Shriram Flexi Cap Fund Growth Direct Plan

22.11
NAV (Mar 27,2024)

Shriram Flexi Cap Fund - Growth - Direct Plan is an investment scheme with a minimum investment requirement of ₹5,000. It has an expense ratio of 0.85% and a scheme AUM of ₹79.6 crores. The fund was established on September 28, 2018. With a price-to-earnings ratio of 42.01 and a price-to-book ratio of 8.45, this fund aims to generate growth for investors.

Shriram Flexi Cap Fund Growth Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Shriram Flexi Cap Fund Growth Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    42.01
  • P/B Ratio
    UM_URBAN_MONEY

    8.45
  • Alpha
    UM_URBAN_MONEY

    0.00
  • Beta
    UM_URBAN_MONEY

    1.04
  • Sharpe
    UM_URBAN_MONEY

    0.19
  • Sortino
    UM_URBAN_MONEY

    0.29

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.85%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

79.60 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Mar 28, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,680.9 (6.81%)12,304.9 (23.05%)14,427.11 (44.27%)17,070.87 (70.71%)20,866.09 (108.66%)
32,042.7 (6.81%)36,914.7 (23.05%)43,281.33 (44.27%)51,212.61 (70.71%)62,598.27 (108.66%)
53,404.5 (6.81%)61,524.5 (23.05%)72,135.55 (44.27%)85,354.35 (70.71%)1,04,330.45 (108.66%)
85,447.2 (6.81%)98,439.2 (23.05%)1,15,416.88 (44.27%)1,36,566.96 (70.71%)1,66,928.72 (108.66%)
1,06,809 (6.81%)1,23,049 (23.05%)1,44,271.1 (44.27%)1,70,708.7 (70.71%)2,08,660.9 (108.66%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Cash Cash Equivalents and Net Current Assets8.99%
  • Reliance Industries Ltd6.99%
  • HDFC Bank Ltd5.94%
  • ICICI Bank Ltd4.22%
  • Infosys Ltd3.58%
  • Larsen & Toubro Ltd3.07%
  • MRF Ltd2.83%
  • Tata Motors Ltd2.20%
  • Jio Financial Services Ltd2.17%
  • Tata Consumer Products Ltd2.08%
  • Sun Pharmaceutical Industries Ltd2.02%
  • Hindustan Aeronautics Ltd1.96%
  • TREPS RED1.88%
  • Bajaj Auto Ltd1.88%
  • Samhi Hotels Ltd1.53%
  • Nestle India Ltd1.51%
  • Cipla Ltd1.51%
  • TVS Motor Company Ltd1.49%
  • Maruti Suzuki India Ltd1.49%
  • Trent Ltd1.48%
  • Power Grid Corporation of India Ltd1.47%
  • Jindal Stainless Ltd1.28%
  • NTPC Ltd1.27%
  • Blue Star Ltd1.11%
  • Titan Company Ltd1.10%
  • Zomato Ltd1.08%
  • Oil & Natural Gas Corporation Ltd1.08%
  • RailTel Corporation of India Ltd1.07%
  • Glenmark Pharmaceuticals Ltd1.05%
  • Dixon Technologies India Ltd1.04%
  • Canara Bank1.03%
  • Adani Ports & Special Economic Zone Ltd1.01%
  • Colgate Palmolive India Ltd1.00%
  • Sonata Software Ltd0.99%
  • Alembic Pharmaceuticals Ltd0.99%
  • Torrent Pharmaceuticals Ltd0.99%
  • Brigade Enterprises Ltd0.98%
  • Glenmark Life Sciences Ltd0.98%
  • Nippon Life India Asset Management Ltd0.97%
  • Housing & Urban Development Corp Ltd0.97%
  • Jyothy Labs Ltd0.97%
  • REC Ltd0.96%
  • Power Finance Corporation Ltd0.95%
  • Chalet Hotels Ltd0.95%
  • Prestige Estates Projects Ltd0.94%
  • Indian Railway Finance Corporation Ltd0.93%
  • Mazagon Dock Shipbuilders Ltd0.93%
  • Hindustan Copper Ltd0.76%
  • Apar Industries Ltd0.76%
  • Jbm Auto Ltd0.74%
  • Indian Oil Corporation Ltd0.72%
  • Oil India Ltd0.72%
  • Olectra Greentech Ltd0.72%
  • NCC Ltd0.63%
  • Ajanta Pharma Ltd0.58%
  • Bharat Dynamics Ltd0.57%
  • ABB India Ltd0.56%
  • Kalyan Jewellers India Ltd0.53%
  • Tata Investment Corporation Ltd0.52%
  • Shyam Metalics And Energy Ltd0.51%
  • Havells India Ltd0.50%
  • Cochin Shipyard Ltd0.49%
  • ITD Cementation India Ltd0.49%
  • Sanofi India Ltd0.49%
  • GMR Airports Infrastructure Ltd0.48%
  • Garden Reach Shipbuilders & Engineers0.48%
  • Narayana Hrudayalaya ltd0.47%
  • HEG Ltd0.46%
  • Rail Vikas Nigam Ltd0.46%
  • Esab India Ltd0.44%
  • Jindal Saw Ltd0.02%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

JM Flexicap Fund - Regular Plan - GrowthJM Flexicap Fund - Regular Plan - Growth

EQUITY

Very High

27.98%

Taurus Flexi Cap Fund - Regular Plan - GrowthTaurus Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

23.56%

Franklin India Flexi Cap Fund - GrowthFranklin India Flexi Cap Fund - Growth

EQUITY

Very High

20.38%

360 ONE Flexicap Fund - Regular Plan - Growth360 ONE Flexicap Fund - Regular Plan - Growth

EQUITY

Very High

19.61%

Nippon India Flexi Cap Fund - Regular Plan - GrowthNippon India Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

17.52%

ICICI Prudential Flexicap Fund - GrowthICICI Prudential Flexicap Fund - Growth

EQUITY

Very High

16.85%

Bandhan Flexi Cap Fund - Regular Plan - GrowthBandhan Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

16.57%

Kotak Flexicap Fund - GrowthKotak Flexicap Fund - Growth

EQUITY

Very High

14.60%

PGIM India Flexi Cap Fund - Regular Plan - GrowthPGIM India Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

9.82%

UTI Flexi Cap Fund - Regular Plan - IDCWUTI Flexi Cap Fund - Regular Plan - IDCW

EQUITY

Very High

6.85%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

JM Flexicap Fund - Regular Plan - GrowthJM Flexicap Fund - Regular Plan - Growth

EQUITY

Very High

53.80%

Bank of India Flexi Cap Fund - Regular Plan - GrowthBank of India Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

52.67%

Taurus Flexi Cap Fund - Regular Plan - GrowthTaurus Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

39.77%

Kotak Flexicap Fund - GrowthKotak Flexicap Fund - Growth

EQUITY

Very High

36.26%

Edelweiss Flexi Cap Fund - Regular Plan - GrowthEdelweiss Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

34.31%

Bandhan Flexi Cap Fund - Regular Plan - GrowthBandhan Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

29.43%

Canara Robeco Flexi Cap Fund - Regular Plan - GrowthCanara Robeco Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

27.12%

Sundaram Flexi Cap Fund - Regular Plan - GrowthSundaram Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.12%

PGIM India Flexi Cap Fund - Regular Plan - GrowthPGIM India Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

23.72%

UTI Flexi Cap Fund - Regular Plan - IDCWUTI Flexi Cap Fund - Regular Plan - IDCW

EQUITY

Very High

19.17%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Flexi Cap Fund - GrowthQuant Flexi Cap Fund - Growth

EQUITY

Very High

31.53%

Bank of India Flexi Cap Fund - Regular Plan - GrowthBank of India Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

27.73%

HDFC Flexi Cap Fund - GrowthHDFC Flexi Cap Fund - Growth

EQUITY

Very High

25.88%

Edelweiss Flexi Cap Fund - Regular Plan - GrowthEdelweiss Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

20.03%

Navi Flexi Cap Fund - Regular Plan - GrowthNavi Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

17.56%

Kotak Flexicap Fund - GrowthKotak Flexicap Fund - Growth

EQUITY

Very High

16.91%

DSP Flexi Cap Fund - Regular Plan - IDCWDSP Flexi Cap Fund - Regular Plan - IDCW

EQUITY

Very High

15.74%

Canara Robeco Flexi Cap Fund - Regular Plan - GrowthCanara Robeco Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

15.66%

Motilal Oswal Flexi Cap Fund - Regular Plan - GrowthMotilal Oswal Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

13.47%

Axis Flexi Cap Fund - Regular Plan - GrowthAxis Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

13.03%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Union Flexi Cap Fund - Regular Plan - GrowthUnion Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

19.14%

Franklin India Flexi Cap Fund - GrowthFranklin India Flexi Cap Fund - Growth

EQUITY

Very High

19.02%

Edelweiss Flexi Cap Fund - Regular Plan - GrowthEdelweiss Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

17.21%

HSBC Flexi Cap Fund - Regular Plan - GrowthHSBC Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

15.78%

Aditya Birla Sun Life Flexi Cap Fund - GrowthAditya Birla Sun Life Flexi Cap Fund - Growth

EQUITY

Very High

15.48%

Kotak Flexicap Fund - GrowthKotak Flexicap Fund - Growth

EQUITY

Very High

15.12%

SBI Flexicap Fund - Regular Plan - GrowthSBI Flexicap Fund - Regular Plan - Growth

EQUITY

Very High

14.83%

Axis Flexi Cap Fund - Regular Plan - GrowthAxis Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

14.57%

Taurus Flexi Cap Fund - Regular Plan - GrowthTaurus Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

13.37%

IDBI Flexi Cap Fund - GrowthIDBI Flexi Cap Fund - Growth

EQUITY

Very High

11.94%

Fund Managers

DR

Mr. Deepak RamarajuSenior Fund Manager

Mr. Deepak Ramaraju comes with a diverse experience of over 20 years. He is a chemical engineer by academic background. Prior to joining Shriram Asset Management Company Ltd., Mr. Deepak was advising Sanlam Group of South Africa on their India focused fund and was part of their global equity research team. He has been associated with equity markets for the past 16 years and prior to that Mr. Deepak was a researcher and co inventor at GE India Technology Center, Bangalore with 10 patents as co-inventor to his credit.

GB

Mr. Gargi Bhattacharyya BanerjeeFund Manager

Mr. Gargi Bhattacharyya Banerjee has an experience of over 16 years in her professional career.She joined as Research Manager in Shriram Asset Management Company Limited in November 2012. Prior to joining Shriram Asset Management Company Limited, she has held the key positions (Research Head) with Zacks Research Private Limited and Shriram Insight Share Brokers Limited.

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