Shriram Multi Sector Rotation Fund - Direct Plan Growth Option

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High Riskvs Nifty 500 TRIISIN INF680P01455

NAV · 06-Jul-2026

₹8.3073

+5.25%

-1.00%

1Y (CAGR)

+2.43%

3Y (CAGR)

—

5Y (CAGR)

—

Since inception (CAGR)

-11.22%

NAV history

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Risk & SIP analytics

Volatility (3y)

17.12%

Downside dev (3y)

13.54%

Max drawdown (3y)

-29.6%

Calendar-year returns

2025 -18.0%

Vs benchmark — Nifty 500

3y monthly · 19 months of overlap

Beta

1.14

Alpha (p.a.)

-12.39%

Up capture

90.6%

Down capture

147.6%

Correlation

0.86

Fund facts

Fund managerPrateek Nigudkar · Hitesh Savanth

AUM₹1,711 Cr

Expense ratio0.69% · 2026-05-31

TER · AMFI officialDirect 1.17% · Regular 2.91% (2026-06-30)

Launch date18-Nov-2024

Plan typeOpen Ended · Equity

Min lumpsum₹500

Min SIP₹500

Lock-inNone

Volatility17.05

AMCShriram Asset Management Co. Ltd.

Objective · The investment objective of the scheme is to generate long-term capital appreciation by employing a quantamental approach of investing in equity and equity derivatives of specific sectors that are trending due to better earnings expectation. The allocation among sectors and stock selection will be decided by the in-house proprietary quantitative model and further augmented with fundamental analysis. There is no assurance or guarantee that the investment objective of the Scheme will be achieved.

scheme documents ↗