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Shriram Multi Sector Rotation Fund Direct Growth
NAV: 28 Oct '26
₹7.82
Min. for SIP
₹500
Fund size (AUM)
₹147.57 Cr
Expense ratio
0.98%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹14,607 | -2.62% | |
| 6 months | ₹30,000 | ₹29,225 | -2.58% | |
| 1 year | ₹60,000 | ₹58,607 | -2.32% |
Holdings (43)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd | Financial | Equity | 7.77% |
| Axis Bank Ltd | Financial | Equity | 5.71% |
| Zomato Ltd | Technology | Equity | 5.59% |
| State Bank of India | Financial | Equity | 4.06% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 3.84% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 3.55% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 3.38% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 3.16% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 3.14% |
| Bharti Airtel Ltd | Technology | Equity | 3.11% |
| Nuvama Wealth Management Ltd | Financial | Equity | 2.78% |
| SAMHI Hotels Ltd. | Consumer Discretionary | Equity | 2.76% |
| Interglobe Aviation Ltd | Industrials | Equity | 2.76% |
| Computer Age Management Services Ltd | Financial | Equity | 2.68% |
| Indian Bank | Financial | Equity | 2.65% |
| Oil India Ltd | Energy & Utilities | Equity | 2.53% |
| Rainbow Childrens Medicare Ltd | Healthcare | Equity | 2.49% |
| Tata Consultancy Services Ltd | Technology | Equity | 2.31% |
| SBI Life Insurance Company Ltd | Financial | Equity | 2.15% |
| Mphasis Ltd | Technology | Equity | 2.04% |
| Can Fin Homes Ltd | Financial | Equity | 2.02% |
| VRL Logistics Ltd | Industrials | Equity | 2.02% |
| Tech Mahindra Ltd | Technology | Equity | 2.00% |
| REC Ltd | Financial | Equity | 1.97% |
| Sagility India Ltd. | Industrials | Equity | 1.96% |
| Canara Robeco Asset Management Company Ltd. | Financial | Equity | 1.92% |
| Pricol Ltd | Consumer Discretionary | Equity | 1.88% |
| KFin Technologies Ltd | Financial | Equity | 1.78% |
| Thyrocare Technologies Ltd | Healthcare | Equity | 1.76% |
| R R Kabel Ltd. | Industrials | Equity | 1.75% |
| Swiggy Ltd. | Technology | Equity | 1.70% |
| Krsnaa Diagnostics Ltd | Healthcare | Equity | 1.68% |
| Lemon Tree Hotels Ltd | Consumer Discretionary | Equity | 1.67% |
| Infosys Ltd | Technology | Equity | 1.39% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 1.34% |
| Chalet Hotels Ltd | Consumer Discretionary | Equity | 1.20% |
| Fiem Industries Ltd | Consumer Discretionary | Equity | 1.05% |
| Ajanta Pharma Ltd | Healthcare | Equity | 1.01% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 0.56% |
| Narayana Hrudayalaya Ltd | Healthcare | Equity | 0.53% |
| Repo | Unspecified | Repo | 0.27% |
| Dodla Dairy Ltd | Consumer Staples | Equity | 0.12% |
| Net Payables | Unspecified | Net Payables | -0.04% |
Minimum investments
Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹500
Returns and rankings
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | -6.1% | -0.8% | -3.6% | -21.9% |
| Category average (Equity Thematic) | -4.4% | -1.1% | -2.6% | +89.6% |
| Rank (Equity Thematic) | 35 | 19 | 16 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1%, if redeemed within 3 months
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Fund management
About Shriram Multi Sector Rotation Fund Direct Growth
Shriram Multi Sector Rotation Fund Direct Growth is a Equity Mutual Fund Scheme launched by Shriram Mutual Fund. This scheme was made available to investors on 05 Dec 1994. Prateek Nigudkar is the Current Fund Manager of Shriram Multi Sector Rotation Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,241 Cr and the Latest NAV as of 28 Oct 2026 is ₹7.82.
The Shriram Multi Sector Rotation Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. Exit load of 1%, if redeemed within 3 months
;
Investment Objective
The scheme seeks 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 benchmarkNIFTY 500 Total Return Index
Fund house
Rank (total assets)#38 in India
Total AUM₹1,240.71 Cr
Date of Incorporation05 Dec 1994
Launch Date05 Dec 1994
Address511-512, Meadows, Sahar Plaza,J. B. Nagar, Andheri (East), Mumbai 400059
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,