A Oneindia Venture
Get Updates
Get notified about market trends, financial advice, and investment tips!
Click it and Unblock the Notifications
Shriram Multi Sector Rotation Fund - Direct Plan
Regular
Direct
1 Year Absolute Returns
4.05% ↑
NAV (₹) on 08 May 2026
8.06
1 Day NAV Change
0.08%
Risk Level
Very High Risk
Rating
-
Shriram Multi Sector Rotation Fund - Direct Plan is a Equity mutual fund categorized under Sector, offered by Shriram Asset Management Company Ltd.. Launched on 18 Nov 2024, investors can start with a ... Read more
NAV History
Fund Details
Min. SIP Amount
₹500
Inception Date
18 Nov 2024
Min. Lumpsum Amount
₹ 500
Fund Age
1 Yrs
AUM
₹ 154.99 Cr.
Benchmark
NIfty 500 Total Return
Expense Ratio
0.93%
Scheme Type
Open Ended
Exit Load
1%
Asset Allocation
AUM
₹ 154.99 Cr
Equity
288.42%
Money Market & Cash
0.81%
Other Assets & Liabilities
13.94%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Finance - Banks - Public Sector | 16.06% |
| IT Consulting & Software | 8.69% |
| Hospitals & Medical Services | 8.43% |
| Finance - Banks - Private Sector | 7.83% |
| Telecom Services | 5.72% |
| Net Receivables/(Payables) | 5.38% |
| Auto - Cars & Jeeps | 5.05% |
| Finance & Investments | 4.98% |
| Finance - Mutual Funds | 4.33% |
| E-Commerce/E-Retail | 4.06% |
| Finance - Term Lending Institutions | 3.83% |
| Refineries | 3.52% |
| Pharmaceuticals | 3.47% |
| Port & Port Services | 2.78% |
| Oil Drilling And Exploration | 2.75% |
| Airlines | 2.74% |
| Hotels, Resorts & Restaurants | 2.59% |
| Cables - Power/Others | 2.30% |
| Auto Ancl - Electrical | 2.14% |
| Finance - Housing | 2.12% |
| Logistics - Warehousing/Supply Chain/Others | 1.60% |
| Auto Ancl - Others | 1.23% |
| Auto Ancl - Equipment Lamp | 1.02% |
| Services - Others | 0.55% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| State Bank of India | 7.83% | ₹ 12.14 | Finance - Banks - Public Sector |
| Axis Bank Ltd. | 5.87% | ₹ 9.10 | Finance - Banks - Private Sector |
| Bharti Airtel Ltd. | 5.72% | ₹ 8.86 | Telecom Services |
| Net Receivables / (Payables) | 5.38% | ₹ 8.34 | Others |
| Mahindra & Mahindra Ltd. | 5.05% | ₹ 7.82 | Auto - Cars & Jeeps |
| Indian Bank | 4.36% | ₹ 6.76 | Finance - Banks - Public Sector |
| Bank of Maharashtra | 3.87% | ₹ 6 | Finance - Banks - Public Sector |
| REC Ltd. | 3.83% | ₹ 5.93 | Finance - Term Lending Institutions |
| Ajanta Pharma Ltd. | 3.47% | ₹ 5.37 | Pharmaceuticals |
| Nippon Life India Asset Management Ltd. | 3.29% | ₹ 5.10 | Finance - Mutual Funds |
| Apollo Hospitals Enterprise Ltd. | 3.16% | ₹ 4.90 | Hospitals & Medical Services |
| Infosys Ltd. | 3.08% | ₹ 4.78 | IT Consulting & Software |
| Adani Ports & Special Economic Zone Ltd. | 2.78% | ₹ 4.31 | Port & Port Services |
| Oil India Ltd. | 2.75% | ₹ 4.26 | Oil Drilling And Exploration |
| InterGlobe Aviation Ltd. | 2.74% | ₹ 4.25 | Airlines |
| Nuvama Wealth Management Ltd. | 2.60% | ₹ 4.03 | Finance & Investments |
| Computer Age Management Services Ltd. | 2.38% | ₹ 3.69 | Finance & Investments |
| Eternal Ltd. | 2.38% | ₹ 3.69 | E-Commerce/E-Retail |
| R R Kabel Ltd. | 2.30% | ₹ 3.56 | Cables - Power/Others |
| Samvardhana Motherson International Ltd. | 2.14% | ₹ 3.32 | Auto Ancl - Electrical |
| Can Fin Homes Ltd. | 2.12% | ₹ 3.29 | Finance - Housing |
| Rainbow Children's Medicare Ltd. | 2.10% | ₹ 3.25 | Hospitals & Medical Services |
| Tata Consultancy Services Ltd. | 2.03% | ₹ 3.14 | IT Consulting & Software |
| CSB Bank Ltd. | 1.96% | ₹ 3.03 | Finance - Banks - Private Sector |
| Lemon Tree Hotels Ltd. | 1.88% | ₹ 2.91 | Hotels, Resorts & Restaurants |
| Mphasis Ltd. | 1.85% | ₹ 2.87 | IT Consulting & Software |
| Bharat Petroleum Corporation Ltd. | 1.79% | ₹ 2.78 | Refineries |
| Tech Mahindra Ltd. | 1.73% | ₹ 2.68 | IT Consulting & Software |
| Hindustan Petroleum Corporation Ltd. | 1.73% | ₹ 2.69 | Refineries |
| Thyrocare Technologies Ltd. | 1.69% | ₹ 2.61 | Hospitals & Medical Services |
| Swiggy Ltd. | 1.68% | ₹ 2.60 | E-Commerce/E-Retail |
| VRL Logistics Ltd. | 1.60% | ₹ 2.48 | Logistics - Warehousing/Supply Chain/Others |
| Krsnaa Diagnostics Ltd. | 1.48% | ₹ 2.30 | Hospitals & Medical Services |
| Pricol Ltd. | 1.23% | ₹ 1.90 | Auto Ancl - Others |
| Canara Robeco Asset Mgmt Co Ltd. | 1.04% | ₹ 1.60 | Finance - Mutual Funds |
| Fiem Industries Ltd. | 1.02% | ₹ 1.58 | Auto Ancl - Equipment Lamp |
| Samhi Hotels Ltd. | 0.71% | ₹ 1.09 | Hotels, Resorts & Restaurants |
| Clearing Corporation of India Ltd. | 0.55% | ₹ 0.85 | Services - Others |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | 6.19% | 4.05% | - | - |
| Category returns | 5.29% | 9.71% | 11.26% | 24.26% |
Fund 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 ... Read more
AMC Details
Name
Shriram Asset Management Company Ltd.
Date of Incorporation
05 Dec 1994
CEO
Mr. Kartik Jain
CIO
Type
Pvt.Sector-Indian
Address
511-512, Meadows,
Sahar Plaza, J.B. Nagar,
Andheri (East) Mumbai, Maharashtra, India - 400059
Website
https://www.shriramamc.in/
Email
Top Funds from Equity - Sectoral/Thematic
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Aditya Birla Sun Life Business Cycle Fund - Direct Plan
Diversified
Direct
|
₹14.06 | 0.86% | 32.89% | 0.00% | ₹1,540 | 1.19% |
Very High
|
|
Aditya Birla Sun Life Business Cycle Fund - Direct Plan
Diversified
Direct
|
₹14.06 | 0.86% | 32.89% | 0.00% | ₹1,540 | 1.19% |
Very High
|
|
ICICI Prudential Technology Fund
Sector
Regular
|
₹172.23 | -8.43% | 32.83% | 53.33% | ₹12,575 | 1.78% |
Very High
|
|
DSP Quant Fund
Largecap
Regular
|
₹21.32 | 5.53% | 32.81% | 51.75% | ₹735 | 1.27% |
Very High
|
|
Tata Digital India Fund - Direct Plan
Sector
Direct
|
₹46.54 | -10.09% | 32.70% | 59.12% | ₹9,239 | 0.56% |
Very High
|
|
Aditya Birla Sun Life ESG Integration Strategy Fund -...
Sector
Direct
|
₹16.50 | -1.26% | 32.64% | 57.74% | ₹522 | 1.44% |
Very High
|
|
Aditya Birla Sun Life ESG Integration Strategy Fund -...
Sector
Direct
|
₹16.50 | -1.26% | 32.64% | 57.74% | ₹522 | 1.44% |
Very High
|
|
HDFC Banking & Financial Services Fund
Sector
Regular
|
₹15.37 | 7.90% | 32.42% | 0.00% | ₹3,870 | 1.92% |
Very High
|
|
HDFC Banking & Financial Services Fund
Sector
Regular
|
₹15.37 | 7.90% | 32.42% | 0.00% | ₹3,870 | 1.92% |
Very High
|
|
SBI MNC Fund - Direct Plan
MidsmallCap
Direct
|
₹421.13 | 7.92% | 32.32% | 66.51% | ₹5,329 | 1.30% |
Very High
|
Top Funds from Shriram Asset Management Company Ltd.
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
Shriram Flexi Cap Fund
Diversified
Regular
|
₹19.56 | 2.63% | 31.43% | 56.37% | ₹118 | 2.35% |
Very High
|
|
Shriram ELSS Tax Saver Fund
ELSS
Regular
|
₹20.51 | 3.15% | 31.42% | 55.39% | ₹42 | 2.32% |
Very High
|
|
Shriram Flexi Cap Fund
Diversified
Regular
|
₹19.55 | 2.61% | 31.42% | 56.36% | ₹118 | 2.35% |
Very High
|
|
Shriram Flexi Cap Fund
Diversified
Regular
|
₹19.55 | 2.61% | 31.42% | 56.36% | ₹118 | 2.35% |
Very High
|
|
Shriram ELSS Tax Saver Fund
ELSS
Regular
|
₹20.50 | 3.17% | 31.33% | 55.28% | ₹42 | 2.32% |
Very High
|
|
Shriram Balanced Advantage Fund - Direct Plan
Hybrid
Direct
|
₹18.74 | 2.09% | 29.56% | 50.37% | ₹50 | 0.36% |
Very High
|
|
Shriram Balanced Advantage Fund - Direct Plan
Hybrid
Direct
|
₹18.58 | 1.90% | 28.98% | 49.41% | ₹50 | 0.36% |
Very High
|
|
Shriram Balanced Advantage Fund - Direct Plan
Hybrid
Direct
|
₹18.58 | 1.90% | 28.98% | 49.41% | ₹50 | 0.36% |
Very High
|
|
Shriram Balanced Advantage Fund
Hybrid
Regular
|
₹16.52 | 0.31% | 22.90% | 37.51% | ₹50 | 2.34% |
Very High
|
|
Shriram Balanced Advantage Fund
Hybrid
Regular
|
₹16.52 | 0.31% | 22.90% | 37.51% | ₹50 | 2.34% |
Very High
|
FAQs
What is the current NAV of Shriram Multi Sector Rotation Fund - Direct Plan Growth?
The current Net Asset Value (NAV) of Shriram Multi Sector Rotation Fund - Direct Plan Growth is ₹8.06 as of 08 May 2026. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.
What is the fund size (AUM) of Shriram Multi Sector Rotation Fund - Direct Plan Growth?
The Assets Under Management (AUM) of Shriram Multi Sector Rotation Fund - Direct Plan Growth is ₹154.99 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.
What are the historical returns of Shriram Multi Sector Rotation Fund - Direct Plan Growth?
Shriram Multi Sector Rotation Fund - Direct Plan Growth has delivered returns of 4.05% (1 Year), 0.00% (3 Year), 0.00% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.
What is the risk level of Shriram Multi Sector Rotation Fund - Direct Plan Growth?
Shriram Multi Sector Rotation Fund - Direct Plan Growth has a risk rating of 'Very High' as per the SEBI Riskometer. This indicates the fund is suitable for very aggressive investors comfortable with significant market volatility. Investors should align their investment choices with their personal risk tolerance and financial goals.
What is the minimum investment amount for Shriram Multi Sector Rotation Fund - Direct Plan Growth?
The minimum lumpsum investment required for Shriram Multi Sector Rotation Fund - Direct Plan Growth is ₹500. The fund also offers SIP (Systematic Investment Plan) option starting from as low as ₹500, making it accessible for regular investments. This allows investors to start their mutual fund journey with a manageable amount.
Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article
-
విదేశీ ఇన్వెస్టర్లు అమ్మేస్తున్నా.. సామాన్యుల SIP పెట్టుబడుల జోరు ఎందుకు తగ్గడం లేదు? -
మీ రిటైర్మెంట్, చిల్డ్రన్ మ్యూచువల్ ఫండ్స్ ఇక ఉండవా? సెబీ కొత్త ప్రతిపాదనలతో ఇన్వెస్టర్లలో ఆందోళన! -
మ్యూచువల్ ఫండ్స్ రికార్డుల వేట: ఏప్రిల్ SIP డేటాలో ఇన్వెస్టర్ల సంచలన నిర్ణయం ఇదేనా? -
SIP: మ్యూచువల్ ఫండ్స్లో నష్టాల గురించి భయపడుతున్నారా? 7-5-3-1 సూత్రం తెలిస్తే ఎప్పటికీ వెనక్కి తగ్గరు! -
బంగారం కొనాలా లేక స్టాక్స్లో పెట్టాలా? ChatGPT ఇచ్చిన రిప్లై చూసి నెటిజన్లు షాక్! -
1 Crore: వారెవ్వా.. పెళ్లికి ముందే కోటి రూపాయల ఆస్తి! వైరల్ అవుతున్న 28 ఏళ్ల టెక్కీ సక్సెస్ స్టోరీ! -
Mutual fund: మ్యూచువల్ ఫండ్స్ హిస్టరీలోనే అతిపెద్ద మార్పు.. ఏఐ సాయంతో అదిరిపోయే రిటర్న్స్ వచ్చేలా ప్లాన్! -
Monthly SIP: గట్టిగా అనుకుంటే రూ. 10 కోట్లు పెద్ద కష్టమేమీ కాదు! ప్రతి రూపాయిని ఎలా పెంచాలో చూడండి! -
Loan EMI: ఎక్స్ట్రా మనీ ఉందా? లోన్ క్లియర్ చేయాలా లేక షేర్ మార్కెట్లో పెట్టాలా? ఏది లాభం? -
రిటైర్మెంట్ ప్లానింగ్.. రూ. 10 వేల SIP ఎలా రూ. 8 కోట్లుగా మారుతుంది? ఒకసారి ఈ లెక్క చూడండి!
Top Mutual Fund House in India
Notifications
Settings
Clear Notifications
Notifications
Use the toggle to switch on notifications
-
Block for 8 hours
-
Block for 12 hours
-
Block for 24 hours
-
Don't block
Stay Informed.
Get news and videos anytime and anywhere.
Sign in with Google By signing in, you agree to our Terms and Privacy Policy
Gender
Select your Gender
- Male
- Female
- Others
Age
Select your Age Range
- Under 18
- 18 to 25
- 26 to 35
- 36 to 45
- 45 to 55
- 55+