• 1 Year Returns: 8.29%
• 3 Year Returns: 11.52%
• 5 Year Returns: 10.12%

• Private Banks | 15.47%
• Public Banks | 7.59%
• IT Services & Consulting | 7.24%
• Oil & Gas - Refining & Marketing | 6.76%
• Labs & Life Sciences Services | 4.99%

• HDFC Bank Ltd | 7.33%
• ICICI Bank Ltd | 4.98%
• State Bank of India | 4.78%
• Bharti Airtel Ltd | 3.85%
• Reliance Industries Ltd | 3.19%

• Equity | 97.36%
• Cash & Equivalents | 2.62%
• Pref Shares | 0.02%
• Futures & Options | -0.00%

The alpha ratio for the Shriram Flexi Cap Fund(IDCW-Payout) is -41.08

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 12.79

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 0.29

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 0.03

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.