Shriram Multi Sector Rotation Fund Direct Growth

Shriram Multi Sector Rotation Fund Direct Growth

1M
6M
1Y
All
NAV: 18 Sep '26
₹8.17
Min. for SIP
₹500
Fund size (AUM)
₹162.68 Cr
Expense ratio
1.02%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹14,715
-1.90%
6 months₹30,000₹30,538
+1.79%
1 year₹60,000₹60,901
+1.50%

Holdings (43)

NameSectorInstrumentsAssets
HDFC Bank LtdFinancialEquity7.05%
Axis Bank LtdFinancialEquity5.74%
Zomato LtdTechnologyEquity5.43%
Reliance Industries LtdEnergy & UtilitiesEquity4.98%
State Bank of IndiaFinancialEquity4.07%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity3.41%
Bharti Airtel LtdTechnologyEquity3.14%
Apollo Hospitals Enterprise LtdHealthcareEquity3.10%
Samvardhana Motherson International LtdConsumer DiscretionaryEquity3.00%
Adani Ports and Special Economic Zone LtdIndustrialsEquity2.85%
Computer Age Management Services LtdFinancialEquity2.84%
Indian BankFinancialEquity2.68%
Nuvama Wealth Management LtdFinancialEquity2.68%
Interglobe Aviation LtdIndustrialsEquity2.63%
SAMHI Hotels Ltd.Consumer DiscretionaryEquity2.55%
Oil India LtdEnergy & UtilitiesEquity2.47%
Tata Consultancy Services LtdTechnologyEquity2.45%
Rainbow Childrens Medicare LtdHealthcareEquity2.43%
Mphasis LtdTechnologyEquity2.09%
Can Fin Homes LtdFinancialEquity2.03%
Canara Robeco Asset Management Company Ltd.FinancialEquity2.01%
SBI Life Insurance Company LtdFinancialEquity2.00%
Sagility India Ltd.IndustrialsEquity1.96%
Tech Mahindra LtdTechnologyEquity1.94%
REC LtdFinancialEquity1.94%
VRL Logistics LtdIndustrialsEquity1.93%
KFin Technologies LtdFinancialEquity1.87%
R R Kabel Ltd.IndustrialsEquity1.85%
Pricol LtdConsumer DiscretionaryEquity1.83%
Thyrocare Technologies LtdHealthcareEquity1.81%
Swiggy Ltd.TechnologyEquity1.73%
Ajanta Pharma LtdHealthcareEquity1.66%
Lemon Tree Hotels LtdConsumer DiscretionaryEquity1.54%
Krsnaa Diagnostics LtdHealthcareEquity1.50%
Infosys LtdTechnologyEquity1.44%
Maruti Suzuki India LtdConsumer DiscretionaryEquity1.37%
Chalet Hotels LtdConsumer DiscretionaryEquity1.17%
Fiem Industries LtdConsumer DiscretionaryEquity1.04%
RepoUnspecifiedRepo0.65%
Sun Pharmaceutical Industries LtdHealthcareEquity0.56%
Narayana Hrudayalaya LtdHealthcareEquity0.51%
Dodla Dairy LtdConsumer StaplesEquity0.12%
Net PayablesUnspecifiedNet Payables-0.05%
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+4.7%+7.8%+5.1%-18.5%
Category average (Equity Thematic)----+1.7%--
Rank (Equity Thematic)212116--

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).

HS
Hitesh Savanth
Jun 2026 - Present
View details

Education
B.Com, CFA
Experience
Prior to joining the Shriram AMC, he was associated with BugleRock Capital, William O'Neil India, ICICIdirect and Northern Trust Corporation.

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 ₹1,269 Cr and the Latest NAV as of 18 Sep 2026 is ₹8.17. 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₹1,269.25 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,