Shriram Flexi Cap Fund
1,000
Min SIP
5,000
Min Lumpsum
0.65 %
Expense Ratio
Rating
60
Fund Size (in Cr)
5 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 11.7% | 20.6% | - | 11.1% | ||||
| Category Average | 13% | 26.6% | 12.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
ITC
Larsen & Toubro
Abbott India
Oracle Fin.Serv.
Alkem Lab
Others
Advance Ratio
-0.14
Alpha
3.93
SD
0.87
Beta
0.43
Sharpe
Exit Load
| Exit Load | 1.00% - For exit within 365 days from the date of allotment. Nil - For exit on or after 365 days from the date of allotment. |
|---|
Fund 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.
Fund Managers
Deepak Ramaraju
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- Flexi Cap .
-
- 10,370
-
14.7%Fund Size - 10,370
-
29.9%Fund Size - 10,370
-
13.2%Fund Size - 10,370
-
- Equity .
- Flexi Cap .
-
- 1,404
-
14.2%Fund Size - 1,404
-
26.8%Fund Size - 1,404
-
14.3%Fund Size - 1,404
-
- Equity .
- Flexi Cap .
-
- 16,457
-
13%Fund Size - 16,457
-
26.8%Fund Size - 16,457
-
12.2%Fund Size - 16,457
-
- Equity .
- Flexi Cap .
-
- 3,216
-
13.7%Fund Size - 3,216
-
25.6%Fund Size - 3,216
-
10.5%Fund Size - 3,216
-
- Equity .
- Flexi Cap .
-
- 15,935
-
13.2%Fund Size - 15,935
-
25%Fund Size - 15,935
-
11.6%Fund Size - 15,935
AMC Contact Details
Shriram Mutual Fund
AUM:
282 Cr
Address:
511-512, Meadows, Sahar Plaza,
J. B. Nagar, Andheri (East),
Mumbai - 400059.
Contact:
033-23373012
Email ID:
info@shriramamc.com
Frequently Asked Questions
How to invest in Shriram Flexi Cap Fund ?
You can invest in Shriram Flexi Cap Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Shriram Flexi Cap Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Shriram Flexi Cap Fund ?
The NAV of Shriram Flexi Cap Fund is ₹16.3 as of 01 June 2023.
How to redeem Shriram Flexi Cap Fund holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Shriram Flexi Cap Fund?
The minimum SIP amount of Shriram Flexi Cap Fund is ₹1000
What are the top sectors Shriram Flexi Cap Fund has invested in??
The top sectors Shriram Flexi Cap Fund has invested in are
- ITC - 3.94%
- Larsen & Toubro - 3.62%
- Abbott India - 3.41%
- Oracle Fin.Serv. - 3.36%
- Alkem Lab - 3.23%
How much returns have Shriram Flexi Cap Fund generated ?
The Shriram Flexi Cap Fund has delivered 11.1% since inception
What is the expense ratio of Shriram Flexi Cap Fund ?
The expense ratio of Shriram Flexi Cap Fund is 0.65 % as of 01 June 2023.
What is the AUM of Shriram Flexi Cap Fund?
The AUM of Shriram Flexi Cap Fund is ₹282 Cr as of 01 June 2023
What are the top stock holdings of Shriram Flexi Cap Fund?
The top stock holdings of Shriram Flexi Cap Fund are
- ITC - 3.94%
- Larsen & Toubro - 3.62%
- Abbott India - 3.41%
- Oracle Fin.Serv. - 3.36%
- Alkem Lab - 3.23%