Overview
Shriram Multi Sector Rotation Fund Direct Growth
Shriram Mutual Fund
The scheme seeks 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.
Investments in Shriram Multi Sector Rotation Fund Direct Growth are subject to market risks. Please read the offer document carefully before investing to understand the potential market risks and rewards.
Latest NAV
₹ 8.0877
Fund Size (AUM)
₹190.35 Cr
Risk
Very High (Risk rating: 6/10)
Minimum Investment
Lumpsum: ₹ 500
SIP: ₹500
Launch Date
09-Dec-2024
Expense Ratio
0.3554%
Exit Load
Exit load of 1%, if redeemed within 3 months
Benchmark
NIFTY 500 Total Return Index
Standard Deviation
N/A
History
Performance & Ratios
1-Year SIP Return
N/A
3-Year SIP Return
N/A
5-Year SIP Return
N/A
Mean Return
N/A
Alpha
-
Beta
-
Sharpe Ratio
-
Sortino Ratio
-
Information Ratio
-
Returns
| 1Y | 3Y | 5Y | All Time | |
|---|---|---|---|---|
| Fund Returns | N/A | N/A | N/A | N/A |
| Category Average | 5.23% | 17.08% | 27.03% | N/A |
| Rank Within Category | N/A | N/A | N/A | N/A |
Holdings (29)
| Company | Sector | Instrument | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 7.1% |
| HDFC Bank Ltd. | Financial | Equity | 6.99% |
| Bharti Airtel Ltd. | Communication | Equity | 5.02% |
| Blue Star Ltd. | Consumer Discretionary | Equity | 4.77% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 4.52% |
| The Federal Bank Ltd. | Financial | Equity | 4.42% |
| Narayana Hrudayalaya Ltd. | Healthcare | Equity | 4.03% |
| ITC Ltd. | Consumer Staples | Equity | 3.61% |
| Shree Cement Ltd. | Construction | Equity | 3.53% |
| Grasim Industries Ltd. | Construction | Equity | 3.46% |
Holdings Analysis
Peer Comparison
SIP, STP & SWP Details
Systematic Investment Plan (SIP):
Frequency: Monthly
Min Amount: ₹ 500
Multiplier: 1
Systematic Transfer Plan (STP):
Frequency: MONTHLY
Dates: 1, 5, 15, 20, 25
Min Amount: ₹ 500
Min Installments: 24
Systematic Withdrawal Plan (SWP):
Frequency: MONTHLY
Dates: 1, 5, 15, 20, 25
Min Amount: ₹ 500
Min Installments: 24
AMC Details
Asset Management Company
Shriram Mutual Fund
Shriram Mutual Fund started their mutual fund on 05/12/1994 and its managing total assets of Rs.43 Cr. Its ranked at 40 as per total assets at end of 30th Sep 2016. Shriram Mutual Fund employs robust strategies to manage market risks, but investments remain subject to market risks. Please read the fund’s documentation for detailed risk management policies.
Launch Date
1994-12-05T00:00:00.672Z
Total AUM
₹ 895.72 Cr
Address
511-512, Meadows, Sahar Plaza,J. B. Nagar, Andheri (East), Mumbai 400059
Phone
033-23373012 / 9339787128
Website
Sub Type
Contra
Sub Type Info
Contra funds follow Contrarian strategy which means investing in stocks in contrast to the prevailing sentiment. Minimum investment in equity is 65%.
Tax Impact
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Stamp Duty
0.005% (from July 1st, 2020)
Fund Manager Details
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Shriram Multi Sector Rotation Fund Direct Growth
Shriram Mutual Fund
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Frequently Asked Questions
How is the overall rating calculated?
The overall rating for Shriram Multi Sector Rotation Fund Direct Growth is an aggregate score based on performance metrics (returns over 1, 3, and 5 years), risk-adjusted returns (Sharpe and Sortino ratios), and consistency relative to its category. Ratings are on a scale of 1 to 5, with 5 being the highest.
What are the top stocks of Shriram Multi Sector Rotation Fund Direct Growth?
The top stocks held by Shriram Multi Sector Rotation Fund Direct Growth include ICICI Bank Ltd., HDFC Bank Ltd., Bharti Airtel Ltd..
Which industries does Shriram Multi Sector Rotation Fund Direct Growth invest in?
Shriram Multi Sector Rotation Fund Direct Growth primarily invests in the following industries: Financial, Communication, Consumer Discretionary.
Who are the fund managers of Shriram Multi Sector Rotation Fund Direct Growth?
The fund managers of Shriram Multi Sector Rotation Fund Direct Growth are Gargi Bhattacharyya Banerjee and Deepak Ramaraju.
How many years has the fund manager been managing Shriram Multi Sector Rotation Fund Direct Growth?
Gargi Bhattacharyya Banerjee:
Calculating...
Deepak Ramaraju:
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What is the minimum investment for Shriram Multi Sector Rotation Fund Direct Growth?
The minimum investment for Shriram Multi Sector Rotation Fund Direct Growth is ₹500 for lumpsum investments and ₹500 for SIPs.
What are the average 1-year returns for Shriram Multi Sector Rotation Fund Direct Growth?
Calculating...
What are the average 3-year returns for Shriram Multi Sector Rotation Fund Direct Growth?
Calculating...
What is the expense ratio of Shriram Multi Sector Rotation Fund Direct Growth, and how does it compare to its category?
The expense ratio of Shriram Multi Sector Rotation Fund Direct Growth is 0.3554%. No category comparison data is available.