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

Shriram Multi Sector Rotation Growth Direct Plan

NAV
₹7.8388
+0.36%
(20 Aug)
AUM
194 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
-1.1%
-6.4%
-6.5%
-9.7%
NA
3Y
+30.6%
+32.7%
+33.2%
+30.5%
NA
5Y
+33.4%
+29.4%
+30.9%
+31.3%
NA
ALL
+13.1%
+16.9%
+11.9%
+24.9%
-21.9%
VOL
21.1%
19.8%
20.2%
22.4%
18.2%
TER
1.1%
0.9%
0.8%
0.5%
0.6%
AUM
₹2,540 Cr
₹1,391 Cr
₹5,278 Cr
₹5,418 Cr
₹194 Cr
INFO
0.62
0.85
0.59
1.11
-1.20
See fund holdings as of 31st Jul
Top holdings
Bharti Airtel Ltd
7.0%
HDFC Bank Ltd
6.5%
Mahindra & Mahindra Ltd
5.4%
CSB Bank Ltd Ordinary Shares
5.2%
PNB Housing Finance Ltd
4.8%
Nuvama Wealth Management Ltd
3.9%
Tech Mahindra Ltd
3.8%
Thyrocare Technologies Ltd
3.6%
Dr. Lal PathLabs Ltd
3.5%
Clearing Corporation Of India Ltd.
3.3%
Top industry exposure
Financial Services
35.2%
Technology
19.1%
Healthcare
13.3%
Consumer Cyclical
11.7%
Communication Services
10.9%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
466%
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