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Shriram Multi Sector Rotation Fund
Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
₹7.82
Total Expense Ratio
1.06%
Base Expense Ratio
NA
Min SIP
₹500
Fund Size
₹163Cr
Min Investment
₹500
Lock In
NA
Scheme Information Document
Exit load: 1% on or before 3M, Nil after 3M
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
-1.01%
Beta
1.11
Sharpe Ratio
-0.255507
Risk
NA
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(0.02)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- Kotak Transportation & Logistics Fund
- Kotak Active Momentum Fund
- Kotak Rural Opportunities Fund
- Bandhan Innovation Fund
- SBI Innovative Opportunities Fund
- Nippon India Active Momentum Fund
- Motilal Oswal Quant Fund
- Motilal Oswal Innovation Opportunities Fund
- Baroda BNP Paribas Innovation Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- Union Active Momentum Fund
- DSP Business Cycle Fund
- ICICI Prudential Commodities Fund
- ICICI Prudential Manufacturing Fund
- ICICI Prudential Quant Fund
- ICICI Prudential Business Cycle Fund
- Kotak ESG Exclusionary Strategy Fund
- HDFC Business Cycle Fund
- HDFC Defence Fund
- Bandhan Transportation and Logistics Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- SBI ESG Exclusionary Strategy Fund
- SBI PSU Fund
- Nippon India Quant Fund
- ICICI Prudential Conglomerate Fund
- Invesco India PSU Equity Fund
- Aditya Birla Sun Life Business Cycle Fund
- Aditya Birla Sun Life PSU Equity Fund
- Aditya Birla Sun Life Special Opportunities Fund
- Tata Ethical Fund
- 360 ONE Quant Fund
- Union Innovation & Opportunities Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Aditya Birla Sun Life Quant Fund
- Aditya Birla Sun Life Conglomerate Fund
- Motilal Oswal Special Opportunities Fund
- HSBC India Export Opportunities Fund
- Sundaram Multi-Factor Fund
- Shriram Multi Sector Rotation Fund
- Bank of India Business Cycle Fund
- LIC MF Manufacturing Fund
- Axis Quant Fund
- Axis Business Cycles Fund
- Axis Innovation Fund
- HSBC Business Cycles Fund
- Baroda BNP Paribas Business Cycle Fund
- Axis Momentum Fund
- Quant ESG Integration Strategy Fund
- Quant Business Cycle Fund
- Quant Manufacturing Fund
- UTI-Transportation and Logistics Fund
- Quant Commodities Fund
- SBI Quality Fund
- HDFC Housing Opportunities Fund
- Taurus Ethical Fund
- Edelweiss Recently Listed IPO Fund
- Kotak Pioneer Fund
- Sundaram Business Cycle Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- Kotak Manufacture in India Fund
- Invesco India ESG Integration Strategy Fund
- Invesco India Manufacturing Fund
- Tata Business Cycle Fund
- SBI Equity Minimum Variance Fund
- Motilal Oswal Manufacturing Fund
- HDFC Transportation and Logistics Fund
- UTI Innovation Fund
- Nippon India Innovation Fund
- ICICI Prudential Quality Fund
- Canara Robeco Manufacturing Fund
- HDFC Manufacturing Fund
- Bandhan Business Cycle Fund
- Motilal Oswal Active Momentum Fund
- Invesco India Business Cycle Fund
- Tata India Innovation Fund
- Baroda BNP Paribas Manufacturing Fund
- HDFC Consumption Fund
- Quant Quantamental Fund
- Edelweiss Business Cycle Fund
- ITI Business Cycle Fund
- Union Business Cycle Fund
- Motilal Oswal Business Cycle Fund
- ICICI Prudential Active Momentum Fund
- Kotak Special Opportunities Fund
- Mahindra Manulife Manufacturing Fund
- The Wealth Company Ethical Fund
- Baroda BNP Paribas Business Conglomerates Fund
- Quantum Ethical Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- ICICI Prudential Housing Opportunities Fund
- WhiteOak Capital Quality Equity Fund
- ICICI Prudential Transportation and Logistics Fund
- Franklin India Multi-Factor Fund
- Franklin India Opportunities Fund
- Quantum ESG Best In Class Strategy Fund
- ICICI Prudential PSU Equity Fund
- JioBlackRock Sector Rotation Fund
- Motilal Oswal Quality Fund
- SBI Quant Fund
- NJ Momentum Fund
Prateek Nigudkar
Shriram Mutual FundTotal assets under management
₹93.42k Crores
Date of incorporation
27 Jul 1994
Shriram Multi Sector Rotation Fund
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the Shriram Multi Sector Rotation Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The Shriram Multi Sector Rotation Fund has an AUM of ₹162.68 Cr as on 9/30/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 12.63%. The risk is Very High against the category average of 42.88.
Ans. 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%.
Ans. There is no lock-in period applicable on Shriram Multi Sector Rotation Fund.
Ans. The expense ratio of Shriram Multi Sector Rotation Fund is 1.06%.