L&T Long Term Advantage Fund I Growth

Equity
Tax Planning
Moderately High Risk
3Y Lock In
14.94%
3Y annualised
0.00% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 26 Mar 2019
₹51.10
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹2.03Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (38)

NameSectorInstrumentAssets
FinancialEquity6.67%
FinancialEquity5.96%
FinancialEquity4.85%
TechnologyEquity4.69%
FMCGEquity4.58%
Maruti Suzuki India Ltd.
AutomobileEquity4.45%
Cons DurableEquity4.20%
ChemicalsEquity3.86%
EngineeringEquity3.84%
ConstructionEquity3.57%
HealthcareEquity3.37%
EnergyEquity3.27%
Motherson Sumi Systems Ltd.
AutomobileEquity3.25%
FinancialEquity3.15%
FinancialEquity2.87%
ConstructionEquity2.68%
EnergyEquity2.60%
FMCGEquity2.28%
Pidilite Industries Ltd.
ChemicalsEquity2.20%
FinancialEquity2.07%
Divi's Laboratories Ltd.
HealthcareEquity1.96%
ChemicalsEquity1.90%
TechnologyEquity1.78%
EngineeringEquity1.76%
EnergyEquity1.74%
Ramco Industries Ltd.
ConstructionEquity1.57%
ChemicalsEquity1.33%
HealthcareEquity1.27%
GIC Housing Finance Ltd.
FinancialEquity1.16%
Sun Pharmaceutical Inds. Ltd.
HealthcareEquity1.07%
ConstructionEquity1.07%
Unichem Laboratories Ltd.
HealthcareEquity1.02%
HealthcareEquity0.98%
ConstructionEquity0.93%
ChemicalsEquity0.91%
ConstructionEquity0.88%
ChemicalsEquity0.52%
EngineeringEquity0.39%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Tax Planning
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns2.0%14.9%16.1%17.7%
Category average-3.8%17.1%25.8%NA
Rank with in category643NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 2.81%

Inclusive of GST

Exit load

For investments less than Rs. 2 lakhs, entry load of 2.25% is chargeable.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Fund management

Vihang Naik
Oct 2016 - Present
View details

Education
Mr. Naik is a CFA & BMS.
Experience
Prior to joining HSBC Mutual Fund, he was associated with L&T Mutual Fund, MF Global, Motilal Oswal Securities and SBICAP Securities.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
BrindavanPlot No. 177, CST RoadKalina, Santacruz (East) Mumbai 400098
Phone
022-66554000 / 1800-2000-400
Launch Date
25 Apr 1996
L&T Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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