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

Shriram Multi Sector Rotation Growth Direct Plan

NAV
₹7.3930
+0.73%
(17 Mar)
AUM
181 Cr
TER
0.78%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+24.5%
+23.2%
+23.0%
+18.4%
-2.9%
3Y
+33.1%
+30.9%
+29.6%
+28.5%
NA
5Y
+27.0%
+25.3%
+26.3%
NA
NA
ALL
+12.1%
+16.4%
+24.0%
+25.8%
-21.2%
VOL
20.0%
19.6%
21.8%
17.2%
16.5%
TER
0.8%
0.9%
0.6%
0.9%
0.8%
AUM
₹6,545 Cr
₹1,511 Cr
₹6,086 Cr
₹2,022 Cr
₹181 Cr
INFO
0.60
0.84
1.10
1.50
-1.29
See fund holdings as of 28th Feb
Top holdings
State Bank of India
8.2%
Axis Bank Ltd
6.0%
Bharti Airtel Ltd
5.2%
Mahindra & Mahindra Ltd
5.0%
Indian Bank
4.4%
Bank of Maharashtra
4.0%
REC Ltd
3.8%
Infosys Ltd
3.4%
Nippon Life India Asset Management Ltd Ordinary Shares
3.3%
Ajanta Pharma Ltd
3.2%
Top industry exposure
Financial Services
37.1%
Consumer Cyclical
18.1%
Technology
12.0%
Healthcare
11.2%
Industrials
9.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
507%
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

FAQs