Shriram Multi Sector Rotation Fund Regular-Growth
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Equity, Thematic, Principal at very high risk
1 Year Return -1.24% at 16 Feb 2026 04:14 PM
Fund Details
NAV 7.964
Sub-Type Thematic
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 1.19
Fund Size(in Crores) 184.31
Fund Performance
1 Month -0.9%
3 Month -1.35%
6 Month 5.54%
1 Year -1.24%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 16 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.8%) Market Cap Mid Cap 21.47 Large Cap 50.38 Small Cap 27.95 Top Sectors Financial 34.06 Services 15.66 Technology 11.84 Automobile 11.6 Healthcare 11.43 Energy 6.56 Communication 5.31 Consumer Discretionary 2.05 Unclassified 1.29 Top Holding Hindustan Petroleum Corporation 1.99 Bharat Petroleum Corporation 2.09 Pricol 1.1 Indian Bank 3.95 Ajanta Pharma 2.89 Tech Mahindra 2.37 Adani Ports and Special Economic Zone 2.53 VRL Logistics 1.55 Can Fin Homes 2.23 CSB Bank 2.79 Krsnaa Diagnostics 2.62 Oil India 2.48 Samvardhana Motherson 1.94 Tata Consultancy 3.12 Bank of Maharashtra 3.46 Axis Bank 4.43 Nippon Life India Asset Management 3.03 State Bank of India 7.79 Lemon Tree Hotels 2.03 Apollo Hospitals Enterprise 2.49 Mahindra & Mahindra 5.03 Interglobe Aviation 2.69 Eternal 2.39 Nuvama Wealth Management 2.54 Mphasis 2.1 Force Motors 2.55 Fiem Industries 0.98 R R Kabel 2.05 Infosys 4.25 Swiggy 1.68 REC 3.84 CAMS 2.79 Thyrocare Technologies 1.7 Bharti Airtel 5.31 Rainbow Children's 1.73 Canara Robeco Asset Management Company 1.29
Debt & Others (0.2%) Sector Allocation Net Receivables 0.2 Debt Credit Ratings Debt Category Others 0.2
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - Growth Ret 1M -0.09% Ret 1Y 7.78% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - IDCW Ret 1M -0.09% Ret 1Y 7.78% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth Ret 1M 2.11% Ret 1Y 40.48% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW Ret 1M 2.11% Ret 1Y 40.48% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-Growth Ret 1M -0.41% Ret 1Y 18.77% Ret 3Y 21.03% Ret 5Y 16.03%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Ret 1M -0.41% Ret 1Y 18.77% Ret 3Y 21.03% Ret 5Y 16.03%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Reinvestment Ret 1M -0.41% Ret 1Y 18.77% Ret 3Y 21.03% Ret 5Y 16.03%
Equity, Flexi Cap funds Axis BSE India Sector Leaders Index Fund Regular - Growth Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - Growth Ret 1M -0.43% Ret 1Y 7.71% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Payout Ret 1M -0.43% Ret 1Y 7.71% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Reinvestment Ret 1M -0.43% Ret 1Y 7.71% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.38%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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.
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).
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) 40
Date of Incorporation 2024-12-09
Total AUM 2026-01-31
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.