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Fund Overview of Shriram Multi Sector Rotation Fund Regular-growth
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₹172.2 CrAUM
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₹8.07NAV
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2.79%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Shriram Multi Sector Rotation Fund Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 2.59% | NA | 4.02% |
| 6 Months | 2.62% | NA | 14.62% |
| 1 Year | 1.37% | 1.37% | -1.34% |
Asset Allocation
equities
96.45%debt instruments
2.35%other assets or cash equivalents
1.20%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 ₹172.2 crore as on Tue Jun 30, 2026. The expense ratio stands at 2.79%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Shriram Multi Sector Rotation Fund Regular-growth
The portfolio allocation consists of 96.45% in equities, 2.35% in debt instruments, 1.20% in other assets or cash equivalents.Managed by Deepak Ramaraju, it has delivered a return of 1.37% in the last year, a total return since inception of -12.53%.
Selecting the right which sip is best plays an important role in systematic investing.
Fund Details
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Compare Shriram Multi Sector Rotation Fund Regular-growth with other mutual funds in the same category
Shriram Multi Sector Rotation Fund Regular-growth
Bharat 22 Etf-growth
ICICI Prudential Bharat 22 Fof Direct-growth
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Bharat 22 Etf-growth  |
₹10,383 | -3.92% | -7.26% | 6.29% | 18.76% | 23.74% |
| ICICI Prudential Bharat 22 Fof Direct-growth |
₹2,883 | -3.95% | -7.38% | 6.25% | 18.49% | 23.51% |
| ICICI Prudential Bharat 22 Fof-growth |
₹2,883 | -3.95% | -7.38% | 6.24% | 18.49% | 23.51% |
ICICI Prudential India Opportunities Fund Direct-growth  |
₹37,257 | 0.53% | -0.57% | 2.28% | 17.52% | 20.67% |
| ICICI Prudential India Opportunities Fund Direct-idcw |
₹37,257 | 0.53% | -0.57% | 2.28% | 17.52% | 20.67% |
| Franklin India Opportunities Direct Fund-growth |
₹9,192 | 0.64% | 3.57% | 3.03% | 22.55% | 19.96% |
| Franklin India Opportunities Direct Fund-idcw |
₹9,192 | 0.64% | 3.57% | 3.03% | 22.55% | 19.96% |
| ICICI Prudential India Opportunities Fund-growth |
₹37,257 | 0.44% | -0.79% | 1.34% | 16.37% | 19.34% |
| ICICI Prudential India Opportunities Fund-idcw |
₹37,257 | 0.44% | -0.79% | 1.34% | 16.37% | 19.34% |
| Franklin India Opportunities Fund Regular-growth |
₹9,192 | 0.54% | 3.26% | 1.79% | 21.07% | 18.75% |
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
|
₹172 | 1.58% | 3.04% | 3.48% | 3.07% | - |
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 |
|---|---|---|---|---|---|
| ICICI Prudential India Opportunities Fund Direct-growth |
₹37,257 | ₹39.92 | 17.52% | 20.67% | - |
| ICICI Prudential India Opportunities Fund-growth |
₹37,257 | ₹36.32 | 16.37% | 19.34% | - |
| ICICI Prudential India Opportunities Fund-idcw |
₹37,257 | ₹21.20 | 16.37% | 19.34% | - |
| ICICI Prudential India Opportunities Fund Direct-idcw |
₹37,257 | ₹24.36 | 17.52% | 20.67% | - |
| HDFC Defence Fund Regular-growth |
₹10,529 | ₹29.14 | 39.83% | - | - |
| HDFC Defence Fund Direct-growth |
₹10,529 | ₹30.17 | 41.39% | - | - |
| HDFC Defence Fund Direct-idcw |
₹10,529 | ₹30.17 | 41.39% | - | - |
| HDFC Defence Fund Regular-idcw |
₹10,529 | ₹29.14 | 39.83% | - | - |
| Bharat 22 Etf-growth |
₹10,383 | ₹116.60 | 18.76% | 23.74% | - |
| Franklin India Opportunities Fund Regular-growth |
₹9,192 | ₹258.75 | 21.07% | 18.75% | 15.71% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| State Bank Of India | Financial | 8.25% | ₹14.89 Cr |
| State Bank Of India | Financial | 7.79% | ₹14.36 Cr |
| Bharti Airtel Ltd | Technology | 6.99% | ₹13.53 Cr |
| State Bank Of India | Financial | 6.79% | ₹13.09 Cr |
| Hdfc Bank Ltd | Financial | 6.47% | ₹12.53 Cr |
| State Bank Of India | Financial | 7.83% | ₹12.14 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 6.10% | ₹12.12 Cr |
| Pnb Housing Finance Ltd | Financial | 6.13% | ₹11.68 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 5.76% | ₹11.25 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 5.76% | ₹11.25 Cr |
| Axis Bank Ltd | Financial | 6.01% | ₹10.85 Cr |
| Bharti Airtel Ltd | Technology | 5.54% | ₹10.68 Cr |
| Bharti Airtel Ltd | Technology | 5.37% | ₹10.66 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 5.58% | ₹10.63 Cr |
| Axis Bank Ltd | Financial | 6.13% | ₹10.55 Cr |
| Axis Bank Ltd | Financial | 6.13% | ₹10.55 Cr |
| Axis Bank Ltd | Financial | 6.13% | ₹10.55 Cr |
| Axis Bank Ltd | Financial | 6.13% | ₹10.55 Cr |
| Bharti Airtel Ltd | Technology | 5.34% | ₹10.42 Cr |
| Bharti Airtel Ltd | Technology | 5.34% | ₹10.42 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Bharat 22 Etf-growth |
₹116.60 | 18.76% | 23.74% | - |
| ICICI Prudential Bharat 22 Fof Direct-growth |
₹34.03 | 18.49% | 23.51% | - |
| ICICI Prudential Bharat 22 Fof-growth |
₹34.02 | 18.49% | 23.51% | - |
| ICICI Prudential India Opportunities Fund Direct-growth |
₹39.92 | 17.52% | 20.67% | - |
| ICICI Prudential India Opportunities Fund Direct-idcw |
₹24.36 | 17.52% | 20.67% | - |
| Franklin India Opportunities Direct Fund-growth |
₹288.92 | 22.55% | 19.96% | - |
| Franklin India Opportunities Direct Fund-idcw |
₹42.13 | 22.55% | 19.96% | - |
| ICICI Prudential India Opportunities Fund-growth |
₹36.32 | 16.37% | 19.34% | - |
| ICICI Prudential India Opportunities Fund-idcw |
₹21.20 | 16.37% | 19.34% | - |
| Franklin India Opportunities Fund Regular-growth |
₹258.75 | 21.07% | 18.75% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Shriram Multi Sector Rotation Fund Regular-growth
What is the current AUM of Shriram Multi Sector Rotation Fund Regular-growth?
As of Tue Jun 30, 2026, Shriram Multi Sector Rotation Fund Regular-growth manages assets worth ₹172.2 crore
How has Shriram Multi Sector Rotation Fund Regular-growth performed recently?
- 3 Months: 2.59%
- 6 Months: 2.62%
What is the portfolio composition of Shriram Multi Sector Rotation Fund Regular-growth?
Equity: 96.45%, Debt: 2.35%, Others: 1.20%.
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: 56.72%, Mid Cap: 11.68%, Small Cap: 31.59%.
Which are the top companies Shriram Multi Sector Rotation Fund Regular-growth has invested in?
- State Bank of India – 8.25% of the fund's portfolio
- State Bank of India – 7.79% of the fund's portfolio
- Bharti Airtel Ltd – 6.99% of the fund's portfolio
- State Bank of India – 6.79% of the fund's portfolio
- HDFC Bank Ltd – 6.47% of the fund's portfolio
Which are the major sectors Shriram Multi Sector Rotation Fund Regular-growth focuses on?
- Financial – 73.79% of the fund's portfolio
- Technology – 28.58% of the fund's portfolio
- Consumer Discretionary – 23.20% of the fund's portfolio
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