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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(%) | 13.58 | 18 | N/A | N/A |
Average Rolling Returns(%) | 12.50 | 13.39 | N/A | N/A |
The Current NAV of Shriram Flexi Cap Fund - Regular Plan - Growth is ₹16.48.
It is better to invest in a fund with a longer track record as Shriram Flexi Cap Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.
Shriram Flexi Cap Fund - Regular Plan - Growth fund’s expense ratio is 2.55%
The process for redemption is
The AUM of Shriram Flexi Cap Fund - Regular Plan - Growth is currently ₹60 Crores.
The Top three stocks are HDFC Bank, ITC and REC and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 18% and 32% of fund’s portfolio respectively.
Top three sectors of Shriram Flexi Cap Fund - Regular Plan - Growth fund are BFSI, Healthcare and Construction & Infrastructure accounting for 52% 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 33.58 and PB ratio is 7.00
The asset allocation of Shriram Flexi Cap Fund - Regular Plan - Growth is Stocks : 95.94%, Debt : 4.06% and Gold : 0%
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