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Shriram Multi Sector Rotation Fund
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Risk
Very High
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Rating
-
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Min SIP Amount
₹500
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Expense Ratio
2.69
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NAV
₹8.28
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Fund Started
18 Nov 2024
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Fund Size
₹147.57 Cr
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Exit Load
Exit load of 1%, if redeemed within 3 months
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1 Year
-2.06%
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3 Year
-
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5 Year
-
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Equity
99.77%
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Cash
0.23%
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Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 7.77% |
Axis Bank Ltd. | 5.71% |
Eternal Ltd. | 5.59% |
State Bank of India | 4.06% |
Reliance Industries Ltd. | 3.84% |
Adani Ports and Special Economic Zone Ltd. | 3.55% |
Mahindra & Mahindra Ltd. | 3.38% |
Samvardhana Motherson International Ltd. | 3.16% |
Apollo Hospitals Enterprise Ltd. | 3.14% |
Bharti Airtel Ltd. | 3.11% |
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Name
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Start Date
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Description
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.
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Launch Date
18 Nov 2024
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