Shriram Multi Sector Rotation Fund Direct Growth

Fund Overview

Fund Size

₹199 Cr

Expense Ratio

0.78%

ISIN

INF680P01455

Minimum SIP

₹500

Exit Load

1.00%

Inception Date

09 Dec 2024

About this fund

Shriram Multi Sector Rotation Fund Direct Growth is a Equity - Other mutual fund schemes offered by Shriram Mutual Fund. This fund has been in existence for 1 years and 2 days, having been launched on 09-Dec-24.
As of 10-Dec-25, it has a Net Asset Value (NAV) of ₹7.97, Assets Under Management (AUM) of 198.61 Crores, and an expense ratio of 0.78%.

Shriram Multi Sector Rotation Fund Direct Growth has given a CAGR return of -20.21% since inception.
The fund's asset allocation comprises around 99.28% in equities, 0.00% in debts, and 0.72% in cash & cash equivalents.
You can start investing in Shriram Multi Sector Rotation Fund Direct Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

-20.25%

— (Cat Avg.)

Since Inception

-20.21%

— (Cat Avg.)

Portfolio Summaryas of 30th November 2025

Equity	₹197.18 Cr	99.28%
Others	₹1.43 Cr	0.72%

Top Holdings

All Holdings

Equity

Debt & Others

Name	Type	Amount	Holdings
Mahindra & Mahindra Ltd	Equity	₹12.12 Cr	6.10%
Bharti Airtel Ltd	Equity	₹10.66 Cr	5.37%
State Bank of India	Equity	₹10.12 Cr	5.10%
Nippon Life India Asset Management Ltd Ordinary Shares	Equity	₹8.66 Cr	4.36%
Bharat Petroleum Corp Ltd	Equity	₹8.05 Cr	4.05%
HDFC Bank Ltd	Equity	₹7.94 Cr	4.00%
Hindustan Petroleum Corp Ltd	Equity	₹7.86 Cr	3.96%
Nuvama Wealth Management Ltd	Equity	₹7.2 Cr	3.63%
REC Ltd	Equity	₹7.02 Cr	3.53%
Indian Bank	Equity	₹6.95 Cr	3.50%
ASK Automotive Ltd	Equity	₹6.83 Cr	3.44%
Krsnaa Diagnostics Ltd	Equity	₹5.93 Cr	2.98%
InterGlobe Aviation Ltd	Equity	₹5.82 Cr	2.93%
Computer Age Management Services Ltd Ordinary Shares	Equity	₹5.73 Cr	2.88%
Adani Ports & Special Economic Zone Ltd	Equity	₹4.98 Cr	2.51%
PNB Housing Finance Ltd	Equity	₹4.97 Cr	2.50%
Ajanta Pharma Ltd	Equity	₹4.91 Cr	2.47%
Apollo Hospitals Enterprise Ltd	Equity	₹4.84 Cr	2.44%
Force Motors Ltd	Equity	₹4.37 Cr	2.20%
Muthoot Finance Ltd	Equity	₹4.36 Cr	2.19%
Infosys Ltd	Equity	₹3.95 Cr	1.99%
Mphasis Ltd	Equity	₹3.94 Cr	1.98%
Tata Consultancy Services Ltd	Equity	₹3.91 Cr	1.97%
Can Fin Homes Ltd	Equity	₹3.9 Cr	1.96%
R R Kabel Ltd	Equity	₹3.86 Cr	1.94%
Eternal Ltd	Equity	₹3.85 Cr	1.94%
Tech Mahindra Ltd	Equity	₹3.81 Cr	1.92%
Bank of Maharashtra	Equity	₹3.81 Cr	1.92%
Swiggy Ltd	Equity	₹3.78 Cr	1.91%
Rainbow Childrens Medicare Ltd	Equity	₹3.78 Cr	1.90%
Oil India Ltd	Equity	₹3.76 Cr	1.90%
Thyrocare Technologies Ltd	Equity	₹3.7 Cr	1.87%
Lemon Tree Hotels Ltd	Equity	₹3.69 Cr	1.86%
Canara Robeco Asset Management Co Ltd	Equity	₹2.88 Cr	1.45%
VRL Logistics Ltd	Equity	₹2.88 Cr	1.45%
Pricol Ltd	Equity	₹2.31 Cr	1.16%
Clearing Corporation Of India Ltd.	Cash - Repurchase Agreement	₹0.91 Cr	0.46%
Net Receivables / (Payables)	Cash	₹0.52 Cr	0.26%
LG Electronics India Ltd	Equity	₹0.09 Cr	0.04%
Call M&M 30-Dec-2025 4000	Equity - Option (Call)	₹-0.01 Cr	0.00%

Allocation By Market Cap (Equity)

Allocation By Credit Quality (Debt)

AAA

Other Allocation

Equity Sector

Debt & Others

Sector	Amount	Holdings
Financial Services	₹67.8 Cr	34.14%
Consumer Cyclical	₹36.94 Cr	18.60%
Healthcare	₹23.16 Cr	11.66%
Technology	₹21.42 Cr	10.78%
Energy	₹19.67 Cr	9.90%
Industrials	₹17.54 Cr	8.83%
Communication Services	₹10.66 Cr	5.37%

Risk & Performance Ratios

Fund Managers

Prateek Nigudkar

Since August 2025

Deepak Ramaraju

Since December 2024

Additional Scheme Detailsas of 30th November 2025

ISIN

INF680P01455

Expense Ratio

0.78%

Exit Load

1.00%

Fund Size

₹199 Cr

Age

1 year

Lumpsum Minimum

₹500

Fund Status

Open Ended Investment Company

Benchmark

Nifty 500 TR INR

Investment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Capital Gains Taxation:

Dividend Taxation:

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Equity - Other Funds

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Diviniti Equity Long Short Fund Direct Growth Very High Risk	-	0.0%	-	-
Diviniti Equity Long Short Fund Regular Growth Very High Risk	-	0.0%	-	-
DSP MSCI INDIA ETF Very High Risk	-	-	-	-
Kotak Rural Opportunities Fund Regular Growth Very High Risk	-	0.0%	-	-
Kotak Rural Opportunities Fund Direct Growth Very High Risk	-	0.0%	-	-
Altiva Hybrid Long-Short Fund Direct Growth Low to Moderate Risk	-	0.0%	-	-
Magnum Hybrid Long Short Fund Regular Growth Low to Moderate Risk	-	0.0%	-	-
Altiva Hybrid Long-Short Fund Regular Growth Low to Moderate Risk	-	0.0%	-	-
Magnum Hybrid Long Short Fund Direct Growth Low to Moderate Risk	-	0.0%	-	-
ICICI Prudential Conglomerate Fund Regular Growth Moderately High risk	2.3%	1.0%	₹841.85 Cr	-
ICICI Prudential Conglomerate Fund Direct Growth Moderately High risk	1.1%	1.0%	₹841.85 Cr	-
qsif Equity Long-Short Fund Direct Growth Very High Risk	-	1.0%	-	-
qsif Equity Long-Short Fund Regular Growth Very High Risk	-	1.0%	-	-
The Wealth Company Ethical Fund Direct Growth Very High Risk	0.8%	0.0%	₹39.10 Cr	-
The Wealth Company Ethical Fund Regular Growth Very High Risk	2.3%	0.0%	₹39.10 Cr	-
Baroda BNP Paribas Business Conglomerates Fund Direct Growth Very High Risk	0.5%	1.0%	₹776.08 Cr	-
Baroda BNP Paribas Business Conglomerates Fund Regular Growth Very High Risk	2.3%	1.0%	₹776.08 Cr	-
Motilal Oswal Nifty Alpha 50 ETF Very High Risk	0.5%	-	₹5.85 Cr	-
Kotak Active Momentum Fund Direct Growth Very High Risk	0.7%	0.0%	₹1393.74 Cr	-
Kotak Active Momentum Fund Regular Growth Very High Risk	2.1%	0.0%	₹1393.74 Cr	-
Motilal Oswal Special Opportunities Fund Direct Growth Very High Risk	2.6%	1.0%	₹68.50 Cr	-
Motilal Oswal Special Opportunities Fund Regular Growth Very High Risk	2.7%	1.0%	₹68.50 Cr	-
Bandhan Multi-Factor Fund Regular Growth Very High Risk	2.4%	0.0%	₹543.89 Cr	-
Bandhan Multi-Factor Fund Direct Growth Very High Risk	0.8%	0.0%	₹543.89 Cr	-
ICICI Prudential Active Momentum Fund Direct Growth Moderate Risk	1.0%	1.0%	₹1320.64 Cr	-
ICICI Prudential Active Momentum Fund Regular Growth Moderate Risk	2.2%	1.0%	₹1320.64 Cr	-
Axis Services Opportunities Fund Direct Growth Very High Risk	0.7%	1.0%	₹1978.87 Cr	-
Axis Services Opportunities Fund Regular Growth Very High Risk	2.0%	1.0%	₹1978.87 Cr	-
Nippon India MNC Fund Direct Growth Very High Risk	1.2%	1.0%	₹435.58 Cr	-
Nippon India MNC Fund Regular Growth Very High Risk	2.5%	1.0%	₹435.58 Cr	-
HDFC Innovation Fund Direct Growth Very High Risk	0.7%	1.0%	₹2769.30 Cr	-
HDFC Innovation Fund Regular Growth Very High Risk	2.0%	1.0%	₹2769.30 Cr	-
Mirae Asset Nifty India Internet ETF Very High Risk	0.2%	-	₹16.52 Cr	-
Motilal Oswal Nifty India Tourism ETF Very High Risk	0.5%	-	₹4.94 Cr	-
Motilal Oswal Nifty India Manufacturing ETF Very High Risk	0.5%	-	₹1.90 Cr	-
Motilal Oswal Services Fund Direct Growth Very High Risk	2.5%	1.0%	₹72.74 Cr	-
Motilal Oswal Services Fund Regular Growth Very High Risk	2.6%	1.0%	₹72.74 Cr	-
ICICI Prudential Quality Fund Direct Growth Very High Risk	0.8%	1.0%	₹2307.94 Cr	-
ICICI Prudential Quality Fund Regular Growth Very High Risk	2.0%	1.0%	₹2307.94 Cr	-
Motilal Oswal Nifty Capital Market ETF Very High Risk	0.5%	-	₹108.66 Cr	-
Axis Nifty500 Momentum 50 ETF Very High Risk	-	-	-	-
Mirae Asset BSE Select IPO ETF Very High Risk	0.3%	-	₹18.16 Cr	-
Mirae Asset BSE Select IPO ETF Fund of Fund Regular Growth Very High Risk	0.7%	0.0%	₹7.71 Cr	-
Mirae Asset BSE Select IPO ETF Fund of Fund Direct Growth Very High Risk	0.1%	0.0%	₹7.71 Cr	-
Motilal Oswal Active Momentum Fund Direct Growth Very High Risk	2.6%	1.0%	₹221.90 Cr	-
Motilal Oswal Active Momentum Fund Regular Growth Very High Risk	2.7%	1.0%	₹221.90 Cr	-
Nippon India Active Momentum Fund Regular Growth Very High Risk	1.6%	1.0%	₹307.02 Cr	-
Nippon India Active Momentum Fund Direct Growth Very High Risk	0.7%	1.0%	₹307.02 Cr	-
Groww Nifty 200 ETF Very High Risk	0.3%	-	₹14.64 Cr	-
Groww Nifty 200 ETF FoF Direct Growth Very High Risk	0.1%	1.0%	₹6.25 Cr	-

About the AMC

Shriram Mutual Fund

+91 33 23373012

https://www.shriramamc.in/

Total AUM

₹1,080 Cr

Address

CK-6, 2nd Floor, Kolkata, 700 091

Other Funds by Shriram Mutual Fund

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Shriram Multi Sector Rotation Fund Direct Growth Very High Risk	0.8%	1.0%	₹198.61 Cr	-20.3%
Shriram Liquid Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹242.34 Cr	6.3%
Shriram Multi Asset Allocation Fund Direct Growth Very High Risk	0.7%	1.0%	₹139.60 Cr	6.1%
Shriram Flexi Cap Fund Direct Growth Very High Risk	0.8%	1.0%	₹137.54 Cr	-8.0%
Shriram Overnight Fund Direct Growth Low Risk	0.1%	0.0%	₹170.78 Cr	5.8%
Shriram Balanced Advantage Fund Direct Growth Very High Risk	1.0%	1.0%	₹58.00 Cr	-0.2%
Shriram Hybrid Equity Fund Direct Growth Very High Risk	0.8%	1.0%	₹50.35 Cr	1.7%
Shriram Long Term Equity Fund Direct Growth Very High Risk	0.8%	0.0%	₹49.94 Cr	-7.2%

Risk Level

Your principal amount will be at Very High Risk

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Still got questions?
We're here to help.

What is the current NAV of Shriram Multi Sector Rotation Fund Direct Growth?

The NAV of Shriram Multi Sector Rotation Fund Direct Growth, as of 10-Dec-2025, is ₹7.97.

What is the portfolio composition of Shriram Multi Sector Rotation Fund Direct Growth?

The fund's allocation of assets is distributed as 99.28% in equities, 0.00% in bonds, and 0.72% in cash and cash equivalents.

Who manages the Shriram Multi Sector Rotation Fund Direct Growth?

The fund managers responsible for Shriram Multi Sector Rotation Fund Direct Growth are:-

Prateek Nigudkar
Deepak Ramaraju

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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Fund Overview

Fund Size

₹199 Cr

Expense Ratio

0.78%

ISIN

INF680P01455

Minimum SIP

₹500

Exit Load

1.00%

Inception Date

09 Dec 2024

Risk Level

Your principal amount will be at Very High Risk