Shriram Long Term Equity Fund Regular Growth
Medium
Risk
Equity
Elss Fund
+
16.32
%
16.32
%
3Y annualised
+
0.31
%
0.31
%
1D
1M
6M
1Y
3Y
All
Fund size
47
NAV:
Mar 7, 2024
21.0952
Sector
Tech
Type
Equity
Launched
Jan 2019
Min Investment
500
Expense Ratio
3
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
HDFC Bank Ltd
6.89
%
Reliance Industries Ltd
5.75
%
Infosys Ltd
4.06
%
ICICI Bank Ltd
3
%
Larsen & Toubro Ltd
2.80
%
Tata Consultancy Services Ltd
2.44
%
Bharti Airtel Ltd
2.44
%
Bajaj Auto Ltd
2.38
%
NTPC Ltd
2.02
%
MRF Ltd
1.99
%
Expense ratio, exit load and tax
Expense Ratio:
3
%
Inclusive of GST
Exit load
No exit loads
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.
Fund house & investment objective
Shriram Long Term Equity Fund Regular Growth
More details
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. 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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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One-time
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
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