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Shriram Multi Sector Rotation Fund

Shriram Mutual Fund Sectoral / Thematic As of 2026-07-31
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Holdings
44
Concentrated
Top 10 weight
43%
Concentration
Strategy data
N/A
Not reported
Equity
99%
Asset allocation

Portfolio

19Sectors 2Large positions 18.9%Top: Banks 0.9%Cash

Market-cap allocation

Large cap56%
Mid cap11%
Small cap32%

Asset allocation

Equity99%
Cash1%

Top holdings

HDFC Bank Ltd.EQUITY
7.3%
Axis Bank Ltd.EQUITY
5.3%
Reliance Industries Ltd.EQUITY
5.0%
Eternal Ltd.EQUITY
4.9%
State Bank of IndiaEQUITY
3.9%
Nuvama Wealth Management Ltd.EQUITY
3.8%
Apollo Hospitals Enterprise Ltd.EQUITY
3.6%
Mahindra & Mahindra Ltd.EQUITY
3.5%
Bharti Airtel Ltd.EQUITY
3.4%
Adani Ports & Special Economic Zone Ltd.EQUITY
3.0%

AI Smart summary

Portfolio read

  • 99% equity.
  • 44 disclosed positions across 19 classified equity sectors.
  • Largest equity sector is Banks at 18.9% of the portfolio.

Watchpoints

  • No threshold-based concentration or allocation warning was triggered by the available portfolio data.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Other funds in Sectoral / Thematic.

HDFC Manufacturing fund91 holdings · 34% top 10 · 80% AS
UTI Quant Fund89 holdings · 36% top 10
Icici Prudential Energy Opportunities Fund88 holdings · 43% top 10 · 83% AS
ICICI Prudential Business Cycle Fund86 holdings · 50% top 10 · 70% AS
Edelweiss Technology Fund84 holdings · 54% top 10
Axis Business Cycles Fund81 holdings · 29% top 10 · 67% AS

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

Banks18.9%
Capital Markets10.4%
Healthcare Services9.8%
IT - Software8.9%
Retailing6.6%
Leisure Services5.5%
Auto Components5.3%
Petroleum Products5.0%
Finance4.2%
Transport Services4.2%
Automobiles3.9%
Telecom - Services3.4%
Pharmaceuticals & Biotechnology3.1%
Transport Infrastructure3.0%
Other 5 sectors7.1%