MonitorDirect · Growth
Shriram Multi Sector Rotation Fund
Shriram Mutual FundEquity Scheme - Sectoral/ Thematic1.8 years
The scheme seeks 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.
- NAV
- 8.0467
- 15 Sept 2026
- 1Y
- +3.4%
- Trailing CAGR
- Upside capture
- +91%
- Vs NIFTY 500 TRI
- Downside capture
- +155%
- Lower is better
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+3.4%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI-11.6%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+0.7%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- -11.6%
- Calendar-day CAGR
- Excess 1Y
- -2.9%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
Official benchmark
Date-aligned against NIFTY 500 TRI. Capture ratios use common month-end observations through 15 Sept 2026.
- 1Y excess
- +5.7%
- Fund minus TRI
- 3Y excess
- n/a
- Fund minus TRI
- Upside capture
- +91%
- Benchmark-up months
- Downside capture
- +155%
- Lower is better
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 11 days
- 1 recovered episodes
- Longest recovery
- 11 days
- Trough to prior peak
- Current spell
- 623 days
- Days below latest peak
- Time below peak
- +99%
- NAV observations
31 Dec 2024 – open
Trough 31 Mar 2026 · not recovered
-29.6%
17 Dec 2024 – 31 Dec 2024
Trough 20 Dec 2024 · recovered in 11 days
-2.4%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
30
Vs category
32
Consistency
19
Risk-adjusted
0
Drawdown
26
Mean
21
Portfolio
31 Aug 2026 · 42 holdings · top 10 are 42.8%.
- Top 5
- 27.3%
- Top 10
- 42.8%
- Largest holding
- 7.0%
- Effective holdings
- 31.4
HDFC Bank Ltd
Financial
7.0%
Axis Bank Ltd
Financial
5.7%
Zomato Ltd
Technology
5.4%
Reliance Industries Ltd
Energy & Utilities
5.0%
State Bank of India
Financial
4.1%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Risk-adjusted return (Sharpe) is negative over the available daily history.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Kotak Business Cycle Fund
Kotak Mahindra Mutual Fund
- 1Y
- +2.5%
- 3Y
- +14.5%
- Vol
- 12.6%
- Max DD
- -18.4%
- Sharpe
- 0.82
- 3Y win
- +97%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Baroda BNP Paribas Innovation Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +9.0%
- 3Y
- n/a
- Vol
- 15.9%
- Max DD
- -22.3%
- Sharpe
- 0.60
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
ICICI PRUDENTIAL HOUSING OPPORTUNITIES FUND
ICICI Prudential Mutual Fund
- 1Y
- -3.4%
- 3Y
- +9.8%
- Vol
- 12.6%
- Max DD
- -16.7%
- Sharpe
- 0.67
- 3Y win
- +71%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Nippon India Innovation Fund
Nippon India Mutual Fund
- 1Y
- +0.2%
- 3Y
- +13.9%
- Vol
- 14.1%
- Max DD
- -21.5%
- Sharpe
- 0.68
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Aditya Birla Sun Life Transportation and Logistics Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +13.3%
- 3Y
- n/a
- Vol
- 18.1%
- Max DD
- -28.2%
- Sharpe
- 0.91
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility