Shriram Flexi Cap Fund Direct Growth

Equity
Flexi Cap
Very High Risk
20.12%
3Y annualised
+0.92% 1D
1M
6M
1Y
3Y
All
NAV: 27 Sep 2023₹18.05
Min. SIP amount₹1,000
Rating2
Fund size₹60.24Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Flexi Cap
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA15.7%20.1%12.5%
Category averageNA18.8%22.8%NA
Rank with in categoryNA6137NA
Understand terms

Holdings (66)

NameSectorInstrumentAssets
FinancialEquity3.9%
Consumer StaplesEquity3.8%
FinancialEquity3.7%
ConstructionEquity3.6%
Capital GoodsEquity3.4%
FinancialEquity3.1%
HealthcareEquity3.1%
Capital GoodsEquity2.7%
ChemicalsEquity2.7%
HealthcareEquity2.6%
See All

Pros and cons

Category: Equity Flexi Cap

Pros

Cons

Lower expense ratio: 0.95%
Consistently lower annualised returns than category average for the past 1Y and 3Y
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.95%

Inclusive of GST

Exit load

Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days,

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹1,000

Fund management

Fund house & investment objective

Fund house contact details

Address
511-512, Meadows, Sahar Plaza,J. B. Nagar, Andheri (East), Mumbai 400059
Phone
033-23373012 / 9339787128
Launch Date
05 Dec 1994
E-mail
NA
Website
Shriram Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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