Shriram Multi Sector Rotation Fund - Regular Plan Growth Option
Expense Ratio: 2.38
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty 500 TRI
Inception: 18-11-2024
Exit Load: Nil
Fund Size:₹193.91 Cr
Performance
1Y
Fund0.92%
Cat. Avg.N/A
2Y
FundN/A
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund-12.64%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | State Bank of India | 12.14 | 7.83% |
| 2 | Axis Bank Ltd. | 9.10 | 5.87% |
| 3 | Bharti Airtel Ltd. | 8.86 | 5.72% |
| 4 | Net Receivables / (Payables) | 8.34 | 5.38% |
| 5 | Mahindra & Mahindra Ltd. | 7.82 | 5.05% |
| 6 | Indian Bank | 6.76 | 4.36% |
| 7 | Bank of Maharashtra | 6.00 | 3.87% |
| 8 | REC Ltd. | 5.93 | 3.83% |
| 9 | Ajanta Pharma Ltd. | 5.37 | 3.47% |
| 10 | Nippon Life India Asset Management Ltd. | 5.10 | 3.29% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 62234 | +3.7% | +7.9% |
| SI | 07 Jan, 25 | 95000 | 97047 | +2.2% | +2.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 1.01 L. | +0.9% | +0.9% |
| SI | 13 Dec, 24 | 1 L. | 80671 | -19.3% | -12.7% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
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%
Beat inflation and compound wealth faster with an annual step-up.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.