• 1 Year Returns: 4.24%
• 3 Year Returns: 11.24%
• 5 Year Returns: 11.13%

• Private Banks | 15.39%
• IT Services & Consulting | 7.65%
• Others | 7.47%
• Public Banks | 6.86%
• Labs & Life Sciences Services | 4.93%

• HDFC Bank Ltd | 6.92%
• Net Receivables / (Payables) | 5.01%
• ICICI Bank Ltd | 4.82%
• State Bank of India | 4.31%
• Bharti Airtel Ltd | 4.04%

• Equity | 95.70%
• Cash & Equivalents | 6.71%
• Pref Shares | 0.03%
• Futures & Options | -2.44%

The alpha ratio for the Shriram Flexi Cap Fund(IDCW-Payout) is -0.16

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the Shriram Flexi Cap Fund(IDCW-Payout) is 13.34

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the Shriram Flexi Cap Fund(IDCW-Payout) is 0.14

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the Shriram Flexi Cap Fund(IDCW-Payout) is 0.01

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.