Shriram Flexi Cap Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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BankFD:

Showing Funds Performance since Sep 07, 2020

Shriram Flexi Cap Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹131 Cr

Lock In Period

N/A

Expense Ratio

2.59

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-6.49-1.303.94
6M2.583.5631.85
1Y-6.433.7239.64
3Y3.9813.25148.57

Portfolio Analysis

  • Equity: 99.37%
  • Debt: 0.63%
  • Others
As on: 2026-08-31
View allocation % by

1. HDFC Bank Ltd.6.94%
2. ICICI Bank Ltd.5.65%
3. Axis Bank Ltd.3.91%
4. Karur Vysya Bank Ltd.0.79%

1. Infosys Ltd.1.94%
2. Tata Consultancy Services Ltd.1.64%
3. Tech Mahindra Ltd.1.01%
4. Coforge Ltd.0.95%
5. HCL Technologies Ltd.0.87%
6. Persistent Systems Ltd.0.54%

1. Narayana Hrudayalaya ltd.1.14%
2. Apollo Hospitals Enterprise Ltd.1.12%
3. Rainbow Children's Medicare Ltd.1.09%
4. Thyrocare Technologies Ltd.1.05%
5. Krishna Inst of Medical Sciences Ltd.0.94%

1. State Bank of India4.22%
2. Indian Bank1.01%

1. Reliance Industries Ltd.4.79%
2. Bharat Petroleum Corporation Ltd.0.40%

1. Ajanta Pharma Ltd.1.84%
2. Torrent Pharmaceuticals Ltd.1.12%
3. Eris Lifesciences Ltd.0.68%
4. Divi's Laboratories Ltd.0.33%
5. Sun Pharmaceutical Industries Ltd.0.32%
6. Cohance Lifesciences Ltd.0.18%

1. Bharti Airtel Ltd.3.71%

1. KFIN Technologies Ltd.1.67%
2. Computer Age Management Services Ltd.1.45%
3. Max Financial Services Ltd.0.45%

1. Mahindra & Mahindra Ltd.2.14%
2. Maruti Suzuki India Ltd.1.42%

1. Samhi Hotels Ltd.2.27%
2. Lemon Tree Hotels Ltd.0.92%

1. Eternal Ltd.1.80%
2. Swiggy Ltd.0.94%

1. SBI Life Insurance Company Ltd.2.33%

1. S.J.S. Enterprises Ltd.1.85%
2. Pricol Ltd.0.48%

1. TVS Motor Company Ltd.1.22%
2. Eicher Motors Ltd.1.05%

1. Oil India Ltd.1.21%
2. Oil & Natural Gas Corporation Ltd.0.90%

1. ITC Ltd.2.09%

1. Bharat Electronics Ltd.1.80%

1. InterGlobe Aviation Ltd.1.71%

1. Kirloskar Oil Engines Ltd.1.66%

1. NTPC Ltd.1.65%

1. Power Grid Corporation of India Ltd.0.83%
2. Kalpataru Projects International Ltd.0.80%

1. Larsen & Toubro Ltd.1.50%

1. Canara Robeco Asset Mgmt Co Ltd.1.38%

1. Navin Fluorine International Ltd.1.37%

1. R R Kabel Ltd.1.29%

1. Adani Ports & Special Economic Zone Ltd.1.28%

1. Tata Steel Ltd.1.21%

1. Bajaj Holdings & Investment Ltd.1.13%

1. Sagility Ltd.1.13%

1. Marico Ltd.1.11%
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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 ₹131 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.59. 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
Bajaj FinServ Multi Cap Fund Growth01,630 CR2.58
PGIM India Multi Cap Fund Growth0467 CR2.56
Shriram Flexi Cap Fund Growth0130 CR2.59
Kotak Gold ETF Growth014,989 CR0.52
Fund Name1Y3Y
This FundBajaj FinServ Multi Cap Fund Growth7.38440
This FundPGIM India Multi Cap Fund Growth4.37880
This FundShriram Flexi Cap Fund Growth-6.432712.4172
This FundKotak Gold ETF Growth25.2937148.5687

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 2.59. 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 : -6.49%
  • 6 Months : 2.58%
  • 1 Year : -6.43%
  • 3 Years : 3.98%
Returns of Shriram Flexi Cap Fund Growth are updated daily based on NAV of ₹ 18.5412 as on Oct 01,2026. Since inception, the return has been 12.42%.

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.
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