Shriram Multi Sector Rotation Fund - Regular Plan Growth Option
Category: Equity: Thematic-Multi-Sector
Launch Date: 09-12-2024
AUM:
155.05 Cr
Expense Ratio
2.43%
Benchmark
NIFTY 500 TRI
ISIN
INF680P01463
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
500
Fund Manager
Mr. Deepak Ramaraju and Mr. Prateek Nigudkar
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Shriram Multi Sector Rotation Fund - Regular Plan Growth Option | -2.86 | - | - |
| NIFTY 500 TRI | 6.49 | 16.45 | 14.33 |
If you invested in this fund:
₹
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
7.7557
Last change
0.07 (0.8845%)
Fund Size (AUM)
₹ 155.05 Cr
Performance
-17.18% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment 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.
Fund Manager
Mr. Deepak Ramaraju and Mr. Prateek Nigudkar
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| STATE BANK OF INDIA EQ NEW RE. 1/- | 8.25 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 6.01 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 5.17 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 4.98 |
| INDIAN BANK EQ | 4.38 |
| BANK OF MAHARASHTRA EQ | 4.05 |
| REC LIMITED EQ | 3.77 |
| INFOSYS LIMITED EQ FV RS 5 | 3.44 |
| NIPPON LIFE INDIA ASSET MANAGEMENT LIMITED EQ | 3.28 |
| AJANTA PHARMA LIMITED EQ NEW FV RS. 2/- | 3.18 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 39.28 |
| Automobile and Auto Components | 12.38 |
| Healthcare | 11.24 |
| Information Technology | 9.8 |
| Services | 7.28 |
| Oil, Gas & Consumable Fuels | 6.45 |
| Consumer Services | 5.69 |
| Telecommunication | 5.17 |
| Capital Goods | 2.38 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Shriram Multi Sector Rotation Fund Reg Gr | 0.0 |