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Fund Overview of Shriram Multi Sector Rotation Fund Direct-growth
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₹171.1 CrAUM
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₹8.13NAV
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0.69%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Shriram Multi Sector Rotation Fund Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 10.01% | NA | 4.02% |
| 6 Months | 1.41% | NA | 14.62% |
| 1 Year | 3.22% | 3.22% | -1.34% |
Compare Shriram Multi Sector Rotation Fund Direct-growth with other mutual funds in the same category
Shriram Multi Sector Rotation Fund Direct-growth
ICICI Prudential India Opportunities Fund Direct-growth
ICICI Prudential India Opportunities Fund Direct-idcw
Asset Allocation
equities
95.80%debt instruments
3.69%other assets or cash equivalents
0.51%Shriram Multi Sector Rotation Fund Direct-growth is one Equity mutual fund offered by Shriram Mutual Fund. Launched on 09 Dec 2024, the fund aims 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. It manages assets worth ₹171.1 crore as on Sun May 31, 2026. The expense ratio stands at 0.69%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Shriram Multi Sector Rotation Fund Direct-growth
The portfolio allocation consists of 95.80% in equities, 3.69% in debt instruments, 0.51% in other assets or cash equivalents.Managed by Deepak Ramaraju, it has delivered a return of 3.22% in the last year, a total return since inception of -12.71%.
As shortlisting long-term investments individuals often look at best sip plan based on investment horizon.
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
ICICI Prudential India Opportunities Fund Direct-growth  |
₹36,478 | 2.58% | 4.06% | 3.17% | 19.57% | 20.39% |
| ICICI Prudential India Opportunities Fund Direct-idcw |
₹36,478 | 2.58% | 4.06% | 3.17% | 19.57% | 20.39% |
| Franklin India Opportunities Direct Fund-growth |
₹8,724 | 3.39% | 9.28% | 3.02% | 23.85% | 19.76% |
| Franklin India Opportunities Direct Fund-idcw |
₹8,724 | 3.39% | 9.28% | 3.02% | 23.85% | 19.76% |
| ICICI Prudential India Opportunities Fund-growth |
₹36,478 | 2.49% | 3.85% | 2.23% | 18.39% | 19.06% |
| ICICI Prudential India Opportunities Fund-idcw |
₹36,478 | 2.49% | 3.85% | 2.23% | 18.39% | 19.06% |
| Franklin India Opportunities Fund Regular-growth |
₹8,724 | 3.28% | 8.95% | 1.77% | 22.36% | 18.56% |
| Franklin India Opportunities Fund Regular-idcw |
₹8,724 | 3.28% | 8.95% | 1.77% | 22.36% | 18.56% |
| ICICI Prudential Commodities Fund Direct-growth |
₹3,999 | 0.12% | 10.67% | 17.24% | 19.38% | 17.25% |
| ICICI Prudential Commodities Fund Direct-idcw |
₹3,999 | 0.12% | 10.67% | 17.24% | 19.38% | 17.25% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Shriram Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Shriram Multi Sector Rotation Fund Regular-growth
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₹171 | 3.41% | 9.53% | 0.57% | 1.51% | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential India Opportunities Fund-growth |
₹36,478 | ₹36.19 | 18.39% | 19.06% | - |
| ICICI Prudential India Opportunities Fund Direct-growth |
₹36,478 | ₹39.75 | 19.57% | 20.39% | - |
| ICICI Prudential India Opportunities Fund-idcw |
₹36,478 | ₹21.13 | 18.39% | 19.06% | - |
| ICICI Prudential India Opportunities Fund Direct-idcw |
₹36,478 | ₹24.26 | 19.57% | 20.39% | - |
| HDFC Defence Fund Regular-growth |
₹9,724 | ₹29.08 | 42.19% | - | - |
| HDFC Defence Fund Direct-growth |
₹9,724 | ₹30.09 | 43.78% | - | - |
| HDFC Defence Fund Regular-idcw |
₹9,724 | ₹29.08 | 42.19% | - | - |
| HDFC Defence Fund Direct-idcw |
₹9,724 | ₹30.09 | 43.78% | - | - |
| Franklin India Opportunities Fund Regular-growth |
₹8,724 | ₹253.16 | 22.36% | 18.56% | 16.12% |
| Franklin India Opportunities Direct Fund-growth |
₹8,724 | ₹282.39 | 23.85% | 19.76% | 17.18% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Axis Bank Ltd | Financial | 5.89% | ₹10.08 Cr |
| Bharti Airtel Ltd | Technology | 5.31% | ₹9.09 Cr |
| Reliance Industries Ltd | Energy & Utilities | 4.90% | ₹8.38 Cr |
| Hdfc Bank Ltd | Financial | 4.77% | ₹8.17 Cr |
| Others Cblo | Unspecified | 3.69% | ₹6.31 Cr |
| State Bank Of India | Financial | 3.52% | ₹6.02 Cr |
| Adani Ports And Special Economic Zone Ltd | Industrials | 3.46% | ₹5.93 Cr |
| Hdfc Asset Management Company Ltd | Financial | 3.32% | ₹5.68 Cr |
| R R Kabel Ltd. | Industrials | 3.30% | ₹5.66 Cr |
| Ajanta Pharma Ltd | Healthcare | 3.28% | ₹5.61 Cr |
| Nuvama Wealth Management Ltd | Financial | 3.16% | ₹5.40 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 3.15% | ₹5.40 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 3.01% | ₹5.15 Cr |
| Zomato Ltd | Technology | 2.94% | ₹5.03 Cr |
| Interglobe Aviation Ltd | Industrials | 2.77% | ₹4.75 Cr |
| Computer Age Management Services Ltd | Financial | 2.73% | ₹4.67 Cr |
| Samvardhana Motherson International Ltd | Consumer Discretionary | 2.69% | ₹4.61 Cr |
| Infosys Ltd | Technology | 2.59% | ₹4.43 Cr |
| Samhi Hotels Ltd. | Consumer Discretionary | 2.56% | ₹4.39 Cr |
| Oil India Ltd | Energy & Utilities | 2.49% | ₹4.27 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential India Opportunities Fund Direct-growth |
₹39.75 | 19.57% | 20.39% | - |
| ICICI Prudential India Opportunities Fund Direct-idcw |
₹24.26 | 19.57% | 20.39% | - |
| Franklin India Opportunities Direct Fund-growth |
₹282.39 | 23.85% | 19.76% | - |
| Franklin India Opportunities Direct Fund-idcw |
₹41.18 | 23.85% | 19.76% | - |
| ICICI Prudential India Opportunities Fund-growth |
₹36.19 | 18.39% | 19.06% | - |
| ICICI Prudential India Opportunities Fund-idcw |
₹21.13 | 18.39% | 19.06% | - |
| Franklin India Opportunities Fund Regular-growth |
₹253.16 | 22.36% | 18.56% | - |
| Franklin India Opportunities Fund Regular-idcw |
₹36.31 | 22.36% | 18.56% | - |
| ICICI Prudential Commodities Fund Direct-growth |
₹51.95 | 19.38% | 17.25% | - |
| ICICI Prudential Commodities Fund Direct-idcw |
₹34.44 | 19.38% | 17.25% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Shriram Multi Sector Rotation Fund Direct-growth
What is the current AUM of Shriram Multi Sector Rotation Fund Direct-growth?
As of Sun May 31, 2026, Shriram Multi Sector Rotation Fund Direct-growth manages assets worth ₹171.1 crore
How has Shriram Multi Sector Rotation Fund Direct-growth performed recently?
- 3 Months: 10.01%
- 6 Months: 1.41%
What is the portfolio composition of Shriram Multi Sector Rotation Fund Direct-growth?
Equity: 95.80%, Debt: 3.69%, Others: 0.51%.
Who manages Shriram Multi Sector Rotation Fund Direct-growth?
Shriram Multi Sector Rotation Fund Direct-growth is managed by Deepak Ramaraju from Shriram Mutual Fund.
What is the market-cap allocation of Shriram Multi Sector Rotation Fund Direct-growth?
Large Cap: 56.14%, Mid Cap: 10.58%, Small Cap: 33.28%.
Which are the top companies Shriram Multi Sector Rotation Fund Direct-growth has invested in?
- Axis Bank Ltd – 5.89% of the fund's portfolio
- Bharti Airtel Ltd – 5.31% of the fund's portfolio
- Reliance Industries Ltd – 4.90% of the fund's portfolio
- HDFC Bank Ltd – 4.77% of the fund's portfolio
- Others CBLO – 3.69% of the fund's portfolio
Which are the major sectors Shriram Multi Sector Rotation Fund Direct-growth focuses on?
- Financial – 23.39% of the fund's portfolio
- Technology – 10.84% of the fund's portfolio
- Industrials – 9.53% of the fund's portfolio
- Consumer Discretionary – 8.26% of the fund's portfolio
- Energy & Utilities – 7.39% of the fund's portfolio
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