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

Shriram Multi Sector Rotation Growth Direct Plan

NAV
₹8.1030
+1.01%
(12 Dec)
AUM
199 Cr
TER
0.78%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
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Compare with other fund
1Y
+14.7%
+5.2%
+1.7%
+1.0%
-19.0%
3Y
+29.7%
+28.4%
+29.1%
+28.2%
NA
5Y
NA
+19.5%
+24.8%
+28.5%
NA
ALL
+28.0%
+21.9%
+18.0%
+16.8%
-18.8%
VOL
14.4%
15.2%
16.2%
19.6%
16.2%
TER
1.0%
1.0%
0.5%
0.9%
0.8%
AUM
₹3,073 Cr
₹6,460 Cr
₹8,189 Cr
₹1,445 Cr
₹199 Cr
INFO
1.94
1.44
1.11
0.85
-1.16
See fund holdings as of 31st Oct
Top holdings
Mahindra & Mahindra Ltd
5.8%
Bharti Airtel Ltd
5.3%
Hindustan Petroleum Corp Ltd
4.9%
Bharat Petroleum Corp Ltd
4.6%
State Bank of India
4.5%
Nippon Life India Asset Management Ltd Ordinary Shares
4.4%
HDFC Bank Ltd
4.0%
REC Ltd
3.7%
Nuvama Wealth Management Ltd
3.5%
ASK Automotive Ltd
3.4%
Top industry exposure
Financial Services
35.3%
Consumer Cyclical
14.3%
Healthcare
12.0%
Energy
11.6%
Technology
10.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
530%
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