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  • Shriram Multi Sector Rotation Fund - Regular Plan Growth Option

Shriram Multi Sector Rotation Fund - Regular Plan Growth Option

Category: Equity: Thematic-Multi-Sector
Launch Date: 09-12-2024
Asset Class:
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.31% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 0.0
Minimum Topup: 0.0
Total Assets: 190.35 Cr As on (31-03-2025)
Turn over:
NAV (₹): 7.9094 ₹ -0.11 ( -1.3794%)
as on 25-04-2025
CAGR Since Inception - -20.82%
NIFTY 500 TRI - 12.45%

Fund Managers

Deepak Ramaraju


Investment Objective

The scheme seeks 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.

PERFORMANCE of Shriram Multi Sector Rotation Fund - Regular Plan Growth Option

Scheme Performance (%) Data as on - 25-04-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Shriram Multi Sector Rotation Fund - Regular Plan Growth Option - - - - -20.82
NIFTY 500 TRI 8.03 15.29 25.48 13.76 12.45
Equity: Thematic-Multi-Sector - - - - -20.82

RETURNS CALCULATOR for Shriram Multi Sector Rotation Fund - Regular Plan Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Shriram Multi Sector Rotation Fund - Regular Plan Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Shriram Multi Sector Rotation Fund - Regular Plan Growth Option - - - - - -
Equity: Thematic-Multi-Sector - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Shriram Multi Sector Rotation Fund Reg Gr 09-12-2024 0.0 0.0 0.0 0.0 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of Shriram Multi Sector Rotation Fund - Regular Plan Growth Option

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)