Shriram Multi Sector Rotation Fund Direct Growth
Equity
Direct
Equity - Other
NAV as on 24-12-2024
₹ 9.94
▲0.4%
1D
Inception Returns
/yr
About 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.
Key Parameters
- Shriram Multi Sector Rotation Fund Direct Growth has ₹0 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
- The fund has an expense ratio 0.
Returns
Shriram Multi Sector Rotation Fund Direct Growth has given a CAGR return of -1.27% since inception.
Holdings
Shriram Multi Sector Rotation Fund Direct Growth has allocated its funds majorly in . Its top holdings are
Taxation
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 15%For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefitDividends will always be taxed at slab rate. Gains upto Rs 1 lakh are exempt in case of long term.
Investment objective of Shriram Multi Sector Rotation Fund Direct Growth
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 and lockin period
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.
Historical NAV & Returns
Shriram Multi Sector Rotation Fund Direct Growth Overview
| Expense ratio | -- |
Benchmark | IISL Nifty 500 TR INR |
| AUM | ₹0 Cr |
| Inception Date | 9 December, 2024 |
| Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
Frequently Asked Questions for Shriram Multi Sector Rotation Fund Direct Growth
Shriram Multi Sector Rotation Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 0% | 0% |
6 Month Returns | 0% | 0% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Shriram Multi Sector Rotation Fund Direct Growth | - | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Shriram Multi Sector Rotation Fund Direct Growth | - | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Shriram Multi Sector Rotation Fund Direct Growth | - | - | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Shriram Multi Sector Rotation Fund Direct Growth | - | - | - |