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

Shriram Multi Sector Rotation Growth Direct Plan

NAV
₹7.8783
+0.86%
(20 Feb)
AUM
190 Cr
TER
0.68%
Risk
Very High Risk
Insights
No insights found for this fund
Compare with other fund
1Y
+5.7%
-3.8%
-5.2%
-11.0%
NA
3Y
+28.3%
+30.1%
+28.0%
+28.3%
NA
5Y
+28.9%
+23.2%
+22.6%
+26.5%
NA
ALL
+16.8%
+11.2%
+15.9%
+24.6%
-21.9%
VOL
18.2%
20.4%
19.8%
22.8%
25.0%
TER
1.2%
0.8%
0.8%
0.6%
0.7%
AUM
₹7,435 Cr
₹4,543 Cr
₹1,230 Cr
₹5,169 Cr
₹190 Cr
INFO
0.92
0.55
0.80
1.08
-0.88
See fund holdings as of 31st Jan
Top holdings
Piramal Pharma Ltd
8.1%
Lupin Ltd
8.0%
Fortis Healthcare Ltd
7.8%
Ipca Laboratories Ltd
7.5%
BSE Ltd
5.3%
Radico Khaitan Ltd
4.8%
Dixon Technologies (India) Ltd
4.8%
One97 Communications Ltd
4.7%
Clearing Corporation Of India Ltd.
4.6%
CRISIL Ltd
4.6%
Top industry exposure
Healthcare
31.4%
Consumer Cyclical
15.7%
Technology
13.8%
Consumer Defensive
12.8%
Financial Services
9.9%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
46%
Lock-in period
-
Exit load
No exit load
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)
Gargi Banerjee
Deepak Ramaraju

FAQs