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
Fund1.61%
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-12.50%
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 | Axis Bank Ltd. | 10.55 | 6.13% |
| 2 | HDFC Bank Ltd. | 8.76 | 5.09% |
| 3 | Reliance Industries Ltd. | 8.20 | 4.77% |
| 4 | Eternal Ltd. | 7.12 | 4.14% |
| 5 | R R Kabel Ltd. | 7.06 | 4.10% |
| 6 | Ajanta Pharma Ltd. | 6.96 | 4.04% |
| 7 | State Bank of India | 6.41 | 3.72% |
| 8 | Nuvama Wealth Management Ltd. | 6.28 | 3.65% |
| 9 | Adani Ports & Special Economic Zone Ltd. | 5.95 | 3.45% |
| 10 | Apollo Hospitals Enterprise Ltd. | 5.73 | 3.33% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 62311 | +3.9% | +8.0% |
| SI | 07 Jan, 25 | 95000 | 97166 | +2.3% | +2.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 1.01 L. | +1.5% | N/A |
| SI | 13 Dec, 24 | 1 L. | 80770 | -19.2% | -12.5% |
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.