Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹500
AUM (Fund size)
₹131 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 ₹18.096 NAV as of Apr 02,2026 and returns since inception of 26.68%. Minimum investments start at SIP ₹500. The Shriram Flexi Cap Fund Growth AUM is ₹131 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 -7.89% returns, against a category average of -2.25% and a category best of 3.94%.
Calculate Returns
You would have got
Your Investment Amount
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -7.89 | -2.25 | 3.94 |
| 6M | -8.68 | 0.21 | 25.87 |
| 1Y | -4.60 | 3.97 | 58.92 |
| 3Y | 8.20 | 12.50 | 137.79 |
Portfolio Analysis
- Equity: 97.31%
- Debt: 2.69%
- Others
As on: 2026-02-28
View allocation % by
About Fund
Shriram Flexi Cap Fund Growth managed by Shriram Mutual Fund,is a Multi-capscheme with Assets Under Management of ₹131 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundUTI Unit Linked Insurance Plan (ULIP) - Ten Year Plan Growth | 0 | 5034.81 CR | 1.68 |
| This FundUTI Flexi Cap Fund Growth | 2 | 22885.66 CR | 1.68 |
| This FundShriram Flexi Cap Fund Growth | 0 | 130.7 CR | 2.35 |
| This FundKotak Gold ETF Growth | 0 | 15574.49 CR | 0.55 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUTI Unit Linked Insurance Plan (ULIP) - Ten Year Plan Growth | -2.4341 | 23.078 |
| This FundUTI Flexi Cap Fund Growth | -8.1984 | 25.0393 |
| This FundShriram Flexi Cap Fund Growth | -4.5972 | 26.6774 |
| This FundKotak Gold ETF Growth | 58.9189 | 137.7875 |
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 : -7.89%
- 6 Months : -8.68%
- 1 Year : -4.60%
- 3 Years : 8.20%
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 ₹131 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