11
Flexi CapAvoid
Shriram Flexi Cap
Shriram · Direct–Growth · rank #45 of 48 by Smart Score
Data updated
Trailing returns
1 Year
-2.9%
-0.8% vs index
3 Years
7.3%
-2.5% vs index
5 Years
7.5%
-2.0% vs index
Since launch
10.8%
Year-by-year performance
2021
+22.6%-8.0% vs index
2022
+4.2%+0.4% vs index
2023
+28.8%+2.3% vs index
2024
+18.1%+2.4% vs index
2025
-5.0%-12.7% vs index
2026
-4.7%-1.1% vs index
Why this score
Shriram Flexi Cap scores 11/100 — #45 of 48 Flexi Cap fund (Avoid). The main drag is its 3y return (better than only 4% of peers).
Each bar shows the fund's percentile vs Flexi Cap peers — a longer bar beats more of the category.
3Y return7.34% · 4th percentile in category
5Y return7.46% · 6th percentile in category
Sharpe ratio0.05 · 9th percentile in category
Alpha-4.06 · 4th percentile in category
Fund size130.73 Cr · 5th percentile in category
Sortino ratio0.07 · 9th percentile in category
Top holdings
1.HDFC Bank Ltd6.94%
2.ICICI Bank Ltd5.65%
3.Reliance Industries Ltd4.79%
4.State Bank of India4.22%
5.Axis Bank Ltd3.91%
71 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.