Overview (as on 25 Feb 2021)

NAV

₹13.2675

1y returns

20.677%

Fund AUM

₹60 Cr

Expense Ratio

0.65%

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
36.08%
Tech
13.15%
Health
12.75%
Basic Materials
12.19%
Defensive
7.97%
Consumer
7.49%
Energy
4.33%
Communication
3.03%
Industrials
3.02%
Size Breakup
Large Cap
78.34%
Mid Cap
20.99%
Small Cap
0.68%

Key Metrics

Beta 

NA

Std deviation 

NA

Sharpe Ratio 

NA

Holdings

Fund Details

Investment Objectives
"The primary investment objective of the scheme is to generate long term capital appreciation by investing in an actively managed portfolio predominantly consisting of Equity & equity related securities diversified over various sectors. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns"
Scheme Name
Shriram Flexi Cap Fund Direct Dividend Payout
Scheme Document
Exit Load

For 0 - 365 Days: 1%

After 365 Days : 0%

Plan Started
21 September, 2018
Fund Manager
Rohit Gautam
Fund House Details
Fund House
Shriram Asset Management Co Ltd
Email
NA
Phone
+913323373014
Address
Shriram Asset Management Co. Ltd.,CK-6, 2nd Floor,,Sector II, Salt Lake City,

Other Related Plans

Peer Funds

Shriram Flexi Cap Fund Direct Dividend Payout

NAV

₹13.2675

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    warning

    Fund is in Top 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Rohit Gautam
Rohit Gautam

leader

Work Experience
"null"
Alok Ranjan
Alok Ranjan

leader

Work Experience
"null"
Gargi Banerjee
Gargi Banerjee

leader

Work Experience
"null"

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[SEBI RIA Registration No: INA100012190] [Type of Registration: Non-Individual] [Validity of registration: December 17, 2018-Perpetual] [Address: 616, 6th Floor, Suncity Success Tower, Golf Course Extension Road, Sector – 65, Gurugram, Haryana- 122005] [Principal Officer details: Mr. Gaurav Sharma, Email id: principalofficer@indwealth.in, Contact No. 8800826254] [Corresponding SEBI local office address: Securities and Exchange Board of India, Local Office, First Floor, SCO 127-128, Sector 17C, Chandigarh-160017]

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