- Mutual Funds
- Shriram Mutual Fund
- Shriram Flexi Cap Fund (Growth)
Formerly Shriram Multicap Reg Gr
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 18.179
NAV (Dec 6)
Fund Returns
Last 1Y | 16.6% |
Last 3Y | 16% |
Last 5Y | 12.5% |
Last 10Y | NA |
Since Inception | 12.1% |
6 Month CAGR | 19.8% |
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 (5y ago) | Sep 21, 2018 |
AUM in Crores | 59.647 |
ISIN | INF680P01075 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13 |
Standard Deviation (5yr) | 16.8 |
Beta (3yr) | 0.91 |
Beta (5yr) | 0.86 |
Sharpe Ratio (3yr) | 0.801 |
Sharpe Ratio (5yr) | 0.447 |
YTM | 7.76 |
Fund Managers
Returns Calculator Comparison
of
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Shriram Flexi Cap Fund (Growth) | 9,97,347 | 2,64,735 | 12.5% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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
reliance industries ltd
4%nestle india ltd
3.8%larsen & toubro ltd
3.5%hdfc bank ltd
3.4%coal india ltd
3.1%Allocation by Sector
financial services
25.4%industrials
17.2%consumer defensive
12.1%consumer cyclical
11.3%technology
10.9%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,883 cr | ||
₹ 11,693 cr | ||
₹ 17,531 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
Shriram Asset Management Co Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.9% | 13.9% | ||
12.3% | 10.5% | ||
16% | 12.1% | ||
16% | 12.1% | ||
12.3% | 10.5% |
Shriram Flexi Cap Fund (G) Review
Shriram Flexi Cap Fund (G) is a Flexi Cap Equity fund and has delivered an annualised return of 12.1% 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 12/6/2023 is ₹18.18 with the total AUM as of 12/7/2023 is ₹59.647. 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 IISL Nifty 500 TR INR.
Shriram Flexi Cap Fund (G) is rated as a 1 fund in Equity and delivered 16.6% 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)?
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 2.55% for regular plan.