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Shriram Long Term Equity Fund (Growth)

Returns (1yr)
10.9 %
Latest NAV
11.04

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  • Tenure
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Wealth Gained
Total Corpus Created
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Tax Saver Plan
Better than Insurance, FD

Fund Information

as on 7th of August, 06:50 PM

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.

Fund Managers

  • profile-pic
    Gargi Banerjee
    profile-pic
    Rohit Gautam
  • expense-ratio
    Expense Ratio
    2.55
    benchmark
    Benchmark
    IISL Nifty 500 TR INR
  • Aum image
    AUM
    ₹ 25.32 Crores
    ISIN
    ISIN
    INF680P01133
  • Category Risk:

    Moderately High risk

Holding Information

as on 7th of August, 06:50 PM

Top Holding

Cash,Cash Equivalents And Net Current Assets
11%
Treps 01jul2020
8%
Reliance Industries Ltd
8%
Hdfc Bank Ltd
6%
Hdfc Life Insurance Co Ltd
4%

Top Sectors

Financial Services
29%
Healthcare
13%
Consumer Defensive
10%
Energy
8%
Basic Materials
6%

Allocation

Equity
81%
Others
19%
Debt
0%

Investment Return Calculator

as on 7th of August, 06:50 PM
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Total Corpus
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Annualized %
  • Savings Bank
  • Fixed Deposit
  • Gold
  • Property
  • PPF
  • EPF
  • Mutual Fund(Equity)

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. Past performance is not an indicator of future returns.

Transaction

as on 7th of August, 06:50 PM
Minimum SIP Amount
0
Minimum Lumpsum Amount
500
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

Shriram Long Term Equity Fund Regular Growth is a Tax Saving Equity fund and has delivered an annualised return of 0.0% over a period of 3 years. The fund is managed by Shriram Asset Management Co Ltd. The fund managers names are Gargi Banerjee, Rohit Gautam. 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. The fund charges 2.55000%. The minimum SIP amount for this is ₹0. In case you want to invest a lump sum, the minimum amount to be invested is ₹500.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.