Shriram Flexi Cap Fund (G) Mutual fund

Shriram Flexi Cap Fund (G)

Q: How to Invest in Shriram Flexi Cap Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is Shriram Flexi Cap Fund good?

The Shriram Flexi Cap Fund has an AUM of ₹140.73 Cr as on 12/10/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 16.92%. The risk is Very High against the category average of 59.84.

Q: Is Shriram Flexi Cap Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable. LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024). STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.

Q: What is the lock-in period of Shriram Flexi Cap Fund?

There is no lock-in period applicable on Shriram Flexi Cap Fund.

Q: What is the expense ratio of Shriram Flexi Cap Fund?

The expense ratio of Shriram Flexi Cap Fund is 2.3%.

Equity

●

Flexi Cap

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Fund Details

Current NAV

₹22.33

Expense Ratio

2.3%

Min SIP

₹1.00K

Fund Size

₹141Cr

Min Investment

₹5.00K

Lock In

Scheme Information Document

Exit load: If redeemed / switched-out within 90 days from the date of allotment:- Upto 12% of units : Nil More than 12% of units: 1% of applicable Net Asst Value (NAV) If redeemed / switched out after 90 days from the date of allotment: Nil

Fund Performance

Alpha

-1.67%

Beta

0.93

Sharpe Ratio

0.4998

Risk

13.41%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

Shriram Flexi Cap Fund (G) FAQs

Q1. How to Invest in Shriram Flexi Cap Fund through Rupeezy?

Q2. Is Shriram Flexi Cap Fund good?

Q3. Is Shriram Flexi Cap Fund tax free?

Q4. What is the lock-in period of Shriram Flexi Cap Fund?

Q5. What is the expense ratio of Shriram Flexi Cap Fund?

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