Shriram Multi Sector Rotation Fund Direct growth

Equity • Other • Direct growth

Insufficient Funds

Insufficient fund history to generate its report card

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Equity

Other

Direct growth

Launched On
09 Dec 2024
0.8 years ago
Lock-in Period
No lock-in
NAV
as of 24 Sep 2025
₹7.89
-0.1632% (0.00)
AUM
₹194 Cr
Expense ratio
0.58%
Benchmark
Nifty 500
Fund Plan
Open demat account

Get access to more insightful information

By signing up to Upstox today

Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold before 3M

1%

If units sold after 3M

0%

Distribution

Asset split
Market capital
Equity97.61%
Cash2.39%

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

36.78%
Technology

Technology

20.25%
Healthcare

Healthcare

14.95%
Consumer Cyclical

Consumer Cyclical

12.96%
Communication Services

Communication Services

9.22%

Fund House

Shriram

Shriram

Inc: 29 Nov 2013 • Total AUM: ₹981 Cr • Rank #45
Shriram Mutual Fund, started in 1994, has Shriram Credit Company Limited as its sponsors. The fund house is headed by YS Chakravarti as the CEO. As of 31 March 2024, it has an AUM of ₹546 Cr.

Fund Managers

Prateek Nigudkar

Experience: 2.73 yrs • Total AUM: 5,516 Cr

Deepak Ramaraju

Experience: 3.09 yrs • Total AUM: 5,516 Cr

Sudip More

Experience: yrs • Total AUM: 5,516 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.