Shriram Multi Sector Rotation Fund (G) Mutual fund

Shriram Multi Sector Rotation Fund (G)

Q: How to Invest in Shriram Multi Sector Rotation Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is Shriram Multi Sector Rotation Fund good?

The Shriram Multi Sector Rotation Fund has an AUM of ₹213.03 Cr as on 1/16/2025. The scheme has delivered CAGR returns for the past 3 years against a category average of 17.00%. The risk is Very High against the category average of 60.18.

Q: Is Shriram Multi Sector Rotation Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable. LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024). STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.

Q: What is the lock-in period of Shriram Multi Sector Rotation Fund?

There is no lock-in period applicable on Shriram Multi Sector Rotation Fund.

Q: What is the expense ratio of Shriram Multi Sector Rotation Fund?

The expense ratio of Shriram Multi Sector Rotation Fund is 2.35%.

Equity

●

Sectoral

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Fund Details

Current NAV

₹8.55

Expense Ratio

2.35%

Min SIP

₹500

Fund Size

₹213Cr

Min Investment

₹500

Lock In

Scheme Information Document

Exit load: 1% of the applicable NAV, if redeemed within 3 months from the date of allotment. Nil if redeemed after 3 months from the date of allotment.

Fund Performance

Alpha

-13.09%

Beta

-0.92

Sharpe Ratio

Risk

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

Shriram Multi Sector Rotation Fund (G) FAQs

Q1. How to Invest in Shriram Multi Sector Rotation Fund through Rupeezy?

Q2. Is Shriram Multi Sector Rotation Fund good?

Q3. Is Shriram Multi Sector Rotation Fund tax free?

Q4. What is the lock-in period of Shriram Multi Sector Rotation Fund?

Q5. What is the expense ratio of Shriram Multi Sector Rotation Fund?

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