Sharpe ratio
-0.86Return earned for the risk taken.
Negative
Negative means the fund has not rewarded investors well for the risk taken recently.
+3.31%1Y Absolute Return
-0.45%1D
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Past performance is not an indicator of future returns.
Returns calculator comparison
Compare an illustrative investment outcome across return assumptions.
| Asset | Projected corpus | Total invested | Gain | Annual return |
|---|---|---|---|---|
| Shriram Multi Sector Rotation Fund - Direct Plan Growth OptionFund 1Y annualised return · 5Y history unavailable | ₹7,92,729 | ₹7,32,612 | ₹60,117 | +3.31% |
| EPFIllustrative annual assumption | ₹8,95,132 | ₹7,32,612 | ₹1,62,520 | +8.25% |
| Residential propertyIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| PPFIllustrative annual assumption | ₹8,69,819 | ₹7,32,612 | ₹1,37,207 | +7.10% |
| Bank fixed depositIllustrative annual assumption | ₹8,56,981 | ₹7,32,612 | ₹1,24,369 | +6.50% |
| GoldIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| Savings accountIllustrative annual assumption | ₹7,86,827 | ₹7,32,612 | ₹54,215 | +3.00% |
Illustration only. Fund results use the available NAV-derived annualised return and can be negative. Reference rows are assumptions, not current quoted rates or guaranteed returns; property excludes transaction costs, taxes, and liquidity constraints. Mutual fund investments are subject to market risk.
Wealth multiple
₹1 became₹0.92
₹1 Lakh since launch₹0.92 Lakh
Fund age1.9 yrs
Fund information
Scheme code153076
ISININF680P01455
BenchmarkNIFTY 500 TRI
CategoryEquity Scheme - Sectoral/ Thematic
Expense ratio1.06%
Exit loadExit load of 1%, if redeemed within 3 months
Minimum SIP₹500 SIP
Return comparison
442nd / 932 in category| Period | Fund | Benchmark | Category avg |
|---|---|---|---|
| 1M | +144.38% | — | — |
| 3M | +1.08% | — | — |
| 6M | +16.58% | — | — |
| 1Y | +3.31% | — | +4.16% |
| Since Launch | -8.22% | — | — |
Risk-adjusted performance
Every measure is expanded with a plain-language reading of the latest calculated value.
Sortino ratio
-1.12Return earned while limiting downside risk.
Negative
Negative means downside losses have outweighed the returns.
Standard deviation
15.76%How much the fund’s returns fluctuate over time.
High volatility
Returns can swing significantly.
Beta
—How closely the fund moves with the market.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Alpha
—Extra return generated above the benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Treynor ratio
—Return earned for each unit of market risk taken.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Calmar ratio
-0.28How well the fund rewarded investors relative to its biggest decline.
Negative
The fund has struggled to recover from its drawdowns.
Information ratio
—How consistently the fund outperformed its benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Portfolio allocation
Latest disclosed portfolio mix
Asset allocation
Portfolio100%
Equity96.45%
Debt2.35%
Cash1.20%
Market cap allocation
Sector allocation
Equity exposure by sector
Top holdings
10 of 38 disclosed positions
| Holding | Sector | Instrument type | Weight |
|---|---|---|---|
| Axis Bank Ltd | Financial | Equity | 6.13% |
| HDFC Bank Ltd | Financial | Equity | 5.09% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 4.77% |
| Zomato Ltd | Technology | Equity | 4.14% |
| R R Kabel Ltd. | Industrials | Equity | 4.1% |
| Ajanta Pharma Ltd | Healthcare | Equity | 4.04% |
| State Bank of India | Financial | Equity | 3.72% |
| Nuvama Wealth Management Ltd | Financial | Equity | 3.65% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 3.45% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 3.33% |
Fund management
PR
Prateek Nigudkar
Since 2025 · Prior to joining Shriram Mutual Fund, he has worked with DSP MF, State Street Global Advisors (Global Beta Solutions Group) and Credit Suisse (Private Banking Global Research Division).
Mr. Nigudkar is an MS(Quantitative Finance) from Olin Business School, Washington University.
DE
Deepak Ramaraju
Since 2024 · Prior to joining Shriram Mutual Fund, he has worked with Sanlam Group of South Africa as a part of their global equity research team and GE India Technology Center as a researcher and co-inventor.
Mr. Ramaraju has done B.E.(Chemical Engineering).
Compare similar funds
No comparable category funds are available yet.
Summary
A very high-risk equity scheme - sectoral/ thematic fund. Ranks 442 of 932 in its category over 1 year.
Strengths
- None
Weaknesses
- None
Ideal investor
- Needs a 5–7+ years horizon to ride out its very high risk level.
- Good fit for SIPs — spreading purchases smooths out 15.8% volatility.
Risk drivers
- None