12
Flexi CapAvoid
Shriram Flexi Cap
Shriram · Direct–Growth · rank #45 of 48 by Smart Score
Data updated
Trailing returns
1 Year
-5.4%
-0.7% vs index
3 Years
6.2%
-3.2% vs index
5 Years
5.9%
-2.0% vs index
Since launch
10.4%
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
-7.0%-1.0% vs index
Why this score
Shriram Flexi Cap scores 12/100 — #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 return6.16% · 4th percentile in category
5Y return5.88% · 6th percentile in category
Sharpe ratio-0.02 · 9th percentile in category
Alpha-4.72 · 4th percentile in category
Fund size121.70 Cr · 5th percentile in category
Sortino ratio-0.03 · 9th percentile in category
Top holdings
1.HDFC Bank Ltd7.45%
2.ICICI Bank Ltd5.52%
3.State Bank of India4.1%
4.Axis Bank Ltd3.96%
5.Bharti Airtel Ltd3.87%
69 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.