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Shriram Multi Sector Rotation Fund

Equity

What is Sector Rotation?

Sector rotation is an investment strategy that involves shifting investments between different sectors of the economy based on their performance during various occasion or the business cycle. The goal is to maximize returns by investing in sectors that are expected to perform well at specific times, and moving out of sectors that may underperform.

Why invest in Shriram Multi Sector Rotation Fund?

Diversification of Risk

Focused 3 to 6 sectors in one fund

Avoid Sector Traps

Rotation across trending sectors

Tax efficient for Investor

No capital gains tax when fund manager rebalances

Investment Framework

2 Tier approach for managing Shriram Multi Sector Rotation Fund

Trending sectors are selected using a Quantamental approach

Disclaimer: Investment philosophy stated above may change from time to time without any notice and shall be in accordance with the strategy as mentioned in the Scheme Information Document

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Fund Details

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Fund Information

Shriram Multi Sector Rotation Fund

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Benchmark

Nifty 500 Total Return Index

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Fund category

Equity – Sectoral / Thematic

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Fund type

An open-ended scheme investing in equity and related instruments following multi sector rotation theme

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Scheme objective

The investment objective of the scheme is 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. There is no assurance or guarantee that the investment objective of the Scheme will be achieved. 

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Scheme Plans & Options

Regular Plan

  • (i) Growth

Direct Plan

  • (i) Growth
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Fund manager

Mr. Deepak Ramaraju, Ms. Gargi Bhattacharyya Banerjee and Mr. Sudip Suresh More

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Minimum investment

For Purchase - Re. 500/- and in multiples of Re 1/- thereafter.

For Switch-in - Re. 500/- and in multiples of Re 1/- thereafter.

Minimum Additional Purchase Amount Minimum of Re. 500/- and in multiples of Re. 1/- thereafter

entry load

Exit load

1% of the applicable NAV, if redeemed within 3 months from the date of allotment.

  • Nil if redeemed after 3 months from the date of allotment.

This product is suitable for investors who are seeking: 

  • Capital appreciation over medium to long term in an actively managed portfolio of equity & equity related instruments of specific identifiable sectors that are performing well
  • Sustainable alpha over the benchmark

Riskometer

Investor understand that their principal will be at very high risk

Benchmark Riskometer

Benchmark riskometer is at very high risk.

As per AMFI Tier 1 Benchmark i.e Nifty 500 TRI

*Investors should consult their financial advisers if in doubt whether the product is suitable for them

Fund Performance

Performance of Shriram Multi Sector Rotation Fund - Regular Growth as of Feb 12, 2025

Returns of Direct Plan - Growth Option as on 12-Feb-2025

Date of inception 09-Jul-2024

NAV Rs. 8.13AUM Rs.(in crore)NA
DatePeriodNav (Rs.) Per UnitScheme Returns (%)Scheme Benchmark Returns (%)

Additional Benchmark (NIFTY50) Returns (%)

Current value of ₹ 10,000 invested
SchemeScheme Benchmark

Additional Benchmark (NIFTY50) Returns (%)

Dec 09, 2024Since Inception(09 Dec 2024)10.0000-68.76%-44.95%-30.08%₹8,129₹ 8,991₹ 9,383
Returns of Regular Plan - Growth Option as on 12-Feb-2025

Date of inception 09-Jul-2024

NAV Rs. 8.11AUM Rs.(in crore)
DatePeriodNav (Rs.) Per UnitScheme Returns (%)Scheme Benchmark Returns (%)

Additional Benchmark (NIFTY50) Returns (%)

Current value of ₹ 10,000 invested
SchemeScheme Benchmark

Additional Benchmark (NIFTY50)

Dec 09, 2024Since Inception10.0000-69.26%-44.95%-30.08%₹8,105₹8,991₹ 9,383

Fund Portfolio

Fund Distribution

(as on 31 Jan 2025)

  • Equity

    93.58%
  • Money Market Instruments- TREPS

    4.61%
  • Net Receivables / (Payables)

    1.81%
Sector Allocation

(as on 31 Jan 2025)

  • Pharmaceuticals & Biotechnology

    23.53%
  • Healthcare Services

    7.85%
  • Capital Markets

    9.55%
  • Beverages

    9.00%
  • Consumer Durables

    12.64%
Holdings (22)
NameSectorInstrumentAssets
PIRAMAL PHARMA LTDPharmaceuticals & BiotechnologyEquity
LUPIN LTDPharmaceuticals & BiotechnologyEquity
FORTIS HEALTHCARE LTDHealthcare ServicesEquity
IPCA LABORATORIES LTDPharmaceuticals & BiotechnologyEquity
BSE LTDCapital MarketsEquity
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Holdings

(as on 31 Jan 2025)

NameSectorInstrumentAssets
PIRAMAL PHARMA LTDPharmaceuticals & BiotechnologyEquity
LUPIN LTDPharmaceuticals & BiotechnologyEquity
FORTIS HEALTHCARE LTDHealthcare ServicesEquity
IPCA LABORATORIES LTDPharmaceuticals & BiotechnologyEquity
BSE LTDCapital MarketsEquity
RADICO KHAITAN LTDBeveragesEquity
DIXON TECHNOLOGIES (INDIA) LTDConsumer DurablesEquity
ONE97 COMMUNICATIONS LIMITEDFinancial Technology (Fintech)Equity
CRISIL LTDFinanceEquity
AMBER ENTERPRISES INDIA LTDConsumer DurablesEquity
INDIAN HOTELS CO. LTDLeisure ServicesEquity
KFIN TECHNOLOGIES LTD.Capital MarketsEquity
UNITED SPIRITS LTDBeveragesEquity
GILLETTE INDIA LTDPersonal ProductsEquity
ZOMATO LTDRetailingEquity
GODREJ INDUSTRIES LTDDiversifiedEquity
BLUE STAR LTDConsumer DurablesEquity
INFO EDGE (INDIA) LTDRetailingEquity
TRENT LTDRetailingEquity
TREPS_RED_03.02.2025OthersMoney Market Instruments- TREPS
Net Receivables / (Payables)(blank)Net Receivables / (Payables)
TREPS_RED_01.02.2025OthersMoney Market Instruments- TREPS
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Sector Allocation
  • Pharmaceuticals & Biotechnology

    23.53%
  • Healthcare Services

    7.85%
  • Capital Markets

    9.55%
  • Beverages

    9.00%
  • Consumer Durables

    12.64%
  • Financial Technology (Fintech)

    4.75%
  • Finance

    4.61%
  • Leisure Services

    4.42%
  • Personal Products

    3.79%
  • Retailing

    9.99%
  • Diversified

    3.45%
  • Others

    4.61%
  • (blank)

    1.81%

Fund Management

fund-management-box1

Mr Deepak Ramaraju
Managing this fund since 20 Aug 22

Mr Deepak Ramaraju

Managing this fund since 20 Aug 22

Work Experience

21 years

Fund Managed

09
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Ms Gargi Bhattacharyya Banerjee
Managing this fund since 28 Sep 18

Ms Gargi Bhattacharyya Banerjee

Managing this fund since 28 Sep 18

Work Experience

22 years

Fund Managed

09
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Mr. Sudip Suresh More
Managing this fund since 3 Oct 24

Mr. Sudip Suresh More

Managing this fund since 3 Oct 24

Work Experience

19 years

Fund Managed

09
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Mr Deepak Ramaraju
Managing this fund since 20 Aug 22

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Mr. Deepak Ramaraju is a highly experienced Senior Fund Manager at Shriram Asset Management Company Ltd, with over two decades of diversified experience under his belt. He holds a degree in chemical engineering and has been associated with equity markets for the past 16 years. Before joining Shriram Asset Management Company, Mr. Deepak was part of the global equity research team and advised the Sanlam Group of South Africa on their India-focused fund. Prior to his stint in the financial industry, Mr. Deepak worked as a researcher and co-inventor at GE India Technology Center, Bangalore. During his time there, he was credited with 10 patents, highlighting his expertise and innovative abilities. His diverse background and extensive experience make him a valuable asset to the Shriram Asset Management team.

Funds managed by the fund manager

  • Shriram Aggressive Hybrid Fund
  • Shriram Flexi Cap Fund
  • Shriram ELSS Tax Saver Fund
  • Shriram Balanced Advantage Fund
  • Shriram Overnight Fund
  • Shriram Multi Asset Allocation Fund
  • Shriram Nifty 1D Rate Liquid ETF
  • Shriram Liquid Fund
  • Shriram Multi Sector Rotation Fund
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Ms Gargi Bhattacharyya Banerjee
Managing this fund since 28 Sep 18

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Ms. Gargi Bhattacharyya Banerjee serves as the Fund Manager of Shriram Mutual Fund having an experience of more than 20 years in her professional career. She received her Bachelor of Science with Economics (H) and Master of Business Management with specialization in Finance from the University of Calcutta. She joined as Research Manager in Shriram Asset Management Company Limited in November 2012 and before that, she has held key position in the Research team with Zacks Research Private Limited and Shriram Insight Share Brokers Limited.

Funds managed by the fund manager

  • Shriram Aggressive Hybrid Fund
  • Shriram Flexi Cap Fund
  • Shriram ELSS Tax Saver Fund
  • Shriram Balanced Advantage Fund
  • Shriram Overnight Fund
  • Shriram Multi Asset Allocation Fund
  • Shriram Nifty 1D Rate Liquid ETF
  • Shriram Liquid Fund
  • Shriram Multi Sector Rotation Fund
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Mr. Sudip Suresh More
Managing this fund since 3 Oct 24

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Mr. Sudip Suresh More has around 19 years of experience in managing Fixed Income Investments, Macroeconomic Research and Credit Analysis. Prior to this assignment, Mr. Sudip Suresh More was Debt Fund Manager at Kshema General Insurance Company. Additionally, he has also worked with Sahara India Life Insurance Company Ltd as a Debt Fund Manager whereby managing ULIP and Traditional funds on Fixed Income side.

Funds managed by the fund manager

  • Shriram Aggressive Hybrid Fund
  • Shriram Flexi Cap Fund
  • Shriram ELSS Tax Saver Fund
  • Shriram Balanced Advantage Fund
  • Shriram Overnight Fund
  • Shriram Multi Asset Allocation Fund
  • Shriram Nifty 1D Rate Liquid ETF
  • Shriram Liquid Fund
  • Shriram Multi Sector Rotation Fund
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What is Shriram Multi Sector Rotation Fund?

It is an open-ended scheme investing in equity and related instruments following the multi-sector rotation theme. Shriram Multi Sector Rotation Fund aims to provide diversification by focusing on 3 to 6 trending sectors within one fund, potentially reducing concentrated risks. The fund seeks to avoid sector traps by rotating across sectors that are expected to show better earnings, which may help minimize risks. It is designed to be tax-efficient, as no capital gains tax is incurred when the fund manager rebalances the portfolio, making it a potentially smart and efficient investment choice.

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What is the Investment Objective?

The investment objective of the scheme is 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 expectations. The allocation among sectors and stock selection will be decided by the in-house proprietary quantitative model and further augmented with fundamental analysis. There is no assurance or guarantee that the investment objective of the Scheme will be achieved.

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What is the suitability of this scheme?

This product is suitable for *investors who are seeking

  • Capital appreciation over the medium to long term in an actively managed portfolio of equity & equity-related instruments of specific identifiable sectors that are performing well

  • Sustainable alpha over the benchmark

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

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What is the asset allocation?

The asset allocation for the Shriram Multi-Sector Rotation Fund is as follows:

  • Equity and Equity-related Instruments following the multi-sector rotation theme: Minimum 80%, Maximum 100% of total assets

  • Other Equity and Equity-related Instruments: Minimum 0%, Maximum 20% of total assets

  • Money Market Instruments and Cash: Minimum 0%, Maximum 20% of total assets

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What is the Fund Management Process & Investment Style?

The Fund follows a blend of value and growth style of investing. The fund will follow a bottom-up approach to stock-picking and choose companies across sectors and market capitalizations. Each stock in the portfolio will have an investment rationale and capital allocation to each stock will be made based on top-down sector view, stock valuations, macro-economic factors, and trends. Each stock will be monitored and reviewed regularly to confirm the investment rationale.

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Who is the Fund Manager of the scheme?

Mr. Deepak Ramaraju currently manages the scheme along with Ms. Gargi Bhattacharyya Banerjee and Mr. Sudip More.

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