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MF_144905

Shriram Flexi Cap Fund - Direct Growth

Equity Scheme - Flexi Cap Fund

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End Amount
₹21,819.60
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
10.16%
MF_144905 Return
Benchmark CAGR
11.75%
Nifty 50
Inflation Adj. CAGR
4.89%
Real Annualized Return
Alpha
-0.01
Excess Return vs Benchmark
Beta
0.90
Volatility vs Benchmark
Sharpe Ratio
0.32
Risk-Adjusted Return
Sortino Ratio
0.44
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 48% 19% 22%
60 days 45% 13% 14%
90 days 42% 11% 11%
180 days 40% 9% 8%
1Yr 39% 7% 7%
3Yr 34% 3% 2%
5Yr 41% 1% 2%
7Yr 0% 0% 1%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Shriram Flexi Cap Fund - Direct Growth Nifty 50
30 days -3.9% | -69.7% | 17.0% | 195.1% 26.6% | -61.9% | 14.2% | 199.6%
60 days -31.8% | -62.4% | 14.0% | 124.6% -23.0% | -49.9% | 15.7% | 135.9%
90 days -29.0% | -57.6% | 14.3% | 103.2% -25.0% | -60.3% | 15.5% | 118.5%
1 Year -8.0% | -14.4% | 8.7% | 48.7% -10.0% | -18.4% | 10.9% | 60.8%
3 Years 6.6% | 7.4% | 14.7% | 22.0% 7.7% | 7.2% | 15.4% | 26.7%
5 Years 6.0% | 6.6% | 15.8% | 20.7% 6.4% | 6.3% | 15.9% | 23.3%
7 Years 9.9% | 9.9% | 12.0% | 13.1% 11.2% | 11.2% | 12.9% | 15.5%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 9 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
June 3, 2019 Oct. 30, 2019 149 days 11% Nifty 50: 11% 11214 10020 11262
Feb. 12, 2020 Nov. 7, 2020 269 days 32% Nifty 50: 37% 11530 7828 11672
Jan. 14, 2021 Feb. 4, 2021 21 days 8% Nifty 50: 7% 13433 12410 13461
Feb. 15, 2021 May 27, 2021 101 days 6% Nifty 50: 6% 13802 12950 13838
Oct. 18, 2021 Sept. 10, 2022 327 days 18% Nifty 50: 16% 16755 13675 16808
Sept. 13, 2022 Nov. 26, 2022 74 days 7% Nifty 50: 7% 16850 15721 16904
Dec. 2, 2022 June 16, 2023 196 days 10% Nifty 50: 9% 17085 15404 17137
March 4, 2024 April 10, 2024 37 days 5% Nifty 50: 3% 23141 21917 23150
July 15, 2024 Oct. 30, 2026 837 days 24% Nifty 50: 10% 26643 20280 21820