Shriram Multi Sector Rotation Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Shriram Multi Sector Rotation Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹166 Cr

Lock In Period

N/A

Expense Ratio

2.79

Exit Load

1% of the applicable NAV, if redeemed within 3 months from the date of allotment.Nil if redeemed after 3 months from the date of allotment.

Benchmark

NIfty 500 Total Return

Shriram Multi Sector Rotation Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.150.318.70
6M3.152.7170.88
1Y8.875.74146.48
3Y0.0014.65331.47

Portfolio Analysis

  • Equity: 99.06%
  • Debt: 0.94%
  • Others
As on: 2026-07-31
View allocation % by

1. HDFC Bank Ltd.7.29%
2. Axis Bank Ltd.5.32%

1. Apollo Hospitals Enterprise Ltd.3.56%
2. Rainbow Children's Medicare Ltd.2.57%
3. Thyrocare Technologies Ltd.1.69%
4. Krsnaa Diagnostics Ltd.1.40%
5. Narayana Hrudayalaya ltd.0.53%

1. Infosys Ltd.2.60%
2. Tata Consultancy Services Ltd.2.37%
3. Mphasis Ltd.1.97%
4. Tech Mahindra Ltd.1.92%

1. Nuvama Wealth Management Ltd.3.77%
2. Computer Age Management Services Ltd.2.83%
3. KFIN Technologies Ltd.1.05%

1. Eternal Ltd.4.90%
2. Swiggy Ltd.1.72%

1. State Bank of India3.86%
2. Indian Bank2.44%

1. Samhi Hotels Ltd.2.87%
2. Lemon Tree Hotels Ltd.1.55%
3. Chalet Hotels Ltd.1.03%

1. Reliance Industries Ltd.4.99%

1. Mahindra & Mahindra Ltd.3.46%
2. Maruti Suzuki India Ltd.0.39%

1. Bharti Airtel Ltd.3.35%

1. Ajanta Pharma Ltd.2.50%
2. Sun Pharmaceutical Industries Ltd.0.55%

1. Adani Ports & Special Economic Zone Ltd.2.97%

1. Canara Robeco Asset Mgmt Co Ltd.1.98%
2. HDFC Asset Management Company Ltd.0.81%

1. Samvardhana Motherson International Ltd.2.59%

1. InterGlobe Aviation Ltd.2.55%

1. Oil India Ltd.2.30%

1. REC Ltd.2.19%

1. SBI Life Insurance Company Ltd.2.12%

1. Can Fin Homes Ltd.2.05%

1. VRL Logistics Ltd.1.66%

1. R R Kabel Ltd.1.61%

1. Pricol Ltd.1.55%

1. Fiem Industries Ltd.1.16%

1. Sagility Ltd.1.02%
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About Fund Shriram Multi Sector Rotation Fund Growth

Shriram Multi Sector Rotation Fund Growth managed by Shriram Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹166 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.79. Under the expert guidance of Deepak Ramaraju ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Deepak Ramaraju

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

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Union Business Cycle Fund Growth0509 CR3.12
Shriram Multi Sector Rotation Fund Growth0166 CR2.79
HDFC Defence Fund Growth510,709 CR1.79
Nippon India Taiwan Equity Fund Growth3947 CR2.53
Fund Name1Y3Y
This FundUnion Business Cycle Fund Growth8.92530
This FundShriram Multi Sector Rotation Fund Growth8.870
This FundHDFC Defence Fund Growth30.4252178.024
This FundNippon India Taiwan Equity Fund Growth143.1589313.9609

Shriram Multi Sector Rotation Fund Growth FAQs

Shriram Multi Sector Rotation Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Shriram Multi Sector Rotation Fund Growth is 2.79. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Shriram Multi Sector Rotation Fund Growth’s fund performance is as follows:
  • 1 Month : 1.15%
  • 6 Months : 3.15%
  • 1 Year : 8.87%
  • 3 Years : 0.00%
Returns of Shriram Multi Sector Rotation Fund Growth are updated daily based on NAV of ₹ 8.2144 as on Aug 14,2026. Since inception, the return has been 0.00%.

You can invest in Shriram Multi Sector Rotation Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Shriram Multi Sector Rotation Fund Growth is ₹166 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Shriram Multi Sector Rotation Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.