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

Shriram Long Term Equity Fund (Growth)

EquityTax Saving

18.3751

NAV (Nov 30)

13.1%
Till Date CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in tax saving mutual funds.

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 ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

Invest in this fund
Scripbox Recommended Tax Saving Fund
Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?Learn more

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

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

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 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

Gargi Banerjee

Fund Manager

Deepak Ramaraju

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Shriram Long Term Equity Fund (Growth)70%NaN NaN%
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.

Asset allocation and Holdings

Last updated on 2023-11-30

Top Stock Holdings

cash,cash equivalents and net current assets

10%
10%

rural electrification corporation limited

7%
7%

rec ltd

3.3%
3.3%

larsen & toubro ltd

3.2%
3.2%

power finance corp ltd

3.1%
3.1%
See all holdings

Allocation by Sector

financial services

18.4%
18.4%

healthcare

14.7%
14.7%

consumer cyclical

12.3%
12.3%

industrials

11.5%
11.5%

consumer defensive

6.5%
6.5%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 11,883 cr

₹ 11,693 cr

₹ 17,531 cr

₹ 10,182 cr

₹ 9,101 cr

About the AMC

Shriram Asset Management Co Ltd

Shriram Asset Management Co Ltd manages assets worth 367 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

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)?

Shriram Long Term Equity Fund (G) is a Tax Saving Equity scheme predominantly investing across Equity instruments 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 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.