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Shriram Multi Sector Rotation Fund-Reg(G)

Shriram Multi Sector Rotation Fund-Reg(G)

7.961124 Jul 2026

Chart

PlanNormal
Returns (6 months)2.329%
Expense ratio2.91%
Min Investment500
AUM172.16 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
-0.31%
4.05%
2.33%
0.01%
NA
NA
-13.12%
-1.74%
-0.31%
4.05%
2.33%
0.01%
NA
NA
-13.12%

Holdings

Name
Axis Bank Ltd.
Axis Bank Ltd.
HDFC Bank Ltd.
HDFC Bank Ltd.
Reliance Industries Ltd.
Reliance Industries Ltd.
Eternal Ltd.
Eternal Ltd.
RR Kabel Ltd.
RR Kabel Ltd.
Ajanta Pharma Ltd.
Ajanta Pharma Ltd.
State Bank Of India
State Bank Of India
Nuvama Wealth Management Ltd.
Nuvama Wealth Management Ltd.
Adani Ports and Special Economic Zone Ltd.
Adani Ports and Special Economic Zone Ltd.
Apollo Hospitals Enterprise Ltd.
Apollo Hospitals Enterprise Ltd.
HDFC Asset Management Company Ltd.
HDFC Asset Management Company Ltd.
Bharti Airtel Ltd.
Bharti Airtel Ltd.
Mahindra & Mahindra Ltd.
Mahindra & Mahindra Ltd.
Interglobe Aviation Ltd.
Interglobe Aviation Ltd.
Computer Age Management Services Ltd.
Computer Age Management Services Ltd.
Samhi Hotels Ltd.
Samhi Hotels Ltd.
Lemon Tree Hotels Ltd.
Lemon Tree Hotels Ltd.
Samvardhana Motherson International Ltd.
Samvardhana Motherson International Ltd.
Tata Consultancy Services Ltd.
Tata Consultancy Services Ltd.
Thyrocare Technologies Ltd.
Thyrocare Technologies Ltd.
Rainbow Children's Medicare Ltd.
Rainbow Children's Medicare Ltd.
Indian Bank
Indian Bank
Infosys Ltd.
Infosys Ltd.
Can Fin Homes Ltd.
Can Fin Homes Ltd.
REC Ltd.
REC Ltd.
Oil India Ltd.
Oil India Ltd.
Canara Robeco Asset Management Co Ltd.
Canara Robeco Asset Management Co Ltd.
Mphasis Ltd.
Mphasis Ltd.
Tech Mahindra Ltd.
Tech Mahindra Ltd.
VRL Logistics Ltd.
VRL Logistics Ltd.
Krsnaa Diagnostics Ltd.
Krsnaa Diagnostics Ltd.
Swiggy Ltd.
Swiggy Ltd.
Pricol Ltd.
Pricol Ltd.
Fiem Industries Ltd.
Fiem Industries Ltd.
SBI Life Insurance Company Ltd.
SBI Life Insurance Company Ltd.
Chalet Hotels Ltd.
Chalet Hotels Ltd.
Instrument
Share %
Domestic Equities
6.13%
Domestic Equities
5.09%
Domestic Equities
4.77%
Domestic Equities
4.14%
Domestic Equities
4.10%
Domestic Equities
4.04%
Domestic Equities
3.72%
Domestic Equities
3.65%
Domestic Equities
3.45%
Domestic Equities
3.33%
Domestic Equities
3.27%
Domestic Equities
3.04%
Domestic Equities
3.01%
Domestic Equities
2.80%
Domestic Equities
2.73%
Domestic Equities
2.69%
Domestic Equities
2.48%
Domestic Equities
2.46%
Domestic Equities
2.39%
Domestic Equities
2.38%
Domestic Equities
2.30%
Domestic Equities
2.30%
Domestic Equities
2.22%
Domestic Equities
2.09%
Domestic Equities
2.06%
Domestic Equities
2.02%
Domestic Equities
1.81%
Domestic Equities
1.76%
Domestic Equities
1.58%
Domestic Equities
1.45%
Domestic Equities
1.40%
Domestic Equities
1.39%
Domestic Equities
1.30%
Domestic Equities
1.09%
Domestic Equities
1.01%
Domestic Equities
1.00%
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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