Shriram Flexi Cap Fund Direct dividend reinvestment

Equity • Flexi Cap • Direct dividend reinvestment

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₹1,000 invested for 5 years

Fund Info

Equity

Flexi Cap

Direct dividend reinvestment

Launched On
21 Sep 2018
7.6 years ago
Lock-in Period
No lock-in
NAV
as of 16 Apr 2026
₹21.94
+0.1566% (0.10)
AUM
₹132 Cr
Expense ratio
0.46%
Benchmark
Fund Plan
Annually
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold before 90D

1%

If units sold after 90D

0%

Distribution

Market capital

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

32.19%
Consumer Cyclical

Consumer Cyclical

12.45%
Industrials

Industrials

12.25%
Healthcare

Healthcare

9.26%
Technology

Technology

8.37%

Fund House

Shriram

Shriram

Inc: 29 Nov 2013 • Total AUM: ₹1,312 Cr • Rank #49
Shriram Mutual Fund, started in 1994, has Shriram Credit Company Limited as its sponsors. The fund house is headed by YS Chakravarti as the CEO. As of 31 March 2024, it has an AUM of ₹546 Cr.

Fund Managers

Prateek Nigudkar

Experience: 3.28 yrs • Total AUM: 2,267 Cr

Deepak Ramaraju

Experience: 3.65 yrs • Total AUM: 2,267 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.