Shriram Multi Sector Rotation Fund - Regular Plan Growth
Shriram Asset Management Co Ltd
₹7.58 (+1.15%)
NAV as of 9 Oct 2026
Minimum Investment: ₹500
Return
-2.61% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 2.37%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹500
- Category
- Equity - Other
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,010
Invested ₹1,000
▲+0.98%1 year
₹974
Invested ₹1,000
▼-2.61%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | — |
|---|---|
| Secondary Index Name | — |
| Index Name | Nifty 500 TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -2.61% | — | — | — |
| Cumulative returns (%) | -2.61% | — | — | — |
Fund Manager
| Manager | Hitesh Savanth |
|---|---|
| Role | Manager |
| Manager Tenure | 0.3 yrs |
About Fund
| Date of Incorporation | 9 Dec 2024 |
|---|---|
| Fund House | Shriram Asset Management Co Ltd |
| Custodian | Standard Chartered Bank |
| Registrar / Transfer Agent | Shriram Asset Management Co Ltd |
| Address | Standard Chartered Bank,1095 Avenue of the Americas,New York, NY 10036,USA |
Top Holdings
| Company | Weightage (%) |
|---|---|
| HDFC Bank Ltd | 7.77% |
| PNB Housing Finance Ltd | 6.13% |
| Axis Bank Ltd | 5.71% |
| Eternal Ltd | 5.59% |
| CSB Bank Ltd Ordinary Shares | 4.67% |
| Indian Bank | 4.36% |
| Muthoot Finance Ltd | 4.17% |
| R R Kabel Ltd | 4.10% |
| State Bank of India | 4.06% |
| Bharat Petroleum Corp Ltd | 4.05% |
| Ajanta Pharma Ltd | 4.04% |
| Tech Mahindra Ltd | 4.03% |
| Force Motors Ltd | 4.01% |
| Hindustan Petroleum Corp Ltd | 3.96% |
| Bank of Maharashtra | 3.87% |
| Reliance Industries Ltd | 3.84% |
| REC Ltd | 3.83% |
| Dr. Lal PathLabs Ltd | 3.80% |
| Nuvama Wealth Management Ltd | 3.77% |
| Nuvama Wealth Management Ltd | 3.63% |
| Adani Ports & Special Economic Zone Ltd | 3.55% |
| Infosys Ltd | 3.44% |
| ASK Automotive Ltd | 3.40% |
| Mahindra & Mahindra Ltd | 3.38% |
| HDFC Asset Management Co Ltd | 3.32% |
| Nippon Life India Asset Management Ltd Ordinary Shares | 3.29% |
| Samvardhana Motherson International Ltd | 3.16% |
| Apollo Hospitals Enterprise Ltd | 3.14% |
| Tata Consultancy Services Ltd | 3.12% |
| Bharti Airtel Ltd | 3.11% |
| InterGlobe Aviation Ltd | 3.09% |
Investment Strategy
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.
Capital appreciation over medium to long term in an actively managed portfolio of equity & equity related instruments of specific identifiable sectors that are performing well.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.