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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹118 Cr

Lock In Period

N/A

Expense Ratio

2.35

Benchmark

NIfty 500 Total Return

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.

Summary

Latest details for Shriram Flexi Cap Fund Growth include a ₹19.1745 NAV as of Apr 24,2026 and returns since inception of 34.44%. Minimum investments start at SIP ₹500. The Shriram Flexi Cap Fund Growth AUM is ₹118 Cr, with a lock-in of N/A years, expense ratio of 2.35%, and benchmark NIfty 500 Total Return. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded 8.78% returns, against a category average of 1.80% and a category best of 15.17%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M8.781.8015.17
6M-5.271.1925.87
1Y-2.164.5355.20
3Y10.3714.12142.79

Portfolio Analysis

  • Equity: 95.70%
  • Debt: 4.30%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC Bank Ltd.6.92%
2. ICICI Bank Ltd.4.82%
3. Axis Bank Ltd.2.92%
4. Karur Vysya Bank Ltd.0.72%

1. Infosys Ltd.2.99%
2. Tata Consultancy Services Ltd.1.78%
3. HCL Technologies Ltd.0.98%
4. Tech Mahindra Ltd.0.95%
5. Persistent Systems Ltd.0.52%
6. Coforge Ltd.0.42%

1. State Bank of India4.31%
2. Indian Bank1.05%
3. Canara Bank0.91%
4. Bank of Maharashtra0.59%

1. Reliance Industries Ltd.3.41%
2. Bharat Petroleum Corporation Ltd.1.66%
3. Hindustan Petroleum Corporation Ltd.1.28%

1. Thyrocare Technologies Ltd.1.20%
2. Krishna Inst of Medical Sciences Ltd.1.10%
3. Narayana Hrudayalaya ltd.1.06%
4. Rainbow Children's Medicare Ltd.1.00%
5. Apollo Hospitals Enterprise Ltd.0.57%

1. Bharti Airtel Ltd.4.04%

1. Mahindra & Mahindra Ltd.2.85%
2. Maruti Suzuki India Ltd.0.89%

1. Ajanta Pharma Ltd.1.59%
2. Torrent Pharmaceuticals Ltd.1.39%
3. Eris Lifesciences Ltd.0.50%
4. Cohance Lifesciences Ltd.0.13%

1. TVS Motor Company Ltd.1.51%
2. Eicher Motors Ltd.1.45%

1. NTPC Ltd.2.79%

1. ITC Ltd.2.02%
2. Godfrey Phillips India Ltd.0.49%

1. Larsen & Toubro Ltd.2.39%

1. Kirloskar Oil Engines Ltd.1.32%
2. Cummins India Ltd.0.76%

1. Computer Age Management Services Ltd.0.93%
2. ICICI Prudential Asset Mgmt Co Ltd.0.56%
3. Max Financial Services Ltd.0.48%

1. Bharat Electronics Ltd.1.93%

1. InterGlobe Aviation Ltd.1.92%

1. REC Ltd.1.89%

1. National Aluminium Company Ltd.1.80%

1. Eternal Ltd.1.01%
2. Swiggy Ltd.0.67%

1. Adani Ports & Special Economic Zone Ltd.1.65%

1. Power Grid Corporation of India Ltd.1.03%
2. Kalpataru Projects International Ltd.0.48%

1. Tata Steel Ltd.1.39%

1. Lemon Tree Hotels Ltd.0.70%
2. Samhi Hotels Ltd.0.67%

1. Polycab India Ltd.0.74%
2. R R Kabel Ltd.0.54%

1. SBI Life Insurance Company Ltd.1.27%

1. S.J.S. Enterprises Ltd.0.92%
2. Pricol Ltd.0.34%

1. Marico Ltd.1.10%

1. Navin Fluorine International Ltd.1.08%

About Fund

Shriram Flexi Cap Fund Growth managed by Shriram Mutual Fund,is a Multi-capscheme with Assets Under Management of ₹118 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.35. 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
This FundUTI Unit Linked Insurance Plan (ULIP) - Ten Year Plan Growth04761.79 CR1.68
This FundUTI Flexi Cap Fund Growth120437.91 CR1.68
This FundShriram Flexi Cap Fund Growth0118.16 CR2.35
This FundICICI Prudential Retirement Fund - Pure Equity Growth01608.65 CR2.02
This FundKotak Gold ETF Growth014115.88 CR0.55
Fund Name1Y3Y
This FundUTI Unit Linked Insurance Plan (ULIP) - Ten Year Plan Growth-1.509926.7067
This FundUTI Flexi Cap Fund Growth-6.217333.1763
This FundShriram Flexi Cap Fund Growth-2.157534.4387
This FundICICI Prudential Retirement Fund - Pure Equity Growth15.6955100.4084
This FundKotak Gold ETF Growth55.1974142.7878

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 2.35. 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 : 8.78%
  • 6 Months : -5.27%
  • 1 Year : -2.16%
  • 3 Years : 10.37%
Returns of Shriram Flexi Cap Fund Growth are updated daily based on NAV of ₹ 19.1745 as on Apr 24,2026. Since inception, the return has been 34.44%.

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 ₹118 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.
Min Inv Amount: ₹500