Shriram Multi Sector Rotation Fund Regular-Growth

Fund Details

NAV 7.4005

Sub-Type Thematic

Rating Not Rated

Min. SIP Amount ₹500.0

Fund Age(Year) 1.25

Fund Size(in Crores) 180.6

Fund Performance

1 Month -9.4%

3 Month -6.12%

6 Month -3.27%

1 Year -1.83%

3 Year 0.0%

5 Year 0.0%

Know This Fund

As on 12 Mar 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (99.91%) Market Cap Small Cap 24.22 Large Cap 51.73 Mid Cap 23.96 Top Sectors Financial 26.26 Energy 8.75 Services 8.45 Healthcare 8.17 Capital Goods 7.19 Automobile 7.18 Technology 5.83 Consumer Staples 5.78 Metals & Mining 4.75 Construction 4.11 Materials 3.44 Communication 3.04 Chemicals 3.04 Consumer Discretionary 2.06 Insurance 1.42 Textiles 0.33 Others 0.11 Top Holding Maharashtra Scooters 0.09 Aegis Logistics 0.11 JK Tyre & Industries 0.08 Garden Reach Shipbuilders & Engineers 0.09 Graphite India 0.06 Dixon Technologies (India) 0.29 ONGC 0.39 Delhivery 0.3 Blue Jet Healthcare 0.02 PVR Inox 0.09 Aegis Vopak Terminals 0.04 Atul 0.14 Aditya Birla Fashion and Retail 0.05 Dr. Reddy's Laboratories 0.28 Emcure Pharmaceuticals 0.06 Swiggy 0.27 Amber Enterprises India 0.22 Afcons Infrastructure 0.06 HBL Engineering 0.1 Ashok Leyland 0.4 TVS Motor Company 0.33 NMDC Steel 0.06 KFin Technologies 0.16 Endurance Technologies 0.06 Indiamart 0.08 Indian Railway Finance Corporation 0.07 UTI Asset Mgmt 0.05 BSE 0.74 L&T Technology Services 0.06 Steel Authority Of India 0.16 Nestle India 0.34 Ambuja Cements 0.11 Persistent Systems 0.34 Tata Consultancy 0.98 Elecon Engineering 0.05 Indegene 0.07 Titagarh Rail Systems 0.07 Mankind Pharma 0.17 Ultratech Cement 0.54 Bombay Burmah Trading Corporation 0.04 REC 0.16 Canara Bank 0.19 Jubilant Ingrevia 0.06 International Gemmological Institute 0.04 Lupin 0.37 Kotak Mahindra Bank 1.11 United Breweries 0.08 The India Cements 0.03 Cholamandalam Financial 0.21 Finolex Cables 0.09 Tata Power Company 0.23 SRF 0.25 Tata Motors Passenger Vehicles 0.29 Eris Lifesciences 0.09 Global Health 0.06 Bikaji Foods International 0.05 Dr. Lal Pathlabs 0.14 IIFL Finance 0.15 Newgen Software Technologies 0.04 SBI Life Insurance Company 0.33 Dr. Agarwal's Health Care 0.04 Indian Bank 0.23 Jubilant FoodWorks 0.14 Deepak Nitrite 0.07 Jyothy Labs 0.04 Solar Industries India 0.12 Granules India 0.11 Berger Paints India 0.09 Usha Martin 0.1 Century Plyboards (India) 0.06 Elgi Equipments 0.15 Deepak Fertilisers And Petrochemicals Corporation 0.09 Indian Renewable Energy Development Agency 0.07 Data Patterns (India) 0.12 ABB India 0.12 Carborundum Universal 0.12 eClerx Services 0.09 Vodafone Idea 0.2 JSW Energy 0.09 Welspun Living 0.05 NLC India 0.06 Craftsman Automation 0.12 JM Financial 0.06 Colgate-Palmolive (India) 0.2 Gujarat Fluorochemicals 0.1 Hindustan Unilever 0.75 JSW Infrastructure 0.06 CESC 0.13 Campus Activewear 0.03 Timken India 0.16 Amara Raja Energy & Mobility 0.13 Bata India 0.06 Aadhar Housing Fin 0.06 Aditya Birla Lifestyle Brands 0.06 Titan Company 0.65 EID Parry 0.11 Triveni Turbine 0.07 Krishna Institute 0.24 Cipla 0.27 Apar Industries 0.13 Astrazeneca Pharma India 0.07 Triveni Engineering & Inds. 0.04 Narayana Hrudayalaya 0.16 Housing & Urban Dev Corp 0.06 Poly Medicure 0.06 Sumitomo Chemical India 0.06 Godrej Properties 0.17 MRF 0.18 HDFC Bank 4.92 KEC International 0.1 ACC 0.07 Central Bank of India 0.05 Inventurus Knowledge Solutions 0.09 Grasim Industries 0.39 Tejas Networks 0.05 Torrent Pharmaceuticals 0.16 Britannia Industries 0.26 Anand Rathi Wealth 0.17 Birlasoft 0.08 The Ramco Cements 0.18 Anant Raj 0.1 Balrampur Chini Mills 0.07 Firstsource Solutions 0.09 Chennai Petroleum Corporation 0.06 Reliance Infrastructure 0.03 Metropolis Healthcare 0.06 JIO Financial 0.3 Bank of Maharashtra 0.1 Netweb Technologies India 0.08 Vedanta 0.44 Syngene International 0.05 Neuland Laboratories 0.14 Kaynes Technology India 0.15 Blue Dart Express 0.04 MMTC 0.01 GE Vernova T&D 0.32 Supreme Industries 0.17 Oil India 0.18 Godfrey Phillips India 0.06 Sona BLW Precision Forgings 0.16 Jupiter Wagons 0.05 PG Electroplast 0.13 BLS International Services 0.04 KPIT Technologies 0.08 Schneider Electric 0.07 UCO Bank 0.02 Maruti Suzuki India 0.71 Tata Teleservices (Maharashtra) 0.03 Asian Paints 0.39 Praj Industries 0.05 Petronet LNG 0.16 Nippon Life India Asset Management 0.11 Choice International 0.07 KSB 0.05 Punjab National Bank 0.16 Bharat Electronics 0.58 Cyient 0.1 Cohance Lifesciences 0.06 Abbott India 0.09 Vedant Fashions 0.03 Manappuram Finance 0.2 Hindustan Petroleum Corporation 0.28 Power Grid Corporation Of India 0.49 Indus Towers 0.39 Linde India 0.09 Aarti Industries 0.12 SBFC Finance 0.05 Eternal 0.64 LT Foods 0.07 Mazagon Dock Shipbuilders 0.06 DOMS Industries 0.05 Home First Finance Company India 0.13 Gillette India 0.09 Emami 0.12 EIH 0.08 V-Guard Industries 0.08 IRB Infra Dev 0.06 Shree Cement 0.12 Syrma SGS Technology 0.08 Concord Biotech 0.05 Bharat Dynamics 0.08 Schaeffler India 0.12 One97 Communications 0.3 Motilal Oswal Financial Services 0.08 FSN E-Commerce Ventures 0.24 Waaree Energies 0.17 The Phoenix Mills 0.21 Ventive Hospitality 0.02 Reliance Power 0.09 Vardhman Textiles 0.07 Chambal Fertilisers and Chemicals 0.09 Godrej Consumer 0.18 Adani Enterprises 0.2 UNO Minda 0.14 Jubilant Pharmova 0.09 Samvardhana Motherson 0.21 Indusind Bank 0.42 Indian Overseas Bank 0.04 Union Bank of India 0.26 The Jammu & Kashmir Bank 0.07 AU Small Finance Bank 0.36 Swan Corp 0.07 Sapphire Foods 0.06 Jyoti CNC Automation 0.09 Valor Estate 0.04 Cochin Shipyard 0.08 Himadri Speciality Chemical 0.15 Nuvama Wealth Management 0.12 Radico Khaitan 0.27 Thermax 0.08 BEML 0.08 General Insurance Corporation of India 0.08 Godrej Agrovet 0.04 Cera Sanitaryware 0.04 Glenmark Pharmaceuticals 0.22 Signatureglobal (India) 0.05 Bajaj Housing Finance 0.03 Adani Ports and Special Economic Zone 0.41 Gujarat Mineral Development Corporation 0.06 Karur Vysya Bank 0.4 Aster DM Healthcare 0.2 ZF Commercial 0.15 New India Assurance 0.02 Bajaj Finserv 0.41 UPL 0.24 NMDC 0.19 Coromandel International 0.18 Vishal Mega Mart 0.17 Astral 0.14 Techno Electric & Eng. Co. 0.08 Sagility 0.08 Crompton Greaves Con. Electricals 0.21 Bajaj Finance 0.96 Nava 0.11 Whirlpool Of India 0.07 Voltas 0.24 Force Motors 0.15 Zydus Lifesciences 0.08 Procter & Gamble Hygiene and Health Care 0.07 Oracle Financial Services Software 0.11 Ipca Laboratories 0.14 Vijaya Diagnostic Centre 0.06 NCC 0.08 Coal India 0.35 Engineers India 0.08 Rashtriya Chemicals and Fertilizers 0.02 TBO Tek 0.05 LIC Housing Fin. 0.11 Eicher Motors 0.4 Action Construction Equipment 0.05 State Bank of India 1.81 Navin Fluorine International 0.3 CAMS 0.21 PNB Housing Finance 0.2 Glaxosmithkline Pharma 0.07 City Union Bank 0.26 JBM Auto 0.03 HDFC Life Insurance 0.28 Kalyan Jewellers India 0.11 Hero Motocorp 0.5 Kei Industries 0.21 Sammaan Capital 0.15 Varun Beverages 0.22 GAIL (India) 0.17 Brigade Enterprises 0.12 CE Info Systems 0.02 Leela Palaces Hotels 0.05 Finolex Industries 0.07 RBL Bank 0.25 Siemens Energy India 0.09 Fert & Chem Travancore 0.03 Suzlon Energy 0.35 Kirloskar Brothers 0.05 Premier Energies 0.06 HDFC AMC 0.37 Alkyl Amines Chemicals 0.03 Exide Industries 0.1 JK Cement 0.16 Torrent Power 0.2 Ajanta Pharma 0.08 CreditAccess Grameen 0.09 Niva Bupa Health Insurance Company 0.06 Hyundai Motor 0.11 Apollo Tyres 0.1 NTPC 0.66 Bosch 0.11 Redington 0.21 Ather Energy 0.13 Five-Star Business Finance 0.1 Affle 3I 0.11 Marico 0.28 Cummins India 0.44 AWL Agri Business 0.06 NBCC (India) 0.12 Shipping Corporation Of India 0.06 Mangalore Refinery And Petrochemicals 0.05 Aptus Value Housing Finance India 0.11 Blue Star 0.17 Tata Chemicals 0.14 BASF India 0.05 Yes Bank 0.24 Bank of Baroda 0.22 Happiest Minds Technologies 0.04 Kirloskar Oil Engines 0.15 LTIMindtree 0.15 Inox India 0.03 Natco Pharma 0.11 Bandhan Bank 0.21 Kajaria Ceramics 0.1 Indian Oil Corporation 0.25 Asahi India Glass 0.14 The Federal Bank 0.49 Tube Investments Of India 0.2 Welspun Corp 0.14 Ola Electric Mobility 0.06 Sundram Fasteners 0.12 SJVN 0.03 Hitachi Energy India 0.22 Adani Green Energy 0.11 Aditya Birla AMC 0.08 Page Industries 0.13 Piramal Pharma 0.12 Tata Technologies 0.07 Sun TV Network 0.08 Nuvoco Vistas Corporation 0.04 Siemens 0.11 Latent View Analytics 0.03 Mahindra & Mahindra Financial Services 0.17 Maharashtra Seamless 0.03 Kalpataru Projects Intl. 0.18 Bharti Hexacom 0.08 Central Depository Services (India) 0.29 Interglobe Aviation 0.4 PB Fintech 0.34 Avenue Supermarts 0.21 Onesource Specialty Pharma 0.1 Pfizer 0.1 HEG 0.06 Mahindra & Mahindra 1.1 Aavas Financiers 0.07 Pidilite Industries 0.17 NTPC Green Energy 0.06 Prestige Estates Projects 0.16 Honeywell Automation India 0.04 Rail Vikas Nigam 0.12 HFCL 0.09 Sobha 0.08 Gujarat Gas 0.05 Shriram Finance 0.55 ICICI Lombard Gen. Insurance 0.17 Indian Railway Catering & Tourism 0.11 IEX 0.13 DLF 0.14 Polycab India 0.3 Castrol India 0.12 JSW Cement 0.03 PI Industries 0.17 Jindal Steel 0.17 Intellect Design Arena 0.08 Akums Drugs And Pharmaceuticals 0.02 MCX 0.8 CG Power 0.18 Adani Total Gas 0.1 The Great Eastern Shipping Company 0.17 Indraprastha Gas 0.08 ICICI Prudential 0.17 Axis Bank 1.44 Zen Technologies 0.08 Tata Investment Corporation 0.06 Brainbees Solutions 0.06 PCBL Chemical 0.07 Authum Investment & Infrastructure 0.16 Caplin Point Laboratories 0.04 Bank of India 0.14 Escorts Kubota 0.08 Clean Science And Technology 0.05 Lloyds Metals & Energy 0.11 Sun Pharmaceutical Industries 0.67 Sarda Energy 0.07 Tata Communications 0.13 Tech Mahindra 0.31 Dalmia Bharat 0.11 Patanjali Foods 0.12 Gland Pharma 0.19 Poonawalla Fincorp 0.17 Can Fin Homes 0.09 Adani Power 0.2 Fortis Healthcare 0.33 AIA Engineering 0.1 Chalet Hotels 0.07 Jindal Saw 0.06 Zee Entertainment Enterprises 0.1 Aditya Birla Capital 0.18 JSW Steel 0.43 Gujarat State Petronet 0.11 GMR Airports 0.24 Power Fin. Corp. 0.22 3M India 0.07 CCL Products 0.09 Inox Wind 0.11 Sundaram Finance 0.25 DCM Shriram 0.05 National Aluminium Company 0.21 Tata Steel 0.64 Apollo Hospitals Enterprise 0.29 Rainbow Children's 0.08 Lodha Developers 0.1 CRISIL 0.07 Aurobindo Pharma 0.23 Godawari Power And Ispat 0.08 Railtel Corporation 0.04 Bayer CropScience 0.08 HCL Technologies 0.53 IDFC First Bank 0.33 Adani Energy Solutions 0.13 Sai Life Sciences 0.18 ITC 1.09 Larsen & Toubro 1.82 RHI Magnesita 0.03 Life Insurance 0.07 Ramkrishna Forgings 0.07 JB Chemicals 0.22 Honasa Consumer 0.05 Angel One 0.19 ITI 0.03 Aditya Birla Real Estate 0.09 Minda Corporation 0.06 Motherson Wiring 0.14 Wipro 0.21 Zensar Technologies 0.08 Jaiprakash Power Ventures 0.1 Bharat Heavy Electricals 0.26 Gravita India 0.07 Infosys 1.65 Reliance Industries 3.41 Cholamandalam Investment and Finance Company 0.27 PTC Industries 0.14 Capri Global 0.08 Mphasis 0.18 Trent 0.31 Shyam Metalics And Energy 0.08 Bharat Forge 0.34 Hindustan Aero 0.27 Rites 0.04 Bharat Petroleum Corporation 0.27 Devyani International 0.07 Hexaware Technologies 0.05 Dabur India 0.2 Alkem Laboratories 0.22 Havells India 0.13 ACME Solar Holdings 0.03 Max Financial Services 0.32 Akzo Nobel India 0.05 Star Health and Allied Insurance Company 0.14 TVS Motor Company - Pref. Shares 0 Tata Consumer Products 0.27 Godrej Industries 0.03 Oberoi Realty 0.12 NHPC 0.16 Max Healthcare Institute 0.29 L&T Fin 0.16 360 One Wam 0.19 Alembic Pharmaceuticals 0.05 Info Edge (India) 0.14 Hindustan Copper 0.24 Bharti Airtel 1.9 Lemon Tree Hotels 0.07 Container Corporation Of India 0.11 IDBI Bank 0.04 Coforge 0.27 Transformers And Rectifiers 0.04 The Indian Hotels Company 0.21 R R Kabel 0.07 SBI Cards 0.16 Sonata Software 0.07 Go Digit General Insurance 0.1 Divi's Laboratories 0.3 Ceat 0.1 APL Apollo Tubes 0.27 Alok Industries 0.02 Jindal Stainless 0.17 Wockhardt 0.14 K.P.R. Mill 0.07 Laurus Labs 0.54 Saregama India 0.03 Mahanagar Gas 0.09 Olectra Greentech 0.05 Balkrishna Industries 0.13 Bajaj Holdings & Invest. 0.17 Biocon 0.19 Muthoot Finance 0.24 Ircon International 0.06 Bajaj Auto 0.4 United Spirits 0.15 Hindustan Zinc 0.09 ICICI Bank 3.57 Tata Elxsi 0.1 Trident 0.04 IFCI 0.05 ITC Hotels 0.11 Hindalco Industries 0.48

Debt & Others (0.09%) Sector Allocation Repo 0.17 Net Payables -0.08 Debt Credit Ratings Debt Category Others 0.09

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Multi-Cap Fund Regular-Growth Ret 1M -8.01% Ret 1Y 9.22% Ret 3Y 15.36% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Multi-Cap Fund Regular-IDCW Ret 1M -8.01% Ret 1Y 9.22% Ret 3Y 15.36% Ret 5Y 0%

Equity, Flexi Cap funds Axis Multicap Fund Regular-Growth Ret 1M -6.33% Ret 1Y 9.19% Ret 3Y 21.0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Multicap Fund Regular-IDCW Payout Ret 1M -6.33% Ret 1Y 9.19% Ret 3Y 21.0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Multicap Fund Regular-IDCW Reinvestment Ret 1M -6.33% Ret 1Y 9.19% Ret 3Y 21.0% Ret 5Y 0%

Equity, Flexi Cap funds Bajaj Finserv Multi Cap Fund Regular-Growth Ret 1M -7.38% Ret 1Y 6.36% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bajaj Finserv Multi Cap Fund Regular-IDCW Payout Ret 1M -7.38% Ret 1Y 6.36% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bajaj Finserv Multi Cap Fund Regular-IDCW Reinvestment Ret 1M -7.38% Ret 1Y 6.36% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Multi Cap Fund Regular-Growth Ret 1M -6.32% Ret 1Y 9.32% Ret 3Y 15.66% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Multi Cap Fund Regular-IDCW Ret 1M -6.32% Ret 1Y 9.32% Ret 3Y 15.66% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Multi Cap Fund Regular-IDCW Reinvestment Ret 1M -6.32% Ret 1Y 9.32% Ret 3Y 15.66% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.42%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Prateek Nigudkar

Education Mr. Nigudkar is an MS(Quantitative Finance) from Olin Business School, Washington University.

Experience Prior to joining Shriram Mutual Fund, he has worked with DSP MF, State Street Global Advisors (Global Beta Solutions Group) and Credit Suisse (Private Banking Global Research Division).

Gargi Bhattacharyya Banerjee

Education Ms. Banerjee is Master of Business Management in Finance and Bachelor of Science with Economics (Hon) from University of Calcutta.

Experience Prior to joining Shriram Asset Management Co. Ltd she has worked with Zacks Research Pvt Ltd as Research Head and Shriram Insight Share Brokers Ltd

Sudip Suresh More

Education Mr. More has done B.E. (EXTC), MMS (Finance) and FRM

Experience Prior to joining Shriram Mutual Fund, he has worked with Kshema General Insurance Company and Sahara India Life Insurance Company Ltd.

Deepak Ramaraju

Education Mr. Ramaraju has done B.E.(Chemical Engineering).

Experience Prior to joining Shriram Mutual Fund, he has worked with Sanlam Group of South Africa as a part of their global equity research team and GE India Technology Center as a researcher and co-inventor.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 57

Date of Incorporation 2024-12-09

Total AUM 1337.3

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.