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

    Formerly Shriram Multicap Reg Gr

    Shriram Mutual Fund

    Shriram Flexi Cap Fund (Growth)

    EquityDiversified

    14.8271

    NAV (Sep 23)

    14%
    Till Date CAGR
    Scripbox Opinion

    Neutral

    Scripbox recommends other funds for investment in diversified.

    Click here to see our recommendations.

    Diversified 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 ->

    Track Record

    3 Years. The Fund has a Short history for analysis. We recommend funds with longer history.

    Relative Size

    67 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

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      Historical growth rate of 12% per annum
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      Recommended Duration > 5 years
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      No Lock-in
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      Grow Wealth , Retirement , Kid's Education

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    Historical NAV

    14.8271

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    47.3%
    Last 3Y
    14%
    Last 5Y
    NA
    Last 10Y
    NA
    Since Inception
    14%
    6 Month CAGR
    17.9%
    info-icon-blue

    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

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.55
    Launched (3y ago)
    Sep 21, 2018
    AUM in Crores
    66.486
    ISIN
    INF680P01075
    Lock-in
    No Lock-in
    Benchmark
    IISL Nifty 500 TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Gargi Banerjee

    Fund Manager

    user-avatar

    Kartik Soral

    Fund Manager

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    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 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.

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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Grow Wealth , Retirement , Kid's Education
      Grow Wealth , Retirement , Kid's Education
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    Shriram Asset Management Co Ltd

    Shriram Asset Management Co Ltd manages assets worth 221 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

  • tel-amc-about
    033-23373012
  • mail-amc-about
    info@shriramamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    %

    19%

    12.7%

    11.6%

    14%

    14%

    %

    13.1%

    14%

    14%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    Invesco India Growth Opportunities Fund (Growth)

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Shriram Flexi Cap Fund (G)

    About Shriram Flexi Cap Fund (G)

    Shriram Flexi Cap Fund (G) is a Diversified Equity fund and has delivered an annualised return of 14% over a period of 3 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 Gargi Banerjee, Kartik Soral

    Shriram Flexi Cap Fund (G) 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 . However, there is no assurance that the objective of the scheme will be realized.

    Shriram Flexi Cap Fund (G) NAV,AUM,Risk

    The Shriram Flexi Cap Fund (G) fund was launched on Sep 21, 2018. The NAV (Net Asset Value) of this Diversified Equity fund as of 2021-09-23 is ₹14.83. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹66.486. The category risk of the Shriram Flexi Cap Fund (G) fund is Very High Risk. The fund charges 2.55 % as expense ratio.

    Shriram Flexi Cap Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 96.8% in this asset class. The top three holdings of the fund are , hdfc bank ltd , icici bank ltd , housing development finance corp ltd , kotak mahindra bank ltd , axis bank ltd , larsen & toubro ltd , state bank of india , infosys ltd , cash,cash equivalents and net current assets , ultratech cement ltd , tata consultancy services ltd , shree cement ltd , supreme industries ltd , bharti airtel ltd , hcl technologies ltd , tata motors ltd , varun beverages ltd , jk cement ltd , kajaria ceramics ltd , sbi life insurance company limited , srf ltd , pnc infratech ltd , bajaj auto ltd , apollo tyres ltd , itc ltd , cera sanitaryware ltd , endurance technologies ltd , hdfc life insurance company limited , pi industries ltd , sheela foam ltd , ipca laboratories ltd , sun pharmaceuticals industries ltd , hindustan unilever ltd , garware technical fibres ltd , escorts ltd , navin fluorine international ltd , acc ltd , l&t technology services ltd , abbott india ltd , century plyboards (india) ltd , pvr ltd , route mobile ltd ordinary shares , astral ltd , care ratings ltd , dabur india ltd , havells india ltd , elgi equipments ltd , sequent scientific ltd

    Shriram Flexi Cap Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Shriram Flexi Cap Fund (G) Investment volatility and Horizon

    This fund 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 (G) Review

    Shriram Flexi Cap Fund (G) has a score of 2 on a scale of 5. The fund scores 2 out of 5 based on historical performance. As compared to the other funds in its category, Shriram Flexi Cap Fund (G) has a score of 1 out of 5 Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

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