Shriram Multi Sector Rotation Fund Regular-Growth

Shriram Multi Sector Rotation Fund Regular-Growth: Mutual Fund Overview

Shriram Multi Sector Rotation Fund Regular-Growth is an Thematic mutual fund with over 1.25 years of performance history. The scheme manages an AUM of ₹180.6 Cr and has a NAV of ₹7.4005. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -1.83%.

Equity, Thematic, Principal at very high risk

1 Year Return -1.83% at 12 Mar 2026 07:25 PM

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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 (99.87%) Market Cap Large Cap 70.83 Mid Cap 26.34 Small Cap 2.71 Top Sectors Consumer Staples 27.39 Capital Goods 22.24 Technology 21.58 Materials 7.81 Automobile 7.67 Financial 3.41 Metals & Mining 2.98 Chemicals 2.67 Textiles 2.32 Services 1.8 Top Holding Hindustan Unilever 5.35 HCL Technologies 4.35 Havells India 2.11 Persistent Systems 2.38 Polycab India 2.8 Indian Railway Catering & Tourism 1.8 Hero Motocorp 3.48 Hindustan Zinc 2.98 Bajaj Auto 4.19 Dixon Technologies (India) 3.22 Asian Paints 3.42 Hindustan Aero 3.16 Page Industries 2.32 Mazagon Dock Shipbuilders 1.68 Colgate-Palmolive (India) 4.49 LTIMindtree 2.02 Cummins India 3.51 KPIT Technologies 1.16 ITC 4.13 Pidilite Industries 2.67 Infosys 4.18 Bharat Electronics 5.76 Nestle India 5.41 Tata Consultancy 4.28 Oracle Financial Services Software 1.66 HDFC AMC 3.41 Marico 3.27 Tata Elxsi 1.55 Coal India 4.39 Britannia Industries 4.74

Debt & Others (0.13%) Sector Allocation Net Current Assets 0.13 Debt Credit Ratings Debt Category Others 0.13

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.

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