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Shriram Flexi Cap Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.70 | 62.84 | 1.08 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.23 | 47.13 | 1.68 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 500 |
| BenchmarkBenchmark |
|---|
| NIFTY 500 - TRI |
About Flexi Cap Fund
Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.
Peers & Comparison
EquityFlexi Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Shriram Flexi Cap Fund | 24.92% | 16.81% | 15.93% |
| Parag Parikh Flexi Cap Fund | 29.03% | 17.31% | 20.84% |
| HDFC Flexi Cap Fund | 31.37% | 25.26% | 17.82% |
| Kotak Flexicap Fund | 27.67% | 17.64% | 17.66% |
Price Comparison
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Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Dixon Technologies (India) Ltd3M change : 1.30 %
Holdings
3.50 %
1.30 % - Sun Pharmaceutical Industries Ltd3M change : 3.42 %
Holdings
3.42 %
3.42 % - Bharti Airtel Ltd3M change : 0.11 %
Holdings
2.83 %
0.11 %
AMC Profile
Shriram AMC Limited was incorporated on 27th July, 1994, and received the Certificate of Commencement of Business on 5th December, 1994. The Company received permission from SEBI to act as the AMC of Shriram Mutual Fund on 21st November, 1994
No.of Schemes
7
Total AUM
₹ 889.76 Cr.
Fund Manager Profile
Deepak Ramaraju
AUM: ₹886.28 Cr.
|
Exp: 20yrs
Gargi Bhattacharyya Banerjee
AUM: ₹886.28 Cr.
|
Exp: 16yrs
Sudip More
AUM: ₹886.28 Cr.
|
Exp: 19yrs
Manager Performance (0)
Tax Implications
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Investment frequency
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Monthly Investment Amt. (₹)
Investment period (years)
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%