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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 20268.0574
CategorySectoral / Thematic
PlanRegular · Growth
Launched18 Nov 2024
Risk labelthe scheme's own riskometerVery High Risk
Legal benchmarkSEBI Tier-1NIFTY 500 TRI
Expense ratiodirect plan, a year2.75%
AUM₹157 Cr
Growth of ₹10,000₹8,06713 Dec 2024 to 2 Sep 2026
₹10,051₹9,273₹8,496₹7,719₹6,942Dec 2024May 2025Oct 2025Mar 2026Sep 2026
₹8,067 (-11.7% a year) Shriram Multi Sector Rotation Fund

Performance (trailing, annualised)

1Y annualised6.79%

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 ₹1,23,5955.58%

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

Calendar years

Calendar 2025-19.40%

Rolling returns

Rolling 1Y · average37 windows since 18 Dec 2025-2.45%
Rolling 1Y · median-1.60%
Rolling 1Y · worst window-21.09%
Rolling 1Y · best window10.45%
Rolling 1Y · windows positive38%

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)12.96%
Maximum drawdown-31.05%

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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