Shriram Flexi Cap Fund - Regular Plan - Growth

Scheme 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.

Scheme Details

• Fund manager(s) – Prateek Nigudkar , Deepak Ramaraju
• Launch date – 28-Sep-2018
• Expense ratio – 2.38% as declared on 31-Oct-2025 (category average is 1.9%)
• Benchmark - Nifty 500 TRI

• Min SIP amount - ₹1000
• Min investment amount (one time- first time) - ₹5000
• Min investment amount (addtional purchase) - ₹1000
• Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Shriram Flexi Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges.

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details