Shriram Multi Sector Rotation Fund Regular Growth

Equity

Shriram Mutual Fund

Equity - Other

Get the latest NAV of Shriram Multi Sector Rotation Fund Regular 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.

₹8.07

▲1.5%1D

NAV as on 27 Jun 2025

-19.26%/per year

Since Inception

Absolute Gain%

▲▼

Shriram Multi Sector Rotation Fund Regular Growth Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (27-Jun-25)

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

Period	This Fund	Nifty 500	Category Avg
1 Month	3.32%	3.32%	-
3 Months	2.35%	10.69%	-
6 Months	-18.5%	5.23%	-

Peer comparison

Fund Name	INDmoney Rank	AUM (in Crs.)	Expense Ratio	1Y Returns	3Y Returns	Inception Returns
Shriram Multi Sector Rotation Fund Regular Growth	-	195Cr	2.35%	-	-	-19.26%
ICICI Prudential India Opportunities Fund Regular	1/39	28,204Cr	1.6%	12.05%	28.79%	22.07%
ICICI Prudential Business Cycle Fund Regular	2/39	12,972Cr	1.7%	9.88%	26.61%	22.6%
ICICI Prudential Exports and Services Fund Direct Growth	3/39	1,396Cr	2.27%	10.74%	24.47%	15.46%

See all

Shriram Multi Sector Rotation Fund Regular Growth Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

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Shriram Multi Sector Rotation Fund Regular Growth Asset Allocation

See fund asset allocation details as on (14-Jun-25)

Fund Distribution

as on (14-Jun-25)

Equity 91.5%

Debt & Cash 8.5%

Small cap

47.9%

Mid cap

32.6%

Large cap

10.9%

Mid Cap allocation has gone down from 33.2% to 32.6%

Large Cap allocation has gone down from 40.9% to 10.9%

Small Cap allocation has gone up from 21.6% to 47.9%

Cash allocation has gone up from 4.3% to 8.5%

Shriram Multi Sector Rotation Fund Regular Growth Sector Allocation

See fund sector allocation details as on (14-Jun-25)

Sector Allocation

Equity 91.5%

Debt & Cash 8.5%

Top 3 Sectors in May were Financial Services, Health & Basic Materials

May'25

Basic Materials

36%

Health

27%

Consumer Defensive

24%

Apr'25

Financial Services

36%

Health

25%

Basic Materials

14%

Shriram Multi Sector Rotation Fund Regular Growth Holdings Details

as on (31-May-25)

Equity

Holdings	Weight%	1M Change
Narayana Hrudayalaya Ltd	6.97%	71.7%
Marico Ltd	5.95%	65.7%
Coromandel International Ltd	5.94%	0%
Fortis Healthcare Ltd	5.92%	224.5%
CCL Products (India) Ltd	5.43%	0%

See all

Top Stocks bought last month

Fortis Healthcare Ltd's allocation increased from 1.77% to 5.92%

Narayana Hrudayalaya Ltd's allocation increased from 4.1% to 6.97%

Krishna Institute of Medical Sciences Ltd's allocation increased from 2.54% to 5.06%

Shriram Multi Sector Rotation Fund Regular Growth Overview

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

Expense ratio	2.35%
Benchmark	Nifty 500 TR INR
AUM	₹195 Cr
Inception Date	9 December, 2024
Min Lumpsum/SIP	₹500/₹500
Exit Load	1.0%
Lock In	No Lock-in
TurnOver	0%
STCG	Selling mutual fund before 1 year, returns taxed at 20%.
LTCG	After 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk	Very High Risk

About Shriram Multi Sector Rotation Fund Regular Growth

Shriram Multi Sector Rotation Fund Regular Growth is an equity fund. This fund was started on 9 December, 2024. The fund is managed by Gargi Banerjee. The fund could potentially beat inflation in the long-run.

Key Parameters

Shriram Multi Sector Rotation Fund Regular Growth has ₹195 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
The fund has an expense ratio 2.4.

Returns

Shriram Multi Sector Rotation Fund Regular Growth has given a CAGR return of -19.26% since inception.

Holdings

Shriram Multi Sector Rotation Fund Regular Growth has allocated its funds majorly in Cash Equivalent, Basic Materials, Health, Consumer Defensive, Industrial. Its top holdings are Narayana Hrudayalaya Ltd, Marico Ltd, Coromandel International Ltd, Fortis Healthcare Ltd, CCL Products (India) Ltd

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 Regular Growth

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 Regular Growth has no lock in period.

Fund Manager

Gargi Banerjee

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

Learn more about Shriram Mutual Fund

Parameters	May'25	Apr'25	Mar'25
AUM	₹ 194.6 Cr	₹ 194.6 Cr	₹ 190.3 Cr

AUM of the fund stands at 194.6 Cr as of May'25
AUM has remained same between May'25 and Apr'25

More funds from Shriram

Shriram Flexi Cap Fund Direct Growth

5Y CAGR

▲ 18.63

Shriram ELSS Tax Saver Fund Direct Growth

5Y CAGR

▲ 17.96

Frequently Asked Questions for Shriram Multi Sector Rotation Fund Regular Growth

How do I invest in Shriram Multi Sector Rotation Fund Regular Growth?

INDmoney makes it simple to invest in the Shriram Multi Sector Rotation Fund Regular Growth. To do so, follow the steps below:

Download the INDmoney app.
Search for ‘Shriram Multi Sector Rotation Fund Regular Growth’.
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 Regular Growth?

The NAV of the fund today is ₹8.07. 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.

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

The fund managers are Gargi Banerjee.

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 2.35%. 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 ₹195 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 Regular Growth?

The top 3 holdings of the fund are Narayana Hrudayalaya Ltd(6.97%), Marico Ltd(5.95%), Coromandel International Ltd(5.94%)