3 Year return

21.05%
Launched on September 2018 (6 years)

Investment Details

₹1000

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹101.63 Cr.

Expense Ratio

0.85% (inclusive of GST)

Exit Load

If redeemed / switched-out within 90 days from the date of allotment:- Upto 12% of units : Nil More than 12% of units: 1% of applicable Net Asst Value (NAV) If redeemed / switched out after 90 days from the date of allotment: Nil

Ratings

ARQ Rating
1

Ratings by other agencies

2
3
0

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

Shriram Mutual Fund Managers

GB

Gargi Bhattacharyya Banerjee

Fund Manager since Nov 2019

View Details

Fund House Details

Shriram Mutual Fund

Shriram Mutual Fund Asset management company

AUM ₹445.26 Cr.
No. of Schemes 15
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Shriram Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
scheme logo

Hybrid . Aggressive Hybrid Fund

Shriram Aggressive Hybrid Fund Direct Growth

15.85%
15.74%
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

Shriram Balanced Advantage Fund Direct Growth

14.27%
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

Shriram Balanced Advantage Fund Direct IDCW Payout

14.14%

About Shriram Flexi Cap Fund Direct Growth

Shriram Flexi Cap Fund Direct Growth is an equity mutual fund scheme managed by Shriram Mutual Fund. It is a flexi-cap fund, which means that the fund manager has the flexibility to invest in a variety of stocks, from large caps to small caps. This gives the fund the potential to generate higher returns than a traditional large-cap fund, but it also comes with more risk.

Investment Objectives of the Scheme

The investment objective of Shriram Flexi Cap Fund Direct Growth is to generate long-term capital appreciation by investing in a diversified portfolio of equity and equity-related securities. The fund is suitable for investors who have a high risk tolerance and are looking for the potential for high returns over the long term.

Key Features of The Fund

5-year return 18.02%
Expense Ratio 0.85%
Fund Manager Gargi Bhattacharyya Banerjee
Fund Size ₹101.63 Cr
Risk Profile Very High

Is This Scheme Right for Me?

This fund is suitable for investors who are seeking to diversify their investment portfolio across market segments and capitalize on growth opportunities across different sectors. If you have a medium to long-term investment horizon and are comfortable with moderate to high-risk investments, the Shriram Flexi Cap Fund Direct Growth could be a potential choice. It's important to note that as this fund invests across market capitalizations, it may be subject to market fluctuations, which makes it more suitable for investors with a higher risk tolerance.

AMC Contact Details

Name Shriram Mutual Fund
Launch Date 27th July 1994
Addresss 217, 2nd Floor, Swastik Chambers, Near Junction of S.T. & C.S.T. Road, Chembur, MUMBAI – 400 071
Contact 033 2337 3012
Email info@shriramamc.in
Website https://www.shriramamc.in/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Enhance the Creation of Long-Term Wealth With SIPs

SIPs are an effective strategy for building long-term wealth. SIPs leverage the power of compounding by continuously making small, regular investments at regular periods, which lets your money increase substantially over time. This tactic works especially well for reaching financial goals in the long run. With the help of mutual fund SIP calculator, you can efficiently plan your SIP investments and estimate possible returns.

FAQs

What is today's NAV of Shriram Flexi Cap Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Shriram Flexi Cap Fund Jun 21 2024 is 24.6016

What is the AUM of Shriram Flexi Cap Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Shriram Flexi Cap Fund is 101.63 crore.

What is the expense ratio of Shriram Flexi Cap Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Shriram Flexi Cap Fund is 0.85%

What are the returns of Shriram Flexi Cap Fund since inception?

The Shriram Flexi Cap Fund was launched on Sep 07 2018. The fund has delivered a CAGR of 17 since inception.

What is the minimum SIP amount to invest in Shriram Flexi Cap Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Shriram Flexi Cap Fund is 1000.

How do I invest in Shriram Flexi Cap Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Shriram Flexi Cap Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Shriram Flexi Cap Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Shriram Flexi Cap Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.