Shriram Multi Sector RotationGr
Empty
1–7 yearsInvestment Horizon
HNI,MATarget Segments
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation19.2%
Sharpe Ratio-0.20
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
HDFC Bank LtdFinancial Services7.77%
Axis Bank LtdFinancial Services5.71%
Eternal LtdConsumers5.59%
State Bank of IndiaFinancial Services4.06%
Reliance Industries LtdEnergy & Infra3.84%
Adani Ports & Special Economic Zone LtdCapital Goods3.55%
Mahindra & Mahindra LtdConsumers3.38%
Samvardhana Motherson International LtdConsumers3.16%
Apollo Hospitals Enterprise LtdServices3.14%
Bharti Airtel LtdServices3.11%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.79%
Regulatory & Tax Information
INF680P01463
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)