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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 | 48.48 | 1.66 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Shriram Flexi Cap Fund(IDCW-Payout) | 24.80% | 16.49% | 15.71% |
HDFC Flexi Cap Fund(IDCW) | 21.13% | 14.74% | 6.77% |
Kotak Flexicap Fund(IDCW-Payout) | 28.04% | 17.58% | 13.86% |
UTI Flexi Cap Fund(IDCW) | 23.19% | 7.14% | 12.71% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
3.50 %
Holdings
3.42 %
Holdings
2.83 %
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.
Deepak Ramaraju
AUM: ₹889.76 Cr.
|
Exp: 20yrs
Gargi Bhattacharyya Banerjee
AUM: ₹889.76 Cr.
|
Exp: 16yrs
Sudip More
AUM: ₹889.76 Cr.
|
Exp: 19yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
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%