Shriram Multi Sector Rotation Fund Direct Growth

Shriram Multi Sector Rotation Fund Direct Growth

1M
6M
1Y
All
NAV: 20 May '26
₹7.86
Min. for SIP
₹500
Fund size (AUM)
₹170.88 Cr
Expense ratio
0.69%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,198
+1.32%
6 months₹30,000₹29,762
-0.79%
1 year₹60,000₹59,650
-0.58%

Holdings (41)

NameSectorInstrumentsAssets
Axis Bank Ltd.FinancialEquity5.82%
Bharti Airtel Ltd.CommunicationEquity5.49%
Reliance Industries Ltd.EnergyEquity5.31%
HDFC Bank Ltd.FinancialEquity4.96%
State Bank of IndiaFinancialEquity3.90%
HDFC Asset Management Company Ltd.FinancialEquity3.37%
Adani Ports and Special Economic Zone Ltd.ServicesEquity3.19%
Ajanta Pharma Ltd.HealthcareEquity3.17%
Mahindra & Mahindra Ltd.AutomobileEquity3.07%
Apollo Hospitals Enterprise Ltd.HealthcareEquity2.95%
Eternal Ltd.ServicesEquity2.90%
Interglobe Aviation Ltd.ServicesEquity2.71%
Nuvama Wealth Management Ltd.FinancialEquity2.70%
Infosys Ltd.TechnologyEquity2.64%
Oil India Ltd.EnergyEquity2.57%
Computer Age Management Services Ltd.ServicesEquity2.55%
R R Kabel Ltd.Consumer DiscretionaryEquity2.53%
Lemon Tree Hotels Ltd.ServicesEquity2.51%
SAMHI Hotels Ltd.ServicesEquity2.42%
Indian BankFinancialEquity2.42%
Samvardhana Motherson International Ltd.AutomobileEquity2.24%
Can Fin Homes Ltd.FinancialEquity2.10%
Rainbow Children's Medicare Ltd.HealthcareEquity2.05%
SBI Life Insurance Company Ltd.InsuranceEquity2.03%
REC Ltd.FinancialEquity2.02%
Tata Consultancy Services Ltd.TechnologyEquity1.93%
Canara Robeco Asset Management Company Ltd.FinancialEquity1.87%
Mphasis Ltd.TechnologyEquity1.87%
Thyrocare Technologies Ltd.HealthcareEquity1.75%
Tech Mahindra Ltd.TechnologyEquity1.67%
Swiggy Ltd.ServicesEquity1.58%
VRL Logistics Ltd.ServicesEquity1.57%
Krsnaa Diagnostics Ltd.HealthcareEquity1.52%
Pricol Ltd.AutomobileEquity1.24%
Fiem Industries Ltd.AutomobileEquity1.06%
Chalet Hotels Ltd.ServicesEquity0.93%
Tech Mahindra Ltd.TechnologyCall Option-0.00%
Tata Consultancy Services Ltd.TechnologyCall Option-0.00%
Infosys Ltd.TechnologyCall Option-0.01%
Eternal Ltd.ServicesCall Option-0.02%
Interglobe Aviation Ltd.ServicesCall 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
Name3M6M1YAll
Fund returns-3.4%-4.6%-0.6%-21.5%
Category average (Equity Thematic)----+1.7%--
Rank (Equity Thematic)483831--

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).

DR
Deepak Ramaraju
Nov 2024 - Present
View details

Education
Mr. Ramaraju has done B.E.(Chemical Engineering).
Experience
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 ₹1,167 Cr and the Latest NAV as of 20 May 2026 is ₹7.86. 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
Phone033-23373012 / 9339787128
E-mail--
Launch Date05 Dec 1994
Address511-512, Meadows, Sahar Plaza,J. B. Nagar, Andheri (East), Mumbai 400059
CustodianStock Holding Corp. of India Ltd.
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,