.in/login
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