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Shriram Flexi Cap Fund - Regular Growth

Fund House:
Shriram Mutual Fund
Category:
Equity: Flexi Cap
Status:
Open Ended Schemes
Launch Date:
05-09-2018
ISIN Number:
INF680P01075
Minimum Investment:
5000
Minimum SIP:
2000
Total Assets: (29-11-2024):
140.74
Nav (20-12-2024)
21.7601
CAGR Since Inception:
13.64
Benchmark:
NIFTY 500 TRI
Expense Ratio (30-11-2024)::
2.38 %
Risko-Meter:
Very High
Exit Load:
Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days,
Asset Class
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Shriram Flexi Cap Fund - Regular Growth 18.69 19.36 15.87 14.95 0
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option 46.15 35.02 24.01 18.26 15.44
Invesco India Flexi Cap Fund - Growth 38.04 32.8 0 0 0
JM Flexicap Fund (Regular) - Growth option 37.15 35.02 27.76 24.06 17.33
BANK OF INDIA Flexi Cap Fund Regular Plan -Growth 34.31 33.35 23.82 0 0
HSBC Flexi Cap Fund - Regular Growth 32.23 28.87 19.49 20.1 13.4
Helios Flexi Cap Fund - Regular Plan - Growth Option 32.07 0 0 0 0
ITI Flexi Cap Fund- Regular Plan- Growth 29.98 0 0 0 0
360 ONE FLEXICAP FUND-REGULAR PLAN- GROWTH 29.9 0 0 0 0
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option 29.64 26.22 19.83 20.11 0
Fund Manager
Gargi Bhattacharyya Banerjee, Deepak Ramaraju:
Scheme Objective
The scheme seeks to generate long term capital appreciation by investing in an actively managed portfolio predominantly consisting of Equity & equity related securities diversified over various sectors.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On Shriram Flexi Cap Fund - Regular Growth NIFTY 50 TRI Equity: Flexi Cap
CAGR since inception 13.64% 13.95% 18.72%
1 Year 18.69% 12.84% 23.85%
3 Year 15.87% 13.73% 17.26%
5 Year 14.95% 15.28% 18.75%
10 Year 0.00% 12.46% 14.01%
Nav / Index Value as on2024-12-22 140.74% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Mutual Funds 0.55
Cash & Cash Equivalents 3.86
Equity 95.59
Company Holding
SUN PHARMACEUTICAL INDUSTRIES LTD. 3.42
BHARTI AIRTEL LIMITED 2.83
BOSCH LIMITED 2.73
LUPIN LIMITED 2.48
TORRENT PHARMACEUTICALS LIMITED 2.41
DIXON TECHNOLOGIES (INDIA) LIMITED 2.37
ICICI BANK LIMITED 2.31
GLENMARK PHARMACEUTICALS LIMITED 2.26
HCL TECHNOLOGIES LIMITED 2.22
ZOMATO LIMITED 2.2
FAQ's of Shriram Flexi Cap Fund - Regular Growth
How do I use the SIP Calculator to calculate Shriram Mutual Fund ?

To calculate the Shriram Mutual Fund :

1. Visit https://www.swarajfinpro.com/Calculator-SIP

2. Put the monthly SIP amount.

3. Put the monthly expected returns.

4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
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Shriram Flexi Cap Fund - Regular Growth