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FAQ : Shriram Flexi Cap Fund - Growth - Direct Plan

Shriram Flexi Cap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A 7.43 7.23 N/A
Average Rolling Returns(%) 13.18 13.95 14.32 N/A

The Current NAV of Shriram Flexi Cap Fund - Growth - Direct Plan is ₹21.95.

You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 500 , as Funds portfolio is somewhat different.

Shriram Flexi Cap Fund - Growth - Direct Plan fund’s expense ratio is 0.46%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Shriram Flexi Cap Fund - Growth - Direct Plan is currently ₹118 Crores.

The Top three stocks are HDFC Bank, ICICI Bank and SBI and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 24% and 37% of fund’s portfolio respectively.

Top three sectors of Shriram Flexi Cap Fund - Growth - Direct Plan fund are BFSI, Auto and IT accounting for 47% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Flexi Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Shriram Flexi Cap Fund - Growth - Direct Plan Fund is Equity - Flexi Cap Fund.

Deepak Ramaraju and Prateek Nigudkar manage the Shriram Flexi Cap Fund - Growth - Direct Plan Fund.

Shriram Flexi Cap Fund - Growth - Direct Plan current PE ratio is 27.33 and PB ratio is 5.80

The asset allocation of Shriram Flexi Cap Fund - Growth - Direct Plan is Stocks : 95.51%, Debt : 7.05% and Gold : -2.57%

The minimum SIP amount for Shriram Flexi Cap Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹500.00

The exit load for Shriram Flexi Cap Fund - Growth - Direct Plan is NIL for 12% of units and 1% for remaining units on or before 90 days, Nil after 90 days

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