Shriram Flexi Cap Fund(IDCW)

Ticker: mf17227
Decent 48/100

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Business Overview

Shriram Flexi Cap Fund (IDCW) is a dynamic mutual fund that invests across large, mid, and small-cap stocks, providing investors with diversified exposure to the Indian equity market. Ideal for those seeking long-term capital appreciation with a flexible investment approach, this fund adapts to market conditions to optimize returns. With a strong management team and a focus on quality companies, it aims to deliver consistent performance.

  • Dynamic investment across market caps
  • Ideal for long-term capital growth
  • Expert management team
  • Focus on quality companies
  • Adaptable to changing market conditions

Investment Thesis

Shriram Flexi Cap Fund stands out due to its strong promoter credibility, which bolsters investor confidence. The fund is well-positioned to capitalize on the growing digital services sector, offering significant growth potential. Additionally, its attractive valuation compared to peers makes it a compelling investment choice for retail investors seeking long-term gains.

  • Strong backing from a reputable promoter group enhances trust and stability.
  • Significant growth potential in the digital services sector aligns with market trends.
  • Attractive valuation metrics compared to peer funds suggest potential for upside.
  • Diversified investment approach mitigates risks while maximizing returns.
  • Proven track record of performance instills confidence among investors.
📊 Stock Investment Checklist (100 Points)
Shriram Flexi Cap Fund(IDCW) • Updated: 2025-10-01 07:18:27
  • 10
    Business
    High
    The fund is invested in a future-ready sector with a diversified portfolio.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    Healthy ROE and ROCE, but OCF slightly lower than net profit.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, but slightly on the higher side.
  • 7
    Balance
    High
    Moderate debt levels with adequate liquidity.
  • 6
    Governance
    Good
    Promoter holding is strong, but some pledging exists.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 48 / 100 • Decent
The fund shows decent potential with a balanced approach to growth and profitability, but some risks need to be monitored.