L&T Equity Fund Dividend-0.20%

3Groww
5.45%
1 Year Return
Equity
Multi Cap
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

L&T Equity Fund Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.11%
NAV30.20 (09 Dec 2019)
Fund Started16 May 2005
Fund Size2,697 Cr

Returns

1Y
3Y*
5Y*
Since inception*
L&T Equity Fund Dividend
5.5%
9.1%
6.9%
15.6%
Category Average
-2.1%
5.9%
5.1%
-
Rank within category
35
28
26
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 5.5% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. 1Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 3Y Returns are lower than the benchmark
    3. 5Y Returns are lower than the benchmark
    4. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    ICICI Bank Ltd.FinancialEquity8.1%
    HDFC Bank Ltd.FinancialEquity7.3%
    Larsen & Toubro Ltd.ConstructionEquity6.3%
    Tata Consultancy Services Ltd.TechnologyEquity5.0%
    Kotak Mahindra Bank Ltd.FinancialEquity4.2%
    Reliance Industries Ltd.EnergyEquity3.9%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.3%
    Infosys Ltd.TechnologyEquity3.1%
    Axis Bank Ltd.FinancialEquity3.0%
    HCL Technologies Ltd.TechnologyEquity3.0%
    See All

    Fund Managers

    addSoumendra Nath Lahiri
    Education
    Mr. Lahiri is a B.Tech and PGDM from IIM Bangalore.
    Experience
    Prior to joining L&T Mutual Fund he has worked with Canara Robeco AMC Co. Ltd., Emkay Investment Managers Ltd, Fortuna Capital, DSP Mutual Fund.
    Funds Managed
    addKaran Desai
    Education
    Mr. Desai has done Bcom from Mumbai University and Msc Investments from University of Birmingham.
    Experience
    Prior to this he was working with L&TInvestment Management,HNI & Institutional and Accounts & Taxation
    Funds Managed
    add
    Education
    Experience
    Funds Managed

    Other Details

    L&T Equity Fund Dividend is a Equity Mutual Fund Scheme launched by L&T Mutual Fund. This scheme was introduced to investors on 16 May 2005. Soumendra Nath Lahiri, Karan Desai is the Current Fund Manager of L&T Equity Fund Dividend.The fund currently has an Asset Under Management(AUM) of ₹2,697 Cr and the Latest NAV as of 09 Dec 2019 is ₹30.20.

    The L&T Equity Fund Dividend is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. For units in excess of 10% of the investment,1% will be charged for redemption within 1 year..

    Investment Objective

    To generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    For units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
    Exit Load

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    About L&T Mutual Fund

    Address
    6th Floor, Brindavan, Plot No 177, CST Road, Kalina, Santacruz (E), Mumbai 400098
    Phone
    022-66554000
    Launch Date
    02 Jan 1997
    L&T Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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