
Shriram Multi Sector Rotation Fund(G)-Direct Plan
+3.44%
1Y annualised
+3.44%
1Y annualised
-1.23% 1D
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Buy, Hold or Sell?
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NAV : 15 Sep 2026
₹8.05
Min. SIP amount
₹500
Fund size (AUM)
162 Cr
Expense ratio
0.78%
Launched on
09 Dec 2024
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 15 Sep 2026
₹8.05
Min. SIP amount
₹500
Fund size (AUM)
162 Cr
Expense ratio
0.78%
Launched on
09 Dec 2024
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
55.17%
Mid Cap
11.42%
Small Cap
32.82%
Others
0.60%
Sector Allocation
Bank
19.54%
Healthcare
11.57%
Automobile & Ancillaries
10.65%
It
7.92%
Crude Oil
7.45%
Retailing
7.16%
Business Services
6.67%
Finance
6.64%
Others
22.27%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
1% on or before 3M, Nil after 3M
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Prateek Nigudkar
Present
Hitesh Savanth
Present
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FAQs
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