10
Flexi CapAvoid
Shriram Flexi Cap
Shriram · Direct–Growth · rank #45 of 47 by Smart Score
Data updated
Trailing returns
1 Year
1.6%
-1.5% vs index
3 Years
8.7%
-2.9% vs index
5 Years
8.2%
-2.2% vs index
Since launch
11.1%
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
-3.4%-1.4% vs index
Why this score
Shriram Flexi Cap scores 10/100 — #45 of 47 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 return8.69% · 4th percentile in category
5Y return8.19% · 6th percentile in category
Sharpe ratio0.12 · 9th percentile in category
Fund size134.19 Cr · 3rd percentile in category
Alpha-4.71 · 4th percentile in category
Sortino ratio0.15 · 9th percentile in category
Top holdings
1.HDFC Bank Ltd7.14%
2.ICICI Bank Ltd5.44%
3.Reliance Industries Ltd4.78%
4.State Bank of India3.98%
5.Bharti Airtel Ltd3.94%
71 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.