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Home Mf Research Shriram Multi Sector Rotation Fund Regular Plan Growth
Shriram Mutual Fund

Mutual Fund Research

Shriram Multi Sector Rotation Fund - Regular Plan - Growth

Shriram Mutual Fund Equity Equity Sectoral Thematic

Fund Performance

-
-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-28 ₹1,000.00 ₹1,039.30 +3.93%
Two Week 2026-10-21 ₹1,000.00 ₹1,031.94 +3.19%
One Month 2026-10-05 ₹1,000.00 ₹1,032.88 +3.29%
Three Months 2026-08-06 ₹3,000.00 ₹2,967.41 -1.09%
Six Months 2026-05-08 ₹6,000.00 ₹5,971.61 -0.47%
One Year 2025-11-04 ₹12,000.00 ₹12,019.75 +0.16%
Since Inception 2024-11-18 ₹24,000.00 ₹23,596.67 -1.68%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Banks 20.19%
Healthcare Services 9.60%
Capital Markets 9.16%
IT - Software 7.74%
Retailing 7.29%
Auto Components 6.09%
Leisure Services 5.63%
Transport Services 4.78%
Automobiles 4.72%
Finance 3.99%
Petroleum Products 3.84%
Transport Infrastructure 3.55%
Telecom - Services 3.11%
Oil 2.53%
Insurance 2.15%
IT - Services 1.96%
Industrial Products 1.75%
Pharmaceuticals & Biotechnology 1.57%
Other 0.23%
Food Products 0.12%

Top Holdings

Company-wise portfolio exposure

HDFC Bank Ltd. 7.77%
Axis Bank Ltd. 5.71%
Eternal Ltd. 5.59%
State Bank of India 4.06%
Reliance Industries Ltd. 3.84%
Adani Ports & Special Economic Zone Ltd. 3.55%
Mahindra & Mahindra Ltd. 3.38%
Samvardhana Motherson International Ltd. 3.16%
Apollo Hospitals Enterprise Ltd. 3.14%
Bharti Airtel Ltd. 3.11%
Nuvama Wealth Management Ltd. 2.78%
InterGlobe Aviation Ltd. 2.76%
Samhi Hotels Ltd. 2.76%
Computer Age Management Services Ltd. 2.68%
Indian Bank 2.65%
Oil India Ltd. 2.53%
Rainbow Children's Medicare Ltd. 2.49%
Tata Consultancy Services Ltd. 2.31%
SBI Life Insurance Company Ltd. 2.15%
Mphasis Ltd. 2.04%
Can Fin Homes Ltd. 2.02%
VRL Logistics Ltd. 2.02%
Tech Mahindra Ltd. 2.00%
REC Ltd. 1.97%
Sagility Ltd. 1.96%
Canara Robeco Asset Mgmt Co Ltd. 1.92%
Pricol Ltd. 1.88%
KFIN Technologies Ltd. 1.78%
Thyrocare Technologies Ltd. 1.76%
R R Kabel Ltd. 1.75%
Swiggy Ltd. 1.70%
Krsnaa Diagnostics Ltd. 1.68%
Lemon Tree Hotels Ltd. 1.67%
Infosys Ltd. 1.39%
Maruti Suzuki India Ltd. 1.34%
Chalet Hotels Ltd. 1.20%
Fiem Industries Ltd. 1.05%
Ajanta Pharma Ltd. 1.01%
Sun Pharmaceutical Industries Ltd. 0.56%
Narayana Hrudayalaya ltd. 0.53%
Dodla Dairy Ltd. 0.12%
TREPS_RED_01.10.2026 0.27%
Net Receivables / (Payables) -0.04%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
22.16%
Return volatility
β
Beta
1.07
Benchmark sensitivity
S
Sharpe Ratio
-0.82
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Nippon India Taiwan Equity Fund - Regular Plan - Growth 59.11% 48.18% 22.89%
Kotak Healthcare Fund - Regular Plan - Growth 23.56% 0.00% 19.65%
HDFC Pharma And Healthcare Fund - Regular Plan - Growth 22.21% 29.08% 28.07%
ICICI Prudential US Bluechip Equity Fund - Regular Plan - Growth 20.30% 18.34% 15.87%
Nippon India - Japan Equity Fund - Regular Plan - Growth 20.05% 20.38% 8.48%
HDFC Defence Fund - Regular Plan - Growth 18.78% 34.60% 36.67%
SBI Automotive Opportunities Fund - Regular Plan - Growth 18.72% 0.00% 10.86%
Bajaj Finserv Healthcare Fund - Regular Plan - Growth 18.06% 0.00% 9.01%
Motilal Oswal Active Momentum Fund - Regular Plan - Growth 17.62% 0.00% 23.63%
Mirae Asset Healthcare Fund - Regular Plan - Growth 17.38% 22.11% 20.05%

Returns are historical and do not guarantee future performance.

View All Equity Sectoral Thematic Funds

Fund Family

Compare schemes from Shriram Mutual Fund by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Shriram Liquid Fund - Regular Plan - Growth 6.18% 0.00% 6.19%
Shriram Nifty 1D Rate Liquid ETF - Regular Plan - Growth 4.74% 0.00% 5.33%
Shriram Multi Asset Allocation Fund - Regular Plan - Growth 0.03% 8.54% 7.90%
Shriram Money Market Fund - Regular Plan - Growth 0.00% 0.00% 6.20%
Shriram Overnight Fund - Regular Plan - Growth 0.00% 0.00% 5.20%
Shriram Gold ETF Passive FOF - Regular Plan - Growth 0.00% 0.00% -52.19%
Shriram Aggressive Hybrid Fund - Regular Plan - Growth -3.00% 7.44% 9.17%
Shriram Multi Sector Rotation Fund - Regular Plan - Growth -3.17% 0.00% -12.00%
Shriram Balanced Advantage Fund - Regular Plan - Growth -4.83% 4.56% 6.82%
Shriram ELSS Tax Saver Fund - Regular - Growth - (ELSS U/S 80C Of IT Act) - Regular Plan - Growth -6.88% 5.60% 9.21%

Returns are historical and do not guarantee future performance.

View All Shriram Mutual Fund Funds

Scheme Objective

The investment mandate and purpose of this scheme

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.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.75%
Expense Ratio (Direct)
1.02%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty 500 TRI

Exit Load

Charges that may apply when you redeem units

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.
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