L&T Equity Savings Fund - Regular - Monthly Dividend-0.20%

2Groww
1.80%
1 Year Return
Hybrid
Equity Savings
2.0 star
1Y
3Y
5Y

Fund Details

L&T Equity Savings Fund - Regular - Monthly Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.57%
NAV11.5 (24 Jun 2019)
Fund Started18 Oct 2011
Fund Size175 Cr

Returns

1Y
3Y*
5Y*
Since inception*
L&T Equity Savings Fund - Regular - Monthly Dividend
1.8%
5.9%
6.9%
7.6%
Category Average
4.0%
7.3%
NA
-
Rank within category
15
12
NA
-
*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
    30
    with 1.8% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Risk is higher compared to the benchmark
    4. Higher expense ratio
    5. 1Y Returns are lower than the benchmark
    6. 3Y Returns are lower than the benchmark
    7. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    EnergyEquity9.1%
    FinancialFixed Deposits4.0%
    Punjab National BankFinancialEquity3.8%
    State Bank of IndiaFinancialEquity3.4%
    FinancialEquity3.3%
    FinancialEquity3.0%
    Shriram Transport Finance Co. Ltd.FinancialNCD2.8%
    Indiabulls Housing Finance Ltd.FinancialDebenture2.8%
    Dewan Housing Finance Corpn. Ltd.FinancialDebenture2.8%
    Sun Pharmaceutical Inds. Ltd.HealthcareEquity2.6%
    See All

    Fund Managers

    addVenugopal Manghat
    Education
    Mr. Manghat is a B.Sc (Mathematics) and MBA (Finance).
    Experience
    Prior to joining L&T Mutual Fund he has worked with Tata Asset Management Ltd.
    Funds Managed
    addJalpan Shah
    Education
    Mr. Shah is a B.E. (Mechanical) and holds a PGDM.
    Experience
    Prior to joining L&T, he was associated with FIL Fund Management Private Limited (Dec 2007-Nov 2012), Lotus India Asset Management Company Private Limited (Sep 2007-Nov 2007) as a Research Analyst, UTI Asset Management Company Private Limited (July 2006-Aug 2007) as a Research Analyst and UTI Asset Management Company Private Limited(May 2004-June 2006) as a Sales & Marketing Manager.
    Funds Managed

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    About L&T Mutual Fund

    L&T Mutual Fund started their mutual fund on 03/01/1997 and its managing total assets of ₹52,749 Cr. Its ranked at 12 as per total assets at end of 30th Sep 2017.

    L&T Mutual Fund offers a bouquet of mutual fund schemes for investors of various investing ideologies. It is one of the pioneering asset management companies of India that has made a mark of its own in the financial industry. L&T Investment Management Limited is the Asset Management Company for all L&T Mutual Fund schemes.

    The fund was launched on 3rd January 1997 and as of June 2018, it has an asset under management of Rs.71118.29 crores. Being a well-known brand in India, this AMC maintains a reputation to giving consistent returns to investors and has funds performing brilliantly across different categories.

    Over the last twenty one years, this fund has put investor needs to the forefront and will continue to do so in the future as well.

    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,
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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