Shriram Flexi Cap Fund Direct Growth

Shriram Flexi Cap Fund Direct Growth is an equity fund. This fund was started on 21 September, 2018. The fund is managed by Gargi Banerjee. The fund could potentially beat inflation in the long-run.

1. Shriram Flexi Cap Fund Direct Growth has ₹133 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
2. The fund has an expense ratio 0.9.
   

Shriram Flexi Cap Fund Direct Growth has given a CAGR return of 13.24% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -7.11%, 18.21% and 18.63% respectively.

Shriram Flexi Cap Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Industrial, Basic Materials, Health, Tech, Consumer Defensive, Communication, Corporate, Energy, Utilities, Government. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, Bharti Airtel Ltd, Bajaj Holdings and Investment Ltd, Eicher Motors Ltd

As it is a flexi cap mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

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.

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Shriram Flexi Cap Fund Direct Growth has no lock in period.