Shriram Multi Sector Rotation Fund Direct Growth
Get the latest NAV of Shriram Multi Sector Rotation Fund Direct Growth. 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.
₹8.17
▲0.8%1D
NAV as on 18 Sep 2026
/per year
Since Inception
▲▼
154 people have invested ₹ 4.2L 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 (18-Sep-26)
The fund has outperformed the benchmark (Nifty 500) over 1Y, but underperformed over 3Y, 5Y.
Peer comparison
Shriram Multi Sector Rotation Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Shriram Multi Sector Rotation Fund Asset Allocation
See fund asset allocation details as on (14-Sep-26)
Fund Distribution
as on (14-Sep-26)
Shriram Multi Sector Rotation Fund Sector Allocation
See fund sector allocation details as on (14-Sep-26)
Sector Allocation
Top 3 Sectors in August were Financial Services, Consumer Cyclical & Health
Financial Services
32%
Consumer Cyclical
21%
Health
14%
Financial Services
32%
Consumer Cyclical
20%
Health
14%
Shriram Multi Sector Rotation Fund Holdings Details
as on (31-Aug-26)
Shriram Multi Sector Rotation Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.06% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹163 Cr |
| Inception Date | 9 December, 2024 |
| Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 362.09% |
| Risk |   Very High Risk |
About Shriram Multi Sector Rotation Fund
Shriram Multi Sector Rotation Fund Direct Growth is an equity fund. This fund was started on 9 December, 2024. The fund is managed by Prateek Nigudkar, Hitesh Savanth. The fund could potentially beat inflation in the long-run.
Key Parameters
- Shriram Multi Sector Rotation Fund has ₹163 Cr worth of assets under management (AUM) as on Sep 2026 and is more than category average.
- The fund has an expense ratio 1.1.
Returns
Shriram Multi Sector Rotation Fund has given a CAGR return of -10.77% since inception. Over the last 1 year the fund has given a CAGR return of 3.38%.
Holdings
Shriram Multi Sector Rotation Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Health, Tech, Industrial, Energy, Communication, Consumer Defensive. Its top holdings are HDFC Bank Ltd, Axis Bank Ltd, Eternal Ltd, Reliance Industries Ltd, State Bank of India
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 benefitDividends 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
Prateek Nigudkar
Fund Manager of Shriram Multi Sector Rotation Fund, since 7 August 2025
Hitesh Savanth
Fund Manager of Shriram Multi Sector Rotation Fund, since 15 June 2026
- AUM of the fund stands at 166.2 Cr as of Aug'26
- AUM decreased by 6 Cr between Aug'26 and Jul'26
Frequently Asked Questions for Shriram Multi Sector Rotation Fund Direct Growth
How do I invest in Shriram Multi Sector Rotation Fund?
- 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.