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

Shriram Long Term Equity Fund (Growth)

EquityTax Saving

13.9332

NAV (Jun 27)

10%
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

41 Cr. Negligible within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Poor. The historical performance of the fund 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.?

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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

13.9332

NAV (Jun 27)

Fund Returns

Last 1Y

-0.8%

Last 3Y

9.9%

Last 5Y

NA

Last 10Y

NA

Since Inception

10%

6 Month CAGR

-8.1%

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 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

40.404

ISIN

INF680P01133

Lock-in

3

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

500

Lumpsum Min.

500

Fund Managers

Kartik Soral

Fund Manager

Gargi Banerjee

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 2022-06-27

Top Stock Holdings

icici bank ltd

5.8%
5.8%

hdfc bank ltd

5.6%
5.6%

reliance industries ltd

5.2%
5.2%

bharti airtel ltd

4.9%
4.9%

itc ltd

4.8%
4.8%
See all holdings

Allocation by Sector

financial services

31.4%
31.4%

consumer cyclical

14.1%
14.1%

basic materials

10.4%
10.4%

technology

8.9%
8.9%

consumer defensive

8.4%
8.4%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,202 cr

5

₹ 13,023 cr

5

₹ 13,023 cr

5

₹ 4,202 cr

5

₹ 4,202 cr

5

About the AMC

Shriram Asset Management Co Ltd

Shriram Asset Management Co Ltd manages assets worth 209 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

    9.9%

    10%

    7.9%

    9.1%

    7.1%

    7.2%

    -

    7.8%

    7.1%

    7.2%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    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 10% 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 6/27/2022 is ₹13.93 with the total AUM as of 6/28/2022 is ₹40.404. 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 2 fund in Equity and delivered -0.8% 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 Neutral 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.