HomeMutual FundsShriram Flexi Cap Fund Regular Payout of Income Distribution cum capital withdrawal option
Overview (as on 13 Apr 2021)
NAV
₹12.3524
1y returns
44.018%
Fund AUM
₹63 Cr
Expense Ratio
2.55%
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
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
Asset Allocation
Equity (95.89%)
Debt & Cash (4.11%)
Sector Allocation
Financial Services
31.80%
Basic Materials
15.08%
Tech
13.22%
Consumer
12.33%
Defensive
9.33%
Industrials
7.37%
Health
6.93%
Communication
2.49%
Utilities
0.98%
Energy
0.47%
Size Breakup
Large Cap
69.02%
Mid Cap
27.65%
Small Cap
3.33%
Key Metrics
Beta
NA
Std deviation
NA
Sharpe Ratio
NA
Holdings
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
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 Regular Payout of Income Distribution cum capital withdrawal option
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
null
Other Related Plans
| Fund Name | Plan Type | Expense Ratio | 1yr Returns |
|---|---|---|---|
| Direct | 0.65% | 46.66% | |
| Direct | 0.65% | 46.51% | |
| Direct | 0.65% | 46.51% | |
| Regular | 2.55% | 44.02% |
Peer Funds
Shriram Flexi Cap Fund Regular Payout of Income...
NAV
₹12.3524
INDmoney Analysis
Return Score
Below Average
Risk Score
Average
Fund is in Bottom 50 percent in its Category
Return score is based upon:
Benchmark out performance
Consistency of returns
Performance efficiency
Fund is in Top 50 percent in its Category
Risk score is based upon:
Return volatility
Risk management
Market sensitivity
Fund Managers
Rohit Gautam
leader
Work Experience
"null"
Alok Ranjan
leader
Work Experience
"null"
Gargi Banerjee
leader
Work Experience
"null"
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