Shriram Flexi Cap Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.84
• Std Deviation 12.99%
• Tracking Error 0.00%

The primary investment objective of the scheme is to generate long term capital appreciation by investing in an actively managed portfolio predominantly consisting of Equity & equity related securities diversified over various sectors. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns

The Shriram Flexi Cap Fund Regular Growth has an AUM of 60.24 crores & has delivered CAGR of 12.65% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.55%. The minimum investment in Shriram Flexi Cap Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 1000.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include Reliance Industries, Nestle India, Larsen & Toubro & HDFC Bank.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Consumer Financial Services & Construction Services.

Some of the similar funds are Navi Flexi Cap Fund Regular Growth, Shriram Flexi Cap Fund Regular Growth, 360 ONE Flexicap Fund Regular Growth, NJ Flexi Cap Fund Regular Growth, Helios Flexi Cap Fund Regular Growth. Shriram Flexi Cap Fund Regular Growth has a sharpe ratio of 0.84 & a standard deviation of 12.99%.