Fund Information
Shriram Multi Sector Rotation Fund
Shriram Multi Sector Rotation Fund
NAV 
₹ 8.32
as on Jan 30, 2025
NA
Benchmark Nifty 500 Total Return Index
Min SIP ₹ 500
Investment Horizon 5-10+ Years
Suitable for achieving goals likeRetirement Planning,Child's Education,Wedding Plan,Wealth Creation,Dream Home
What is Sector Rotation?
Sector rotation is an investment strategy that involves shifting investments between different sectors of the economy based on their performance during various occasion or the business cycle. The goal is to maximize returns by investing in sectors that are expected to perform well at specific times, and moving out of sectors that may underperform.
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
Investment Framework
2 Tier approach for managing Shriram Multi Sector Rotation Fund
Trending sectors are selected using a Quantamental approach
Disclaimer: Investment philosophy stated above may change from time to time without any notice and shall be in accordance with the strategy as mentioned in the Scheme Information Document
This fund is ideal for you if you are looking for
Fund Details
Benchmark
Nifty 500 Total Return Index
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, Ms. Gargi Bhattacharyya Banerjee and Mr. Sudip Suresh More
Minimum investment
For Purchase - Re. 500/- and in multiples of Re 1/- thereafter.
For Switch-in - Re. 500/- and in multiples of Re 1/- thereafter.
Minimum Additional Purchase Amount Minimum of Re. 500/- and in multiples of Re. 1/- thereafter
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.
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
Investor understand that their principal will be at very high risk
Benchmark Riskometer
Benchmark riskometer is at very high risk.
As per AMFI Tier 1 Benchmark i.e Nifty 500 TRI*Investors should consult their financial advisers if in doubt whether the product is suitable for them
Sector Allocation
Pharmaceuticals & Biotechnology
22.82%Consumer Durables
18.28%Beverages
9.39%Food Products
4.22%Retailing
11.32%Agricultural Food & other Products
3.30%IT - Software
11.22%Leisure Services
2.99%Others
15.89%(blank)
0.57%
Fund Management
Mr Deepak Ramaraju
Managing this fund since 20 Aug 22
Mr Deepak Ramaraju
Managing this fund since 20 Aug 22Work Experience
21 yearsFund Managed
09
Ms Gargi Bhattacharyya Banerjee
Managing this fund since 28 Sep 18
Ms Gargi Bhattacharyya Banerjee
Managing this fund since 28 Sep 18Work Experience
22 yearsFund Managed
09
Mr. Sudip Suresh More
Managing this fund since 3 Oct 24
Mr. Sudip Suresh More
Managing this fund since 3 Oct 24Work Experience
19 yearsFund Managed
09Mr Deepak Ramaraju
Managing this fund since 20 Aug 22
Mr. Deepak Ramaraju is a highly experienced Senior Fund Manager at Shriram Asset Management Company Ltd, with over two decades of diversified experience under his belt. He holds a degree in chemical engineering and has been associated with equity markets for the past 16 years. Before joining Shriram Asset Management Company, Mr. Deepak was part of the global equity research team and advised the Sanlam Group of South Africa on their India-focused fund. Prior to his stint in the financial industry, Mr. Deepak worked as a researcher and co-inventor at GE India Technology Center, Bangalore. During his time there, he was credited with 10 patents, highlighting his expertise and innovative abilities. His diverse background and extensive experience make him a valuable asset to the Shriram Asset Management team.
Funds managed by the fund manager
- Shriram Aggressive Hybrid Fund
- Shriram Flexi Cap Fund
- Shriram ELSS Tax Saver Fund
- Shriram Balanced Advantage Fund
- Shriram Overnight Fund
- Shriram Multi Asset Allocation Fund
- Shriram Nifty 1D Rate Liquid ETF
- Shriram Liquid Fund
- Shriram Multi Sector Rotation Fund
Ms Gargi Bhattacharyya Banerjee
Managing this fund since 28 Sep 18
Ms. Gargi Bhattacharyya Banerjee serves as the Fund Manager of Shriram Mutual Fund having an experience of more than 20 years in her professional career. She received her Bachelor of Science with Economics (H) and Master of Business Management with specialization in Finance from the University of Calcutta. She joined as Research Manager in Shriram Asset Management Company Limited in November 2012 and before that, she has held key position in the Research team with Zacks Research Private Limited and Shriram Insight Share Brokers Limited.
Funds managed by the fund manager
- Shriram Aggressive Hybrid Fund
- Shriram Flexi Cap Fund
- Shriram ELSS Tax Saver Fund
- Shriram Balanced Advantage Fund
- Shriram Overnight Fund
- Shriram Multi Asset Allocation Fund
- Shriram Nifty 1D Rate Liquid ETF
- Shriram Liquid Fund
- Shriram Multi Sector Rotation Fund
Mr. Sudip Suresh More
Managing this fund since 3 Oct 24
Mr. Sudip Suresh More has around 19 years of experience in managing Fixed Income Investments, Macroeconomic Research and Credit Analysis. Prior to this assignment, Mr. Sudip Suresh More was Debt Fund Manager at Kshema General Insurance Company. Additionally, he has also worked with Sahara India Life Insurance Company Ltd as a Debt Fund Manager whereby managing ULIP and Traditional funds on Fixed Income side.
Funds managed by the fund manager
- Shriram Aggressive Hybrid Fund
- Shriram Flexi Cap Fund
- Shriram ELSS Tax Saver Fund
- Shriram Balanced Advantage Fund
- Shriram Overnight Fund
- Shriram Multi Asset Allocation Fund
- Shriram Nifty 1D Rate Liquid ETF
- Shriram Liquid Fund
- Shriram Multi Sector Rotation Fund
