Shriram Multi Sector Rotation Fund
Direct · Growth ₹8.28
21 Jul 2026
NAV
-2.8%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
-1.37
Sharpe
-29.6%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.13 L | 1.2% | -21.2% | 12.3% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 1.2% | 14.5% | 13.7% | -13.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | -2.8% | -0.7% | -20.3% | 6.5% | -1.37 | -0.81 | 42% | — | — |
-29.6%
Max Drawdown
15 mo
Drawdown Duration
Not recovered
Recovery Time
-19.9%
Avg Drawdown
Calmar Ratio by Duration
-0.09
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +7.38 | 1.08 | 108.4% | 99.6% | 3.2% | -3.4% |
| 3 Years | -5.52 | 1.01 | 92.9% | 105.6% | -6.1% | -0.6% |
| 5 Years | -3.34 | 1.01 | 92.9% | 105.6% | -3.7% | -0.3% |
| 7 Years | -2.39 | 1.01 | 92.9% | 105.6% | -2.7% | -0.3% |
| 10 Years | -1.66 | 1.01 | 92.9% | 105.6% | -1.9% | -0.2% |
| 12 Years | -1.38 | 1.01 | 92.9% | 105.6% | -1.6% | -0.1% |
| 15 Years | -1.10 | 1.01 | 92.9% | 105.6% | -1.3% | -0.1% |