+91 73377 40002

9AM - 8PM

Asset Size:26Cr
Expense Ratio:2.55%
Fund Manager(s):
5year Returns:12.75%

Shriram Long Term Equity Fund Regular Growth

       

Tax Savings
ELSS (Tax Savings)

Nav : 11.2274 ( -0.24%) February 25th, 2020

People currently viewing this : 1

Rank (of 245)

Not Ranked

Annualized Returns(5 yrs)

12.75%

Investment Horizon

>3 Yr

Doubled Money

5yrs 9m

Returns since January 19th, 2019

11.09%

*Monthly Investment and One Time Investment are not Available in this Fund

Amount Invested

20k

Projected Wealth Gained

1L

Projected Maturity Amount

1.2L

     

Tax Savings
ELSS (Tax Savings)

Nav : 11.2274 ( -0.24%) February 25th, 2020

People currently viewing this : 1

Upwardly's Take :

Over the years, ELSS funds have given the best returns out of all the tax saving instruments under 80 C like PF, FDs, ULIPs, Post office deposits, KVP etc. This fund has a lock-in for 3 years.

Ideal for medium-term to long term goals. Invest in this fund to maximize your returns for a foreseeable future.

*Monthly Investment and One Time Investment are not Available in this Fund

Amount Invested

20k

Projected Wealth Gained

1L

Projected Maturity Amount

1.2L

Rank (of 245)

Not Ranked

Annualized Returns(5 yrs)

12.75%

Investment Horizon

>3 Yr

Doubled Money

5yrs 9m

Returns since January 19th, 2019

11.09%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

FUND DETAIL INFORMATION

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 guauantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Basic Details
Fund House
Shriram
Launch Date
January 19th, 2019
Expense Ratio
2.55%
Fund Category Risk
High
Std Dev (1Yr)
9.876
Std Dev (3Yr)
Std Dev (5Yr)
Asset Size
26Cr
Investment Details
Investment Plan
Growth
Return since Launch
11.09 %
Exit Load
No Exit Load
Contact Details
Fund Manager(s)
Phone No.
+91 33 23373012