• Mutual Funds
  • Shriram Mutual Fund
  • Shriram Long Term Equity Fund (Growth)
Shriram Mutual Fund

Shriram Long Term Equity Fund (Growth)

EquityTax Saving

16.2984

NAV (Dec 02)

13.5%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Scripbox Recommended Tax Saving Fund

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

16.2984

NAV (Dec 2)

Fund Returns

Last 1Y

4.3%

Last 3Y

13.8%

Last 5Y

NA

Last 10Y

NA

Since Inception

13.5%

6 Month CAGR

11.9%

Scheme Information

Investment Objective

The primary investment objective of the Scheme is to generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities and enable investors to avail the income tax rebate,as permitted from time to time. However,there is no assurance or guauantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Expense Ratio

2.55

Launched (3y ago)

Jan 19, 2019

AUM in Crores

41.759

ISIN

INF680P01133

Lock-in

3

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

500

Lumpsum Min.

500

Standard Deviation (3yr)

18.1

Standard Deviation (5yr)

0

Beta (3yr)

0.78

Beta (5yr)

0

Sharpe Ratio (3yr)

0.567

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Gargi Banerjee

Fund Manager

Deepak Ramaraju

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-12-02

Top Stock Holdings

reliance industries ltd

8.5%
8.5%

icici bank ltd

8.2%
8.2%

infosys ltd

6.1%
6.1%

hdfc bank ltd

5.8%
5.8%

state bank of india

4.5%
4.5%
See all holdings

Allocation by Sector

financial services

34.8%
34.8%

technology

12.7%
12.7%

industrials

10%
10%

basic materials

9.6%
9.6%

energy

8.5%
8.5%
See all sectors

Compare Shriram Long Term Equity Fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,427 cr

₹ 4,865 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Shriram Asset Management Co Ltd

Shriram Asset Management Co Ltd manages assets worth 275 crores and was set up on 27 July 1994. It's current offering of mutual fund schemes includes 5 equity and 6 hybrid funds.

amc-img

  • 033-23373012
  • info@shriramamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    10.9%

    10.2%

    10.9%

    10.2%

    10.9%

    10.2%

    13.8%

    13.5%

    13.2%

    11.2%

    Shriram Long Term Equity Fund (G) Review

    Shriram Long Term Equity Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 13.5% over a period of 3 years. The fund is managed by Shriram Asset Management Co Ltd. The fund managers are Deepak Ramaraju, Gargi Banerjee.

    Nav of Shriram Long Term Equity Fund (G) as of 12/2/2022 is ₹16.30 with the total AUM as of 12/5/2022 is ₹41.759. With Scripbox you can compare and check the latest nav for all mutual funds in India. Shriram Long Term Equity Fund (G) was launched on Jan 19, 2019. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Shriram Long Term Equity Fund (G) is ₹500 and you can increase this in multiples of ₹500. In case you want to invest a lump sum, the minimum amount to be invested is ₹500. Check your estimated returns on mutual funds by using sip calculator.

    Shriram Long Term Equity Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR.

    Shriram Long Term Equity Fund (G) is rated as a 0 fund in Equity and delivered 4.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Shriram Long Term Equity Fund (G).

    Frequently Asked Questions

    What is Shriram Long Term Equity Fund (G)?

    Shriram Long Term Equity Fund (G) is a Tax Saving Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Shriram Long Term Equity Fund (G)?

    You can invest in Shriram Long Term Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Shriram Long Term Equity Fund (G)?

    The minimum sip amount for Shriram Long Term Equity Fund (G) is ₹500. You can invest in multiples of ₹500.

    Is Shriram Long Term Equity Fund (G) good to invest in?

    As per Scripbox experts, Shriram Long Term Equity Fund (G) is a Not Reviewed Yet fund. You can investShriram Long Term Equity Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Shriram Long Term Equity Fund (G)?

    The expense ratio of the Shriram Long Term Equity Fund (G) is 2.55% for regular plan.