Shriram Flexi Cap Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.29
• Std Deviation 15.10%
• 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 137.54 crores & has delivered CAGR of 11.48% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.38%. The minimum investment in Shriram Flexi Cap Fund Regular Growth is Rs 500 and the minimum SIP is Rs 1000.

As per morningstar the risk & return rating of the fund are Medium & High respectively.

The top holdings of the fund include HDFC Bank, ICICI Bank, Bharti Airtel & Reliance Industries.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations & Healthcare Facilities.

Some of the similar funds are Navi Flexi Cap Fund Regular Growth, Shriram Flexi Cap Fund Regular Growth, Samco Flexi Cap Fund Regular Growth, Capitalmind Flexi Cap Fund Regular Growth, Unifi Flexi Cap Fund Regular Growth. Shriram Flexi Cap Fund Regular Growth has a sharpe ratio of 0.29 & a standard deviation of 15.10%.