- Mutual Funds
- Shriram Mutual Fund
- Shriram Flexi Cap Fund (PIDCW-A)
Formerly Shriram Flexi Cap Reg DP
Neutral
Click here to see our recommendations.
Flexi cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
4 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.
Relative Size
64 Cr. Negligible within the category
Category View
Superior. The category has a superior investment outlook
Consistency Of Performance
Poor. The historical performance of the fund has been poor
Scripbox Recommended Flexi Cap Funds
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 13.5108
NAV (May 27)
Fund Returns
Last 1Y | 4.1% |
Last 3Y | 7.5% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 8.5% |
6 Month CAGR | -5.8% |
Scheme Information
The primary investment objective of the scheme is to generate long term capital appreciation by investing in an actively managed portfolio predominantly consisting of Equity & equity related securities diversified over various sectors. However,there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns
Expense Ratio | 2.55 |
Launched (4y ago) | Sep 21, 2018 |
AUM in Crores | 63.073 |
ISIN | INF680P01083 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
icici bank ltd
8.7%hdfc bank ltd
5.1%treps - 02may2022
4.5%larsen & toubro ltd
4.1%state bank of india
4%
Allocation by Sector
financial services
27.5%consumer cyclical
19.1%industrials
11.6%healthcare
8.9%basic materials
7.5%Comparison with Equity Funds
| Fund Name | Scripbox Opinion | Fund Size | Track Record |
|---|---|---|---|
₹ 4,388 cr | |||
₹ 13,113 cr | |||
₹ 13,113 cr | |||
₹ 4,388 cr | |||
₹ 4,388 cr |
About the AMC
Shriram Asset Management Co Ltd
Shriram Asset Management Co Ltd manages assets worth 214 crores and was set up on 27 July 1994. It's current offering of mutual fund schemes includes 5 equity and 6 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
10.5% | 11.3% | ||
8.1% | 9.6% | ||
7.5% | 8.5% | ||
- | 8.7% | ||
7.5% | 8.5% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsShriram Flexi Cap Fund (PIDCW-A) Review
Shriram Flexi Cap Fund (PIDCW-A) is a Flexi Cap Equity fund and has delivered an annualised return of 8.5% over a period of 3 years. The fund was previously known as Shriram Flexi Cap Reg DP. The fund is managed by Shriram Asset Management Co Ltd. The fund managers are Gargi Banerjee, Kartik Soral.
Nav of Shriram Flexi Cap Fund (PIDCW-A) as of 5/27/2022 is ₹13.51 with the total AUM as of 5/28/2022 is ₹63.073. With Scripbox you can compare and check the latest nav for all mutual funds in India. Shriram Flexi Cap Fund (PIDCW-A) was launched on Sep 21, 2018. The category risk of the fund is Very High Risk.
The minimum SIP amount for Shriram Flexi Cap Fund (PIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Shriram Flexi Cap Fund (PIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR.
Shriram Flexi Cap Fund (PIDCW-A) is rated as a 2 fund in Equity and delivered 4.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Shriram Flexi Cap Fund (PIDCW-A).
Frequently Asked Questions
What is Shriram Flexi Cap Fund (PIDCW-A)?
How to invest in Shriram Flexi Cap Fund (PIDCW-A)?
You can invest in Shriram Flexi Cap Fund (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Shriram Flexi Cap Fund (PIDCW-A)?
The minimum sip amount for Shriram Flexi Cap Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Shriram Flexi Cap Fund (PIDCW-A) good to invest in?
As per Scripbox experts, Shriram Flexi Cap Fund (PIDCW-A) is a Neutral fund. You can investShriram Flexi Cap Fund (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Shriram Flexi Cap Fund (PIDCW-A)?
The expense ratio of the Shriram Flexi Cap Fund (PIDCW-A) is 2.55% for regular plan.