Shriram Asset Management Company Limited

Shriram Long Term Equity Fund - Regular Growth

EquityTax Savings
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return12.9%
  • 3 yr return17.1%
  • 5 yr return-
  • Expense Ratio2.54%
  • Lock-in Period-3 years
  • Exit Load0%
  • Fund Size (Cr)Rupees37.5
  • NAVRupees16

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

The Primary Investment Objective Of The Scheme Is 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.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • ICICI Bank Ltd. 9.1
  • Reliance Industries Ltd. 8.9
  • HDFC Bank Ltd. 7.3
  • RECL 08.54% (Series V Goi Serv.) 15-Nov-2028 7.3
  • Infosys Ltd. 5.5
  • State Bank of India 5
  • Tata Consultancy Services Ltd. 4.5
  • Axis Bank Ltd. 3.6
  • Larsen & Toubro Ltd. 3
  • Solar Industries India Ltd. 2.5
  • Hindustan Aeronautics Ltd. 2.5
  • Sectors %
  • Banks26.3
  • Finance13.7
  • Internet and Technology11.9
  • Petroleum Products8.9
  • Chemicals5.3

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