Shriram Flexi Cap IDCW Reinvest Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Shriram Flexi Cap IDCW Reinvest Direct Plan

NAV
₹23.9641
-2.23%
(6 Jan)
AUM
141 Cr
TER
0.7%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
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Compare with other fund
1Y
+36.7%
+36.7%
+25.8%
+25.8%
+23.1%
+18.4%
3Y
+27.3%
+27.3%
+24.7%
+24.7%
+16.1%
+15.9%
5Y
+25.8%
+25.8%
+23.0%
+23.0%
+19.1%
+17.2%
ALL
+19.4%
+19.4%
+17.2%
+17.2%
+15.4%
+15.3%
VOL
17.5%
17.5%
19.9%
19.9%
-
16.7%
TER
0.5%
0.5%
0.8%
0.8%
-
0.7%
AUM
₹5,012 Cr
₹5,012 Cr
₹66,304 Cr
₹66,304 Cr
-
₹141 Cr
INFO
1.11
1.11
0.86
0.86
-
0.92
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Shriram Flexi Cap IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Nov
Top holdings
Net Receivables / (Payables)
3.9%
Sun Pharmaceuticals Industries Ltd
3.4%
Bharti Airtel Ltd
2.8%
Bosch Ltd
2.7%
Lupin Ltd
2.5%
Torrent Pharmaceuticals Ltd
2.4%
Dixon Technologies (India) Ltd
2.4%
ICICI Bank Ltd
2.3%
Glenmark Pharmaceuticals Ltd
2.3%
HCL Technologies Ltd
2.2%
Top industry exposure
Healthcare
29.4%
Consumer Cyclical
15.3%
Financial Services
12.3%
Technology
10.5%
Industrials
10.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
626%
Lock-in period
-
Exit load
• 1% for redemption within 90 days
Fund objective
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
Fund manager(s)
Gargi Banerjee
Deepak Ramaraju
Sudip More

FAQs