Fund Overview of Shriram Multi Sector Rotation Fund Regular-growth
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₹193.6 CrAUM
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₹8.02NAV
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2.35%Expense Ratio
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EquityFund Category
Returns of Shriram Multi Sector Rotation Fund Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -1.79% | NA | 4.02% |
| 6 Months | 2.85% | NA | 14.62% |
Asset Allocation
equities
94.81%debt instruments
4.61%other assets or cash equivalents
0.58%Shriram Multi Sector Rotation Fund Regular-growth is one Equity mutual fund offered by Shriram Mutual Fund. Launched on 09 Dec 2024, the fund aims 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. Sustainable alpha over the benchmark. It manages assets worth ₹193.6 crore as on Thu Jul 31, 2025. , with a 52-week NAV range between ₹7.45 and ₹10.06. The expense ratio stands at 2.352%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Shriram Multi Sector Rotation Fund Regular-growth
The portfolio allocation consists of 94.81% in equities, 4.61% in debt instruments, 0.58% in other assets or cash equivalents. Managed by Deepak Ramaraju, it has delivered a return of 0.00% in the last year, a total return since inception of -22.15%.
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Aditya Birla Sun Life Special Opportunities Fund Direct-growth  |
₹801 | 2.38% | 8.09% | 10.96% | 20.13% | 21.79% |
| Aditya Birla Sun Life Special Opportunities Fund Regular-growth |
₹801 | 2.28% | 7.80% | 9.80% | 18.72% | 20.08% |
| Taurus Ethical Fund Direct-growth |
₹320 | 0.75% | 4.77% | -2.01% | 14.96% | 17.59% |
| Taurus Ethical Fund Direct-growth |
₹320 | 0.75% | 4.77% | -2.01% | 14.96% | 17.59% |
| Taurus Ethical Fund Regular-growth |
₹320 | 0.63% | 4.39% | -3.35% | 13.49% | 16.26% |
| Taurus Ethical Fund Regular-growth |
₹320 | 0.63% | 4.39% | -3.35% | 13.49% | 16.26% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Shriram Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Shriram Multi Sector Rotation Fund Direct-growth
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₹194 | 3.20% | 7.37% | 6.33% | - | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Special Opportunities Fund Regular-growth |
₹801 | ₹25.98 | 18.72% | 20.08% | - |
| Aditya Birla Sun Life Special Opportunities Fund Direct-growth |
₹801 | ₹27.91 | 20.13% | 21.79% | - |
| Taurus Ethical Fund Regular-growth |
₹320 | ₹127.59 | 13.49% | 16.26% | 12.48% |
| Taurus Ethical Fund Direct-growth |
₹320 | ₹144.33 | 14.96% | 17.59% | 13.66% |
| Taurus Ethical Fund Regular-growth |
₹320 | ₹127.59 | 13.49% | 16.26% | 12.48% |
| Taurus Ethical Fund Direct-growth |
₹320 | ₹144.33 | 14.96% | 17.59% | 13.66% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Bharti Airtel Ltd | Technology | 6.99% | ₹13.53 Cr |
| Hdfc Bank Ltd | Financial | 6.47% | ₹12.53 Cr |
| Pnb Housing Finance Ltd | Financial | 6.13% | ₹11.68 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 5.58% | ₹10.63 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 5.38% | ₹10.41 Cr |
| Csb Bank Ltd | Financial | 5.17% | ₹10.00 Cr |
| Bharti Airtel Ltd | Technology | 5.00% | ₹9.53 Cr |
| Pnb Housing Finance Ltd | Financial | 4.77% | ₹9.24 Cr |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | 4.48% | ₹8.53 Cr |
| Others Cblo | Unspecified | 4.35% | ₹8.30 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 4.26% | ₹8.11 Cr |
| State Bank Of India | Financial | 4.26% | ₹8.11 Cr |
| Nippon Life India Asset Management Ltd | Financial | 4.24% | ₹8.08 Cr |
| Muthoot Finance Ltd | Financial | 4.17% | ₹7.95 Cr |
| Nuvama Wealth Management Ltd | Financial | 3.89% | ₹7.53 Cr |
| Hdfc Bank Ltd | Financial | 3.94% | ₹7.50 Cr |
| Tech Mahindra Ltd | Technology | 3.80% | ₹7.36 Cr |
| Rec Ltd | Financial | 3.81% | ₹7.25 Cr |
| Thyrocare Technologies Ltd | Healthcare | 3.57% | ₹6.91 Cr |
| Dr. Lal Pathlabs Ltd | Healthcare | 3.45% | ₹6.68 Cr |
| Dr. Lal Pathlabs Ltd | Healthcare | 3.47% | ₹6.61 Cr |
| Nuvama Wealth Management Ltd | Financial | 3.44% | ₹6.56 Cr |
| Others Cblo | Unspecified | 3.33% | ₹6.45 Cr |
| Force Motors Ltd | Industrials | 3.33% | ₹6.44 Cr |
| Force Motors Ltd | Industrials | 3.35% | ₹6.38 Cr |
| Krsnaa Diagnostics Ltd | Healthcare | 3.25% | ₹6.30 Cr |
| Rec Ltd | Financial | 3.19% | ₹6.18 Cr |
| Ask Automotive Ltd. | Consumer Discretionary | 3.21% | ₹6.11 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 3.16% | ₹6.02 Cr |
| Muthoot Finance Ltd | Financial | 3.07% | ₹5.94 Cr |
| Ask Automotive Ltd. | Consumer Discretionary | 3.03% | ₹5.87 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 3.00% | ₹5.81 Cr |
| Coromandel International Ltd | Materials | 3.02% | ₹5.75 Cr |
| Can Fin Homes Ltd | Financial | 3.00% | ₹5.72 Cr |
| Infosys Ltd | Technology | 2.94% | ₹5.69 Cr |
| Manappuram Finance Ltd | Financial | 2.92% | ₹5.66 Cr |
| Can Fin Homes Ltd | Financial | 2.91% | ₹5.63 Cr |
| Computer Age Management Services Ltd | Financial | 2.92% | ₹5.56 Cr |
| Krsnaa Diagnostics Ltd | Healthcare | 2.90% | ₹5.53 Cr |
| Computer Age Management Services Ltd | Financial | 2.86% | ₹5.53 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.84% | ₹5.50 Cr |
| Cholamandalam Financial Holdings Ltd | Financial | 2.89% | ₹5.50 Cr |
| Tata Consultancy Services Ltd | Technology | 2.82% | ₹5.47 Cr |
| Kfin Technologies Ltd | Financial | 2.71% | ₹5.25 Cr |
| Indiamart Intermesh Ltd | Industrials | 2.14% | ₹4.14 Cr |
| Indian Bank | Financial | 2.10% | ₹4.01 Cr |
| Mphasis Ltd | Technology | 2.02% | ₹3.91 Cr |
| Chambal Fertilisers & Chemicals Ltd | Materials | 1.99% | ₹3.85 Cr |
| Deepak Fertilisers & Petrochemicals Corporation Ltd | Materials | 1.98% | ₹3.84 Cr |
| Mphasis Ltd | Technology | 1.95% | ₹3.72 Cr |
| Coforge Ltd | Technology | 1.91% | ₹3.69 Cr |
| Infosys Ltd | Technology | 1.91% | ₹3.65 Cr |
| Deepak Fertilisers & Petrochemicals Corporation Ltd | Materials | 1.89% | ₹3.60 Cr |
| Tata Consultancy Services Ltd | Technology | 1.89% | ₹3.60 Cr |
| Tech Mahindra Ltd | Technology | 1.84% | ₹3.51 Cr |
| Indus Towers Ltd | Technology | 1.81% | ₹3.51 Cr |
| Indegene Ltd. | Healthcare | 1.84% | ₹3.51 Cr |
| Thyrocare Technologies Ltd | Healthcare | 1.82% | ₹3.47 Cr |
| Vinati Organics Ltd | Materials | 1.75% | ₹3.39 Cr |
| Narayana Hrudayalaya Ltd | Healthcare | 1.32% | ₹2.52 Cr |
| Fortis Healthcare Ltd | Healthcare | 1.02% | ₹1.94 Cr |
| Net Receivables | Unspecified | 0.58% | ₹1.06 Cr |
| Net Receivables | Unspecified | 0.45% | ₹0.83 Cr |
| Government Of India 35030 364 Days Tbill 03ot25 Fv Rs 100 | Financial | 0.26% | ₹0.50 Cr |
| Government Of India 35030 364 Days Tbill 03ot25 Fv Rs 100 | Financial | 0.26% | ₹0.50 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Aditya Birla Sun Life Special Opportunities Fund Direct-growth |
₹27.91 | 20.13% | 21.79% | - |
| Aditya Birla Sun Life Special Opportunities Fund Regular-growth |
₹25.98 | 18.72% | 20.08% | - |
| Taurus Ethical Fund Direct-growth |
₹144.33 | 14.96% | 17.59% | - |
| Taurus Ethical Fund Direct-growth |
₹144.33 | 14.96% | 17.59% | - |
| Taurus Ethical Fund Regular-growth |
₹127.59 | 13.49% | 16.26% | - |
| Taurus Ethical Fund Regular-growth |
₹127.59 | 13.49% | 16.26% | - |
growth is based on 5Y returns of the funds
Shriram Multi Sector Rotation Fund Regular-growth
What is the current AUM of Shriram Multi Sector Rotation Fund Regular-growth?
As of Thu Jul 31, 2025, Shriram Multi Sector Rotation Fund Regular-growth manages assets worth ₹193.6 crore
How has Shriram Multi Sector Rotation Fund Regular-growth performed recently?
- 3 Months: -1.79%
- 6 Months: 2.85%
What is the portfolio composition of Shriram Multi Sector Rotation Fund Regular-growth?
Equity: 94.81%, Debt: 4.61%, Others: 0.58%.
Who manages Shriram Multi Sector Rotation Fund Regular-growth?
Shriram Multi Sector Rotation Fund Regular-growth is managed by Deepak Ramaraju from Shriram Mutual Fund.
What is the market-cap allocation of Shriram Multi Sector Rotation Fund Regular-growth?
Large Cap: 35.59%, Mid Cap: 11.31%, Small Cap: 53.10%.
Which are the top companies Shriram Multi Sector Rotation Fund Regular-growth has invested in?
- Bharti Airtel Ltd – 6.99% of the fund's portfolio
- HDFC Bank Ltd – 6.47% of the fund's portfolio
- PNB Housing Finance Ltd – 6.13% of the fund's portfolio
- Mahindra & Mahindra Ltd – 5.58% of the fund's portfolio
- Mahindra & Mahindra Ltd – 5.38% of the fund's portfolio
Which are the major sectors Shriram Multi Sector Rotation Fund Regular-growth focuses on?
- Financial – 82.22% of the fund's portfolio
- Technology – 34.88% of the fund's portfolio
- Healthcare – 28.80% of the fund's portfolio
- Consumer Discretionary – 17.20% of the fund's portfolio
- Materials – 10.63% of the fund's portfolio
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