INF680P01463
₹7.91
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.
Sector rotation is an investment strategy that involves shifting investments between different sectors of the economy based on their performance during various business cycle phases. 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.
The fund employs a unique approach:
- The fund will allocate capital to 3-6 trending sectors, chosen through Shriram AMC's proprietary Enhanced Quantamental Investment (EQI) framework. This two-tier approach combines quantitative analysis with fundamental evaluation.
- Quantitative Screening: Sectors with strong relative momentum are shortlisted. Fundamental Review: Each sector is analyzed using macroeconomic indicators and market sentiment before being included in the portfolio.
- The fund's performance will be measured against the Nifty 500 Index, and it will invest in 3-6 sectors expected to outperform in the short to long term. The fund will dynamically adjust its sector allocations by leveraging relative sector momentum and other factors.
Ms. Gargi Bhattacharyya Banerjee - Current Fund Manager of Shriram Multi Sector Rotation Fund Direct Growth fund.
- 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.
Mr. Deepak Ramaraju - Senior Fund Manager
- 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 17 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.
Shriram Asset Management Company Limited is the mutual fund arm of the Shriram Group, a well-established financial services conglomerate in India. The AMC brings years of expertise in financial markets and investment management to serve retail and institutional investors.
The fund house has introduced India's first multi-sector rotation fund, showcasing its innovative approach to investment solutions. The sectors are selected based on Shriram AMC's proprietary Enhanced Quantamental Investment (EQI) framework. These sectors will then be vetted based on fundamentals, including macroeconomic parameters, investment indicators, sentiment, prices, etc., before final sector selection.
Key advantages offered by Shriram AMC:
- One of the key advantages will be on the tax front. There is no capital gains tax implication when the fund manager rebalances across sectors within the scheme.
- The fund is differentiated from flexicap and business cycle funds as it plans to invest only in a limited number of sectors.
This fund may be suitable for investors who:
Advantages:
- Sector Rotation Strategy: The fund employs a strategic approach of rotating investments across trending sectors. This means that the fund manager actively monitors market conditions and identifies sectors that are gaining momentum, while simultaneously avoiding sectors that may be underperforming. This tactical rotation helps investors avoid "sector traps," where funds can become overly concentrated in sectors that may be facing headwinds. By adapting to market changes, the fund aims to capture returns from the most promising sectors, thereby enhancing overall performance and reducing the likelihood of significant losses.
- Tax Efficiency: One of the significant advantages of the Shriram Multi Sector Rotation Fund is its tax efficiency. Unlike traditional investments where capital gains tax may apply each time an investor buys or sells, this fund structure allows for no capital gains tax when the fund manager rebalances the portfolio.
- Professional Management: The fund combines quantitative analysis with fundamental research through experienced fund managers.
- Diversified Approach: Invests across 3-6 sectors, reducing concentration risk compared to single-sector funds.
Considerations:
- The Shriram Multi Sector Rotation Fund Direct Growth is rated Very High risk.
- This fund was started on 9 December, 2024. - Being a relatively new fund, it has limited track record.
- Has given a CAGR return of -21.04% since inception as of May 16, 2025.
- Suitable for investors with medium to long-term investment horizon and high risk tolerance.
Investment Minimums:
- Minimum SIP Investment is set to ₹500.
- Minimum Lumpsum Investment is ₹500.
The current NAV of Shriram Multi Sector Rotation Fund is ₹7.91, as of 16th May 2025. The NAV is updated daily and reflects the fund's per-unit value.
The AUM (assets under management) of Shriram Multi Sector Rotation Fund is ₹194.63 Cr as of 16th May 2025. This represents the total value of assets managed by the fund.
The expense ratio of Shriram Multi Sector Rotation Fund Plan is 0.58 as of 16th May 2025. This is the annual fee charged for managing the fund.
Shriram Multi Sector Rotation Fund Direct-Growth scheme return performance is -20.84% since scheme launch. Since the fund launched in December 2024, it has limited performance history.
The min. SIP amount to invest in this scheme is ₹500. This allows investors to start systematic investments with a small amount.
You can invest in Shriram Multi Sector Rotation Fund through Allvest's platform. Simply log into your Allvest account, search for the fund, and choose between lump sum or SIP investment options with a minimum amount of ₹500.
To start a SIP through Allvest, select the fund on the platform, choose the SIP option, set your monthly investment amount (minimum ₹500), select the date, and authorize the auto-debit from your bank account.
Through Allvest, you can automate your SIP by setting up an auto-debit mandate with your bank. This ensures your monthly SIP amount is automatically debited and invested without manual intervention.
You can redeem your investment through Allvest's platform by placing a redemption request. The Exit load of Shriram Multi Sector Rotation Fund Direct Growth is 1% if redeemed within the specified period. The redemption proceeds will be credited to your registered bank account within 3-4 working days.
Clients/Investors to abstain them from dealing in any schemes of unauthorised collective investments / portfolio management, indicative/ guaranteed/fixed returns / payments etc.
Sr. No
Name of KMP
Designation
Mobile Number
Email ID
2.
Mr. Amit Bansal
Designated Director /
Compliance Officer