Shriram Flexi Cap Fund(IDCW-Payout)

Ticker: mf17228
Decent 66/100

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Business Overview

The Shriram Flexi Cap Fund (IDCW-Payout) is a dynamic mutual fund designed for investors seeking diversified equity exposure across market capitalizations. This fund is ideal for those looking to balance growth potential with stability, making it suitable for both new and seasoned investors. It matters because it offers flexibility in asset allocation, aiming to capitalize on market opportunities while managing risk effectively.

  • Diversified investment across large, mid, and small-cap stocks
  • Suitable for both new and experienced investors
  • Focus on long-term capital appreciation
  • Regular income through IDCW payouts
  • Managed by experienced professionals
  • Aligned with long-term financial goals

Investment Thesis

Shriram Flexi Cap Fund stands out due to its strong promoter credibility, a robust digital services growth trajectory, and attractive valuations compared to peers. This combination positions it as a compelling investment opportunity in the current market landscape.

  • Strong backing from a reputable promoter group enhances trust and stability.
  • Significant growth potential in digital services aligns with market trends.
  • Attractive valuation metrics compared to industry peers provide a margin of safety.
  • Diversified portfolio mitigates risk while maximizing returns.
  • Consistent performance track record reinforces investor confidence.
📊 Stock Investment Checklist (100 Points)
Shriram Flexi Cap Fund(IDCW-Payout) • Updated: 2025-10-01 07:18:19
  • 10
    Business
    High
    The fund is invested in a future-ready sector with a clear investment model.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, with healthy cash flow.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers.
  • 7
    Balance
    High
    Debt levels are manageable with good liquidity.
  • 5
    Governance
    Good
    Promoter holding is stable, but some pledging exists.
  • 6
    Drivers
    Good
    Growth catalysts are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The Shriram Flexi Cap Fund shows decent potential with a balanced approach to growth and profitability, though some risks in governance and execution should be monitored.