Shriram Flexi Cap Fund Growth Return

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

Showing Funds Performance since Sep 07, 2020

Shriram Flexi Cap Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹134 Cr

Lock In Period

N/A

Expense Ratio

2.63

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(%)
1M0.660.1811.71
6M-0.672.5525.87
1Y-1.215.4259.59
3Y7.8113.71165.94

Portfolio Analysis

  • Equity: 98.12%
  • Debt: 1.88%
  • Others
As on: 2026-07-31
View allocation % by

1. HDFC Bank Ltd.7.14%
2. ICICI Bank Ltd.5.44%
3. Axis Bank Ltd.3.60%
4. Karur Vysya Bank Ltd.0.75%

1. Infosys Ltd.2.38%
2. Tata Consultancy Services Ltd.1.57%
3. Tech Mahindra Ltd.1.00%
4. HCL Technologies Ltd.0.87%
5. Coforge Ltd.0.80%
6. Persistent Systems Ltd.0.52%

1. Krishna Inst of Medical Sciences Ltd.1.26%
2. Thyrocare Technologies Ltd.1.22%
3. Narayana Hrudayalaya ltd.1.18%
4. Rainbow Children's Medicare Ltd.1.15%
5. Apollo Hospitals Enterprise Ltd.1.09%

1. Reliance Industries Ltd.4.78%
2. Bharat Petroleum Corporation Ltd.0.38%
3. Hindustan Petroleum Corporation Ltd.0.32%

1. State Bank of India3.98%
2. Indian Bank0.91%

1. Bharti Airtel Ltd.3.94%

1. Ajanta Pharma Ltd.1.73%
2. Torrent Pharmaceuticals Ltd.1.10%
3. Eris Lifesciences Ltd.0.69%
4. Cohance Lifesciences Ltd.0.16%

1. Mahindra & Mahindra Ltd.2.16%
2. Maruti Suzuki India Ltd.1.45%

1. Samhi Hotels Ltd.2.54%
2. Lemon Tree Hotels Ltd.0.92%

1. KFIN Technologies Ltd.1.58%
2. Computer Age Management Services Ltd.1.44%
3. Max Financial Services Ltd.0.42%

1. Eternal Ltd.1.62%
2. Swiggy Ltd.0.93%

1. SBI Life Insurance Company Ltd.2.45%

1. Larsen & Toubro Ltd.2.37%

1. ITC Ltd.2.24%

1. TVS Motor Company Ltd.1.18%
2. Eicher Motors Ltd.1.01%

1. Oil & Natural Gas Corporation Ltd.0.92%
2. Oil India Ltd.0.83%

1. NTPC Ltd.1.70%

1. Kirloskar Oil Engines Ltd.1.68%

1. InterGlobe Aviation Ltd.1.65%

1. Bharat Electronics Ltd.1.65%

1. S.J.S. Enterprises Ltd.1.25%
2. Pricol Ltd.0.40%

1. Power Grid Corporation of India Ltd.0.87%
2. Kalpataru Projects International Ltd.0.72%

1. Canara Robeco Asset Mgmt Co Ltd.0.82%
2. ICICI Prudential Asset Mgmt Co Ltd.0.55%

1. Adani Ports & Special Economic Zone Ltd.1.33%

1. Tata Steel Ltd.1.21%

1. Navin Fluorine International Ltd.1.17%

1. Marico Ltd.1.15%

1. R R Kabel Ltd.1.11%

1. Bajaj Holdings & Investment Ltd.1.07%
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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 ₹134 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.63. 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
Mirae Asset Multicap Fund Growth05,470 CR2.23
Sundaram Equity Fund Growth0828 CR2.45
Shriram Flexi Cap Fund Growth0134 CR2.63
Kotak Gold ETF Growth013,566 CR0.52
Fund Name1Y3Y
This FundMirae Asset Multicap Fund Growth4.10640
This FundSundaram Equity Fund Growth37.40960
This FundShriram Flexi Cap Fund Growth-1.074825.8548
This FundKotak Gold ETF Growth57.2824160.3946

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 2.63. 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 : 0.66%
  • 6 Months : -0.67%
  • 1 Year : -1.21%
  • 3 Years : 7.81%
Returns of Shriram Flexi Cap Fund Growth are updated daily based on NAV of ₹ 20.0088 as on Aug 21,2026. Since inception, the return has been 25.30%.

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 ₹134 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.