Analytics, not advice. Rankings and scores describe past performance and are not recommendations.

Uncategorised

Shriram Multi Sector Rotation Fund - Regular Plan Growth Option

Shriram Mutual Fund · Managed by Prateek Nigudkar; Hitesh Savanth

FundScore
Latest NAV
₹8.2725
as of 07 Aug 2026
AUM
Expense ratio
Inception
14 May 2026
FundScore
53/100steady
Rank #468 of 1007 · top 47%

A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.

Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
4.56%
3M
5.08%
6M
3.58%
1Y
8.97%
3Y CAGR
5Y CAGR
Since incep.
-10.80%
Fund details
Fund manager
Prateek Nigudkar; Hitesh Savanth
Riskometer
Very High Risk
Type
Open Ended
Portfolio turnover
190%
Volatility (3Y)
16.9%
Rating (external)
Investment objective

The investment objective of the scheme is to generate long-term capital appreciation by employing a quantamental approach of investing in equity and equity derivatives of specific sectors that are trending due to better earnings expectation. The allocation among sectors and stock selection will be decided by the in-house proprietary quantitative model and further augmented with fundamental analysis. There is no assurance or guarantee that the investment objective of the Scheme will be achieved.

NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.

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Pro
Market-cap distribution
Large / mid / small / micro-cap split of this fund's equity holdings, from its latest look-through portfolio. Shown as a share of classified equity.
Large cap56.5%
Mid cap11.9%
Small cap31.6%
Stock holdings
Latest portfolio disclosure for this scheme. Snapshot as of 30 Jun 2026.
Axis Bank Ltd.
equity
6.13%
HDFC Bank Ltd.
equity
5.09%
Reliance Industries Ltd.
equity
4.77%
Eternal Ltd.
equity
4.14%
R R Kabel Ltd.
equity
4.10%
Ajanta Pharma Ltd.
equity
4.04%
State Bank of India
equity
3.72%
Nuvama Wealth Management Ltd.
equity
3.65%
Adani Ports & Special Economic Zone Ltd.
equity
3.45%
Apollo Hospitals Enterprise Ltd.
equity
3.33%
HDFC Asset Management Company Ltd.
equity
3.27%
Bharti Airtel Ltd.
equity
3.04%
Mahindra & Mahindra Ltd.
equity
3.01%
InterGlobe Aviation Ltd.
equity
2.80%
Computer Age Management Services Ltd.
equity
2.73%
Samhi Hotels Ltd.
equity
2.69%
Lemon Tree Hotels Ltd.
equity
2.48%
Samvardhana Motherson International Ltd.
equity
2.46%
Tata Consultancy Services Ltd.
equity
2.39%
Thyrocare Technologies Ltd.
equity
2.38%
Clearing Corporation of India Ltd.
other
2.35%
Indian Bank
equity
2.30%
Rainbow Children's Medicare Ltd.
equity
2.30%
Infosys Ltd.
equity
2.22%
Can Fin Homes Ltd.
equity
2.09%
REC Ltd.
equity
2.06%
Oil India Ltd.
equity
2.02%
Canara Robeco Asset Mgmt Co Ltd.
equity
1.81%
Mphasis Ltd.
equity
1.76%
Tech Mahindra Ltd.
equity
1.58%