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

Shriram Multi Sector Rotation Growth Direct Plan

NAV
₹8.1244
-0.73%
(24 Feb)
AUM
184 Cr
TER
0.78%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+33.4%
+31.7%
+31.1%
+25.8%
+5.0%
3Y
+37.1%
+34.0%
+34.4%
+32.6%
NA
5Y
+29.5%
+29.1%
+27.8%
NA
NA
ALL
+12.8%
+25.9%
+17.1%
+28.8%
-15.8%
VOL
20.0%
21.8%
19.6%
17.1%
16.1%
TER
0.8%
0.6%
0.9%
0.9%
0.8%
AUM
₹5,980 Cr
₹5,714 Cr
₹1,492 Cr
₹1,924 Cr
₹184 Cr
INFO
0.64
1.19
0.87
1.68
-0.98
See fund holdings as of 31st Jan
Top holdings
State Bank of India
7.8%
Bharti Airtel Ltd
5.3%
Mahindra & Mahindra Ltd
5.0%
Axis Bank Ltd
4.4%
Infosys Ltd
4.3%
Indian Bank
4.0%
REC Ltd
3.8%
Bank of Maharashtra
3.5%
Tata Consultancy Services Ltd
3.1%
Nippon Life India Asset Management Ltd Ordinary Shares
3.0%
Top industry exposure
Financial Services
35.4%
Consumer Cyclical
17.7%
Technology
14.6%
Healthcare
11.4%
Industrials
8.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
551%
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