DR
Deepak RamarajuLead
Since Dec 2024
AUM managed
₹893.65Cr
Tenure
Since Dec 2024
Funds
9
Shriram Multi Sector Rotation Reg Gr
Sectoral/ ThematicShriram Mutual Fund
NAV
₹7.83
+0.29% today
AUM
₹166.17 Cr
Fund size
Expense
2.79%
Regular plan
Min SIP
₹500
per month
Min Lumpsum
₹500
one-time
Exit Load
1.0
on redemption
Fund snapshot
Category rank--
Risk-o-meterVery High Risk
BenchmarkNifty 500 TR INR (100%)
Number of holdings44
Inception09 Dec 2024
Exit load1.0
Risk metrics
Alpha0
Beta0
Sharpe ratio0.34
Standard deviation17.96%
Sortino ratio0.46
Capital gains tax
Equity
STCG · short-term
20%Short-term gains taxed at 20%
Applies when equity fund units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Applies when equity fund units are sold after 12 months.
Equity-oriented mutual fund taxation applies based on holding period.
Fund managers
HS
Hitesh SavanthLead
Since Jun 2026
AUM managed
₹585.95Cr
Tenure
Since Jun 2026
Funds
6
About Shriram Multi Sector Rotation Reg Gr
Shriram Multi Sector Rotation Reg Gr is an open-ended Sectoral/ Thematic mutual fund scheme offered by Shriram Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹7.83 per unit and the scheme manages ₹166.17 Cr in assets under management. The fund charges an expense ratio of 2.79% and is benchmarked against Nifty 500 TR INR (100%). Over the trailing 1 year, Shriram Multi Sector Rotation Reg Gr has delivered +1.73% returns. SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
Investment 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.
Regular Plan · Growth option · NAV as of 16 Sept 2026
Shriram Multi Sector Rotation Reg Gr returns
| Period | Fund |
|---|---|
| 1 month | -4.95% |
| 3 months | -0.55% |
| 6 months | +9.16% |
| 1 year | +1.73% |
| 3 years | 0.00% |
| 5 years | 0.00% |
Rolling returns
| Period | Fund |
|---|---|
| 1 month | 0.00% |
| 3 months | +5.86% |
| 6 months | +3.25% |
| 1 year | +10.51% |
| 3 years | 0.00% |
| 5 years | 0.00% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Shriram Multi Sector Rotation Reg Gr — frequently asked questions
What is the NAV of Shriram Multi Sector Rotation Reg Gr?
The latest net asset value (NAV) of Shriram Multi Sector Rotation Reg Gr is ₹7.83 per unit, +0.29% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Shriram Multi Sector Rotation Reg Gr delivered?
Shriram Multi Sector Rotation Reg Gr has returned +1.73% over the trailing 1 year. Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of Shriram Multi Sector Rotation Reg Gr?
Shriram Multi Sector Rotation Reg Gr charges an expense ratio of 2.79% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Shriram Multi Sector Rotation Reg Gr?
SEBI's riskometer classifies Shriram Multi Sector Rotation Reg Gr as Very High Risk, which is typical for a Sectoral/ Thematic scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Shriram Multi Sector Rotation Reg Gr?
You can start a SIP in Shriram Multi Sector Rotation Reg Gr from ₹500 per month, and the minimum lumpsum investment is ₹500.
Who manages Shriram Multi Sector Rotation Reg Gr?
Shriram Multi Sector Rotation Reg Gr is managed by Shriram Mutual Fund, holds ₹166.17 Cr in assets under management and invests across 44 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Shriram Mutual Fund
- Scheme category
- Equity
- Scheme sub-category
- Sectoral/ Thematic
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF680P01463
- Scheme code
- FS0000J7GR
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