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

Shriram Multi Sector Rotation Growth Direct Plan

NAV
₹7.8185
-0.21%
(3 Apr)
AUM
175 Cr
TER
0.37%
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
+3.8%
+2.8%
+2.7%
-3.6%
NA
3Y
+30.2%
+31.8%
+30.5%
+29.7%
NA
5Y
+39.3%
+33.8%
+33.2%
+36.5%
NA
ALL
+12.7%
+11.8%
+16.7%
+26.2%
-21.8%
VOL
21.3%
20.4%
19.8%
22.7%
22.0%
TER
1.0%
1.0%
0.9%
0.5%
0.4%
AUM
₹2,105 Cr
₹4,149 Cr
₹1,047 Cr
₹4,651 Cr
₹175 Cr
INFO
0.60
0.58
0.84
1.15
-0.99
See fund holdings as of 28th Feb
Top holdings
ICICI Bank Ltd
6.9%
Sun Pharmaceuticals Industries Ltd
6.3%
HDFC Bank Ltd
6.2%
Clearing Corporation Of India Ltd.
6.0%
Hindustan Unilever Ltd
5.9%
State Bank of India
5.8%
Maruti Suzuki India Ltd
5.8%
Mahindra & Mahindra Ltd
5.8%
Bajaj Auto Ltd
5.7%
Marico Ltd
4.9%
Top industry exposure
Financial Services
27.1%
Consumer Cyclical
21.3%
Consumer Defensive
18.7%
Healthcare
15.4%
Industrials
5.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
128%
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