Shriram Multi Sector Rotation Fund Direct Growth

Equity
Thematic
Very High Risk
1M
6M
All
NAV: 04 Sep 2025
₹7.67
Rating
NA
Min. SIP amount
₹500
Fund size
₹193.57Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (30)

NameSectorInstrumentAssets
CommunicationEquity6.99%
FinancialEquity6.47%
AutomobileEquity5.38%
FinancialEquity5.17%
FinancialEquity4.77%
FinancialEquity3.89%
TechnologyEquity3.80%
HealthcareEquity3.57%
HealthcareEquity3.45%
AutomobileEquity3.33%
HealthcareEquity3.25%
FinancialEquity3.19%
FinancialEquity3.07%
AutomobileEquity3.03%
HealthcareEquity3.00%
TechnologyEquity2.94%
FinancialEquity2.92%
FinancialEquity2.91%
ServicesEquity2.86%
FinancialEquity2.84%
TechnologyEquity2.82%
FinancialEquity2.71%
ServicesEquity2.14%
TechnologyEquity2.02%
ChemicalsEquity1.99%
ChemicalsEquity1.98%
TechnologyEquity1.91%
CommunicationEquity1.81%
ChemicalsEquity1.75%
Reserve Bank of India
FinancialT-Bills0.26%
See All

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Returns and rankings

Category: Equity Thematic
Absolute returns
1M3M6MAll
Fund returns-4.1%-4.9%-0.2%-25.1%
Category averageNANANANA
Rank with in categoryNA98104NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 0.78%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 3 months

Stamp duty

0.005% (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%.

Understand terms
Check past data

Fund management

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).
Also manages these schemes

Sudip Suresh More
Aug 2025 - Present
View details

Education
Mr. More has done B.E. (EXTC), MMS (Finance) and FRM
Experience
Prior to joining Shriram Mutual Fund, he has worked with Kshema General Insurance Company and Sahara India Life Insurance Company Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
511-512, Meadows, Sahar Plaza,J. B. Nagar, Andheri (East), Mumbai 400059
Phone
033-23373012 / 9339787128
Launch Date
05 Dec 1994
E-mail
NA
Website
Shriram Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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