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Shriram Long Term Equity Fund Direct Dividend+0.08%

13.68%
1 Year Return
Equity
Equity: ELSS
6M
1Y
All

Fund Details

Shriram Long Term Equity Fund Direct Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.60%
NAV12.76 (02 Dec 2020)
Fund Started24 Jan 2019
Fund Size29 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
13.7%
-
-
4.8%
Category Average
10.6%
5.0%
9.8%
-
Rank Within Category
13
-
-
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with 13.7% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    ICICI Bank Ltd.FinancialEquity4.7%
    Infosys Ltd.TechnologyEquity4.6%
    Reliance Industries Ltd.EnergyEquity4.4%
    HDFC Bank Ltd.FinancialEquity4.4%
    Reliance Industries Ltd - Partly Paid EquityEnergyPPE4.2%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.8%
    HDFC Asset Management Company Ltd.FinancialEquity3.5%
    National Thermal Power Corp. Ltd.EnergyEquity3.5%
    Abbott India Ltd.HealthcareEquity3.5%
    HDFC Life Insurance Co Ltd.FinancialEquity3.3%
    See All

    Fund Managers

    Rohit Kumar Gautam
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    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.

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Nil
    Exit Load

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    About Shriram Mutual Fund

    Address
    CK-6, 2nd Floor, Sector II, Salt Lake City, Kolkata - 700091
    Phone
    033-23373012
    Launch Date
    05 Dec 1994
    Website
    NA
    Shriram Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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