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OmniAsset › Mutual funds › Shriram Multi Sector Rotation Fund

Shriram Multi Sector Rotation Fund

Sectoral / Thematic fund benchmarked to NIFTY 500 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 20268.2992
CategorySectoral / Thematic
PlanDirect · Growth
Launched18 Nov 2024
Risk labelthe scheme's own riskometerVery High Risk
Legal benchmarkSEBI Tier-1NIFTY 500 TRI
Expense ratiodirect plan, a year1.02%
AUM₹13.9 Cr
Growth of ₹10,000₹8,30713 Dec 2024 to 2 Sep 2026
₹10,058₹9,317₹8,577₹7,836₹7,096Dec 2024May 2025Oct 2025Mar 2026Sep 2026
₹8,307 (-10.2% a year) Shriram Multi Sector Rotation Fund

Performance (trailing, annualised)

1Y annualised8.58%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,24,7347.37%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 2025-17.99%

Rolling returns

Rolling 1Y · average37 windows since 18 Dec 2025-0.78%
Rolling 1Y · median0.05%
Rolling 1Y · worst window-19.71%
Rolling 1Y · best window12.31%
Rolling 1Y · windows positive54%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)16.57%
Downside deviation (3Y)12.90%
Maximum drawdown-29.57%

Management

Fund managerMr. Hitesh Savanth, Mr. Prateek Nigudkar
Managing since2 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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