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Shriram Mutual Fund · Equity: Thematic-Multi-Sector

Shriram Multi SecTor Rotation Fund - Regular Plan Growth Option

The investment objective of the scheme is 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. There is no assurance or guarantee that the investment objective of the Scheme will be achieved.

EquityBenchmark · Nifty 500 TRITER · 2.75%Inception · 09-12-2024
NAV
₹7.63
-0.12% · as of 14-10-2026
Since inception
-13.64%
CAGR
Benchmark (inception)
11.87%
CAGR
Fund size
₹148 Cr
AUM
Expense ratio
2.75%
29-09-2026
Performance

Returns vs benchmark & category

Since inception: +-13.64% CAGR vs benchmark +11.87%.

Portfolio

Where the money is invested

Top holdings

HDFC BANK LIMITED EQ NEW FV RE. 1/-7.29%
AXIS BANK LIMITED EQ NE FV RS. 2/-5.32%
RELIANCE INDUSTRIES LIMITED EQ4.99%
ZOMATO LIMITED EQ4.90%
STATE BANK OF INDIA EQ NEW RE. 1/-3.86%
Nuvama Wealth Management Limited3.77%
APOLLO HOSPITALS ENTERPRISE LIMITED EQ NEW F.V. RS.5/-3.56%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.53.46%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-3.35%
ADANI PORTS AND SPECIAL ECONOMIC ZONE LIMITED EQ NEW RS. 2/-2.97%

Sector allocation

Financial Services35.71%
Healthcare12.80%
Consumer Services12.07%
Information Technology9.88%
Automobile and Auto Components9.15%
Oil, Gas & Consumable Fuels7.29%
Services7.18%
Telecommunication3.35%
Capital Goods1.61%
Fast Moving Consumer Goods0.02%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ -13.6% p.a.
₹10,000
10 years
Projected value
₹6,49,152
Invested: ₹12,00,000
Gained: -₹5,50,848
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
M
Mr. Hitesh Savanth, Mr. Prateek Nigudkar
Manager since fund inception data not available
ISIN & identifiers
AMFI code
153077
ISIN (Growth)
INF680P01463
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers

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