Shriram Multicap Fund - Regular Growth

Category: Equity: Multi Cap
Launch Date: 05-09-2018
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.55% As on ( 31-05-2019)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1.0
Total Assets: 55.02 Cr As on ( 31-05-2019)
Turn over: 14.53
NAV as on 14-06-2019

10.7175

-0.07 ( -0.6195% )

CAGR Since Inception

8.91%

NIFTY 500 TRI 16.61%

PERFORMANCE of Shriram Multicap Fund - Regular Growth

Scheme Performance (%) Data as on - 14-06-2019

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Shriram Multicap Fund - Regular Growth - - - - 8.91
NIFTY 500 TRI 4.54 13.88 11.07 11.46 16.61
Equity: Multi Cap 2.91 11.94 11.5 13.36 12.28

Yearly Performance (%)

Fund Managers

Mr. Kartik Soral

Mr. Kartik Soral has pursued B.Tech (Chemical Engineering) from IT-BHU, Varanasi and PGDM, IIM Ahemdabad. Prior to joining Shriram Mutual Fund, he has worked with Edelweiss Mutual Fund, L&T Ltd., Deutsche Bank and TCS.

Investment Objective

The scheme seeks to generate long term capital appreciation by investing in an actively managed portfolio predominantly consisting of Equity & equity related securities diversified over various sectors.

RETURNS CALCULATOR for Shriram Multicap Fund - Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Shriram Multicap Fund - Regular Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Shriram Multicap Fund - Regular Growth
Equity: Multi Cap - - - - - -

PEER COMPARISION of Shriram Multicap Fund - Regular Growth

Period
Data as on - 14-06-2019
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Shriram Multicap Fund - Regular Growth 05-09-2018 0.0 0.0 0.0 0.0 0.0
HDFC Equity Fund - Growth Option 01-01-1995 12.24 9.27 15.41 10.75 14.83
Kotak Standard Multicap Fund - Growth 11-09-2009 8.77 8.84 15.42 15.3 0.0
Reliance Multi Cap Fund-Growth Plan-Growth Option 28-03-2005 8.69 8.55 12.5 10.69 16.89
Canara Robeco Equity Diversified Fund - Regular Plan - Growth 16-09-2003 8.26 10.16 15.16 10.74 13.59
Axis Multicap Fund - Regular Plan - Growth 05-11-2017 8.07 0.0 0.0 0.0 0.0
ICICI Prudential Multicap Fund - Growth 01-10-1994 6.74 8.1 12.84 12.62 13.78
LIC MF Multicap Fund-Regular Plan-Growth 15-04-1993 6.62 5.91 8.02 6.27 7.92
DSP Equity Fund - Regular Plan - Growth 29-04-1997 5.37 7.66 14.33 11.64 13.42
Edelweiss Multi-Cap Fund - Regular Plan - Growth Option 27-01-2015 4.98 9.38 15.06 0.0 0.0

PORTFOLIO ANALYSIS of Shriram Multicap Fund - Regular Growth

Asset Allocation (%)