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Value Research Rating
Our Opinion
Riskometer
Very High
₹7.8223 0.56%
As on 24-Jun-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Shriram Multi Sector Rotation Fund - Regular Plan
|
|
Very High
|
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2.35 |
||
|
|
Very High
|
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1.60 |
|||
|
|
Very High
|
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1.70 |
|||
|
|
Very High
|
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1.69 |
|||
|
|
Very High
|
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1.78 |
₹195 Cr
1.00 (90)
500
500
500
24
Investment Strategy
The scheme seeks 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.
Suitability
Such thematic funds are avoidable for most investors because:
If you still choose to invest:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Shriram Multi Sector Rotation Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Shriram Multi Sector Rotation Fund - Regular Plan can be bought from the Shriram Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Shriram Multi Sector Rotation Fund - Regular Plan, is ₹7.8223 as of 25-Jun-2025.
| Company | Percentage of Portfolio |
|---|---|
|
6.97
|
|
|
5.95
|
|
|
5.94
|
|
|
5.92
|
|
|
5.43
|
Over the past five years, Shriram Multi Sector Rotation Fund - Regular Plan has delivered an annualised return of --% as of 25-Jun-2025.
The minimum investment required to start investing in Shriram Multi Sector Rotation Fund - Regular Plan is ₹500 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.
