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Shriram Multi Sector Rotation Fund - Direct (G)

Sectoral / Thematic
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  • NAV

    10.02(-0.43%)

  • Fund Size (CR)

    -

  • Expense Ratio

    -

  • Scheme Type

    Active Fund

  • Value Research

  • Min. investment

    ₹500

  • Minimum Additional Investment

    ₹500

  • Minimum SIP Investment

    ₹500

  • Minimum Withdrawal

    ₹500

  • Exit Load 1% of the applicable NAV, if redeemed within 3 months from the date of allotment. Nil if redeemed after 3 months from the date of allotment.

    1%

  • Return Since Launch

    0.49%
  • 3M
  • 6M
  • 1Y
  • 3Y
  • All
Absolute Return: 0.21%
Annualized Return: 0% [object Object]

Basic Details

Scheme Manager

Deepak Ramaraju

Bench Mark

Nifty 500 TRI

Type

OPEN

Lumpsum Returns

Period Invested For₹10,000 Invested onLatest ValueAbsolute ReturnsAnnualised ReturnsCategory AvgRank within Category
1 Week 23 December 202410221.742.22%-0.16%37/816
1 Month-----0.71%-/-
3 Month-----5.70%-/-
6 Month----2.59%-/-
1 Year----22.69%-/-
3 Year--0%-18.51%-/-
5 Year--0%-22.12%-/-
Since Inception9 December 202410049.200.49%0.49%17.01%735/814

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For₹10,000 Invested onInvestmentsLatest ValueAbsolute ReturnsAnnualised Returns
1 Year1 January 202510,00010000.000% 0%
3 Year-----
5 Year-----
10 Year-----

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

  • Investment type
  • Scheme based
  • SIP
  • Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

  • Invested Amount

    ₹25,000

  • Estimated Returns

    ₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

-

Standard Deviation

-

Beta

-

Sharpe Ratio

-

Treynor's Ratio

-

Jension's Alpha

Asset Allocation

There is no Asset Allocation data

Sector Allocation

There is no Sector Allocation data

Top 10 stock holding in portfolio

Stock Invested in% of Total HoldingsQuantityValue (Cr)Asset TypeSegment

Peer Comparison

Scheme NameValue ResearchAsset Size (Cr)1M3M6M1Y3Y
Shriram Multi Sector Rotation Fund - Direct (G)
0-----
HDFC Pharma and Healthcare Fund - Direct (G)
1459.593.11%5.44%30.11%51.66%-
HDFC Pharma and Healthcare Fund - Direct (IDCW)
1459.593.11%5.44%30.11%51.66%-
ICICI Pru P.H.D Fund - Direct (IDCW)
5044.633.64%2.42%24.35%48.44%25.33%
ICICI Pru P.H.D Fund - Direct (G)
5044.633.66%2.42%24.34%48.42%25.35%
LIC MF Infrastructure Fund - Direct (G)
852.07-0.42%-2.13%2.95%48.19%33.49%

News

  • Shriram Mutual Fund announces change in Key Personnel

    Shriram Mutual Fund has announced that Mr. Ajay Ramesh Bhanushali has been appointed as the Compliance Officer of with effect from July 22, 2024.

    Details of Mr. Ajay Ramesh Bhanushali

    Age: 32 years

    Designation: Compliance Officer

    Powered by Capital Market - Live News

Fund House Details & Investment Objective

Date of Incorporation

18 November 2024

Total AUM (Cr)

₹undefined

Shriram Multi Sector Rotation Fund - Direct (G) is an Sectoral / Thematic-oriented fund from the renowned AMC, Shriram Mutual Fund. Launched in 18 November 2024, this fund is managed by Deepak Ramaraju. With assets under management (AUM) worth - (Cr), as of 1 January 2025, Shriram Multi Sector Rotation Fund - Direct (G) is categorized as a Sectoral / Thematic within its segment. The fund has generated a return of 0.49% since its launch.
The current NAV of Shriram Multi Sector Rotation Fund - Direct (G) is ₹10.02, as on 1 January 2025. The fund's benchmark index is Nifty 500 TRI. You can invest in Shriram Multi Sector Rotation Fund - Direct (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹500 while the minimum lumpsum investment is ₹500.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
1% of the applicable NAV, if redeemed within 3 months from the date of allotment. Nil if redeemed after 3 months from the date of allotment. The fund has generated undefined% and undefined% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments .

FAQs

How to Invest in Shriram Multi Sector Rotation Fund - Direct (G) Direct Growth?

Shriram Multi Sector Rotation Fund - Direct (G) is a popular fund in the Sectoral / Thematic segment. The fund has generated a return of 0.49% since inception. Looking to invest in Shriram Multi Sector Rotation Fund - Direct (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Shriram Multi Sector Rotation Fund - Direct (G) is super easy and convenient with m.Stock. Here’s how you can begin:

  • Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
  • In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
  • In the search bar, enter the fund name, in this case, Shriram Multi Sector Rotation Fund - Direct (G)
  • On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
  • If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
  • If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Shriram Multi Sector Rotation Fund - Direct (G) today and reap the benefits of this Sectoral / Thematic fund!

How much returns has Shriram Multi Sector Rotation Fund - Direct (G) Direct Growth generated?

In the short term, i.e., 1 year, Shriram Multi Sector Rotation Fund - Direct (G) has generated annualised return of undefined%. In the long-term, the fund has generated undefined% and - in 3 and 5 years respectively. Since its inception, the fund has generated 0.49% returns.

What is the expense ratio of Shriram Multi Sector Rotation Fund - Direct (G) Direct Growth?

The expense ratio of Shriram Multi Sector Rotation Fund - Direct (G) Direct Growth is undefined%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Shriram Multi Sector Rotation Fund - Direct (G) Fund Direct Growth?

The Assets Under Management (AUM) of Shriram Multi Sector Rotation Fund - Direct (G) is ₹undefined (Cr) as of 2025-01-01 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Shriram Multi Sector Rotation Fund - Direct (G) Direct Growth?

Redeeming or selling units of Shriram Multi Sector Rotation Fund - Direct (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.


To redeem from Shriram Multi Sector Rotation Fund - Direct (G):
  • Login to your m.Stock account
  • In portfolio, your mutual fund investments will be visible under ‘MF’
  • Select the fund you wish to redeem from (in this case Shriram Multi Sector Rotation Fund - Direct (G)).
  • Click on ‘Redeem’ button
  • You have 2 options – redeem by units and redeem by value (you can only redeem free units)
  • Select units to be redeemed and click on submit.
  • Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).
Note : Securities shown above are only for illustrative purposes and not recommendatory in nature. The data represents best/cumulative figures till date.