Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.40%
1 Month-11.10%
3 Months-13.11%
6 Months-9.90%
1 Year-7.59%
3 Years (CAGR)+7.44%
5 Years (CAGR)+7.01%
10 Years (CAGR)—
Since Inception (Oct 2018)+8.18%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-17.22%
3 Year SIP-4.21%
5 Year SIP+2.34%
Since Inception (Oct 2018)+6.42%
Fund Details
Fund HouseShriram Mutual Fund
CategoryFlexi Cap
Plan Typeregular
Optiongrowth
AUM₹131 Cr
Expense Ratio2.35%
Min SIP₹500
Min Lumpsum₹500
Launch Date08 Oct 2018
AMFI Code144902
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Shriram Flexi Cap Fund - Regular Growth aims to generate long-term capital appreciation by investing across companies of all market capitalisations — large, mid, and small cap — without any restriction on allocation. The fund manager has the flexibility to dynamically shift between segments based on market conditions.
About This Fund
Shriram Flexi Cap Fund - Regular Growth is a Flexi Cap mutual fund offered by Shriram Mutual Fund. The fund has been operational for over 7 years. It manages assets worth ₹131 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 2.35%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations