Shriram Multi Sector Rotation Fund

Shriram Multi Sector Rotation Fund

Equity

Shriram Mutual Fund

Equity - Other

Get the latest NAV of Shriram Multi Sector Rotation Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹7.16

▼-2.6%1D

NAV as on 23 Mar 2026

-22.91%/per year

Since Inception

Absolute Gain%

▲▼

289 people have invested ₹ 9.1L in Shriram Multi Sector Rotation Fund in the last three months

Shriram Multi Sector Rotation Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (23-Mar-26)

The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-12.52%
-12.71%
-9.42%
-9.75%
--
--
Nifty 500
-8.92%
-10.48%
-8.29%
0.55%
14.09%
11.49%
Equity - Other Avg
--
--
--
--
--
--
Best in Equity - Other
-1.04%
9.03%
13.72%
25.38%
32.98%
27.46%
Worst in Equity - Other
-11.55%
-19.79%
-23.17%
-13.85%
7.42%
6.39%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Shriram Multi Sector Rotation Fund
-
181Cr
0.78%
-9.75%
-
--
--
--
--
--
ICICI Prudential India Opportunities Fund
1/47
35,666Cr
0.65%
2.46%
20.95%
7.78
0.82
1.52
3.00
1.60
ICICI Prudential Business Cycle Fund
2/47
16,202Cr
0.73%
6.58%
21.38%
7.04
0.84
1.44
2.85
1.52
Nippon India Quant Fund
3/47
113Cr
0.53%
1.44%
18.26%
3.82
1.02
1.13
2.00
1.38
See all

Shriram Multi Sector Rotation Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

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Total Investment

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Profit

Total Corpus

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Absolute Return
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Shriram Multi Sector Rotation Fund Asset Allocation

See fund asset allocation details as on (14-Mar-26)

Fund Distribution

as on (14-Mar-26)

Large cap
47.6%
Small cap
28.8%
Mid cap
23.3%
Mid Cap allocation has gone up from 22.5% to 23.3%
Mid Cap allocation has gone up from 22.5% to 23.3%
Large Cap allocation has gone up from 46.4% to 47.6%
Large Cap allocation has gone up from 46.4% to 47.6%
Small Cap allocation has gone down from 30.8% to 28.8%
Small Cap allocation has gone down from 30.8% to 28.8%
Cash allocation has gone up from 0.2% to 0.3%
Cash allocation has gone up from 0.2% to 0.3%

Shriram Multi Sector Rotation Fund Sector Allocation

See fund sector allocation details as on (14-Mar-26)

Sector Allocation

Financial Services
36.8%
Tech
20.2%
Health
15%
Consumer Cyclical
13%
Communication
9.2%
Basic Materials
5.8%

Top 3 Sectors in February were Financial Services, Consumer Cyclical & Tech

Feb'26

Financial Services

37%

Consumer Cyclical

18%

Tech

12%

Jan'26

Financial Services

35%

Consumer Cyclical

18%

Tech

15%

Shriram Multi Sector Rotation Fund Holdings Details

as on (28-Feb-26)

Holdings
Weight%
1M Change
State Bank of India
8.25%
-7%
Axis Bank Ltd
6.01%
31.4%
Bharti Airtel Ltd
5.17%
0%
Mahindra & Mahindra Ltd
4.98%
-1.9%
Indian Bank
4.38%
0%
See all
Top Stocks bought last month
Axis Bank Ltd's allocation increased from 4.43% to 6.01%
Axis Bank Ltd's allocation increased from 4.43% to 6.01%
Bank of Maharashtra's allocation increased from 3.46% to 4.05%
Bank of Maharashtra's allocation increased from 3.46% to 4.05%
State Bank of India's allocation increased from 7.79% to 8.25%
State Bank of India's allocation increased from 7.79% to 8.25%
Top Stocks sold last month
Bharti Airtel Ltd's allocation decreased from 5.31 % to 5.17 %
Bharti Airtel Ltd's allocation decreased from 5.31 % to 5.17 %
Mahindra & Mahindra Ltd's allocation decreased from 5.03 % to 4.98 %
Mahindra & Mahindra Ltd's allocation decreased from 5.03 % to 4.98 %
REC Ltd's allocation decreased from 3.84 % to 3.77 %
REC Ltd's allocation decreased from 3.84 % to 3.77 %

Shriram Multi Sector Rotation Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.78%
Benchmark
Nifty 500 TR INR
AUM₹181 Cr
Inception Date9 December, 2024
Min Lumpsum/SIP₹500/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
638.69%
Risk
Risk meter
pointer
Very High Risk

About Shriram Multi Sector Rotation Fund

Shriram Multi Sector Rotation Fund is an equity fund. This fund was started on 9 December, 2024. The fund is managed by Deepak Ramaraju, Prateek Nigudkar. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Shriram Multi Sector Rotation Fund has ₹181 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
  2. The fund has an expense ratio 0.8.

Returns

Shriram Multi Sector Rotation Fund has given a CAGR return of -22.91% since inception. Over the last 1 year the fund has given a CAGR return of -9.75%.

Holdings

Shriram Multi Sector Rotation Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Tech, Health, Industrial, Energy, Communication. Its top holdings are State Bank of India, Axis Bank Ltd, Bharti Airtel Ltd, Mahindra & Mahindra Ltd, Indian Bank

Taxation

As it is a equity - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Shriram Multi Sector Rotation Fund

The investment objective of the scheme is 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. There is no assurance or guarantee that the investment objective of the Scheme will be achieved.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Shriram Multi Sector Rotation Fund has no lock in period.

Fund Manager

Deepak Ramaraju

Fund Manager of Shriram Multi Sector Rotation Fund, since 9 December 2024

Prateek Nigudkar

Fund Manager of Shriram Multi Sector Rotation Fund, since 7 August 2025

Learn more about Shriram Mutual Fund
Parameters
Feb'26
Jan'26
Dec'25
AUM
₹ 180.6 Cr
₹ 184.3 Cr
₹ 192.9 Cr
  • AUM of the fund stands at 180.6 Cr as of Feb'26
  • AUM decreased by 3.7 Cr between Feb'26 and Jan'26

Frequently Asked Questions for Shriram Multi Sector Rotation Fund

How do I invest in Shriram Multi Sector Rotation Fund?

INDmoney makes it simple to invest in the Shriram Multi Sector Rotation Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Shriram Multi Sector Rotation Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Shriram Multi Sector Rotation Fund?

The NAV of the fund today is ₹7.16. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Shriram Multi Sector Rotation Fund fund has generated a return of -9.75% in 1 year

Who is the fund manager of Shriram Multi Sector Rotation Fund?

The fund managers are Deepak Ramaraju, Prateek Nigudkar.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-3 Months. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.78%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹181 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Shriram Multi Sector Rotation Fund?

The top 3 holdings of the fund are State Bank of India(8.25%), Axis Bank Ltd(6.01%), Bharti Airtel Ltd(5.17%)