Shriram Mutual Fund

Shriram Multi Sector Rotation Fund Direct Plan Growth

₹ 7.61

NAV (Apr 09)

-23.86%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Scheme Information

Investment Objective

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.

Expense Ratio
0.3734 %
Launched <1Y
2024-12-09
AUM in Crores
175
ISIN
INF680P01455
Lock-in (days)
No Lock-in
Benchmark
NIFTY 500 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
-
Beta
-
Sharpe Ratio
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

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Allocation by Sector

Financial

24.24%
24.24%

Consumer Staples

22.21%
22.21%

Automobile

20.46%
20.46%

Healthcare

15.42%
15.42%

Services

5.22%
5.22%
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Frequently Asked Questions

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