Shriram Flexi Cap Fund
Shriram Flexi Cap Fund is a flexi cap fund of Shriram Mutual Fund with ₹122 cr under management. It is ahead of its benchmark (Nifty 500 TRI) in 0 of 3 periods. Its direct plan charges 1.06% a year.
Has Shriram Flexi Cap Fund beaten its benchmark?
Ahead of its benchmark, Nifty 500 TRI, in 0 of 3 periods in AMFI's figures; −5.60% over the last year against −4.30%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −3.48% | −3.60% | — |
| 3 months | −5.83% | −5.03% | — |
| 6 months | −2.99% | −1.83% | — |
| 1 year | −5.35% | −4.06% | −1.29 pts |
| 3 years | +5.77% | +9.27% | −3.50 pts |
| 5 years | +5.59% | +8.00% | −2.41 pts |
| 10 years | — | +12.69% | — |
| Since start from 8 Oct 2018 | +10.21% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | −5.60% | −7.11% | −4.30% | −1.30 | 🔒 |
| 3y | +5.88% | +4.15% | +9.33% | −3.45 | 🔒 |
| 5y | +5.85% | +4.05% | +8.24% | −2.39 | 🔒 |
| 10y | — | — | — | — | — |
Value of 100, month-end
Oct 2018 to 14 Oct 2026₹100 put in at the start of Oct 2018 would be ₹216 on 14 Oct 2026, against ₹273 in the Nifty 500 TRI.
What does Shriram Flexi Cap Fund cost?
1.06% a year on the direct plan, 2.59% on the regular plan; 26 of 46 funds in its category charge less.
Who manages Shriram Flexi Cap Fund?
What does Shriram Flexi Cap Fund hold?
Not read yet: the fund house's monthly portfolio file is not covered so far.
Questions people ask
What is the expense ratio of Shriram Flexi Cap Fund?
1.06% a year on the direct plan and 2.59% on the regular plan (expense report, Oct 2026).
How has Shriram Flexi Cap Fund done?
Its direct plan returned +5.88% a year over 3 years against +9.33% for its benchmark, Nifty 500 TRI, as of 13 Oct 2026.
See Shriram Flexi Cap Fund beside your own funds in Valarth
