A fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
Average of the yearly returns of a mutual fund over a given period.
Absolute returns
The total return of a mutual fund over a given period.
Returns and rankings
Annualised returns
Absolute returns
Name
3M
6M
1Y
All
Fund returns
+4.3%
+2.7%
-7.0%
-18.1%
Category average (Equity Thematic)
--
--
+1.7%
--
Rank (Equity Thematic)
6
12
43
--
Understand terms
Expense ratio
A fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company's fund assets used for administrative, management, advertising, and other expenses.
Tax
A percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit load
A fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp duty
A form of tax payable for the purchase or sale of an asset or security.
Exit Load
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
PN
Prateek Nigudkar
Aug 2025 - Present
View details
Education
Mr. Nigudkar is an MS(Quantitative Finance) from Olin Business School, Washington University.
Experience
Prior to joining Shriram Mutual Fund, he has worked with DSP MF, State Street Global Advisors (Global Beta Solutions Group) and Credit Suisse (Private Banking Global Research Division).
Prior to joining Shriram Mutual Fund, he has worked with Sanlam Group of South Africa as a part of their global equity research team and GE India Technology Center as a researcher and co-inventor.
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 ₹1,054 Cr and the Latest NAV as of 16 Jan 2026 is ₹8.23.
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
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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.;