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Shriram Multi Sector Rotation Fund - Regular Plan Growth Option

Equity: Thematic-Multi-Sector Open Ended Scheme
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NAV
₹ 7.1374 ₹ 0.2 (2.86 %)
as on 01-04-2026
Asset Size (AUM)
180.61 Cr
Launch Date
Dec 09, 2024
Invest in this scheme
Investment Objective
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.
Minimum Investment 500.0
Minimum Top-up 500.0
Investment Returns Since Launch in Dec 09, 2024
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-22.8

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.0 %
Expense Ratio
2.38%
Volatility
0.0 %
Fund House
Shriram Mutual Fund
Fund Manager
Mr. Deepak Ramaraju and Mr. Prateek Nigudkar
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 500.0 (plus in multiples of Rs. 500.0)
Entry Load
Not applicable
Exit Load
• 1% of the applicable NAV, if redeemed within 3 months from the date of allotment. • Nil if redeemed after 3 months from the date of allotment
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Other Schemes of the Same Category
Shriram Multi Sector Rotation Fund - Regular Plan Growth Option
Performance

Scheme Performance (%)

Data as on - 01-04-2026

Yearly Performance (%)

NAV Movement

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Shriram Multi Sector Rotation Fund - Regular Plan Growth Option 09-12-2024 -7.87 0.0 0.0 0.0 0.0
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings