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).
The performance of the fund on a Fund Size metric has been Poor
The performance of the fund on a Outperformance Consistency metric has been Poor
NAV (Nov 30)
6 Month CAGR
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.
Launched (4y ago)
Jan 19, 2019
AUM in Crores
IISL Nifty 500 TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Shriram Long Term Equity Fund (Growth)||NaN||NaN||%|
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.
cash,cash equivalents and net current assets10%
rural electrification corporation limited7%
larsen & toubro ltd3.2%
power finance corp ltd3.1%
|Fund Name||Fund Size||Outperformance Consistency|
₹ 11,883 cr
₹ 11,693 cr
₹ 17,531 cr
₹ 10,182 cr
₹ 9,101 cr
Shriram Asset Management Co Ltd
|Fund Name||Scripbox Opinion||Till Date CAGR|
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).
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.