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

    Shriram Long Term Equity Fund (Growth)

    EquityTax Saving

    15.7926

    NAV (Sep 15)

    18.8%
    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

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

    Relative Size

    44 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

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    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

    chart-amc-about

    Historical NAV

    15.7926

    NAV (Sep 15)

    Fund Returns

    40.3%
    Last 1Y
    NA
    Last 3Y
    NA
    Last 5Y
    NA
    Last 10Y
    18.8%
    Since Inception
    info-icon-blue

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.55 %
    Launched (2y ago)
    Jan 19, 2019
    AUM in Crores
    ₹ 44
    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%₹ 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.

    build-long-item-wealth-img

    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.

    • Inflation beating returns
      Inflation beating returns
    • Save Tax
      Save Tax
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Equity Funds

    SBI Focused Equity Fund (G)

    SBI Focused Equity Fund (G)

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    Recommended

    Top Ranked

    17 Years

    Age

    5

    Track Record

    Aditya Birla Sun Life Focused Equity Fund (G)

    Aditya Birla Sun Life Focused Equity Fund (G)

    Diversified

    Recommended

    Top Ranked

    16 Years

    Age

    5

    Track Record

    UTI Nifty Index Fund (G)

    UTI Nifty Index Fund (G)

    Index Funds

    Recommended

    Top Ranked

    21 Years

    Age

    5

    Track Record

    HDFC Index Nifty 50 fund (G)

    HDFC Index Nifty 50 fund (G)

    Index Funds

    Recommended

    Top Ranked

    19 Years

    Age

    5

    Track Record

    Kotak Bluechip fund (G)

    Kotak Bluechip fund (G)

    Large Cap

    Recommended

    Top Ranked

    23 Years

    Age

    5

    Track Record

    amc-icon

    About the AMC

    Shriram Asset Management Co Ltd

    Shriram Asset Management Co Ltd manages assets worth 221 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
  • Shriram Long Term Equity Fund (G)

    Shriram Long Term Equity Fund (G)

    Tax Saving

    ₹ 43 Cr

    Fund Size

    18.80%

    Till Date CAGR

    Till Date CAGR

    Shriram Hybrid Equity Fund (G)

    Shriram Hybrid Equity Fund (G)

    Aggressive Hybrid

    ₹ 64 Cr

    Fund Size

    10.70%

    5 Year CAGR

    5 Y CAGR

    Shriram Flexi Cap Fund (G)

    Shriram Flexi Cap Fund (G)

    Diversified

    ₹ 66 Cr

    Fund Size

    13.70%

    Till Date CAGR

    Till Date CAGR

    Shriram Balanced Advantage Fund (G)

    Shriram Balanced Advantage Fund (G)

    Dynamic Asset Allocation Or Balanced Advantage

    ₹ 46 Cr

    Fund Size

    13.00%

    Till Date CAGR

    Till Date CAGR

    Shriram Flexi Cap Fund of Income Distribution cum capital withdrawal (PIDCW-A)

    Shriram Flexi Cap Fund of Income Distribution cum capital withdrawal (PIDCW-A)

    Diversified

    ₹ 66 Cr

    Fund Size

    13.70%

    Till Date CAGR

    Till Date CAGR

    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
    Mirae Asset Tax Saver Fund (Growth)

    Mirae Asset Tax Saver Fund (Growth)

    Equity

    Tax Saving

    Canara Robeco Equity Taxsaver fund (Growth)

    Canara Robeco Equity Taxsaver fund (Growth)

    Equity

    Tax Saving

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Shriram Long Term Equity Fund (G)

    About Shriram Long Term Equity Fund (G)

    Shriram Long Term Equity Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 18.8% over a period of 2 years. . The fund is managed by Shriram Asset Management Co Ltd. The fund managers are Gargi Banerjee, Kartik Soral

    Shriram Long Term Equity Fund (G) 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. . However, there is no assurance that the objective of the scheme will be realized.

    Shriram Long Term Equity Fund (G) NAV,AUM,Risk

    The Shriram Long Term Equity Fund (G) fund was launched on Jan 19, 2019. The NAV (Net Asset Value) of this Tax Saving Equity fund as of 2021-09-15 is ₹15.79. The total AUM (Asset Under Management) of the fund as of 16/09/2021 is ₹43.722. The category risk of the Shriram Long Term Equity Fund (G) fund is Very High Risk. The fund charges 2.55 % as expense ratio.

    Shriram Long Term Equity Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 98.7% in this asset class. The top three holdings of the fund are , hdfc bank ltd , bharti airtel ltd , icici bank ltd , reliance industries ltd. (partly paid) , infosys ltd , housing development finance corp ltd , tata consultancy services ltd , kotak mahindra bank ltd , hcl technologies ltd , hdfc life insurance company limited , itc ltd , dabur india ltd , hindustan unilever ltd , sbi life insurance company limited , state bank of india , vip industries ltd , abbott india ltd , axis bank ltd , bajaj finance ltd , srf ltd , jubilant ingrevia ltd ordinary shares , pi industries ltd , indian railway catering and tourism corp ltd , larsen & toubro ltd , ultratech cement ltd , cash,cash equivalents and net current assets , shree cement ltd , vst tillers tractors ltd , acc ltd , escorts ltd , gail (india) ltd , icici prudential life insurance company limited , tata motors ltd , jk cement ltd , varun beverages ltd , vardhman textiles ltd , icici lombard general insurance co ltd , bajaj auto ltd , jk lakshmi cement ltd , nestle india ltd , nocil ltd , cholamandalam investment and finance co ltd , ttk prestige ltd , endurance technologies ltd , laurus labs ltd , apollo tyres ltd , ajanta pharma ltd , asian paints ltd , maruti suzuki india ltd , biocon ltd , pfizer ltd , sheela foam ltd , cipla ltd , hero motocorp ltd , kec international ltd , ntpc ltd , ashok leyland ltd , aurobindo pharma ltd , central depository services (india) ltd

    Shriram Long Term Equity Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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.

    Shriram Long Term Equity Fund (G) Investment volatility and Horizon

    This fund 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) Review

    Shriram Long Term Equity Fund (G) has a score of 2 on a scale of 5. The fund scores 2 out of 5 based on historical performance. As compared to the other funds in its category, Shriram Long Term Equity Fund (G) has a score of 1 out of 5 Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

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