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

Shriram Long Term Equity Fund (Growth)

EquityTax Saving

15.2791

NAV (Jan 28)

15%
Till Date CAGR
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in tax saving.

Click here to see our recommendations.

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).

Our analysis of this fundLearn how we rate funds ->

Track Record

3 Years. The Fund has a Short history for analysis. We recommend funds with longer history.

Relative Size

46 Cr. Negligible within the category

Category View

Positive. The category has a positive investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
Tax Saver Plan

Tax Saver Plan

Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
  • graph-icon-gray
    3 Years
  • graph-icon-gray
    Save Tax

No single fund can achieve what a plan can. Learn why

Historical NAV

15.2791

NAV (Jan 28)

Fund Returns

Last 1Y

19.4%

Last 3Y

15.1%

Last 5Y

NA

Last 10Y

NA

Since Inception

15%

6 Month CAGR

8.4%

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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

45.569

ISIN

INF680P01133

Lock-in

3

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

0

Lumpsum Min.

500

Fund Managers
user-avatar

Gargi Banerjee

Fund Manager

user-avatar

Kartik Soral

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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.

comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)
SBI Focused Equity Fund (G)

₹ 23,716 cr

5

₹ 5,282 cr

5

₹ 5,841 cr

5

₹ 4,433 cr

5

₹ 3,651 cr

5

amc-icon

About the AMC

Shriram Asset Management Co Ltd

Shriram Asset Management Co Ltd manages assets worth 224 crores and was set up on 27 July 1994. It's current offering of mutual fund schemes includes 5 equity and 6 hybrid funds.

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  • tel-amc-about
    033-23373012
  • mail-amc-about
    info@shriramamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    15.1%

    15%

    11.8%

    10.4%

    13.4%

    11.7%

    -

    10.6%

    13.4%

    11.7%

    growth

    Tax Saver Plan

    Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      3 Years
    • graph-icon-gray
      Save Tax
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    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 15% over a period of 3 years. The fund is managed by Shriram Asset Management Co Ltd. The fund managers are Gargi Banerjee, Kartik Soral.

    Nav of Shriram Long Term Equity Fund (G) as of 28/01/2022 is ₹15.28 with the total AUM as of 29/01/2022 is ₹45.569. 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 ₹0 and you can increase this in multiples of ₹100. 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 2 fund in Equity and delivered 19.4% 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

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