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Shriram Multi Sector Rotation Fund-Reg(G)

Shriram Multi Sector Rotation Fund-Reg(G)

7.922710 Sept 2026

Chart

PlanNormal
Returns (6 months)5.667%
Expense ratio2.79%
Min Investment500
AUM162.68 Cr
Inception date9 Dec 2024

Return Calculator

₹500₹1,00,00,000
%
1%30%
1YR40YR
Investment Amount₹0
Estimated Returns₹0
Total Amount₹0

Benchmark Returns

BENCHMARK: NIFTY 500 - TRI
Annualised returns
NAME
Fund Returns
Benchmark Returns
1W
1M
3M
6M
1Y
3Y
5Y
INCEPTION
NA
-3.81%
3.80%
5.67%
3.32%
NA
NA
-12.44%
-1.59%
-3.81%
3.80%
5.67%
3.32%
NA
NA
-12.44%

Holdings

Name
HDFC Bank Ltd.
HDFC Bank Ltd.
Axis Bank Ltd.
Axis Bank Ltd.
Eternal Ltd.
Eternal Ltd.
Reliance Industries Ltd.
Reliance Industries Ltd.
State Bank Of India
State Bank Of India
Mahindra & Mahindra Ltd.
Mahindra & Mahindra Ltd.
Bharti Airtel Ltd.
Bharti Airtel Ltd.
Apollo Hospitals Enterprise Ltd.
Apollo Hospitals Enterprise Ltd.
Samvardhana Motherson International Ltd.
Samvardhana Motherson International Ltd.
Adani Ports and Special Economic Zone Ltd.
Adani Ports and Special Economic Zone Ltd.
Computer Age Management Services Ltd.
Computer Age Management Services Ltd.
Indian Bank
Indian Bank
Nuvama Wealth Management Ltd.
Nuvama Wealth Management Ltd.
Interglobe Aviation Ltd.
Interglobe Aviation Ltd.
Samhi Hotels Ltd.
Samhi Hotels Ltd.
Oil India Ltd.
Oil India Ltd.
Tata Consultancy Services Ltd.
Tata Consultancy Services Ltd.
Rainbow Children's Medicare Ltd.
Rainbow Children's Medicare Ltd.
Mphasis Ltd.
Mphasis Ltd.
Can Fin Homes Ltd.
Can Fin Homes Ltd.
Canara Robeco Asset Management Co Ltd.
Canara Robeco Asset Management Co Ltd.
SBI Life Insurance Company Ltd.
SBI Life Insurance Company Ltd.
Sagility Ltd.
Sagility Ltd.
REC Ltd.
REC Ltd.
Tech Mahindra Ltd.
Tech Mahindra Ltd.
VRL Logistics Ltd.
VRL Logistics Ltd.
KFin Technologies Ltd.
KFin Technologies Ltd.
RR Kabel Ltd.
RR Kabel Ltd.
Pricol Ltd.
Pricol Ltd.
Thyrocare Technologies Ltd.
Thyrocare Technologies Ltd.
Swiggy Ltd.
Swiggy Ltd.
Ajanta Pharma Ltd.
Ajanta Pharma Ltd.
Lemon Tree Hotels Ltd.
Lemon Tree Hotels Ltd.
Krsnaa Diagnostics Ltd.
Krsnaa Diagnostics Ltd.
Infosys Ltd.
Infosys Ltd.
Maruti Suzuki India Ltd.
Maruti Suzuki India Ltd.
Chalet Hotels Ltd.
Chalet Hotels Ltd.
Fiem Industries Ltd.
Fiem Industries Ltd.
Sun Pharmaceutical Industries Ltd.
Sun Pharmaceutical Industries Ltd.
Narayana Hrudayalaya Ltd.
Narayana Hrudayalaya Ltd.
Dodla Dairy Ltd
Dodla Dairy Ltd
Instrument
Share %
Domestic Equities
7.05%
Domestic Equities
5.74%
Domestic Equities
5.43%
Domestic Equities
4.98%
Domestic Equities
4.07%
Domestic Equities
3.41%
Domestic Equities
3.14%
Domestic Equities
3.10%
Domestic Equities
3.00%
Domestic Equities
2.85%
Domestic Equities
2.84%
Domestic Equities
2.68%
Domestic Equities
2.68%
Domestic Equities
2.63%
Domestic Equities
2.55%
Domestic Equities
2.47%
Domestic Equities
2.45%
Domestic Equities
2.43%
Domestic Equities
2.09%
Domestic Equities
2.03%
Domestic Equities
2.01%
Domestic Equities
2.00%
Domestic Equities
1.96%
Domestic Equities
1.94%
Domestic Equities
1.94%
Domestic Equities
1.93%
Domestic Equities
1.87%
Domestic Equities
1.85%
Domestic Equities
1.83%
Domestic Equities
1.81%
Domestic Equities
1.73%
Domestic Equities
1.66%
Domestic Equities
1.54%
Domestic Equities
1.50%
Domestic Equities
1.44%
Domestic Equities
1.37%
Domestic Equities
1.17%
Domestic Equities
1.04%
Domestic Equities
0.56%
Domestic Equities
0.51%
Domestic Equities
0.12%
Risk Meter
Risk MeterPin
Your investment is at
Very High Risk
Low
Moderately Low
Moderate
High
Very High Risk
Fund Managers
PN
Prateek Nigudkar
HS
Hitesh Savanth
Lock in Period
Nil
Investment cannot be redeemed before this period completes.
Exit Load
1% on or before 3M, Nil after 3M

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