- Mutual Funds
- Shriram Mutual Fund
- Shriram Flexi Cap Fund (G)
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).
Scheme Information
The scheme seeks to generate long term capital appreciation by investing in an actively managed portfolio predominantly consisting of Equity & equity related securities diversified over various sectors.
Expense Ratio | 2.3864 % |
Launched 6Y ago | 2018-09-28 |
AUM in Crores | 132.7 |
ISIN | INF680P01075 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 15.8 |
Beta | 1 |
Sharpe Ratio | 0.2 |
YTM | - |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
Reliance Industries Ltd.
5.01%Others
3.08%Infosys Ltd.
3%Zomato Ltd.
2.95%Reliance Industries Ltd.
2.87%
Allocation by Sector
Financial
25.79%Automobile
12.47%Healthcare
10.93%Capital Goods
9.18%Consumer Staples
7.69%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 23,379 cr | ||
₹ 64,962 cr | ||
₹ 49,131 cr | ||
₹ 27,730 cr | ||
₹ 16,217 cr |
Shriram Flexi Cap Fund (G) Review
Shriram Flexi Cap Fund (G) is a Flexi Cap Equity fund and has delivered an annualised return of 10% over 6 years. The fund has grown over a period of 6 years. The fund is managed by Shriram Mutual Fund. The fund managers are Deepak Ramaraju, Gargi Bhattacharyya Banerjee, Sudip Suresh More.
Nav of Shriram Flexi Cap Fund (G) as of 4/15/2025 is ₹19.14 with the total AUM as of 4/16/2025 is ₹132.67. With Scripbox you can compare and check the latest nav for all mutual funds in India. Shriram Flexi Cap Fund (G) was launched on 2018-09-28. The category risk of the fund is Very High.
The minimum SIP amount for Shriram Flexi Cap Fund (G) 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 (G) 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 NIFTY 500 Total Return Index.
Scripbox has rated it 3 stars, indicating it's a neutral fund in the Equity category and delivered -9.64% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Shriram Flexi Cap Fund (G).