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Shriram Multi Sector Rotation Fund Direct Growth
NAV: 09 Jun '26
₹7.90
Min. for SIP
₹500
Fund size (AUM)
₹170.88 Cr
Expense ratio
0.69%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,246 | +1.64% | |
| 6 months | ₹30,000 | ₹29,872 | -0.43% | |
| 1 year | ₹60,000 | ₹59,462 | -0.90% |
Holdings (43)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Axis Bank Ltd | Financial | Equity | 5.82% |
| Bharti Airtel Ltd | Technology | Equity | 5.49% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 5.31% |
| HDFC Bank Ltd | Financial | Equity | 4.96% |
| State Bank of India | Financial | Equity | 3.90% |
| HDFC Asset Management Company Ltd | Financial | Equity | 3.37% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 3.19% |
| Ajanta Pharma Ltd | Healthcare | Equity | 3.17% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 3.07% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 2.95% |
| Zomato Ltd | Technology | Equity | 2.90% |
| Others CBLO | Unspecified | CBLO | 2.75% |
| Interglobe Aviation Ltd | Industrials | Equity | 2.71% |
| Net Receivables | Unspecified | Net Receivables | 2.71% |
| Nuvama Wealth Management Ltd | Financial | Equity | 2.70% |
| Infosys Ltd | Technology | Equity | 2.64% |
| Oil India Ltd | Energy & Utilities | Equity | 2.57% |
| Computer Age Management Services Ltd | Financial | Equity | 2.55% |
| R R Kabel Ltd. | Industrials | Equity | 2.53% |
| Lemon Tree Hotels Ltd | Consumer Discretionary | Equity | 2.51% |
| SAMHI Hotels Ltd. | Consumer Discretionary | Equity | 2.42% |
| Indian Bank | Financial | Equity | 2.42% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 2.24% |
| Can Fin Homes Ltd | Financial | Equity | 2.10% |
| Rainbow Childrens Medicare Ltd | Healthcare | Equity | 2.05% |
| SBI Life Insurance Company Ltd | Financial | Equity | 2.03% |
| REC Ltd | Financial | Equity | 2.02% |
| Tata Consultancy Services Ltd | Technology | Equity | 1.93% |
| Canara Robeco Asset Management Company Ltd. | Financial | Equity | 1.87% |
| Mphasis Ltd | Technology | Equity | 1.87% |
| Thyrocare Technologies Ltd | Healthcare | Equity | 1.75% |
| Tech Mahindra Ltd | Technology | Equity | 1.67% |
| Swiggy Ltd. | Technology | Equity | 1.58% |
| VRL Logistics Ltd | Industrials | Equity | 1.57% |
| Krsnaa Diagnostics Ltd | Healthcare | Equity | 1.52% |
| Pricol Ltd | Consumer Discretionary | Equity | 1.24% |
| Fiem Industries Ltd | Consumer Discretionary | Equity | 1.06% |
| Chalet Hotels Ltd | Consumer Discretionary | Equity | 0.93% |
| CALL TECHM 26-May-2026 1540 | Technology | Call Option | -0.00% |
| CALL TCS 26-May-2026 2540 | Technology | Call Option | -0.00% |
| CALL INFY 26-May-2026 1240 | Technology | Call Option | -0.01% |
| CALL ETERNAL 26-May-2026 250 | Technology | Call Option | -0.02% |
| CALL INDIGO 26-May-2026 4200 | Industrials | Call Option | -0.03% |
See All
Minimum investments
Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | +0.9% | -2.6% | -0.7% | -20.9% |
| Category average (Equity Thematic) | -- | -- | +1.7% | -- |
| Rank (Equity Thematic) | 36 | 28 | 32 | -- |
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%.
Check past data
Fund management
PNPrateek NigudkarAug 2025 - PresentView details
PN
Prateek Nigudkar
Aug 2025 - Present
View details
DRDeepak RamarajuNov 2024 - PresentView details
DR
Deepak Ramaraju
Nov 2024 - Present
View details
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 ₹1,167 Cr and the Latest NAV as of 09 Jun 2026 is ₹7.90.
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₹1,166.67 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,