CALCULATE YOUR SIP RETURNS
Shriram Mutual Fund logo
EQUITYFLEXI CAP FUND

Shriram Flexi Cap Fund

3 Year return

11.46%
NAV on December 12, 2025
23.0417
1D Returns
+0.09%
Launched on September 2018(7 years)

Investment Details

₹500
Minimum SIP Amount
₹500
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

Your Investment3,600
Gain
19.81%713
Total Value 4,313

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹137.54 Cr.
Expense Ratio
0.835% (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

Value Research
2
Crisil
3
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

Shriram Mutual Fund Manager

DR

Deepak Ramaraju

Fund Manager since Aug 2022

PN

Prateek Nigudkar

Fund Manager since Aug 2025

SS

Sudip Suresh More

Fund Manager since Oct 2024

Fund House Details

Shriram Mutual Fund

Shriram Mutual Fund

Asset management company

AUM
₹1,030.54 Cr.
No. of Schemes
17
Setup Date
27th July 1994

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
HDFC Flexi Cap Fund21.4353%
4.5
Quant Flexi Cap Fund15.9296%
0
Bank of India Flexi Cap Fund20.9727%
0

Schemes by Shriram Mutual Fund

List of mutual fund schemes by AMC

Funds
3 Years Returns
Shriram Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Shriram Aggressive Hybrid Fund Direct Growth
12.4043%
Shriram Mutual Fund logo
12.2155%
Shriram Mutual Fund logo
12.2155%
Shriram Mutual Fund logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

Shriram Balanced Advantage Fund Direct Growth
9.8264%
Shriram Mutual Fund logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

Shriram Balanced Advantage Fund Direct IDCW Payout
9.6702%

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
13.2529%
Expense Ratio
0.835%
Fund Manager
Deepak Ramaraju
Fund Size
₹137.54 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

NameShriram Mutual Fund
Launch Date27th July 1994
Address217, 2nd Floor, Swastik Chambers, Near Junction of S.T. & C.S.T. Road, Chembur, MUMBAI – 400 071
Contact033 2337 3012
Emailinfo@shriramamc.in
Websitehttps://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

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 on December 12, 2025, is ₹23.0417
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 ₹137.54 crore.
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 0.835%
The Shriram Flexi Cap Fund was launched on September 07, 2018. The fund has delivered a CAGR of undefined since inception.
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 ₹undefined.
  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.
  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.
  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.
  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.

ENTER AMOUNT

4,313 in 3Y at 11.456% returns
SIP Date1st of every month

Your next SIP Payment will be on 13 January 2026

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