Shriram Long Term Equity Fund - Direct Plan - Growth
Equity | Tax Savings
3Y Returns
20.23%
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.
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%
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
Scheme Document
https://www.shriramamc.com/DownloadsFundwise.aspxAddress
Wockhardt Towers, 2nd Floor, East Wing,C-2, G Block,Bandra Kurla Complex, Bandra (East),Mumbai - 400 051
Shriram Long Term Equity Fund - Direct Plan - Growth
1Y
42.06%
3Y
20.15%
5Y
17.56%
Quant Tax Plan Direct Plan - Growth
1Y
60.47%
3Y
31.88%
5Y
34.3%
Sbi Long Term Equity Fund- Direct Plan - Growth
1Y
60.31%
3Y
29.2%
5Y
22.62%
Hdfc Tax Saver - Direct Plan - Growth Option
1Y
45.78%
3Y
27.73%
5Y
18.44%
Motilal Oswal Long Term Equity Fund - Direct Growth
1Y
62.19%
3Y
27.49%
5Y
22.61%
Bank Of India Tax Advantage Funddirect Plan - Growth
1Y
55.97%
3Y
25.84%
5Y
27.22%
Jm Tax Gain Fund (Direct) - Growth Option
1Y
51.32%
3Y
24.3%
5Y
21.65%
Franklin India Taxshield - Direct Growth
1Y
46.07%
3Y
24.12%
5Y
18.9%
Parag Parikh Tax Saver Fund - Direct Plan-Growth
1Y
33.07%
3Y
23.61%
5Y
NA
Bandhan Tax Advantage (Elss) Fund-Growth-(Direct Plan)
1Y
39.34%
3Y
23.27%
5Y
21.31%
Kotak Tax Saver Fund - Direct Plan - Growth
1Y
40.3%
3Y
23.04%
5Y
20.61%
Nippon India Tax Saver Fund Direct Plan Growth Plan - Growth Option Growth
1Y
43.96%
3Y
22.93%
5Y
16.02%
Dsp Tax Saver Fund - Direct Plan - Growth
1Y
43.65%
3Y
22.12%
5Y
20.57%
Hsbc Tax Saver Equity Fund - Growth Direct Plan
1Y
44.01%
3Y
21.86%
5Y
18.02%
Mahindra Manulife Elss Fund - Direct - Growth
1Y
35.11%
3Y
21.71%
5Y
19.25%
Iti Long Term Equity Fund Direct Plan Growth
1Y
56.86%
3Y
21.6%
5Y
NA
Union Tax Saver (Elss) Fund - Direct Plan Growth
1Y
37.87%
3Y
21.48%
5Y
19.7%
Taurus Taxshield - Direct Plan - Growth
1Y
38.53%
3Y
20.84%
5Y
16.79%
Taurus Taxshield - Direct Plan Growth
1Y
38.53%
3Y
20.84%
5Y
16.79%
Tata India Tax Savings Fund Direct Plan Growth
1Y
35.41%
3Y
20.51%
5Y
17.97%
Edelweiss Long Term Equity Fund(Tax Savings) - Direct Growth Plan
1Y
36.81%
3Y
20.19%
5Y
17.8%
Icici Prudential Long Term Equity Fund (Tax Saving) - Direct Plan - Growth
1Y
37.45%
3Y
20.08%
5Y
17.23%
Mirae Asset Tax Saver Fund - Direct Growth
1Y
36.47%
3Y
19.74%
5Y
20.65%
Groww Elss Tax Saver Fund - Direct Plan- Growth Option
1Y
38.47%
3Y
19.57%
5Y
15.95%
Quantum Tax Saving Fund - Direct Plan Growth Option
1Y
40.47%
3Y
19.26%
5Y
15.38%
Pgim India Elss Tax Saver Fund - Direct Plan - Growth Option
1Y
24.89%
3Y
19.07%
5Y
17.9%
Canara Robeco Equity Tax Saver Fund Direct Growth
1Y
33.33%
3Y
19.05%
5Y
20%
Invesco India Tax Plan - Direct Plan Growth
1Y
42.99%
3Y
18.71%
5Y
18.06%
Sundaram Diversified Equity Fund Direct Plan Growth
1Y
28.12%
3Y
18.21%
5Y
14.61%
Lic Elss - Direct Plan - Growth
1Y
32.29%
3Y
18.09%
5Y
15.9%
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