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

Shriram Multi Sector Rotation Growth Direct Plan

NAV
₹7.9085
+0.16%
(16 May)
AUM
195 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
+11.8%
+7.1%
+5.5%
+1.9%
NA
3Y
+37.5%
+36.2%
+38.0%
+36.9%
NA
5Y
+35.5%
+38.8%
+33.5%
+34.4%
NA
ALL
+18.5%
+13.2%
+17.4%
+12.2%
-21.0%
VOL
16.4%
21.3%
19.9%
20.4%
21.4%
TER
0.6%
1.0%
0.9%
0.8%
0.6%
AUM
₹6,485 Cr
₹2,392 Cr
₹1,281 Cr
₹5,035 Cr
₹195 Cr
INFO
1.12
0.62
0.87
0.60
-0.98
See fund holdings as of 30th Apr
Top holdings
HDFC Bank Ltd
7.5%
ICICI Bank Ltd
7.4%
Bharti Airtel Ltd
5.3%
Apollo Hospitals Enterprise Ltd
4.7%
The Federal Bank Ltd
4.4%
Narayana Hrudayalaya Ltd
4.1%
Grasim Industries Ltd
3.8%
Blue Star Ltd
3.7%
Clearing Corporation Of India Ltd.
3.7%
Sundaram Finance Ltd
3.7%
Top industry exposure
Financial Services
34.0%
Healthcare
23.6%
Basic Materials
13.2%
Consumer Defensive
10.9%
Industrials
6.0%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
214%
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