6M
1Y
3Y
5Y
Fund Details
L&T Tax Saver Fund Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 2.77% |
| NAV | ₹38.77 (11 May 2018) |
|---|---|
| Fund Started | 18 Nov 2005 |
| Fund Size | ₹32 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
11.2%
16.9%
20.9%
12.9%
Category Average
-
-
-
-
Rank Within Category
-
-
-
-
*All returns are annualized.
SIP
Minimum SIP amount₹500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
₹0
with 11.2% returns per annum
Comparison
Data not available
Pros
1. Age is more than 10 years
2. Exit load is zero
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Higher expense ratio - 2.77%
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| KEC International Ltd. | Engineering | Equity | 5.0% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 4.9% |
| Sundram Fasteners Ltd. | Engineering | Equity | 4.4% |
| Larsen & Toubro Ltd. | Construction | Equity | 4.1% |
| ICICI Bank Ltd. | Financial | Equity | 3.5% |
| HDFC Bank Ltd. | Financial | Equity | 3.4% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.4% |
| Voltas Ltd. | Cons Durable | Equity | 3.4% |
| Federal Bank Ltd. | Financial | Equity | 3.2% |
| Ashoka Buildcon Ltd. | Construction | Equity | 3.2% |
See All
Fund Managers
L&T Tax Saver Fund Growth Details
L&T Tax Saver Fund Growth is a Equity Mutual Fund Scheme launched by L&T Mutual Fund. This scheme was made available to investors on 18 Nov 2005. Vihang Naik is the Current Fund Manager of L&T Tax Saver Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹32 Cr and the Latest NAV as of 11 May 2018 is ₹38.77.
The L&T Tax Saver Fund Growth is rated Moderately High risk. Minimum SIP Investment is set to 500.
Investment Objective
The scheme aims to generate long-term capital appreciation from a diversified portfolio of equity and equity related securities and enable investors to avail the income tax rebate, as per the prevailing tax laws.
Tax Implications
Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.
Scheme Information Document(SID)
Not Supported
Min for First Investment
Not Supported
Min for Second Investment
Nil
Exit Load
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L&T Tax Saver Fund Growth
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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
03 Jan 1997
Website
NAL&T Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
enq_h@camsonline.comWebsite
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