Shriram Flexi Cap Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Shriram Flexi Cap Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹122 Cr

Lock In Period

N/A

Expense Ratio

2.57

Exit Load

If redeemed / switched-out within 90 days from the date of allotment :-For 12% of units: NilMore than 12% of units: 1% of applicable Net Asset Value (NAV)If redeemed/switched out after 90 days from the date of allotment: Nil.

Benchmark

NIfty 500 Total Return

Shriram Flexi Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-4.39-1.623.94
6M-5.580.6917.00
1Y-9.632.5139.64
3Y3.9613.01129.17

Portfolio Analysis

  • Equity: 95.55%
  • Debt: 4.45%
  • Others
As on: 2026-09-30
View allocation % by

1. HDFC Bank Ltd.7.45%
2. ICICI Bank Ltd.5.52%
3. Axis Bank Ltd.3.96%
4. Karur Vysya Bank Ltd.1.29%

1. Infosys Ltd.1.83%
2. Tata Consultancy Services Ltd.1.50%
3. Tech Mahindra Ltd.1.01%
4. Coforge Ltd.0.90%
5. HCL Technologies Ltd.0.87%
6. Persistent Systems Ltd.0.55%

1. Reliance Industries Ltd.3.81%
2. Bharat Petroleum Corporation Ltd.0.40%

1. State Bank of India4.10%

1. Apollo Hospitals Enterprise Ltd.1.10%
2. Thyrocare Technologies Ltd.0.99%
3. Rainbow Children's Medicare Ltd.0.93%
4. Krishna Inst of Medical Sciences Ltd.0.49%
5. Narayana Hrudayalaya ltd.0.39%

1. Bharti Airtel Ltd.3.87%

1. Mahindra & Mahindra Ltd.2.07%
2. Maruti Suzuki India Ltd.1.35%

1. Ajanta Pharma Ltd.1.10%
2. Divi's Laboratories Ltd.0.76%
3. Eris Lifesciences Ltd.0.67%
4. Sun Pharmaceutical Industries Ltd.0.57%
5. Cohance Lifesciences Ltd.0.19%

1. Eternal Ltd.1.89%
2. Swiggy Ltd.0.90%
3. Cartrade Tech Ltd.0.39%

1. KFIN Technologies Ltd.2.04%
2. Max Financial Services Ltd.0.43%

1. Samhi Hotels Ltd.2.40%

1. ITC Ltd.2.31%

1. TVS Motor Company Ltd.1.23%
2. Eicher Motors Ltd.1.02%

1. Oil India Ltd.1.21%
2. Oil & Natural Gas Corporation Ltd.0.94%

1. Bharat Electronics Ltd.2.08%

1. Kirloskar Oil Engines Ltd.1.95%

1. SBI Life Insurance Company Ltd.1.81%

1. S.J.S. Enterprises Ltd.1.80%

1. NTPC Ltd.1.75%

1. Power Grid Corporation of India Ltd.0.88%
2. Kalpataru Projects International Ltd.0.84%

1. Adani Ports & Special Economic Zone Ltd.1.56%

1. Larsen & Toubro Ltd.1.49%

1. Navin Fluorine International Ltd.1.40%

1. Tata Steel Ltd.1.30%

1. Canara Robeco Asset Mgmt Co Ltd.1.29%

1. InterGlobe Aviation Ltd.1.22%

1. R R Kabel Ltd.1.19%

1. Marico Ltd.1.14%

1. Bajaj Holdings & Investment Ltd.1.13%

1. Sagility Ltd.1.10%

1. TIPS Music Ltd.0.65%
2. PVR Inox Ltd.0.42%

1. Dodla Dairy Ltd.1.02%
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About Fund Shriram Flexi Cap Fund Growth

Shriram Flexi Cap Fund Growth managed by Shriram Mutual Fund,is a Multi-capscheme with Assets Under Management of ₹122 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.57. Under the expert guidance of Prateek Nigudkar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Prateek Nigudkar

Mr.Prateek Nigudkar is having 7 years experience in quantitative finance and thematic research.Prior experience with State Street Global Advisors (Global Beta Solutions Group) and Credit Suisse (Private Banking Global Research Division). MS (Quantitative Finance) from Olin Business School, Washington University in St. Louis MO.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Samco Multi Cap Fund Growth0219 CR3.69
Sundaram Equity Fund Growth0828 CR2.45
Shriram Flexi Cap Fund Growth0121 CR2.57
Kotak Gold ETF Growth014,472 CR0.52
Fund Name1Y3Y
This FundSamco Multi Cap Fund Growth-7.67570
This FundSundaram Equity Fund Growth37.40960
This FundShriram Flexi Cap Fund Growth-9.634312.346
This FundKotak Gold ETF Growth11.8049129.1694

Shriram Flexi Cap Fund Growth FAQs

Shriram Flexi Cap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Shriram Flexi Cap Fund Growth is 2.57. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Shriram Flexi Cap Fund Growth’s fund performance is as follows:
  • 1 Month : -4.39%
  • 6 Months : -5.58%
  • 1 Year : -9.63%
  • 3 Years : 3.96%
Returns of Shriram Flexi Cap Fund Growth are updated daily based on NAV of ₹ 18.2941 as on Oct 23,2026. Since inception, the return has been 12.35%.

You can invest in Shriram Flexi Cap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Shriram Flexi Cap Fund Growth is ₹122 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Shriram Flexi Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
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