- Mutual Funds
- Shriram Mutual Fund
- Shriram Long Term Equity Fund (Growth)
Shriram Long Term Equity Fund (Growth)
₹ 18.3751
NAV (Nov 30)
Tax saving funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 18.3751
NAV (Nov 30)
Fund Returns
Last 1Y | 12.6% |
Last 3Y | 14.1% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 13.1% |
6 Month CAGR | 14.1% |
Scheme Information
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 guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Expense Ratio | 2.55 |
Launched (4y ago) | Jan 19, 2019 |
AUM in Crores | 38.430 |
ISIN | INF680P01133 |
Lock-in | 3 |
Benchmark | IISL Nifty 500 TR INR |
SIP Minimum | 500 |
Lumpsum Min. | 500 |
Standard Deviation (3yr) | 12.7 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0.83 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.743 |
Sharpe Ratio (5yr) | 0 |
YTM | 7.76 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Shriram Long Term Equity Fund (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
cash,cash equivalents and net current assets
10%rural electrification corporation limited
7%rec ltd
3.3%larsen & toubro ltd
3.2%power finance corp ltd
3.1%Allocation by Sector
financial services
18.4%healthcare
14.7%consumer cyclical
12.3%industrials
11.5%consumer defensive
6.5%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,883 cr | ||
₹ 11,693 cr | ||
₹ 17,531 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
Shriram Asset Management Co Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.1% | 13.1% | ||
11.9% | 10.2% | ||
15.2% | 11.4% | ||
15.2% | 11.4% | ||
11.9% | 10.2% |
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 13.1% over a period of 4 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 11/30/2023 is ₹18.38 with the total AUM as of 12/1/2023 is ₹38.43. 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 1 fund in Equity and delivered 12.6% 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)?
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 Recommended 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.