← Shriram Mutual Fund

Shriram Multi Sector Rotation Fund

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
41
Aug 2026
Equity Holdings
₹161.70 Cr
Equity only, excl. debt & cash
AAUM
₹171.03 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
27.3%
Moderate
Top 10 Weight
42.8%
Moderate
Changes
42
0 new · 1 exits
Top Sector
Banks
19.5% 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 exited 1 stock from its portfolio this month. HDFC Asset Management Company Limited was the biggest exit (Capital Markets), which was held at 0.81%. Among existing holdings, Maruti Suzuki India Limited saw the biggest increase — now at 1.37% of the portfolio. Infosys Limited was trimmed the most, now at 1.44%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 19.5%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 18.9% 19.5% +0.6%
Capital Markets 10.4% 9.4% -1.0%
Healthcare Services 9.8% 9.4% -0.4%
IT - Software 8.9% 7.9% -0.9%
Retailing 6.6% 7.2% +0.5%
Auto Components 5.3% 5.9% +0.6%
Leisure Services 5.5% 5.3% -0.2%
Petroleum Products 5.0% 5.0% 0.0%
Automobiles 3.9% 4.8% +0.9%
Transport Services 4.2% 4.6% +0.4%
🔴
Biggest Exit
HDFC Asset Management Company Limited
0.81% was held · Capital Markets
Biggest Add
Maruti Suzuki India Limited
+0.98% · now 1.37%
Biggest Trim
Infosys Limited
-1.16% · now 1.44%
👋 Other funds also exited
HDFC Asset Management Company Limited 17 funds
HDFC Asset Management Company Limited
ICICI Prudential Focused Equity Fund - Direct Plan - Growth
Mirae Asset Nifty India New Age Consumption ETF
DSP Multicap Fund - Direct - Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🔴 1 Exit ↑ 24 Increased ↓ 17 Decreased
#StockSectorLast Weight (Jul 2026)
1
HDFC Asset Management Company Limited
₹1.34 Cr
Capital Markets 0.81%
#StockSectorJul 2026Aug 2026Change
1
Maruti Suzuki India Limited
₹2.24 Cr
Automobiles 0.39% 1.37% +0.98%
2
Sagility Limited
₹3.20 Cr
IT - Services 1.02% 1.96% +0.94%
3
KFin Technologies Limited
₹3.04 Cr
Capital Markets 1.05% 1.87% +0.82%
4
Eternal Limited
₹8.83 Cr
Retailing 4.90% 5.43% +0.53%
5
Axis Bank Limited
₹9.34 Cr
Banks 5.32% 5.74% +0.42%
6
Samvardhana Motherson International Limited
₹4.88 Cr
Auto Components 2.59% 3.00% +0.41%
7
Pricol Limited
₹2.98 Cr
Auto Components 1.55% 1.83% +0.28%
8
VRL Logistics Limited
₹3.14 Cr
Transport Services 1.66% 1.93% +0.27%
9
Indian Bank
₹4.35 Cr
Banks 2.44% 2.68% +0.24%
10
R R Kabel Limited
₹3.01 Cr
Industrial Products 1.61% 1.85% +0.24%
#StockSectorJul 2026Aug 2026Change
1
Infosys Limited
₹2.34 Cr
IT - Software 2.60% 1.44% -1.16%
2
Nuvama Wealth Management Limited
₹4.35 Cr
Capital Markets 3.77% 2.68% -1.09%
3
Ajanta Pharma Limited
₹2.70 Cr
Pharmaceuticals & Biotechnology 2.50% 1.66% -0.84%
4
Apollo Hospitals Enterprise Limited
₹5.05 Cr
Healthcare Services 3.56% 3.10% -0.46%
5
SAMHI Hotels Ltd
₹4.15 Cr
Leisure Services 2.87% 2.55% -0.32%
6
REC Limited
₹3.15 Cr
Finance 2.19% 1.94% -0.25%
7
HDFC Bank Limited
₹11.48 Cr
Banks 7.29% 7.05% -0.24%
8
Bharti Airtel Limited
₹5.11 Cr
Telecom - Services 3.35% 3.14% -0.21%
9
Rainbow Childrens Medicare Limited
₹3.96 Cr
Healthcare Services 2.57% 2.43% -0.14%
10
Adani Ports and Special Economic Zone Limited
₹4.64 Cr
Transport Infrastructure 2.97% 2.85% -0.12%

What Stocks Does This Fund Hold?

41 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹11.48 Cr
Banks
7.05%
2
₹9.34 Cr
Banks
5.74%
3
₹8.83 Cr
Retailing
5.43%
4
₹8.10 Cr
Petroleum Products
4.98%
5
₹6.61 Cr
Banks
4.07%
6
₹5.55 Cr
Automobiles
3.41%
7
₹5.11 Cr
Telecom - Services
3.14%
8
₹5.05 Cr
Healthcare Services
3.10%
9
₹4.88 Cr
Auto Components
3.00%
10
₹4.64 Cr
Transport Infrastructure
2.85%
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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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