L&T Large and Midcap Fund Direct Dividend-0.12%

3Groww
8.06%
1 Year Return
Equity
Large & Mid Cap
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

L&T Large and Midcap Fund Direct Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.45%
NAV27.48 (09 Dec 2019)
Fund Started01 Jan 2013
Fund Size1,365 Cr

Returns

1Y
3Y*
5Y*
Since inception*
L&T Large and Midcap Fund Direct Dividend
8.1%
10.0%
8.2%
12.9%
Category Average
-1.6%
6.9%
8.8%
-
Rank within category
20
13
13
-
*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 8.1% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    ICICI Bank Ltd.FinancialEquity6.7%
    HDFC Bank Ltd.FinancialEquity5.2%
    Larsen & Toubro Ltd.ConstructionEquity5.1%
    Tata Consultancy Services Ltd.TechnologyEquity4.7%
    Reliance Industries Ltd.EnergyEquity3.8%
    Cholamandalam Investment & Finance Co. Ltd.FinancialEquity3.2%
    City Union Bank Ltd.FinancialEquity3.1%
    Abbott India Ltd.HealthcareEquity3.0%
    HCL Technologies Ltd.TechnologyEquity2.9%
    Jubilant FoodWorks Ltd.ServicesEquity2.9%
    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 Large and Midcap Fund Direct Dividend is a Equity Mutual Fund Scheme launched by L&T Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Soumendra Nath Lahiri, Karan Desai is the Current Fund Manager of L&T Large and Midcap Fund Direct Dividend.The fund currently has an Asset Under Management(AUM) of ₹1,365 Cr and the Latest NAV as of 09 Dec 2019 is ₹27.48.

    The L&T Large and Midcap Fund Direct 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

    The investment objective of the Scheme is to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities including equity derivatives.

    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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