Fund Details
Shriram Long Term Equity Fund Direct Dividend
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.60% |
| NAV | ₹12.76 (02 Dec 2020) |
|---|---|
| Fund Started | 24 Jan 2019 |
| Fund Size | ₹29 Cr |
Returns
as per Historical Returns
Comparison
Found nothing so far.
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 4.7% |
| Infosys Ltd. | Technology | Equity | 4.6% |
| Reliance Industries Ltd. | Energy | Equity | 4.4% |
| HDFC Bank Ltd. | Financial | Equity | 4.4% |
| Reliance Industries Ltd - Partly Paid Equity | Energy | PPE | 4.2% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 3.8% |
| HDFC Asset Management Company Ltd. | Financial | Equity | 3.5% |
| National Thermal Power Corp. Ltd. | Energy | Equity | 3.5% |
| Abbott India Ltd. | Healthcare | Equity | 3.5% |
| HDFC Life Insurance Co Ltd. | Financial | Equity | 3.3% |
Fund Managers
Shriram Long Term Equity Fund Direct Dividend Details
Shriram Long Term Equity Fund Direct Dividend is a Equity Mutual Fund Scheme launched by Shriram Mutual Fund. This scheme was made available to investors on 24 Jan 2019. Kartik Soral is the Current Fund Manager of Shriram Long Term Equity Fund Direct Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹29 Cr and the Latest NAV as of 02 Dec 2020 is ₹12.76.
The Shriram Long Term Equity Fund Direct Dividend is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500.
Investment Objective
The Scheme seeks 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.
