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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
₹166 Cr
down ₹6 Cr vs Jun 2026
- Stocks held
- 42
- up 6 vs Jun 2026
- Top 10 weight
- 43.5%
- of the portfolio in its ten largest
- Cash & debt
- 1.0%
- cash, money market and debt
- Moves this month
- 6 in · 0 out
- added to 10, trimmed 11
Shriram Multi Sector Rotation Fund is an active equity fund in the Sectoral / Thematic category from Shriram Mutual Fund. In July 2026 it disclosed 42 stocks worth ₹166 Cr, down ₹6 Cr from Jun 2026. Its largest positions were HDFC Bank Limited (7.3%), Axis Bank Limited (5.3%), Reliance Industries Limited (5.0%); the ten largest together made up 43.5% of the portfolio, and Banks was the biggest sector at 19.1% of its equity. Cash and debt stood at 1.0%. Compared with Jun 2026 the fund entered 6 new stocks and exited 0.
Against 226 other Sectoral / Thematic funds
Concentration
43%
Top-10 weight is higher than 43% of peers
Breadth
46%
Holds more stocks than 46% of peers
Cash
13%
Holds more cash than 13% of peers
Holdings in July 2026
Download CSVEvery line the fund disclosed, with the change against Jun 2026. Click a column to sort; click a company to see every fund that owns it.
- Weight
- 7.29%
- Δ weight
- up 2.20 pts
- Value
- ₹12.1 Cr
- Δ value
- up ₹3.4 Cr
- Status
- Added
- Weight
- 5.32%
- Δ weight
- down 0.81 pts
- Value
- ₹8.8 Cr
- Δ value
- down ₹1.7 Cr
- Status
- Trimmed
- Weight
- 4.99%
- Δ weight
- up 0.22 pts
- Value
- ₹8.3 Cr
- Δ value
- up ₹9 L
- Status
- Added
- Weight
- 4.90%
- Δ weight
- up 0.76 pts
- Value
- ₹8.1 Cr
- Δ value
- up ₹1 Cr
- Status
- Added
- Weight
- 3.86%
- Δ weight
- up 0.14 pts
- Value
- ₹6.4 Cr
- Δ value
- up ₹0 L
- Status
- Held
- Weight
- 3.77%
- Δ weight
- up 0.13 pts
- Value
- ₹6.3 Cr
- Δ value
- down ₹1 L
- Status
- Held
- Weight
- 3.56%
- Δ weight
- up 0.23 pts
- Value
- ₹5.9 Cr
- Δ value
- up ₹18 L
- Status
- Added
- Weight
- 3.46%
- Δ weight
- up 0.44 pts
- Value
- ₹5.7 Cr
- Δ value
- up ₹56 L
- Status
- Added
- Weight
- 3.35%
- Δ weight
- up 0.31 pts
- Value
- ₹5.6 Cr
- Δ value
- up ₹34 L
- Status
- Added
- Weight
- 2.97%
- Δ weight
- down 0.48 pts
- Value
- ₹4.9 Cr
- Δ value
- down ₹1 Cr
- Status
- Trimmed
- Weight
- 2.87%
- Δ weight
- up 0.18 pts
- Value
- ₹4.8 Cr
- Δ value
- up ₹13 L
- Status
- Added
- Weight
- 2.83%
- Δ weight
- up 0.10 pts
- Value
- ₹4.7 Cr
- Δ value
- down ₹0 L
- Status
- Held
- Weight
- 2.60%
- Δ weight
- up 0.38 pts
- Value
- ₹4.3 Cr
- Δ value
- up ₹50 L
- Status
- Added
- Weight
- 2.59%
- Δ weight
- up 0.13 pts
- Value
- ₹4.3 Cr
- Δ value
- up ₹8 L
- Status
- Added
- Weight
- 2.57%
- Δ weight
- up 0.27 pts
- Value
- ₹4.3 Cr
- Δ value
- up ₹31 L
- Status
- Added
- Weight
- 2.55%
- Δ weight
- down 0.25 pts
- Value
- ₹4.2 Cr
- Δ value
- down ₹59 L
- Status
- Trimmed
- Weight
- 2.50%
- Δ weight
- down 1.54 pts
- Value
- ₹4.2 Cr
- Δ value
- down ₹2.8 Cr
- Status
- Trimmed
- Weight
- 2.44%
- Δ weight
- up 0.14 pts
- Value
- ₹4.1 Cr
- Δ value
- up ₹10 L
- Status
- Added
- Weight
- 2.37%
- Δ weight
- down 0.02 pts
- Value
- ₹3.9 Cr
- Δ value
- down ₹18 L
- Status
- Trimmed
- Weight
- 2.30%
- Δ weight
- up 0.28 pts
- Value
- ₹3.8 Cr
- Δ value
- up ₹35 L
- Status
- Added
- Weight
- 2.19%
- Δ weight
- up 0.13 pts
- Value
- ₹3.6 Cr
- Δ value
- up ₹9 L
- Status
- Added
- Weight
- 2.12%
- Δ weight
- up 1.11 pts
- Value
- ₹3.5 Cr
- Δ value
- up ₹1.8 Cr
- Status
- Added
- Weight
- 2.05%
- Δ weight
- down 0.04 pts
- Value
- ₹3.4 Cr
- Δ value
- down ₹20 L
- Status
- Trimmed
- Weight
- 1.98%
- Δ weight
- up 0.17 pts
- Value
- ₹3.3 Cr
- Δ value
- up ₹18 L
- Status
- Added
- Weight
- 1.97%
- Δ weight
- up 0.22 pts
- Value
- ₹3.3 Cr
- Δ value
- up ₹25 L
- Status
- Added
- Weight
- 1.92%
- Δ weight
- up 0.34 pts
- Value
- ₹3.2 Cr
- Δ value
- up ₹48 L
- Status
- Added
- Weight
- 1.72%
- Δ weight
- up 0.32 pts
- Value
- ₹2.9 Cr
- Δ value
- up ₹46 L
- Status
- Added
- Weight
- 1.69%
- Δ weight
- down 0.69 pts
- Value
- ₹2.8 Cr
- Δ value
- down ₹1.3 Cr
- Status
- Trimmed
- Weight
- 1.66%
- Δ weight
- up 0.21 pts
- Value
- ₹2.8 Cr
- Δ value
- up ₹26 L
- Status
- Added
- Weight
- 1.61%
- Δ weight
- down 2.49 pts
- Value
- ₹2.7 Cr
- Δ value
- down ₹4.4 Cr
- Status
- Trimmed
- Weight
- 1.55%
- Δ weight
- down 0.92 pts
- Value
- ₹2.6 Cr
- Δ value
- down ₹1.7 Cr
- Status
- Trimmed
- Weight
- 1.55%
- Δ weight
- up 0.26 pts
- Value
- ₹2.6 Cr
- Δ value
- up ₹35 L
- Status
- Added
- Weight
- 1.40%
- Δ weight
- up 0.01 pts
- Value
- ₹2.3 Cr
- Δ value
- down ₹7 L
- Status
- Trimmed
- Weight
- 1.16%
- Δ weight
- up 0.07 pts
- Value
- ₹1.9 Cr
- Δ value
- up ₹5 L
- Status
- Added
- Weight
- 1.05%
- Δ weight
- up 1.05 pts
- Value
- ₹1.8 Cr
- Δ value
- up ₹1.8 Cr
- Status
- New
- Weight
- 1.03%
- Δ weight
- up 0.03 pts
- Value
- ₹1.7 Cr
- Δ value
- down ₹1 L
- Status
- Held
- Weight
- 1.02%
- Δ weight
- up 1.02 pts
- Value
- ₹1.7 Cr
- Δ value
- up ₹1.7 Cr
- Status
- New
- Cash, TREPS & receivables
- Weight
- 0.96%
- Δ weight
- down 2.62 pts
- Value
- ₹1.6 Cr
- Δ value
- down ₹4.6 Cr
- Status
- Trimmed
- Weight
- 0.81%
- Δ weight
- down 2.47 pts
- Value
- ₹1.3 Cr
- Δ value
- down ₹4.3 Cr
- Status
- Trimmed
- Weight
- 0.55%
- Δ weight
- up 0.55 pts
- Value
- ₹91 L
- Δ value
- up ₹91 L
- Status
- New
- Weight
- 0.53%
- Δ weight
- up 0.53 pts
- Value
- ₹88 L
- Δ value
- up ₹88 L
- Status
- New
- Weight
- 0.39%
- Δ weight
- up 0.39 pts
- Value
- ₹64 L
- Δ value
- up ₹64 L
- Status
- New
- Weight
- 0.02%
- Δ weight
- up 0.02 pts
- Value
- ₹3 L
- Δ value
- up ₹3 L
- Status
- New
What changed, Jun 2026 to Jul 2026
New New positions (6)
- KFin Technologies Limited1.1% · ₹1.8 Cr
- Sagility Limited1.0% · ₹1.7 Cr
- Sun Pharmaceutical Industries Limited0.5% · ₹91 L
- Narayana Hrudayalaya Limited0.5% · ₹88 L
- Maruti Suzuki India Limited0.4% · ₹64 L
- Dodla Dairy Limited<0.1% · ₹3 L
Exited Exited (0)
None.
Added Biggest additions
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 Jun 2026, the weight rose most in Banks (+1.2 pts) and Insurance (+1.1 pts), and fell most in Industrial Products (−2.6 pts) and Capital Markets (−1.3 pts).
- Banks17.9% → 19.1%+1.2 pts
- Insurance1.1% → 2.1%+1.1 pts
- IT - Services0.0% → 1.0%new+1.0 pts
- Retailing5.7% → 6.7%+0.9 pts
- Automobiles3.1% → 3.9%+0.8 pts
- IT - Software8.2% → 8.9%+0.7 pts
- Industrial Products4.3% → 1.6%−2.6 pts
- Capital Markets11.9% → 10.5%−1.3 pts
- Pharmaceuticals & Biotechnology4.2% → 3.1%−1.1 pts
- Leisure Services6.4% → 5.5%−0.9 pts
- Transport Infrastructure3.6% → 3.0%−0.6 pts
- Transport Services4.4% → 4.2%−0.2 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 | Mar 2026 | Jun 2026 | Jul 2026 |
|---|---|---|---|---|---|
| Banks | 19.6% | 10.9% | 24.6% | 17.9% | 19.1% |
| Capital Markets | — | 11.2% | 9.6% | 11.9% | 10.5% |
| Healthcare Services | 15.1% | 16.4% | 8.7% | 9.8% | 9.8% |
| IT - Software | — | 8.0% | 8.9% | 8.2% | 8.9% |
| Retailing | — | — | 4.2% | 5.7% | 6.7% |
| Leisure Services | — | — | 2.7% | 6.4% | 5.5% |
| Auto Components | — | 3.4% | 4.5% | 5.0% | 5.4% |
| Petroleum Products | — | 9.2% | 3.6% | 4.9% | 5.0% |
| Finance | 13.1% | 21.1% | 6.1% | 4.3% | 4.3% |
| Transport Services | — | — | 4.5% | 4.4% | 4.2% |
Allocation in Jul 2026change vs Jun 2026
- Banks (4)19.1%▲ 1.2 pts
- Capital Markets (5)10.5%▼ 1.3 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, Jul 2026
1.0%
▼ 2.6 pts vs Jun 2026
- Cash alone
- 0.9%
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- 1.0% – 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.