Shriram Multi Sector Rotation Fund - Regular Plan Growth Option
₹7.7154
₹0.07 (-0.85%)
NAV as of 29 May 2026
Today's NAV — all variants
Regular · Growth
₹₹7.7154
₹0.07 (-0.85%)
29 May 2026
AMFI: 153077
Direct · Growth
₹₹7.9109
₹0.07 (-0.84%)
29 May 2026
AMFI: 153076
Returns (Lumpsum)
CAGR for periods ≥ 1 yearSIP Returns (XIRR)
₹1,000/month SIP, annualisedSIP since inception — what ₹500/month became
Real NAV backtest from day one
₹9,000
Invested
₹8,697
Value today
-4.3%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹500 lumpsum at launch — value today
Invested on the fund's first NAV date
₹500
Invested
₹386
Value today
-15.6%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹5,92,777
Value today
+28.1%
vs lumpsum
STP beat direct lumpsum by 28.1% — reduced timing risk paid off
Model your own STP with real NAVThis fund trailed its benchmark
Top performers in Sectoral / Thematic by 5Y CAGR
DSP India T.I.G.E.R. Fund - Regular Plan - Growth
ICICI Prudential Infrastructure Fund - Growth
SBI PSU Fund - REGULAR PLAN -Growth
Direct vs Regular — ₹500/month over 1 years
Expense ratio drag on your actual returns
Direct plan
₹6,518
Regular plan
₹6,457
Direct earns ₹61 more on a ₹6K investment — 1.02% extra return per year
Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.
Learn about Direct vs Regular plansFund Details
Risk Metrics
Trailing 1 year, annualised-1.40
Sharpe Ratio
-0.26
Alpha
0.40
Beta
-1.21
Sortino
17.40%
Std Dev
-31.05%
Max Drawdown
Portfolio Holdings
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Shriram Multi Sector Rotation Fund - Regular Plan Growth Option 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 Plan Growth Option is a Sectoral / Thematic mutual fund offered by Shriram Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹179 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.38%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations