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

Shriram Multi Sector Rotation Growth Direct Plan

NAV
₹8.0359
+0.13%
(21 Jul)
AUM
205 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
+5.8%
-2.9%
-3.2%
-5.6%
NA
3Y
+34.1%
+37.0%
+37.4%
+34.9%
NA
5Y
+38.0%
+31.3%
+29.9%
+32.6%
NA
ALL
+17.7%
+12.2%
+17.3%
+26.1%
-19.6%
VOL
18.1%
20.3%
19.8%
22.5%
18.8%
TER
1.1%
0.8%
0.9%
0.5%
0.6%
AUM
₹8,043 Cr
₹5,427 Cr
₹1,439 Cr
₹5,687 Cr
₹205 Cr
INFO
0.98
0.60
0.88
1.16
-1.05
See fund holdings as of 30th Jun
Top holdings
Narayana Hrudayalaya Ltd
8.3%
Deepak Fertilisers & Petrochemicals Corp Ltd
7.4%
Coromandel International Ltd
7.3%
L&T Finance Ltd
6.6%
Fortis Healthcare Ltd
6.3%
PNB Housing Finance Ltd
6.2%
Chambal Fertilisers & Chemicals Ltd
5.6%
Bajaj Holdings and Investment Ltd
5.2%
Godfrey Phillips India Ltd
5.2%
Manappuram Finance Ltd
5.1%
Top industry exposure
Financial Services
30.3%
Basic Materials
24.0%
Healthcare
22.1%
Industrials
9.1%
Technology
5.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
3889%
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)
Gargi Banerjee
Deepak Ramaraju

FAQs