Shriram
Shriram Multi Sector Rotation Fund - Regular Plan Growth Option
NAV history & peer comparison
All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.
Compares up to 8 funds. Click any line in the legend above to hide/show it.
Returns matrix
Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).
| Window | Fund | Category avg | +/− vs avg | Rank | Quartile |
|---|---|---|---|---|---|
| 1D | +0.50% | +0.27% | +0.23 | 60 / 175 | Q2 |
| 1W | -0.71% | -1.35% | +0.64 | 46 / 175 | Q2 |
| 2W | +0.88% | -0.09% | +0.97 | 66 / 176 | Q2 |
| 1M | +0.51% | -0.53% | +1.03 | 71 / 176 | Q2 |
| 3M | -0.48% | +2.12% | -2.60 | 112 / 174 | Q3 |
| 6M | -4.16% | -1.85% | -2.31 | 95 / 165 | Q3 |
| YTD | -5.59% | -1.98% | -3.62 | 108 / 165 | Q3 |
| 1Y | -0.66% | +3.78% | -4.44 | 98 / 151 | Q3 |
| 2Y | — | — | — | — | — |
| 3Y | — | — | — | — | — |
| 4Y | — | — | — | — | — |
| 5Y | — | — | — | — | — |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | -16.11% | +7.02% | -23.12 | 175 / 176 | Q4 |
Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%
Calendar-year returns
Full-year performance vs category average. Current year is partial (year-to-date).
| Year | Fund | Category avg | +/− vs avg | Rank |
|---|---|---|---|---|
| 2026 YTD | -5.59% | -1.38% | -4.22 | 108 / 164 |
| 2025 | -19.05% | +1.66% | -20.71 | 132 / 133 |
| 2024 | — | — | — | — |
Rolling returns
Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.
SIP returns — historical "what if"
If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.
| Period | Total invested | Today's value | XIRR | Wealth multiplier |
|---|---|---|---|---|
| ₹ — | ₹ — |
XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.
Peers in Sectoral/Thematic Fund
Recent NAVs
| Date | NAV |
|---|---|
| 3 Jun 2026 | ₹7.6950 |
| 2 Jun 2026 | ₹7.7181 |
| 1 Jun 2026 | ₹7.6800 |
| 29 May 2026 | ₹7.7154 |
| 27 May 2026 | ₹7.7818 |
| 26 May 2026 | ₹7.7734 |
| 22 May 2026 | ₹7.6897 |
| 21 May 2026 | ₹7.6807 |
| 20 May 2026 | ₹7.6644 |
| 19 May 2026 | ₹7.6508 |
Frequently asked questions
These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.
- time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
- risk tolerance accepts seeing the portfolio fall sharply without panic-selling
- goal isn't capital preservation in the short term
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.
More from Shriram
- Shriram Aggressive Hybrid Fund- Direct Growth
- Shriram Aggressive Hybrid Fund- Direct- IDCW
- Shriram Aggressive Hybrid Fund- Regular Growth
- Shriram Aggressive Hybrid Fund- Regular-IDCW
- Shriram Balanced Advantage Fund - Direct Growth
- Shriram Balanced Advantage Fund - Direct- IDCW
- Shriram Balanced Advantage Fund - Regular Growth
- Shriram Balanced Advantage Fund - Regular-IDCW