Shriram Multi Sector Rotation Fund Direct-Growth
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Equity, Thematic, Principal at very high risk
1 Year Return -18.79% at 22 Dec 2025 06:28 PM
Fund Details
NAV 8.1261
Sub-Type Thematic
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 1.03
Fund Size(in Crores) 198.61
Fund Performance
1 Month -1.73%
3 Month 2.43%
6 Month 4.78%
1 Year -18.79%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.28%) Market Cap Mid Cap 23.58 Large Cap 42.01 Small Cap 33.69 Top Sectors Financial 32.69 Services 15.47 Automobile 12.89 Healthcare 11.66 Energy 9.91 Technology 7.85 Communication 5.37 Consumer Discretionary 1.99 Unclassified 1.45 Top Holding Hindustan Petroleum Corporation 3.96 PNB Housing Finance 2.5 Bharat Petroleum Corporation 4.05 Muthoot Finance 2.19 Pricol 1.16 Indian Bank 3.5 Ajanta Pharma 2.47 Tech Mahindra 1.92 Adani Ports and Special Economic Zone 2.51 VRL Logistics 1.45 Can Fin Homes 1.96 Krsnaa Diagnostics 2.98 Oil India 1.9 Bank of Maharashtra 1.92 Tata Consultancy 1.97 State Bank of India 5.1 Nippon Life India Asset Management 4.36 Lemon Tree Hotels 1.86 Apollo Hospitals Enterprise 2.44 Mahindra & Mahindra 6.1 LG Electronics India 0.04 Interglobe Aviation 2.93 Eternal 1.94 ASK Automotive 3.44 Mphasis 1.98 Nuvama Wealth Management 3.63 Force Motors 2.2 R R Kabel 1.94 HDFC Bank 4 Infosys 1.99 Swiggy 1.91 CAMS 2.88 REC 3.53 Thyrocare Technologies 1.87 Bharti Airtel 5.37 Rainbow Children's 1.9 Canara Robeco Asset Management Company 1.45
Debt & Others (0.72%) Sector Allocation CBLO 0.46 Net Receivables 0.26 Debt Credit Ratings Debt Category Others 0.72
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - Growth Ret 1M -1.36% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - IDCW Ret 1M -1.36% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth Ret 1M -8.87% Ret 1Y 10.14% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW Ret 1M -8.87% Ret 1Y 10.14% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-Growth Ret 1M -0.44% Ret 1Y 10.76% Ret 3Y 19.18% Ret 5Y 18.04%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Ret 1M -0.44% Ret 1Y 10.76% Ret 3Y 19.18% Ret 5Y 18.04%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Reinvestment Ret 1M -0.44% Ret 1Y 10.76% Ret 3Y 19.18% Ret 5Y 18.04%
Equity, Flexi Cap funds Axis Momentum Fund Regular - Growth Ret 1M -2.44% Ret 1Y -6.88% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Payout Ret 1M -2.44% Ret 1Y -6.88% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Reinvestment Ret 1M -2.44% Ret 1Y -6.88% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Multi Factor Passive FoF Regular-Growth Ret 1M -1.08% Ret 1Y 2.05% Ret 3Y 12.52% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.78%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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.
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
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) 44
Date of Incorporation 2024-12-09
Total AUM 2025-11-30
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.
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