Sectoral/ ThematicShriram Asset Management Co. Ltd.Not enough history yet

Shriram Multi Sector Rotation Fund - Direct Plan Growth Option

Benchmark: Nifty 500 TRI · Riskometer: Very High

₹8.4115

NAV (2026-08-31)

₹162.685 Cr

AUM (2026-08-31)

1.06%

EXPENSE RATIO (DIRECT)

2024-11-18

INCEPTION

?Quality · -/100

?Safety · -/100

?Compound · -/100

Punji Fund Health Score - percentile-within-category. See methodology.

CHART

Rolling CAGR by holding period - min, median, max

Each group is one holding-period length. Full range of outcomes across every overlapping window in the fund's history, not one trailing number.

Min rolling CAGRMedian rolling CAGRMax rolling CAGR

Category RankRisk MetricsHoldingsSimilar FundsPunji Analytics

Not enough data yet to rank this fund against its category.

This fund is less than three years old, so a three-year risk history does not exist yet.

CHART

Top sector holdings

Share of portfolio (% to NAV) in each of the top sectors.

Banks 18.91%Capital Markets 10.44%Healthcare Services 9.75%IT - Software 8.86%Retailing 6.62%Leisure Services 5.45%Auto Components 5.3%Petroleum Products 4.99%Finance 4.24%Transport Services 4.21%Automobiles 3.85%Telecom - Services 3.35%Pharmaceuticals & Biotechnology 3.05%Transport Infrastructure 2.97%Oil 2.3%Insurance 2.12%Industrial Products 1.61%IT - Services 1.02%Other 0.94%Food Products 0.02%

TOP HOLDINGS

HDFC Bank Ltd. (Banks)7.29%

Axis Bank Ltd. (Banks)5.32%

Reliance Industries Ltd. (Petroleum Products)4.99%

Eternal Ltd. (Retailing)4.9%

State Bank of India (Banks)3.86%

Nuvama Wealth Management Ltd. (Capital Markets)3.77%

Apollo Hospitals Enterprise Ltd. (Healthcare Services)3.56%

Mahindra & Mahindra Ltd. (Automobiles)3.46%

Bharti Airtel Ltd. (Telecom - Services)3.35%

Adani Ports & Special Economic Zone Ltd. (Transport Infrastructure)2.97%

Matching peers needs three years of risk history, which this fund does not have yet.