• Mutual Funds
  • Shriram Mutual Fund
  • Shriram Flexi Cap Fund (Growth)

Formerly Shriram Multicap Reg Gr

Shriram Mutual Fund

Shriram Flexi Cap Fund (Growth)

EquityFlexi Cap

22.4959

NAV (Jun 18)

15.9%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in flexi cap mutual funds.

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).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

Invest in this fund
Scripbox Recommended Equity Funds
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

22.4959

NAV (Jun 18)

Fund Returns

Last 1Y
44.8%
Last 3Y
19.6%
Last 5Y
16.2%
Last 10Y
NA
Since Inception
15.2%
6 Month CAGR
19.8%

Scheme Information

Investment Objective

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
2.3
Launched (6y ago)
Sep 21, 2018
AUM in Crores
101.631
ISIN
INF680P01075
Lock-in
No Lock-in
Benchmark
Nifty 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.7
Standard Deviation (5yr)
17
Beta (3yr)
0.94
Beta (5yr)
0.87
Sharpe Ratio (3yr)
0.934
Sharpe Ratio (5yr)
0.593
YTM
0
Fund Managers

Gargi Banerjee

Fund Manager

Deepak Ramaraju

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Shriram Flexi Cap Fund (Growth)70%10,90,046 3,57,43415.9%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-06-18

Top Stock Holdings

icici bank ltd

5%
5%

reliance industries ltd

5%
5%

net receivables / (payables)

4.8%
4.8%

state bank of india

3.9%
3.9%

larsen & toubro ltd

3%
3%
See all holdings

Allocation by Sector

financial services

23%
23%

industrials

20.8%
20.8%

consumer cyclical

10.2%
10.2%

energy

7.3%
7.3%

basic materials

6.9%
6.9%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,620 cr

₹ 19,454 cr

₹ 15,161 cr

₹ 42,669 cr

₹ 63,933 cr

amc-img

About the AMC

Shriram Asset Management Co Ltd

Shriram Asset Management Co Ltd manages assets worth 610 crores and was set up on 27 July 1994. It's current offering of mutual fund schemes includes 5 equity and 6 hybrid funds.amc-img
phone-img033-23373012
Fund NameScripbox Opinion
Till Date CAGR

18%

16.7%

14.3%

11.6%

19%

15.1%

19%

15.1%

14.3%

11.6%

Shriram Flexi Cap Fund (G) Review

Shriram Flexi Cap Fund (G) is a Flexi Cap Equity fund and has delivered an annualised return of 15.1% over a period of 5 years. The fund was previously known as Shriram Multicap Reg Gr. The fund is managed by Shriram Asset Management Co Ltd. The fund managers are Deepak Ramaraju, Gargi Banerjee.

Nav of Shriram Flexi Cap Fund (G) as of 6/18/2024 is ₹22.50 with the total AUM as of 6/19/2024 is ₹101.631. With Scripbox you can compare and check the latest nav for all mutual funds in India. Shriram Flexi Cap Fund (G) 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 (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 TR INR.

Shriram Flexi Cap Fund (G) is rated as a 1 fund in Equity and delivered 45.4% 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).

Frequently Asked Questions

What is Shriram Flexi Cap Fund (G)?

Shriram Flexi Cap Fund (G) is a Flexi Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Shriram Flexi Cap Fund (G)?

You can invest in Shriram Flexi Cap Fund (G) 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 (G)?

The minimum sip amount for Shriram Flexi Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Shriram Flexi Cap Fund (G) good to invest in?

As per Scripbox experts, Shriram Flexi Cap Fund (G) is a Not Recommended fund. You can investShriram Flexi Cap Fund (G) 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 (G)?

The expense ratio of the Shriram Flexi Cap Fund (G) is 2.3% for regular plan.