Shriram Mutual Fund · Equity · Flexi Cap · Regular plan
Shriram Flexi Cap Fund - Regular Plan - Growth
₹18.8544NAV on 2 Nov 2026Expense ratio 2.59%
3 Nov 2025NAV low 17.72 · high 20.86-8.4%
In plain words
Over 3 years it returned +5.0% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -25.1%.
On 3-year return it ranks 36 of 36 funds in Flexi Cap.
A monthly SIP over 5 years ended ₹30,243 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +1.7% | +1.9% |
| 3 months | -6.2% | -5.1% |
| 6 months | -1.7% | -3.2% |
| 1 year | -8.0% | -10.2% |
| 3 years (yearly) | +5.0% | +7.4% |
| 5 years (yearly) | +4.4% | +6.5% |
| Since start (yearly) | +8.4% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,15,083 | -7.5% |
| 3 years | ₹3,60,000 | ₹3,38,391 | -4.0% |
| 5 years | ₹6,00,000 | ₹6,44,212 | +2.8% |
Other plan of this fund: Shriram Flexi Cap Fund - Direct Plan - Growth