Shriram Multi Sector Rotation Fund
Equity
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What is Sector Rotation?
Why invest in Shriram Multi Sector Rotation Fund?
Diversification of Risk
Focused 3 to 6 sectors in one fund
Avoid Sector Traps
Rotation across trending sectors
Tax efficient for Investor
No capital gains tax when fund manager rebalances
This fund is ideal for you if you are looking for
Retirement Planning
Plan this GoalChild’s Education
Plan this GoalWedding Plan
Plan this GoalWealth Creation
Plan this GoalDream Home
Plan this GoalFund Details
Fund Information
Shriram Multi Sector Rotation Fund
Benchmark
Fund category
Equity – Sectoral / Thematic
Fund type
An open-ended scheme investing in equity and related instruments following multi sector rotation theme
Scheme 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 Plans & Options
Regular Plan
- (i) Growth
Direct Plan
- (i) Growth
Fund manager
Mr. Deepak Ramaraju, Mr. Prateek Nigudkar
Minimum investment
Lumpsum: Re. 500/- and multiples of Re.1/- thereafter
Subsequent purchases: Minimum amount of Re. 500/- and multiples of Re. 1/- thereafter.
SIP : Weekly/Fortnightly/Monthly/Quarterly
- Rs. 500/- and in multiples of Re. 1/- thereafter for minimum 24 installments
- Rs. 1000/- and in multiples of Re. 1/- thereafter for minimum 12 installments
Exit load
Nil
exit within 365 days from the date of allotment (applicable Net Asset value)
Nil
For exit after 365 days from the date of allotment
This product is suitable for investors who are seeking**:
- Capital appreciation over medium to long term in an actively managed portfolio of equity & equity related instruments of specific identifiable sectors that are performing well
- Sustainable alpha over the benchmark
Riskometer
Investors understand that their principal will be at very high riskBenchmark Riskometer
Benchmark Riskometer is at very high risk As per AMFI Tier 1 Benchmark i.e Nifty 500 TRI
Fund Performance
Date of inception N/A | ||||||||
|---|---|---|---|---|---|---|---|---|
| AUM Rs.(in crore) | ||||||||
| Date | Period | Nav (Rs.) Per Unit | Scheme Returns (%) | Scheme Benchmark Returns (%) | Additional Benchmark (NIFTY50) Returns (%) | Current value of ₹ 10,000 invested | ||
| Scheme | Scheme Benchmark | Additional Benchmark (NIFTY50) | ||||||
Disclaimer : MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY. Nifty 500 TRI is the scheme benchmark. As per SEBI circular no. SEBI/HO/IMD/IMD-PoD-1/P/CIR/2024/90 dated June 27, 2024, the performance of the scheme is benchmarked to the Total Return variant of the Index. The returns Returns less than 1 year absolute returns Different plans shall have a different expense structure. The performance details provided herein are of Regular Plan-Growth Option & Direct Plan-Growth Option. For computation of return since inception (%) the allotment NAV has been taken as Rs. 10.00. Point-to-point returns on a standard investment of Rs. 10,000/- are in addition to CAGR for the Scheme. Past performance may or may not be sustained in future. Load is not considered for computation of returns. In case, the start/end date of the concerned period is a Non-Business Date (NBD), the NAV of the previous date is considered for computation of returns. The NAV per unit shown in the table is as on the start date of the said period. The scheme is currently managed by Mr. Deepak Ramaraju (Since December 09, 2024) and Mr. Prateek Nigudkar (since August 7, 2025).
Fund Portfolio
Fund Distribution
(As on 28 Feb 2026)
Legend:Equity
99.67 percent
Legend:Money Market Instruments- TREPS
0.26 percent
Legend:Net Receivables / (Payables)
0.07 percent
Legend:
0.00 percent
Sector Allocation
(As on 28 Feb 2026)
Banks
24.65%
Telecom - Services
5.17%
Automobiles
7.81%
Finance
5.71%
IT - Software
9.80%
Holdings 40
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| STATE BANK OF INDIA | Banks | Equity | 8.25% |
| AXIS BANK LTD | Banks | Equity | 6.01% |
| BHARTI AIRTEL LTD | Telecom - Services | Equity | 5.17% |
| MAHINDRA & MAHINDRA LTD | Automobiles | Equity | 4.98% |
| INDIAN BANK | Banks | Equity | 4.38% |
Fund Management
Mr.Deepak Ramaraju
Work Experience
21 years
Fund Managed
6
Mr. Prateek Nigudkar
Work Experience
13 years
Fund Managed
6
Frequently Asked Questions (FAQs)
It is an open-ended scheme investing in equity and related instruments following the multi-sector rotation theme. Shriram Multi Sector Rotation Fund aims to provide diversification by focusing on 3 to 6 trending sectors within one fund, potentially reducing concentrated risks. The fund seeks to avoid sector traps by rotating across sectors that are expected to show better earnings, which may help minimize risks. It is designed to be tax-efficient, as no capital gains tax is incurred when the fund manager rebalances the portfolio, making it a potentially smart and efficient investment choice.
