Sectoral/Thematic · Regular plan · Growth
Shriram Multi Sector Rotation Fund (Regular)
Shriram Mutual Fund · benchmark Nifty 500 TRI · 1.9 years old · AMFI code 153077
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Track-record rating
Not rated yet: a rating needs at least 3 years of history (1 year for index funds).
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 4.3% | 2.5% | +1.8% | 60 / 105 |
| 1 year | -0.2% | -1.0% | +0.8% | 71 / 100 |
| 3 years (a year) | – | – | – | – |
| 5 years (a year) | – | – | – | – |
Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
HDFC Bank Ltd.7.8%
Axis Bank Ltd.5.7%
Eternal Ltd.5.6%
State Bank of India4.1%
Reliance Industries Ltd.3.8%
Adani Ports & Special Economic Zone Ltd.3.5%
Mahindra & Mahindra Ltd.3.4%
Samvardhana Motherson International Ltd.3.2%
Apollo Hospitals Enterprise Ltd.3.1%
Bharti Airtel Ltd.3.1%
Top 10 holdings, September 2026 portfolio.
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Common questions
What is the NAV of Shriram Multi Sector Rotation Fund (Regular plan)?
₹8.01 on 5 Nov 2026 (Growth option).
What is the expense ratio of Shriram Multi Sector Rotation Fund (Regular)?
2.69% a year; the Direct plan's is 1.02%.
What does Shriram Multi Sector Rotation Fund invest in?
Its largest holdings are HDFC Bank Ltd., Axis Bank Ltd., Eternal Ltd., with 41 stocks in all (September 2026 portfolio).
Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Shriram Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.