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Shriram Long Term Equity Fund Direct Growth-1.72%

15.66%
1 Year Return
Equity
Equity: ELSS
6M
1Y
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Fund Details

Shriram Long Term Equity Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.60%
NAV₹13.28 (27 Jan 2021)
Fund Started24 Jan 2019
Fund Size34 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
15.7%
-
-
17.8%
Category Average
14.2%
5.0%
12.9%
-
Rank Within Category
19
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Would have become
0
with 15.7% returns per annum

Comparison

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Pros
Found nothing so far.
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity8.9%
ICICI Bank Ltd.FinancialEquity4.9%
Infosys Ltd.TechnologyEquity4.6%
Housing Development Finance Corpn. Ltd.FinancialEquity4.3%
HDFC Asset Management Company Ltd.FinancialEquity3.9%
Reliance Industries Ltd.EnergyEquity3.6%
National Thermal Power Corp. Ltd.EnergyEquity3.3%
Reliance Industries Ltd - Partly Paid EquityEnergyPPE3.3%
Abbott India Ltd.HealthcareEquity3.0%
Tata Consultancy Services Ltd.TechnologyEquity2.8%
See All

Fund Managers

Rohit Kumar Gautam
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Shriram Long Term Equity Fund Direct Growth Details

Shriram Long Term Equity Fund Direct Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹34 Cr and the Latest NAV as of 27 Jan 2021 is ₹13.28.

The Shriram Long Term Equity Fund Direct Growth 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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