EquityFlexi Cap FundDirect · Growth
Shriram Flexi Cap Fund - Direct Growth
Shriram · Scheme 144905
₹22.93▼ 0.44%NAV · 2026-09-18
Average FundScore
AUM
₹134 cr
Expense ratio
1.06%
3Y CAGR
9.7%
Risk level
High
Min SIP
₹500
Benchmark
Nifty 500 TRI
Fund manager: Kartik SoralExit load: Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days,
Average · 45/100
Middle-of-the-pack — compare it against better-scored peers.
🎯 A dependable core holding for long-term SIP investors.
📈 Why it could do well
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓Return stability: rolling-return std 3.7%
- ✓Direct plan: no distributor commission
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.36) — took on risk without enough payoff.
- •3Y CAGR vs category: -4.4% vs category avg
- •5Y CAGR vs category: -2.8% vs category avg
FundScore breakdown
45/100 · Average
Returns
Weak
Consistency
Strong
Risk-adjusted
Weak
Downside protection
Average
Cost efficiency
Decent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.