Shriram Flexi Cap Fund vs Taurus Flexi Cap Fund
Direct Plan, Growth option · Data as on 30-10-2026
Shriram Flexi Cap Fund and Taurus Flexi Cap Fund are both Flexi Cap funds. In the 3 years to 30-10-2026, Shriram Flexi Cap Fund (Direct) returned 6.6% a year and Taurus Flexi Cap Fund (Direct) returned 11.3% a year. Shriram Flexi Cap Fund charges 1.06% a year and Taurus Flexi Cap Fund 2.69% (Direct plans). Their portfolios overlap 34.9%: they hold 16 of the same securities.
Shriram Flexi Cap Fund
Flexi Cap
- 3 year return
- 6.6%
- Expense ratio
- 1.06%
- NAV
- ₹21.48
Taurus Flexi Cap Fund
Flexi Cap
- 3 year return
- 11.3%
- Expense ratio
- 2.69%
- NAV
- ₹242.62
Which is better, Shriram Flexi Cap or Taurus Flexi Cap? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Taurus Flexi Cap returned more over 5 years: 9.2% a year against 6.3%.
- Taurus Flexi Cap returned more over 3 years: 11.3% a year against 6.6%.
- Shriram Flexi Cap costs less: 1.06% a year against 2.69% (Direct plans).
- Taurus Flexi Cap swung less over 3 years: a standard deviation of 14.7% a year against 15.7%.
- Shriram Flexi Cap fell less in its worst fall since 08-10-2018: −32.1% against −38.5%.
- Shriram Flexi Cap holds more in large companies: 62.4% of the fund in large caps against 49.8%.
- Taurus Flexi Cap is the larger fund: ₹385 Cr against ₹122 Cr.
- Their portfolios overlap 34.9%: 16 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Shriram Flexi Cap Fund | Taurus Flexi Cap Fund |
|---|---|---|
| Fund house | Shriram Mutual Fund | Taurus Mutual Fund |
| Category | Flexi Cap | Flexi Cap |
| AUM | ₹122 Cr (30-09-2026) | ₹385 Cr (30-09-2026) |
| NAV | ₹21.48 (Direct) | ₹242.62 (Direct) |
| Expense ratio (Direct) | 1.06% | 2.69% |
| Expense ratio (Regular) | 2.59% | 2.75% |
| Riskometer | Very High | Very High |
| Benchmark | Nifty 500 TRI | BSE 500 TRI |
| Launch date | 28-09-2018 | 29-01-1994 |
| Minimum investment | ₹500 | ₹500 |
| Lock in | None | None |
| Fund managers | Hitesh Savanth, Prateek Nigudkar | Anuj Kapil |
| Exit load | Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days, | 1% if exited on or before 365 days, from the date of allotment; Nil if exited after 365 days, from the date of allotment |
Shriram Flexi Cap vs Taurus Flexi Cap: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Shriram Flexi Cap Fund (Direct) | −0.32% | −6.84% | −2.02% | −8.03% | +6.61% | +6.33% | -- |
| Taurus Flexi Cap Fund (Direct) | −2.90% | −0.75% | +6.74% | +1.68% | +11.31% | +9.23% | +9.31% |
| Flexi Cap average | −1.62% | −4.17% | +1.00% | −3.58% | +12.37% | +10.04% | +13.13% |
Category average: the average of the 46 Flexi Cap funds, same plan type.
Shriram Flexi Cap vs Taurus Flexi Cap: Year-wise Returns
| Year | ShriramShriram Flexi Cap | TaurusTaurus Flexi Cap |
|---|---|---|
| 2026to date | −8.25% | +3.56% |
| 2025 | −5.05% | −1.20% |
| 2024 | +18.07% | +17.41% |
| 2023 | +28.79% | +26.95% |
| 2022 | +4.23% | +4.83% |
| 2021 | +22.64% | +22.13% |
Shriram Flexi Cap vs Taurus Flexi Cap: Rolling Returns
Every holding period of both funds, against Nifty 500 TRI, the benchmark of Shriram Flexi Cap Fund
Rolling returns
Every 3-year holding period, 1,245 of them, one for each trading day from 08-10-2021 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Shriram Flexi Cap Fund (Direct)
Taurus Flexi Cap Fund (Direct)
Nifty 500 TRI
to
Mar 2022Jan 2020
to
Jan 2023Nov 2020
to
Nov 2023Oct 2021
to
Oct 2024Aug 2022
to
Aug 2025Jun 2023
to
Jun 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest | Beat benchmark |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Shriram Flexi Cap | 0.0 | 0.0 | 9.0 | 41.8 | 38.0 | 11.1 | 0.1 | 15.0% | 14.8% | 5.5% | 25.9% | 16% |
| Taurus Flexi Cap | 0.0 | 0.3 | 8.0 | 50.4 | 35.4 | 5.7 | 0.1 | 14.5% | 13.9% | 4.1% | 25.8% | 7% |
| Nifty 500 TRI | 0.0 | 0.0 | 1.5 | 18.7 | 52.6 | 21.0 | 6.2 | 18.1% | 17.9% | 8.8% | 33.5% | -- |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is Nifty 500 TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 08-10-2018. Past returns do not promise future returns.
Shriram Flexi Cap vs Taurus Flexi Cap: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 08-10-2018 to 30-10-2026: 97 instalments, ₹9,70,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Shriram Flexi CapShriram Flexi Cap Fund (Direct) | ₹9,70,000 | ₹13,86,071 | ₹4,16,071 | 8.7% |
| Taurus Flexi CapTaurus Flexi Cap Fund (Direct) | ₹9,70,000 | ₹15,42,707 | ₹5,72,707 | 11.2% |
Shriram Flexi CapShriram Flexi Cap Fund (Direct)
Taurus Flexi CapTaurus Flexi Cap Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Shriram Flexi Cap vs Taurus Flexi Cap: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Shriram Flexi Cap Fund (Direct) | Taurus Flexi Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | −8.03% | +1.68% |
| Standard deviation | 13.56% | 14.91% |
| Sharpe ratio | -0.98 | -0.24 |
| Sortino ratio | -1.31 | -0.33 |
| Maximum drawdown | −14.6% (31-03-2026) | −16.2% (31-03-2026) |
| Beta | 0.93 | 0.98 |
| Alpha | −1.58% | +9.05% |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Shriram Flexi Cap Fund (Direct) | Taurus Flexi Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.61% | +11.31% |
| Standard deviation | 15.66% | 14.69% |
| Sharpe ratio | 0.04 | 0.36 |
| Sortino ratio | 0.05 | 0.49 |
| Maximum drawdown | −23.9% (28-02-2025) | −20.9% (31-03-2026) |
| Beta | 1.03 | 0.99 |
| Alpha | −3.74% | +1.44% |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Shriram Flexi Cap Fund (Direct) | Taurus Flexi Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.33% | +9.23% |
| Standard deviation | 15.10% | 15.10% |
| Sharpe ratio | 0.04 | 0.23 |
| Sortino ratio | 0.05 | 0.30 |
| Maximum drawdown | −23.9% (28-02-2025) | −20.9% (31-03-2026) |
| Beta | 1.00 | 1.00 |
| Alpha | −2.48% | +0.56% |
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Shriram Flexi Cap Fund (Direct) | Taurus Flexi Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +10.16% | +10.05% |
| Standard deviation | 16.12% | 16.19% |
| Sharpe ratio | 0.30 | 0.25 |
| Sortino ratio | 0.40 | 0.33 |
| Maximum drawdown | −32.1% (23-03-2020) | −41.0% (23-03-2020) |
| Beta | 0.91 | 0.99 |
| Alpha | −2.56% | −2.73% |
From daily NAVs, 08-10-2018 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Shriram Flexi Cap Fund (Direct)
Taurus Flexi Cap Fund (Direct)
Nifty 500 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Shriram Flexi Cap Fund (Direct) | −32.1% | 12-02-2020 | 23-03-2020 | 09-11-2020 | 8 months | −18.1% |
| Taurus Flexi Cap Fund (Direct) | −38.5% | 03-06-2019 | 23-03-2020 | 09-12-2020 | 9 months | −5.3% |
| Nifty 500 TRI | −38.1% | 17-01-2020 | 23-03-2020 | 06-11-2020 | 7 months | −8.8% |
From daily values since 08-10-2018, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Shriram Flexi Cap Fund (Direct)
Taurus Flexi Cap Fund (Direct)
Nifty 500 TRI
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Shriram Flexi Cap Fund (Direct)
Taurus Flexi Cap Fund (Direct)
Nifty 500 TRI
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Shriram Flexi Cap Fund (Direct)
Taurus Flexi Cap Fund (Direct)
Nifty 500 TRI
Against Nifty 500 TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| Shriram Flexi Cap Fund (Direct) | 88% | 97% | 5.38% |
| Taurus Flexi Cap Fund (Direct) | 93% | 103% | 5.29% |
From month-end values since 08-10-2018. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.
Shriram Flexi Cap vs Taurus Flexi Cap: Portfolio Overlap
From each fund's latest monthly portfolio: Shriram Flexi Cap Fund, September 2026; Taurus Flexi Cap Fund, September 2026
Holdings in common
- Overlap
- 34.9%
- Held by both
- 16
- Only in Shriram Flexi Cap
- 53
- Only in Taurus Flexi Cap
- 26
| Security | % of Shriram Flexi Cap | % of Taurus Flexi Cap |
|---|---|---|
| HDFC Bank Ltd. | 7.45% | 7.23% |
| ICICI Bank Ltd. | 5.52% | 3.99% |
| Axis Bank Ltd. | 3.96% | 3.11% |
| Bharti Airtel Ltd. | 3.87% | 3.09% |
| Reliance Industries Ltd. | 3.81% | 3.02% |
| State Bank of India | 4.10% | 2.55% |
| Samhi Hotels Ltd. | 2.40% | 3.22% |
| ITC Ltd. | 2.31% | 5.45% |
| Mahindra & Mahindra Ltd. | 2.07% | 2.88% |
| Bajaj Holdings & Investment Ltd. | 1.13% | 2.43% |
| Power Grid Corporation of India Ltd. | 0.88% | 1.77% |
| HCL Technologies Ltd. | 0.87% | 1.56% |
| Divi's Laboratories Ltd. | 0.76% | 5.90% |
| Coal India Ltd. | 0.55% | 1.81% |
| Persistent Systems Ltd. | 0.55% | 1.43% |
| Narayana Hrudayalaya ltd. | 0.39% | 1.47% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 34.9% means 34.9% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Shriram Flexi Cap Fund
| Security | % of fund |
|---|---|
| Bharat Electronics Ltd. | 2.08% |
| KFIN Technologies Ltd. | 2.04% |
| Kirloskar Oil Engines Ltd. | 1.95% |
| Eternal Ltd. | 1.89% |
| Infosys Ltd. | 1.83% |
Largest holdings only in Taurus Flexi Cap Fund
| Security | % of fund |
|---|---|
| Sigma Advanced Systems Ltd. | 9.18% |
| Park Medi World Ltd. | 3.82% |
| Skyways Air Services Ltd. | 3.28% |
| Ceigall India Ltd. | 2.89% |
| Advit Jewels Ltd. | 2.73% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Shriram Flexi Cap | Taurus Flexi Cap |
|---|---|---|
| Equity | 95.5% | 97.8% |
| Debt | 0.0% | 0.0% |
| Cash and others | 4.5% | 2.2% |
Market cap of stocks
| Market cap | Shriram Flexi Cap | Taurus Flexi Cap |
|---|---|---|
| Large Cap | 62.4% | 49.8% |
| Mid Cap | 9.8% | 9.8% |
| Small Cap | 23.4% | 28.4% |
| Not on AMFI's list | 0.0% | 9.7% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Shriram Flexi Cap | Taurus Flexi Cap |
|---|---|---|
| Other | 0.0% | 97.8% |
| Banks | 22.3% | 0.0% |
| IT - Software | 6.7% | 0.0% |
| Automobiles | 5.7% | 0.0% |
| Petroleum Products | 4.2% | 0.0% |
| Healthcare Services | 3.9% | 0.0% |
| Telecom - Services | 3.9% | 0.0% |
The six largest sectors of each fund's stocks, % of the fund.
Shriram Flexi Cap vs Taurus Flexi Cap: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Shriram Flexi Cap Fund | Taurus Flexi Cap Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.06% | 2.69% |
| Base expense ratio (Direct) | 0.75% | 2.04% |
| Total expense ratio (Regular) | 2.59% | 2.75% |
| Base expense ratio (Regular) | 2.10% | 2.09% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare Shriram Flexi Cap with
Shriram Flexi Cap Fund vs Taurus Flexi Cap Fund: Frequently Asked Questions
What is the difference between Shriram Flexi Cap Fund and Taurus Flexi Cap Fund?
Both are Flexi Cap funds, run by Shriram Mutual Fund and Taurus Mutual Fund. Their portfolios overlap 34.9%. Shriram Flexi Cap Fund charges 1.06% a year and Taurus Flexi Cap Fund 2.69%.
Which has given higher returns, Shriram Flexi Cap Fund or Taurus Flexi Cap Fund?
Over 1 year: Shriram Flexi Cap Fund −8.03%, Taurus Flexi Cap Fund +1.68%. Over 3 years: Shriram Flexi Cap Fund +6.61% a year, Taurus Flexi Cap Fund +11.31% a year. Over 5 years: Shriram Flexi Cap Fund +6.33% a year, Taurus Flexi Cap Fund +9.23% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Shriram Flexi Cap Fund or Taurus Flexi Cap Fund?
Shriram Flexi Cap Fund charges less: 1.06% a year against 2.69%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Shriram Flexi Cap Fund and Taurus Flexi Cap Fund overlap?
34.9%. They hold 16 of the same securities, the largest shared ones being HDFCBANK, ICICIBANK, AXISBANK. From each fund's latest monthly portfolio.
Which is riskier, Shriram Flexi Cap Fund or Taurus Flexi Cap Fund?
On SEBI's riskometer, Shriram Flexi Cap Fund is rated Very High and Taurus Flexi Cap Fund Very High. Over 3 years, the standard deviation of daily returns was 15.66% and 14.69% a year.
Which is better for SIP, Shriram Flexi Cap Fund or Taurus Flexi Cap Fund?
Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹6,80,847 in Shriram Flexi Cap Fund (XIRR 4.3% a year) and ₹7,72,071 in Taurus Flexi Cap Fund (XIRR 9.2% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both Shriram Flexi Cap Fund and Taurus Flexi Cap Fund?
Yes. 34.9% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages Shriram Flexi Cap Fund and Taurus Flexi Cap Fund?
Shriram Flexi Cap Fund: Hitesh Savanth, Prateek Nigudkar. Taurus Flexi Cap Fund: Anuj Kapil.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.