← Shriram Mutual Fund

Shriram Multi Sector Rotation Fund

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
42
Jul 2026
Equity Holdings
₹164.57 Cr
Equity only, excl. debt & cash
AAUM
₹171.03 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
26.4%
Moderate
Top 10 Weight
43.5%
Moderate
Changes
41
6 new · 0 exits
Top Sector
Banks
18.9% of portfolio
Launch Date
18 Nov 2024
2 years old

AAUM (Average Assets Under Management) of ₹171.03 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Shriram Multi Sector Rotation Fund added 6 new stocks to its portfolio this month. The biggest new buy was KFin Technologies Limited (Capital Markets) at 1.05% weight. Among existing holdings, HDFC Bank Limited saw the biggest increase — now at 7.29% of the portfolio. R R Kabel Limited was trimmed the most, now at 1.61%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 18.9%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 16.5% 17.2% +0.7%
Capital Markets 11.0% 11.5% +0.4%
Healthcare Services 9.0% 9.4% +0.4%
IT - Software 7.9% 8.0% +0.1%
Leisure Services 6.0% 6.2% +0.2%
Retailing 4.5% 5.5% +1.1%
Auto Components 5.0% 4.9% -0.2%
Petroleum Products 4.9% 4.8% -0.1%
Transport Services 4.2% 4.3% +0.0%
Finance 3.9% 4.2% +0.2%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 17.2% 18.9% +1.7%
Capital Markets 11.5% 10.4% -1.0%
Healthcare Services 9.4% 9.8% +0.3%
IT - Software 8.0% 8.9% +0.9%
Retailing 5.5% 6.6% +1.1%
Leisure Services 6.2% 5.5% -0.7%
Auto Components 4.9% 5.3% +0.5%
Petroleum Products 4.8% 5.0% +0.2%
Finance 4.2% 4.2% +0.1%
Transport Services 4.3% 4.2% 0.0%
🟢
Biggest New Buy
KFin Technologies Limited
1.05% weight · Capital Markets
Biggest Add
HDFC Bank Limited
+2.20% · now 7.29%
Biggest Trim
R R Kabel Limited
-2.49% · now 1.61%
🤝 Other funds also bought this month
Maruti Suzuki India Limited 33 funds
Maruti Suzuki India Limited
HDFC Nifty Auto Index Fund
Nippon India MNC Fund
Mirae Asset Nifty Top 20 Equal Weight ETF + more
Sun Pharmaceutical Industries Limited 31 funds
Sun Pharmaceutical Industries Limited
Edelweiss MSCI India Domestic and World Healthcare 45 Index Fund
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
WhiteOak Capital Pharma and Healthcare Fund + more
Sagility Limited 15 funds
Sagility Limited
Kotak Technology Fund - Direct Plan - Growth Option
Baroda BNP Paribas Large & Mid Cap Fund
ICICI Prudential Quality Fund - Direct Plan - Growth + more
KFin Technologies Limited 7 funds
KFin Technologies Limited
Edel BSE Capital Markets & Insurance ETF
ITI Large & Mid Cap Fund
Mirae Asset Midcap Fund- Direct Growth Option + more
Narayana Hrudayalaya Limited 4 funds
Narayana Hrudayalaya Limited
WhiteOak Capital Pharma and Healthcare Fund
Navi Nifty SmallCap250 Momentum Qlty 100
Edelweiss MSCI India Domestic and World Healthcare 45 Index Fund + more
Dodla Dairy Ltd. 1 fund
Dodla Dairy Ltd.
WhiteOak Capital Consumption Opportunities Fund Direct Plan Growth

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 6 New Entries ↑ 25 Increased ↓ 10 Decreased
#StockSectorWeight (Jul 2026)
1
KFin Technologies Limited
₹1.75 Cr
Capital Markets 1.05%
2
Sagility Limited
₹1.69 Cr
IT - Services 1.02%
3
Sun Pharmaceutical Industries Limited
₹90.97 L
Pharmaceuticals & Biotechnology 0.55%
4
Narayana Hrudayalaya Limited
₹87.86 L
Healthcare Services 0.53%
5
Maruti Suzuki India Limited
₹64.05 L
Automobiles 0.39%
6
Dodla Dairy Ltd.
₹3.12 L
Food Products 0.02%
#StockSectorJun 2026Jul 2026Change
1
HDFC Bank Limited
₹12.11 Cr
Banks 5.09% 7.29% +2.20%
2
SBI Life Insurance Company Limited
₹3.52 Cr
Insurance 1.01% 2.12% +1.11%
3
Eternal Limited
₹8.14 Cr
Retailing 4.14% 4.90% +0.76%
4
Mahindra & Mahindra Limited
₹5.75 Cr
Automobiles 3.01% 3.46% +0.45%
5
Infosys Limited
₹4.32 Cr
IT - Software 2.22% 2.60% +0.38%
6
Tech Mahindra Limited
₹3.19 Cr
IT - Software 1.58% 1.92% +0.34%
7
Swiggy Limited
₹2.85 Cr
Retailing 1.39% 1.72% +0.33%
8
Bharti Airtel Limited
₹5.57 Cr
Telecom - Services 3.04% 3.35% +0.31%
9
Oil India Limited
₹3.82 Cr
Oil 2.02% 2.30% +0.28%
10
Rainbow Childrens Medicare Limited
₹4.27 Cr
Healthcare Services 2.30% 2.57% +0.27%
#StockSectorJun 2026Jul 2026Change
1
R R Kabel Limited
₹2.67 Cr
Industrial Products 4.10% 1.61% -2.49%
2
HDFC Asset Management Company Limited
₹1.34 Cr
Capital Markets 3.27% 0.81% -2.46%
3
Ajanta Pharma Limited
₹4.16 Cr
Pharmaceuticals & Biotechnology 4.04% 2.50% -1.54%
4
Lemon Tree Hotels Limited
₹2.58 Cr
Leisure Services 2.48% 1.55% -0.93%
5
Axis Bank Limited
₹8.84 Cr
Banks 6.13% 5.32% -0.81%
6
Thyrocare Technologies Limited
₹2.81 Cr
Healthcare Services 2.38% 1.69% -0.69%
7
Adani Ports and Special Economic Zone Limited
₹4.94 Cr
Transport Infrastructure 3.45% 2.97% -0.48%
8
InterGlobe Aviation Limited
₹4.23 Cr
Transport Services 2.80% 2.55% -0.25%
9
Can Fin Homes Limited
₹3.41 Cr
Finance 2.09% 2.05% -0.04%
10
Tata Consultancy Services Limited
₹3.94 Cr
IT - Software 2.39% 2.37% -0.02%

What Stocks Does This Fund Hold?

42 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹12.11 Cr
Banks
7.29%
2
₹8.84 Cr
Banks
5.32%
3
₹8.29 Cr
Petroleum Products
4.99%
4
₹8.14 Cr
Retailing
4.90%
5
₹6.41 Cr
Banks
3.86%
6
₹6.27 Cr
Capital Markets
3.77%
7
₹5.91 Cr
Healthcare Services
3.56%
8
₹5.75 Cr
Automobiles
3.46%
9
₹5.57 Cr
Telecom - Services
3.35%
10
₹4.94 Cr
Transport Infrastructure
2.97%
🏆 Top stocks held by Equity funds
See which stocks all active Equity fund managers are buying — ranked by total value invested
🏦 Shriram Mutual Fund — Portfolio & Holdings
See all funds managed by Shriram Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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