Shriram Multi Sector Rotation Fund - Growth - Regular Plan

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  • 1.58 %Nav, as on 23-01-2025

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  • Net Change on 23-01-2025

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  • Assets (Cr.)

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential India Opportunities Fund - Cumulative Option Jan 15, 2019 17.12 22.84 24.95 1.63 24,552.50
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 14.12 21.95 24.51 1.81 6,532.75
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 24.85 24.99 26.16 1.80 6,119.62
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth Jan 01, 1991 Unrated 10.37 10.29 14.53 1.94 5,620.09
Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Dec 30, 2019 4.40 28.78 25.28 1.81 5,236.98

Fund Holdings as on 31-December-2024

  • Clearing Corporation of India Ltd.

  • Piramal Pharma Ltd.

  • Suven Pharmaceuticals Ltd.

  • Kalyan Jewellers India Ltd.

  • Jubilant Pharmova Ltd.

  • Radico Khaitan Ltd.

  • Dixon Technologies (India) Ltd.

  • Eris Lifesciences Ltd.

  • Amber Enterprises India Ltd.

  • United Spirits Ltd.

  • Bikaji Foods International Ltd.

  • Zomato Ltd.

  • Trent Ltd.

  • Balrampur Chini Mills Ltd.

  • Info Edge (India) Ltd.

  • Voltas Ltd.

  • HCL Technologies Ltd.

  • The Indian Hotels Company Ltd.

  • Persistent Systems Ltd.

  • Oracle Financial Services Software Ltd.

  • Coforge Ltd.

  • Net Receivables / (Payables)

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  • Pharmaceuticals & Drugs

  • Miscellaneous

  • IT - Software

  • Breweries & Distilleries

  • Air Conditioners

  • Diamond & Jewellery

  • Consumer Durables - Electronics

  • Consumer Food

  • e-Commerce

  • Retailing

  • Sugar

  • BPO/ITeS

  • Hotel, Resort & Restaurants

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Fund Manager

  • Cash

  • Equity

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About Shriram Multi Sector Rotation Fund

Scheme Analysis

Shriram Multi Sector Rotation Fund is a Equity - Thematic Fund - Other fund and belongs to Shriram Mutual Fund. It was launched on 09-Dec-2024 and currently has an AUM of ₹213.03 crore. Shriram Multi Sector Rotation Fund is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of Shriram Multi Sector Rotation Fund ended up ₹0.14(1.58%)yesterday to ₹8.6735.

Among its top 3 holdings the fund has exposure to Clearing Corporation of India Ltd., and

The Shriram Multi Sector Rotation Fund is managed by Gargi Bhattacharyya Banerjee and Deepak Ramaraju.

Fund House Contact

Shriram House, No. 4 Burkit Road, T. Nagar, Chennai - 600 017

(033) 2337 3012
info@shriramamc.com
(033) 2337 3014