FAQ : Shriram Flexi Cap Fund - Regular Plan - Growth

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

1 Year 3 Year 5 Year 9 Year
CAGR(%) 45.47 18.96 15.95 N/A
Average Rolling Returns(%) 15.79 14.94 14.00 N/A

The Current NAV of Shriram Flexi Cap Fund - Regular Plan - Growth is ₹23.54.

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

Shriram Flexi Cap Fund - Regular Plan - Growth fund’s expense ratio is 2.30%

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 - Regular Plan - Growth is currently ₹114 Crores.

The Top three stocks are ICICI Bank, Bharti Airtel and Reliance Industries and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 17% and 30% of fund’s portfolio respectively.

Top three sectors of Shriram Flexi Cap Fund - Regular Plan - Growth fund are BFSI, Capital Goods and Construction & Infrastructure accounting for 47% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange 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 - Regular Plan - Growth Fund is Equity - Flexi Cap Fund.

Deepak Ramaraju and Gargi Bhattacharyya Banerjee manage the Shriram Flexi Cap Fund - Regular Plan - Growth Fund.

Shriram Flexi Cap Fund - Regular Plan - Growth current PE ratio is 57.28 and PB ratio is 11.05

The asset allocation of Shriram Flexi Cap Fund - Regular Plan - Growth is Stocks : 89.33%, Debt : 2.04% and Gold : 8.62%

The minimum SIP amount for Shriram Flexi Cap Fund - Regular Plan - Growth is ₹1000.00 and minimum lumpsum is ₹5000.00

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

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