Shriram Multi Sector Rotation Fund
Open in live screener →Key metrics
Further reading: Why large-cap funds show deeper drawdowns than small caps
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -1.69% | -4.31% | -4.86% | -2.65% | -2.74% | – | – | – | – |
NAV history
About this fund
Shriram Multi Sector Rotation Fund is a sectoral/thematic equity fund offered by Shriram Mutual Fund, classified under Equity as Equity Scheme - Sectoral/Thematic. Because it concentrates on one sector or theme, it typically shows larger price swings than diversified equity funds. Its latest NAV is ₹7.81, with assets under management of about ₹171 Cr (April - June 2026).
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Performance analysis
Over the trailing one year, Shriram Multi Sector Rotation Fund has recorded a return of about -2.7%. Its annualised volatility is 16.3% — relatively large fluctuations — and its Sharpe ratio is -0.57, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.60%, deducted daily from the NAV.
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Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | -0.45 | 0.29 | -20.26 | 12.37 | 55% | 2% |
Further reading: Why a single trailing return misleads, measured across 830 funds
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Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Axis Momentum Fund Equity Scheme - Sectoral/Thematic | -7.24 | -6.31 | -8.34 | -10.85 | – | – | – | 0.72 |
| Quantum Ethical Fund Equity Scheme - Sectoral/Thematic | -4.29 | -3.33 | -0.31 | -4.58 | – | – | – | 0.64 |
| Union Active Momentum Fund Equity Scheme - Sectoral/Thematic | -7.82 | -0.93 | 6.70 | 8.40 | – | – | – | 0.91 |
| Aditya Birla Sun Life Conglomerate Fund Equity Scheme - Sectoral/Thematic | -6.32 | -8.18 | -4.04 | -7.26 | – | – | – | 0.63 |
| SBI Quant Fund Equity Scheme - Sectoral/Thematic | -4.51 | -8.36 | -11.24 | -9.02 | – | – | – | 0.79 |
| ICICI Prudential Rural Opportunities Fund Equity Scheme - Sectoral/Thematic | -4.79 | -7.85 | -8.50 | -12.53 | – | – | – | 0.85 |
| WhiteOak Capital Quality Equity Fund Equity Scheme - Sectoral/Thematic | -4.88 | -7.18 | -2.13 | -8.88 | – | – | – | 0.65 |
| UTI Quant Fund Equity Scheme - Sectoral/Thematic | -3.17 | -4.70 | -4.24 | -7.15 | – | – | – | 0.40 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Shriram Gold ETF Passive FOF Other Scheme - FoF Domestic | – | – | – | – | – | – | – | – |
| Shriram Aggressive Hybrid Fund Hybrid Scheme - Aggressive Hybrid Fund | -3.09 | -3.40 | -2.68 | -3.55 | 8.12 | 7.11 | 9.42 | 0.68 |
| Shriram Flexi Cap Fund Equity Scheme - Flexi Cap Fund | -4.27 | -5.87 | -4.84 | -8.16 | 5.69 | 5.83 | – | 0.75 |
| Shriram ELSS Tax Saver Fund Equity Scheme - ELSS | -4.11 | -5.63 | -4.51 | -7.70 | 5.60 | 5.69 | – | 0.66 |
| Shriram Balanced Advantage Fund Hybrid Scheme - Balanced Advantage Fund | -2.54 | -3.17 | -3.02 | -5.06 | 5.45 | 5.72 | – | 0.64 |
| Shriram Multi Asset Allocation Fund Hybrid Scheme - Multi Asset Allocation Fund | -3.74 | -3.49 | -3.40 | -0.60 | 9.76 | – | – | 0.46 |
| Shriram Nifty 1D Rate Liquid ETF Exchange Traded Funds (ETFs) - Debt ETF | 0.40 | 1.16 | 2.34 | 4.74 | – | – | – | 0.00 |
| Shriram Liquid Fund Debt Scheme - Liquid Fund | 0.41 | 1.48 | 3.07 | 6.29 | – | – | – | 0.13 |