Shriram Multi Sector Rotation Fund · Regular · Growth
NAV
₹7.6335
as of 30 Sept 2026
Expense Ratio
2.75%
AUM
₹171 Cr
Lumpsum returns (CAGR)
- 1Y
- -0.12%
- 3Y
- —
- 5Y
- —
- Since Inception
- -13.88%
SIP returns (XIRR)
- 1Y
- -4.30%
- 3Y
- —
- 5Y
- —
- Since Inception
- -5.34%
Returns calculated from 18 November 2024 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.
We don't show backtest scenarios for this fund yet — its NAV history has an unresolved discontinuity we're still verifying. Returns above are unaffected.
Risk Metrics
Trailing 1 year, annualised-0.32
Sharpe Ratio
-0.07
Alpha
0.26
Beta
-0.31
Sortino
14.42%
Std Dev
-16.01%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
What this fund does
Shriram Multi Sector Rotation Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
Shriram Multi Sector Rotation Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Shriram Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹171 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.75%.