About Shriram Multi Sector Rotation Fund
Shriram Multi Sector Rotation Fund is a sectoral / thematic fund managed by Shriram Mutual Fund. Invest in one sector (such as banking, IT or pharma) or a theme (such as consumption or infrastructure). Concentrated and higher risk; suited to investors with a view on that sector.
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.
The scheme's stated objective, as published by Shriram Mutual Fund.
The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.
Tax on your gains
Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.
Work out what you would owe with the capital gains tax calculator.
Every plan and option, with scheme codes
| Plan | Option | NAV | Scheme code |
|---|---|---|---|
| Direct | Growth | ₹8.1702 | 153076 |
| Regular | Growth | ₹7.9262 | 153077 |
Frequently asked questions
What is the NAV of Shriram Multi Sector Rotation Fund today?
The NAV of Shriram Multi Sector Rotation Fund (Direct plan, Growth) is ₹8.1702 and the Regular plan NAV is ₹7.9262, as of 18 Sept 2026.
What returns has Shriram Multi Sector Rotation Fund given?
Over the last year the Direct plan returned 3.38%. Past returns do not guarantee future returns.
What is the expense ratio of Shriram Multi Sector Rotation Fund?
The Direct plan charges 1.06% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.
What is the minimum SIP amount in Shriram Multi Sector Rotation Fund?
You can start a monthly SIP with ₹500, or invest a lump sum of ₹500 or more.
How much has Shriram Multi Sector Rotation Fund fallen in the past?
Its deepest fall was 29.6% from 31 Dec 2024 to 31 Mar 2026. Of every one-year stretch in its history, 56% ended in a gain.
Which category does Shriram Multi Sector Rotation Fund belong to?
It is a Sectoral / Thematic Fund from Shriram Mutual Fund. Invest in one sector (such as banking, IT or pharma) or a theme (such as consumption or infrastructure). Concentrated and higher risk; suited to investors with a view on that sector.
What is the difference between the Direct and Regular plan?
Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.
How are gains from Shriram Multi Sector Rotation Fund taxed?
Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.
Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.