Shriram Multi Sector Rotation Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Shriram Multi Sector Rotation Growth Direct Plan

NAV
₹7.8446
+0.84%
(16 Sep)
AUM
185 Cr
TER
0.58%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+4.3%
+1.4%
-3.0%
-3.5%
NA
3Y
+29.5%
+29.4%
+30.0%
+30.1%
NA
5Y
+22.9%
+30.4%
+31.9%
+30.3%
NA
ALL
+22.9%
+18.4%
+11.9%
+16.9%
-22.2%
VOL
15.3%
16.3%
20.2%
19.7%
17.7%
TER
1.0%
0.5%
0.8%
0.9%
0.6%
AUM
₹6,162 Cr
₹7,509 Cr
₹5,179 Cr
₹1,341 Cr
₹185 Cr
INFO
1.50
1.13
0.59
0.86
-1.25
See fund holdings as of 31st Aug
Top holdings
Bharti Airtel Ltd
7.2%
HDFC Bank Ltd
6.4%
Mahindra & Mahindra Ltd
5.6%
PNB Housing Finance Ltd
5.5%
CSB Bank Ltd Ordinary Shares
4.7%
Tech Mahindra Ltd
4.0%
Force Motors Ltd
4.0%
Dr. Lal PathLabs Ltd
3.8%
REC Ltd
3.7%
Nuvama Wealth Management Ltd
3.6%
Top industry exposure
Financial Services
35.9%
Technology
19.8%
Healthcare
14.6%
Consumer Cyclical
12.7%
Communication Services
9.0%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
469%
Lock-in period
-
Exit load
• 1% for redemption within 90 days
Fund objective
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.
Fund manager(s)
Prateek Nigudkar
Deepak Ramaraju
Sudip More

FAQs