What is Shriram Flexi Cap Fund?

Shriram Flexi Cap Fund is an open ended dynamic equity scheme investing across large cap, mid cap, small cap stocks.

This product is suitable for investors who are seeking*:
  • Long term capital appreciation
  • Investment in actively managed portfolio, predominantly consisting of equity and equity related securities diversified over various sectors
  • Very High Risk
*Investors should consult their financial advisor if in doubt about whether the product is suitable for them.

What's in a Flexi Cap Fund?

Why Flexi Cap?

  • No market capitalisation is a sureshot winner at all times.
  • Large cap stocks are known to offer better downside protection against lower capital appreciation
  • Small cap stocks offer greater capital appreciation at lower downside protection.
  • Investors often lose opportunities to gain when they do not switch between capitalisations at the right time.


Advantages of Flexi Cap Fund

  • Offers fund manager ability to switch between different market capitalisations based on the situation.
  • Allows the investors to tap into optimum capital appreciation
  • Provides sufficient downside protection.


How does Shriram Flexi Cap Fund construct its portfolio?

Our investment philosophy stresses on

  • Steady market beating returns as opposed to returns oscillating between top quartile in good times and bottom quartile in harsh times
  • Long term perspective
  • Best businesses at the best prices
  • Paying equal attention to upside participation and downside protection
  • Diligently monitoring returns with respect to the objectives stated.

Why should you choose Shriram Flexi Cap Fund?

Shriram Flexi Cap Fund has been designed keeping the end investor in mind. Our portfolio is not only well-diversified and benchmark-aware but also true to mandate. We believe that as investment managers, the most important aspect of our job is to handle risk efficiently and preserve capital to our best efforts. Our fund is diligently monitored and actively diversified, making it ideal for investors who seek long term capital appreciation through investments across various sectors and market capitalisations.

Get in Touch

Meet the Team


Mr. Kartik Soral - Senior Fund Manager

Mr. Kartik Soral, CFA serves as the Senior Fund Manager of Shriram Mutual Fund having an experience of over 12 years in his professional career.

Mr. Kartik has worked as a Fund Manager with YES Asset Management Limited and Edelweiss Asset Management Limited. Earlier, he has been part of the Corporate Finance team at Larsen & Toubro Limited and Global Equity Derivatives team at the Deutsche Bank group.

Mr. Kartik is a graduate in Chemical Engineering from IIT-BHU, Varanasi and has done his Post Graduate Diploma in Management from IIM Ahmedabad. He is also a CFA charter holder.


Ms. Gargi Bhattacharyya Banerjee - Fund Manager

Ms. Gargi Bhattacharyya Banerjee serves as the Fund Manager of Shriram Hybrid Equity Fund having an experience of over 16 years into her professional career.

Ms. Gargi Bhattacharyya Banerjee received her Master of Business Management with specialization in Finance and Bachelor of Science with Economics (H) from University of Calcutta.

She joined as Research Manager in Shriram Asset Management Company Limited in November 2012. Prior to joining Shriram Asset Management Company Limited, she has held the key position in the Research team with Zacks Research Private Limited and Shriram Insight Share Brokers Limited.


Mr. Rohit Kumar Chawda – Chief Operating Officer

Mr. Chawda has an experience of 23 years in various domains like Risk, Compliance, Accounts, Operations and Client servicing. He has served under capacities such as Director, Chief Operating Officer and Sr. Vice President in various asset management companies in India like IDBI, SBI, ICICI Prudential, Tata, Mirae, Shriram and Peerless.

His profile has evolved around control and risk free operations. During his last stint with Peerless Funds Management Company Limited, he has developed unique risk frame work covering Operational, Regulatory, Reputation, and Financial risk arising out of each activity across all departments of Asset Management Company.

Mr. Chawda is a graduate in the field of Commerce from Sambalpur University, Odisha.


Mr Chandur Bhaya - Head Sales (Retail)

Mr. Bhaya’s experience and insights have been honed over 25 years of association in Capital Market/Financial services industry. His skill sets of scaling distribution, developing newer markets/products, investment strategy, technical knowledge, training and development of channel partners, have been much appreciated within the industry.

His corporate journey has been with reputed organizations like JM Morgan Stanley Retail Services, JM Asset Management Co, Metlife Life Insurance, Citigroup Global Markets, Shriram Insight Share Brokers, IFAN Finserv (erstwhile ING Financial Services).

His academics include a post graduation in electronics, MMS from SP Jain Institute of Management and Research , and he has also done a MDP from Wharton School of Finance, Pennsylvania-USA.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully


Registered Office: 1006, 10th Floor, "Meadows", Sahar Plaza, Andheri Kurla Road, J. B. Nagar, Andheri (East),
Mumbai – 400 059.

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