Shriram Long Term Equity Fund Regular IDCW

Equity
ELSS
Very High Risk
Payout
3Y Lock In
16.10%
3Y annualised
-0.77% 1D
1M
6M
1Y
3Y
All
NAV: 21 Sep 2023₹17.12
Min. SIP amountNot Supported
Rating2
Fund size₹38.95Cr

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 returnsNA8.2%16.1%12.3%
Category averageNA14.7%23.4%NA
Rank with in categoryNA3132NA
Understand terms

Holdings (64)

NameSectorInstrumentAssets
FinancialDebenture6.9%
FinancialEquity6.0%
EnergyEquity3.8%
Capital GoodsEquity3.3%
FinancialEquity3.0%
FinancialEquity2.6%
HealthcareEquity2.6%
EnergyEquity2.5%
Consumer StaplesEquity2.4%
ConstructionEquity2.4%
See All

Expense ratio, exit load and tax

Expense ratio: 2.55%

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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Fund house & investment objective

Fund house contact details

Address
511-512, Meadows, Sahar Plaza,J. B. Nagar, Andheri (East), Mumbai 400059
Phone
033-23373012 / 9339787128
Launch Date
05 Dec 1994
E-mail
NA
Website
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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