Shriram Multi Sector Rotation Fund
Direct · Growth ₹7.90
19 Oct 2026
NAV
-0.3%
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.
-0.95
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.
0.93%
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 | ₹12.17 L | 2.4% | -21.2% | 14.4% |
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 | 2.4% | 14.3% | 10.7% | -11.9% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | -0.3% | 0.5% | -20.3% | 12.4% | -0.95 | -0.69 | 56% | — | — |
-29.6%
Max Drawdown
15 mo
Drawdown Duration
Not recovered
Recovery Time
-19.7%
Avg Drawdown
Calmar Ratio by Duration
-0.01
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +9.80 | 1.03 | 106.0% | 93.1% | 0.1% | -9.2% |
| 3 Years | -5.28 | 0.99 | 91.2% | 101.8% | -7.5% | -2.3% |
| 5 Years | -3.27 | 0.99 | 91.2% | 101.8% | -4.6% | -1.4% |
| 7 Years | -2.37 | 0.99 | 91.2% | 101.8% | -3.3% | -1.0% |
| 10 Years | -1.70 | 0.99 | 91.2% | 101.8% | -2.3% | -0.7% |
| 12 Years | -1.44 | 0.99 | 91.2% | 101.8% | -1.9% | -0.6% |
| 15 Years | -1.16 | 0.99 | 91.2% | 101.8% | -1.5% | -0.5% |