Shriram Long Term Equity Fund Direct Growth

Equity
ELSS
Very High Risk
3Y Lock In
12.38%
3Y annualised
-0.14% 1D
1M
6M
1Y
3Y
All
NAV: 06 Feb 2023₹16.41
Min. SIP amount₹500
Rating3
Fund size₹38.56Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA-0.7%12.4%13.1%
Category averageNA-0.7%15.8%NA
Rank with in categoryNA2528NA
Understand terms

Holdings (36)

NameSectorInstrumentAssets
Reliance Industries Ltd.EnergyEquity9.2%
ICICI Bank Ltd.FinancialEquity8.7%
HDFC Bank Ltd.FinancialEquity6.9%
Infosys Ltd.TechnologyEquity6.5%
State Bank of IndiaFinancialEquity5.3%
Tata Consultancy Services Ltd.TechnologyEquity4.5%
Axis Bank Ltd.FinancialEquity3.8%
Solar Industries India Ltd.ChemicalsEquity2.9%
Larsen & Toubro Ltd.ConstructionEquity2.6%
Adani Ports and Special Economic Zone Ltd.ServicesEquity2.5%
See All

Pros and cons

Category: Equity ELSS

Pros

Cons

Exit load is zero
Consistently lower annualised returns than category average for the past 1Y and 3Y
Lower expense ratio: 0.6%
Lock-in period: 3Y

Expense ratio, exit load and tax

Expense ratio: 0.60%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

Fund house & investment objective

Fund house contact details

Address
CK 6,2nd Floor Sector IISalt Lake Kolkata 700091
Phone
033-23373012 / 9339787128
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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