Fund Details
L&T Arbitrage Opportunities Fund Regular Growth
| Risk | Low |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.98% |
| NAV | ₹14.86 (20 Jan 2021) |
|---|---|
| Fund Started | 30 Jun 2014 |
| Fund Size | ₹2,737 Cr |
Returns
Comparison
1. Risk is lower compared to the benchmark
2. Lower expense ratio
3. 1Y Returns are higher than the benchmark
4. 3Y Returns are higher than the benchmark
5. Age is more than 5 years
6. Lower expense ratio - 0.94%
7. 1Y Returns are higher than the category average returns
8. 3Y Returns are higher than the category average returns
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| L&T Liquid Plan Direct-Growth | Financial | Mutual Fund | 19.2% |
| HDFC Bank Ltd. | Financial | Fixed Deposits | 5.6% |
| Reliance Industries Ltd. | Energy | Equity | 5.3% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 4.7% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 4.7% |
| ICICI Bank Ltd. | Financial | Equity | 4.7% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 3.6% |
| Tata Motors Ltd. | Automobile | Equity | 2.3% |
| Vedanta Ltd. | Metals | Equity | 2.2% |
| National Bank For Agriculture & Rural Development | Financial | CP | 2.2% |
Fund Managers
L&T Arbitrage Opportunities Fund Regular Growth Details
L&T Arbitrage Opportunities Fund Regular Growth is a Hybrid Mutual Fund Scheme launched by L&T Mutual Fund. This scheme was made available to investors on 30 Jun 2014. Venugopal Manghat, Praveen Ayathan, Karan Desai is the Current Fund Manager of L&T Arbitrage Opportunities Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹2,737 Cr and the Latest NAV as of 20 Jan 2021 is ₹14.86.
The L&T Arbitrage Opportunities Fund Regular Growth is rated Low risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 0.50% if redeemed within 1 month
Investment Objective
The scheme seeks to generate reasonable returns by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets and by investing balance in debt and money market instruments.
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.
