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Sectoral / Thematic · Shriram Mutual Fund · AMFI code 153076Shriram Multi Sector Rotation Fund
Disclosed for 7 months, Mar 2025 to Sep 2026.
Portfolio value
₹155 Cr
down ₹35.5 Cr vs Sep 2025
- Stocks held
- 36
- up 6 vs Sep 2025
- Top 10 weight
- 46.4%
- of the portfolio in its ten largest
- Cash & debt
- 5.9%
- cash, money market and debt
- Moves this month
- 19 in · 13 out
- added to 3, trimmed 14
Shriram Multi Sector Rotation Fund is an active equity fund in the Sectoral / Thematic category from Shriram Mutual Fund. In March 2026 it disclosed 36 stocks worth ₹155 Cr, down ₹35.5 Cr from Sep 2025. Its largest positions were State Bank of India (7.8%), Axis Bank Limited (5.9%), Bharti Airtel Limited (5.7%); the ten largest together made up 46.4% of the portfolio, and Banks was the biggest sector at 24.6% of its equity. Cash and debt stood at 5.9%. Compared with Sep 2025 the fund entered 19 new stocks and exited 13.
Against 226 other Sectoral / Thematic funds
Concentration
51%
Top-10 weight is higher than 51% of peers
Breadth
31%
Holds more stocks than 31% of peers
Cash
79%
Holds more cash than 79% of peers
Holdings in March 2026
Download CSVEvery line the fund disclosed, with the change against Sep 2025. Click a column to sort; click a company to see every fund that owns it.
- Weight
- 7.83%
- Δ weight
- up 3.57 pts
- Value
- ₹12.1 Cr
- Δ value
- up ₹4 Cr
- Status
- Added
- Cash, TREPS & receivables
- Weight
- 5.93%
- Δ weight
- up 1.02 pts
- Value
- ₹9.2 Cr
- Δ value
- down ₹17 L
- Status
- Trimmed
- Weight
- 5.87%
- Δ weight
- up 5.87 pts
- Value
- ₹9.1 Cr
- Δ value
- up ₹9.1 Cr
- Status
- New
- Weight
- 5.72%
- Δ weight
- up 0.72 pts
- Value
- ₹8.9 Cr
- Δ value
- down ₹67 L
- Status
- Trimmed
- Weight
- 5.05%
- Δ weight
- down 0.53 pts
- Value
- ₹7.8 Cr
- Δ value
- down ₹2.8 Cr
- Status
- Trimmed
- Weight
- 4.36%
- Δ weight
- up 2.25 pts
- Value
- ₹6.8 Cr
- Δ value
- up ₹2.7 Cr
- Status
- Added
- Weight
- 3.87%
- Δ weight
- up 3.87 pts
- Value
- ₹6 Cr
- Δ value
- up ₹6 Cr
- Status
- New
- Weight
- 3.83%
- Δ weight
- up 0.02 pts
- Value
- ₹5.9 Cr
- Δ value
- down ₹1.3 Cr
- Status
- Trimmed
- Weight
- 3.47%
- Δ weight
- up 3.47 pts
- Value
- ₹5.4 Cr
- Δ value
- up ₹5.4 Cr
- Status
- New
- Weight
- 3.29%
- Δ weight
- down 0.95 pts
- Value
- ₹5.1 Cr
- Δ value
- down ₹3 Cr
- Status
- Trimmed
- Weight
- 3.16%
- Δ weight
- up 3.16 pts
- Value
- ₹4.9 Cr
- Δ value
- up ₹4.9 Cr
- Status
- New
- Weight
- 3.08%
- Δ weight
- up 1.17 pts
- Value
- ₹4.8 Cr
- Δ value
- up ₹1.1 Cr
- Status
- Added
- Weight
- 2.78%
- Δ weight
- up 2.78 pts
- Value
- ₹4.3 Cr
- Δ value
- up ₹4.3 Cr
- Status
- New
- Weight
- 2.75%
- Δ weight
- up 2.75 pts
- Value
- ₹4.3 Cr
- Δ value
- up ₹4.3 Cr
- Status
- New
- Weight
- 2.74%
- Δ weight
- up 2.74 pts
- Value
- ₹4.3 Cr
- Δ value
- up ₹4.3 Cr
- Status
- New
- Weight
- 2.60%
- Δ weight
- down 0.84 pts
- Value
- ₹4 Cr
- Δ value
- down ₹2.5 Cr
- Status
- Trimmed
- Weight
- 2.38%
- Δ weight
- down 0.54 pts
- Value
- ₹3.7 Cr
- Δ value
- down ₹1.9 Cr
- Status
- Trimmed
- Weight
- 2.38%
- Δ weight
- up 2.38 pts
- Value
- ₹3.7 Cr
- Δ value
- up ₹3.7 Cr
- Status
- New
- Weight
- 2.30%
- Δ weight
- up 2.30 pts
- Value
- ₹3.6 Cr
- Δ value
- up ₹3.6 Cr
- Status
- New
- Weight
- 2.14%
- Δ weight
- up 2.14 pts
- Value
- ₹3.3 Cr
- Δ value
- up ₹3.3 Cr
- Status
- New
- Weight
- 2.12%
- Δ weight
- down 0.88 pts
- Value
- ₹3.3 Cr
- Δ value
- down ₹2.4 Cr
- Status
- Trimmed
- Weight
- 2.10%
- Δ weight
- up 2.10 pts
- Value
- ₹3.3 Cr
- Δ value
- up ₹3.3 Cr
- Status
- New
- Weight
- 2.03%
- Δ weight
- up 0.14 pts
- Value
- ₹3.1 Cr
- Δ value
- down ₹46 L
- Status
- Trimmed
- Weight
- 1.96%
- Δ weight
- up 1.96 pts
- Value
- ₹3 Cr
- Δ value
- up ₹3 Cr
- Status
- New
- Weight
- 1.88%
- Δ weight
- up 1.88 pts
- Value
- ₹2.9 Cr
- Δ value
- up ₹2.9 Cr
- Status
- New
- Weight
- 1.85%
- Δ weight
- down 0.10 pts
- Value
- ₹2.9 Cr
- Δ value
- down ₹84 L
- Status
- Trimmed
- Weight
- 1.79%
- Δ weight
- down 2.47 pts
- Value
- ₹2.8 Cr
- Δ value
- down ₹5.3 Cr
- Status
- Trimmed
- Weight
- 1.73%
- Δ weight
- down 2.74 pts
- Value
- ₹2.7 Cr
- Δ value
- down ₹5.8 Cr
- Status
- Trimmed
- Weight
- 1.73%
- Δ weight
- down 0.12 pts
- Value
- ₹2.7 Cr
- Δ value
- down ₹84 L
- Status
- Trimmed
- Weight
- 1.69%
- Δ weight
- down 0.14 pts
- Value
- ₹2.6 Cr
- Δ value
- down ₹86 L
- Status
- Trimmed
- Weight
- 1.68%
- Δ weight
- up 1.68 pts
- Value
- ₹2.6 Cr
- Δ value
- up ₹2.6 Cr
- Status
- New
- Weight
- 1.60%
- Δ weight
- up 1.60 pts
- Value
- ₹2.5 Cr
- Δ value
- up ₹2.5 Cr
- Status
- New
- Weight
- 1.48%
- Δ weight
- down 1.42 pts
- Value
- ₹2.3 Cr
- Δ value
- down ₹3.2 Cr
- Status
- Trimmed
- Weight
- 1.23%
- Δ weight
- up 1.23 pts
- Value
- ₹1.9 Cr
- Δ value
- up ₹1.9 Cr
- Status
- New
- Weight
- 1.04%
- Δ weight
- up 1.04 pts
- Value
- ₹1.6 Cr
- Δ value
- up ₹1.6 Cr
- Status
- New
- Weight
- 1.02%
- Δ weight
- up 1.02 pts
- Value
- ₹1.6 Cr
- Δ value
- up ₹1.6 Cr
- Status
- New
- Weight
- 0.71%
- Δ weight
- up 0.71 pts
- Value
- ₹1.1 Cr
- Δ value
- up ₹1.1 Cr
- Status
- New
- InterGlobe Aviation Ltd.Derivative
- Weight
- −1.03%
- Δ weight
- down 1.03 pts
- Value
- −₹1.6 Cr
- Δ value
- down ₹1.6 Cr
- Status
- New
- Hindustan Petroleum Corporation Ltd.Derivative
- Weight
- −1.06%
- Δ weight
- down 1.06 pts
- Value
- −₹1.6 Cr
- Δ value
- down ₹1.6 Cr
- Status
- New
- Bharat Petroleum Corporation Ltd.Derivative
- Weight
- −1.08%
- Δ weight
- down 1.08 pts
- Value
- −₹1.7 Cr
- Δ value
- down ₹1.7 Cr
- Status
- New
What changed, Sep 2025 to Mar 2026
New New positions (19)
- Axis Bank Limited5.9% · ₹9.1 Cr
- Bank of Maharashtra3.9% · ₹6 Cr
- Ajanta Pharma Limited3.5% · ₹5.4 Cr
- Apollo Hospitals Enterprise Limited3.2% · ₹4.9 Cr
- Adani Ports and Special Economic Zone Limited2.8% · ₹4.3 Cr
- Oil India Limited2.8% · ₹4.3 Cr
- InterGlobe Aviation Limited2.7% · ₹4.3 Cr
- Eternal Limited2.4% · ₹3.7 Cr
- R R Kabel Limited2.3% · ₹3.6 Cr
Sectors
Which sectors the fund is moving towards and away from, and where its money sits now. Shares are of the fund’s classified equity holdings, so they add up to 100%.
Where the weight moved
Compared with
Since Sep 2025, the weight rose most in Banks (+13.7 pts) and Transport Services (+4.5 pts), and fell most in Finance (−15.0 pts) and Healthcare Services (−7.7 pts).
- Banks10.9% → 24.6%+13.7 pts
- Transport Services0.0% → 4.5%new+4.5 pts
- Retailing0.0% → 4.2%new+4.2 pts
- Pharmaceuticals & Biotechnology0.0% → 3.6%new+3.6 pts
- Transport Infrastructure0.0% → 2.9%new+2.9 pts
- Oil0.0% → 2.8%new+2.8 pts
- Finance21.1% → 6.1%−15.0 pts
- Healthcare Services16.4% → 8.7%−7.7 pts
- Petroleum Products9.2% → 3.6%−5.6 pts
- Automobiles9.4% → 5.2%−4.2 pts
- Fertilizers & Agrochemicals3.2% → 0.0%exited−3.2 pts
- Chemicals & Petrochemicals2.0% → 0.0%exited−2.0 pts
A sector’s weight changes when the fund buys or sells, and also when its shares rise or fall in price, so a change is not by itself a sign of buying or selling.
Main sectors’ weights over time
| Sector | Mar 2025 | Sep 2025 | Sep 2025 | Sep 2025 | Mar 2026 |
|---|---|---|---|---|---|
| Banks | 19.6% | 10.9% | 10.9% | 10.9% | 24.6% |
| Capital Markets | — | 11.2% | 11.2% | 11.2% | 9.6% |
| IT - Software | — | 8.0% | 8.0% | 8.0% | 8.9% |
| Healthcare Services | 15.1% | 16.4% | 16.4% | 16.4% | 8.7% |
| Finance | 13.1% | 21.1% | 21.1% | 21.1% | 6.1% |
| Telecom - Services | 5.3% | 5.3% | 5.3% | 5.3% | 5.9% |
| Automobiles | — | 9.4% | 9.4% | 9.4% | 5.2% |
| Auto Components | — | 3.4% | 3.4% | 3.4% | 4.5% |
| Transport Services | — | — | — | — | 4.5% |
| Retailing | — | — | — | — | 4.2% |
Allocation in Mar 2026change vs Sep 2025
- Banks (5)24.6%▲ 13.7 pts
- Capital Markets (4)9.6%▼ 1.6 pts
- IT - Software (4)8.9%▲ 0.9 pts
Cash and debt
The share of the portfolio not in shares: cash and net receivables, money-market instruments and bonds, as disclosed each month. Cash can dip below zero when payables, often on derivative positions, exceed it. A change here describes what the fund did; it is not a signal.
Cash & debt, Mar 2026
5.9%
▲ 0.8 pts vs Sep 2025
- Cash alone
- 5.9%
- cash and net receivables
- A year earlier
- 5.5%
- Mar 2025 · now ▲ 0.4 pts
- Last 12 months
- 5.2% – 5.9%
- lowest to highest · record 5.9% in Mar 2026
History
Disclosed portfolio value by month, with the stocks the fund entered and exited against its previous disclosure. Every month is a link to that portfolio.