Shriram Multi Sector Rotation Fund - Direct Plan - Growth
Shriram Mutual Fund · Sectoral/Thematic · Direct · Growth
NAV · as of 11/09/2026
8.15
1D
-0.21%1Y
+5.07%Key stats
- Expense ratio
- 1.06%
- AUM
- ₹166.10 Cr
- Launched
- 09/12/2024
- Fund manager
- Prateek Nigudkar; Hitesh Savanth
- Portfolio turnover
- 1.15%
- Risk
- Very High Risk
- Min lump-sum
- ₹500
- Min SIP
- ₹500/mo
- Fresh lump-sum
- Accepted
- Fresh SIP
- Accepted
NAV history
Shriram Multi Sector Rotation Fund - Direct Plan - Growth
13/08/2026 to 11/09/2026
O - H - L -
Comparable peers
SBI Healthcare Opportunities Growth Direct Plan
SBI Healthcare Opportunities (G) · ₹5.80 K Cr AUM
1Y+22.13%3Y+24.61%-Mirae Asset Healthcare Growth Direct Plan
Mirae Healthcare (G) · ₹3.44 K Cr AUM
1Y+20.35%3Y+23.20%-UTI Healthcare Growth Direct Plan
UTI Healthcare (G) · ₹1.44 K Cr AUM
1Y+17.28%3Y+24.42%-HDFC Transportation & Logistics Growth Direct Plan
HDFC Transportation & Logistics (G) · ₹1.96 K Cr AUM
1Y+9.79%3Y+25.46%-Shriram Multi Sector Rotation Growth Direct Plan
Shriram Multi Sector Rotation (G) · ₹166.10 Cr AUM
1Y+5.05%3Y0.00%-
Investment objective
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.
Scheme details
- Scheme code
- 153076
- Fund house
- Shriram Mutual Fund
- Category
- Open Ended
- Type
- Equity Scheme
- Sub-category
- Sectoral/Thematic
- Plan
- Direct
- Return type
- Growth
- ISIN (Growth)
- INF680P01455
- ISIN (Div. Reinvest)
- -
- Tradable on exchange
- No