Shriram Multi Sector Rotation Fund Direct Growth

Shriram Multi Sector Rotation Fund Direct Growth is an equity fund. This fund was started on 9 December, 2024. The fund is managed by Gargi Banerjee. The fund could potentially beat inflation in the long-run.

1. Shriram Multi Sector Rotation Fund Direct Growth has ₹190 Cr worth of assets under management (AUM) as on Jan 2025 and is less than category average.
2. The fund has an expense ratio 0.7.
   

Shriram Multi Sector Rotation Fund Direct Growth has given a CAGR return of -25.03% since inception.

Shriram Multi Sector Rotation Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Health, Consumer Cyclical, Tech, Consumer Defensive, Financial Services, Industrial, Communication. Its top holdings are Piramal Pharma Ltd, Lupin Ltd, Fortis Healthcare Ltd, Ipca Laboratories Ltd, BSE Ltd

As it is a equity - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

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.

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Shriram Multi Sector Rotation Fund Direct Growth has no lock in period.