Shriram Long Term Equity Fund
500
Min SIP
500
Min Lumpsum
0.6 %
Expense Ratio
Rating
37
Fund Size (in Cr)
4 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 11.3% | 19.6% | - | 13.4% | ||||
| Category Average | 12.7% | 26.1% | 12.8% | - |
Scheme Allocation
By Holding
By Sector
By Asset
ICICI Bank
Reliance Industr
HDFC Bank
Infosys
St Bk of India
Others
Advance Ratio
-0.17
Alpha
3.84
SD
0.84
Beta
0.41
Sharpe
Exit Load
| Exit Load | Nil |
|---|
Fund 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. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Fund Managers
Deepak Ramaraju
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- ELSS .
-
- 4,740
-
15.1%Fund Size - 4,740
-
28.7%Fund Size - 4,740
-
11.8%Fund Size - 4,740
-
- Equity .
- ELSS .
-
- 11,451
-
13.3%Fund Size - 11,451
-
28.5%Fund Size - 11,451
-
8.6%Fund Size - 11,451
-
- Equity .
- ELSS .
-
- 3,559
-
18%Fund Size - 3,559
-
28.2%Fund Size - 3,559
-
15.8%Fund Size - 3,559
-
- Equity .
- ELSS .
-
- 966
-
12.9%Fund Size - 966
-
26.6%Fund Size - 966
-
11.5%Fund Size - 966
-
- Equity .
- ELSS .
-
- 10,161
-
12.1%Fund Size - 10,161
-
25.5%Fund Size - 10,161
-
12.9%Fund Size - 10,161
AMC Contact Details
Shriram Mutual Fund
AUM:
282 Cr
Address:
511-512, Meadows, Sahar Plaza,
J. B. Nagar, Andheri (East),
Mumbai - 400059.
Contact:
033-23373012
Email ID:
info@shriramamc.com
Frequently Asked Questions
How to invest in Shriram Long Term Equity Fund ?
You can invest in Shriram Long Term Equity Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Shriram Long Term Equity Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Shriram Long Term Equity Fund ?
The NAV of Shriram Long Term Equity Fund is ₹17.2 as of 02 June 2023.
How to redeem Shriram Long Term Equity Fund holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is PE and PB ratio of Shriram Long Term Equity Fund?
Shriram Long Term Equity Fund's PE ratio is 29.1 and PB ratio is 2.19 as of 02 June 2023
What are the top stock holdings of Shriram Long Term Equity Fund?
The top stock holdings of Shriram Long Term Equity Fund are
- ICICI Bank - 9.17%
- Reliance Industr - 8.93%
- HDFC Bank - 7.3%
- Infosys - 5.52%
- St Bk of India - 5.08%
How much returns have Shriram Long Term Equity Fund generated ?
The Shriram Long Term Equity Fund has delivered 13.4% since inception
What is the expense ratio of Shriram Long Term Equity Fund ?
The expense ratio of Shriram Long Term Equity Fund is 0.6 % as of 02 June 2023.
What is the AUM of Shriram Long Term Equity Fund?
The AUM of Shriram Long Term Equity Fund is ₹282 Cr as of 02 June 2023
What is the minimum sip amount of Shriram Long Term Equity Fund?
The minimum SIP amount of Shriram Long Term Equity Fund is ₹500
What are the top sectors Shriram Long Term Equity Fund has invested in??
The top sectors Shriram Long Term Equity Fund has invested in are
- ICICI Bank - 9.17%
- Reliance Industr - 8.93%
- HDFC Bank - 7.3%
- Infosys - 5.52%
- St Bk of India - 5.08%