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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 (30-09-2019)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1.0
Total Assets: 59.48 Cr As on (31-10-2019)
Turn over: 26.8
NAV as on 13-11-2019

10.7212

-0.09 (-0.8003%)

CAGR Since Inception

8.11%

NIFTY 500 TRI 16.31%

PERFORMANCE of Shriram Multicap Fund - Regular Growth

Scheme Performance (%) Data as on - 13-11-2019

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Shriram Multicap Fund - Regular Growth 7.5 - - - 8.11
NIFTY 500 TRI 9.74 12.2 8.79 10.17 16.31
Equity: Multi Cap 10.29 9.8 8.3 11.55 12.8

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 - 13-11-2019
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 7.5 0.0 0.0 0.0 0.0
JM Multicap Fund - Growth option 23-09-2008 21.11 6.81 14.02 10.98 8.96
Axis Multicap Fund - Regular Plan - Growth 05-11-2017 21.02 0.0 0.0 0.0 0.0
DSP Equity Fund - Regular Plan - Growth 29-04-1997 19.83 6.53 12.37 9.68 11.88
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 05-05-2013 14.85 7.37 12.72 11.85 0.0
LIC MF Multicap Fund-Regular Plan-Growth 15-04-1993 14.21 2.21 7.42 4.32 7.36
Kotak Standard Multicap Fund - Growth 11-09-2009 14.11 6.34 12.74 11.33 13.6
Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth 05-05-2017 13.91 1.85 0.0 0.0 0.0
SBI Magnum Multicap Fund - Regular Plan -Growth Option 16-09-2005 13.86 4.18 11.38 11.43 11.65
Tata Multicap Fund -Regular Plan-Growth 31-08-2018 13.52 0.0 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Shriram Multicap Fund - Regular Growth

Asset Allocation (%)