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Shriram Long Term Equity Fund - Direct Plan - Growth

Equity | Tax Savings

(NAV as of 17/05/2024)
23.91 (1.30)

3Y Returns

19.49%

Min SIP

500

Min Lumpsum

500

Expense Ratio

0.8%

Fund Size

44 Cr

Inception Date

25-Jan-19

Fund Manager

Deepak Ramaraju

Exit Load

Nil.

Wealthzi View

Overall Fund Zi Tag

Asset Allocation

Equity

93.57%

Debt & Others

6.43%

Market Cap Allocation

Large Cap

51.76%

Mid Cap

19.58%

Small Cap

22.22%

Other Cap

6.43%

Sector Allocation

Internet and Technology

11.72%

Cash/Deposits/Margins/Treps/Repo/Swaps

11.24%

Banks

9.89%

Automobiles

8.39%

Petroleum Products

6.77%

Top Ten Holdings

TREPS - 01FEB2024

8.09%

HDFC Bank Ltd

6.89%

Reliance Industries Ltd

5.75%

Infosys Ltd

4.06%

Cash/Bank/Net Current Assets/(Liabilities)

3.15%

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.

Fund House Detail

AMC Name

Shriram Asset Management Company Limited

Address

Wockhardt Towers, 2nd Floor, East Wing,C-2, G Block,Bandra Kurla Complex, Bandra (East),Mumbai - 400 051

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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