Shriram Multi Sector Rotation Fund - Regular Plan Growth Option

Fund House: Shriram Mutual Fund

Category: Equity: Thematic-Multi-Sector

Status: Open Ended Schemes

Launch Date: 09-12-2024

Minimum Investment: 500.0

Asset Class:

Minimum Topup: 500.0

Benchmark: NIFTY 500 TRI

Total Assets: 194.65 As on (30-05-2025)

Expense Ratio: 2.35% As on (30-04-2025)

Turn over: 81.00% | 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

NAV as on 12-06-2025

7.8163

-0.1217

CAGR Since Inception

-21.75%

NIFTY 500 TRI 12.59%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Shriram Multi Sector Rotation Fund - Regular Plan Growth Option - - - - -21.75
NIFTY 500 TRI 8.0 20.34 24.25 14.57 12.59
Equity: Thematic-Multi-Sector - - - - -21.75

Funds Manager

Mr. Deepak Ramaraju & Ms. Gargi Bhattacharyya Banerjee

RETURNS CALCULATORS for Shriram Multi Sector Rotation Fund - Regular Plan Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Shriram Multi Sector Rotation Fund - Regular Plan Growth Option

Portfolio Holdings

Show All Holdings

Sector Allocation

Show All Sectors

PEER COMPARISION of Shriram Multi Sector Rotation Fund - Regular Plan Growth Option

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Shriram Multi Sector Rotation Fund Reg Gr 09-12-2024 0.0 0.0 0.0 0.0 0.0

Asset Allocation (%)

Key Performance and Risk Statistics of Shriram Multi Sector Rotation Fund - Regular Plan Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Shriram Multi Sector Rotation Fund - Regular Plan Growth Option - - - - - -
Equity: Thematic-Multi-Sector - - - - - -