2022-ൽ നിക്ഷേപിക്കാനുള്ള 10 മികച്ച എൽ ആൻഡ് ടി മ്യൂച്വൽ ഫണ്ട് സ്കീമുകൾ

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എൽ ആൻഡ് ടി എംഎഫ് സ്കീമുകളിൽ നിക്ഷേപിക്കുന്നത് എന്തുകൊണ്ട്?
മികച്ച എൽ ആൻഡ് ടി മ്യൂച്വൽ ഫണ്ട് സ്കീമുകൾ
എൽ ആൻഡ് ടി മ്യൂച്വൽ ഫണ്ട് ഓൺലൈനിൽ എങ്ങനെ നിക്ഷേപിക്കാം?
Top 10 Funds

2022-ലെ 10 മികച്ച L&T മ്യൂച്വൽ ഫണ്ട് സ്കീമുകൾ

Updated on February 5, 2025 , 37349 views

എൽ ആൻഡ് ടി മ്യൂച്വൽ ഫണ്ട് ഇന്ത്യയിലെ അറിയപ്പെടുന്ന ഒരു ഫണ്ട് ഹൗസാണ്. എൽ ആൻഡ് ടി ഫിനാൻസ് ഹോൾഡിംഗ് ലിമിറ്റഡിന്റെ സ്പോൺസർഷിപ്പിനും എൽ ആൻഡ് ടിയുടെ ട്രസ്റ്റിഷിപ്പിനു കീഴിലുമാണ് ഇത് രൂപീകരിച്ചത്.മ്യൂച്വൽ ഫണ്ട് ട്രസ്റ്റി ലിമിറ്റഡ്. എൽ ആൻഡ് ടിയിൽ നിക്ഷേപിക്കാൻ പദ്ധതിയിടുന്ന നിക്ഷേപകർക്ക് എപരിധി ഇക്വിറ്റി, കടം, ഹൈബ്രിഡ് മുതലായവ പോലുള്ള ഓപ്ഷനുകൾ.ഇക്വിറ്റി ഫണ്ടുകൾ ദീർഘകാലത്തേക്ക് ഒരു നല്ല ഓപ്ഷനാണ്നിക്ഷേപ പദ്ധതി. നിങ്ങൾക്ക് ദീർഘകാല സമ്പത്ത് സൃഷ്ടിക്കാൻ ലക്ഷ്യമിടുന്നുനിക്ഷേപിക്കുന്നു ഇക്വിറ്റി ഫണ്ടുകളിൽ. കുറഞ്ഞ കാലയളവിൽ ഒപ്റ്റിമൽ റിട്ടേൺ നേടാൻ, നിങ്ങൾക്ക് നിക്ഷേപം തിരഞ്ഞെടുക്കാവുന്നതാണ്ഡെറ്റ് ഫണ്ട്. ഹൈബ്രിഡ് ഫണ്ടുകൾ എന്നും അറിയപ്പെടുന്നുബാലൻസ്ഡ് ഫണ്ട്, ഡെറ്റ്, ഇക്വിറ്റി ഫണ്ടുകൾ എന്നിവയുടെ സംയോജനമായി പ്രവർത്തിക്കുക.

ഇരട്ട ആനുകൂല്യങ്ങൾ തേടാൻ ആഗ്രഹിക്കുന്ന നിക്ഷേപകർക്ക്, അതായത്, ദീർഘകാല സമ്പത്ത് കെട്ടിപ്പടുക്കുന്നതിനും കാലക്രമേണ സ്ഥിരമായ വരുമാനം നേടുന്നതിനും, L&T MF വാഗ്ദാനം ചെയ്യുന്ന ബാലൻസ്ഡ് ഫണ്ടുകളിൽ നിക്ഷേപിക്കാം. എന്നിരുന്നാലും, നല്ല ലാഭം നേടുന്നതിന്, ഒരു നല്ല ഫണ്ടിൽ നിക്ഷേപിക്കുന്നത് പ്രധാനമാണ്. അതിനാൽ, 2022-ൽ നിക്ഷേപിക്കാൻ ഏറ്റവും മികച്ച 10 എൽ ആൻഡ് ടി മ്യൂച്വൽ ഫണ്ട് സ്കീമുകൾ ഞങ്ങൾ പട്ടികപ്പെടുത്തിയിട്ടുണ്ട്.

AUM പോലുള്ള ചില പാരാമീറ്ററുകൾ ഏറ്റെടുത്ത് ഈ ഫണ്ടുകൾ ഷോർട്ട്‌ലിസ്റ്റ് ചെയ്തിട്ടുണ്ട്,അല്ല, മുൻകാല പ്രകടനങ്ങൾ, ശരാശരി വരുമാനം മുതലായവ.

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എൽ ആൻഡ് ടി എംഎഫ് സ്കീമുകളിൽ നിക്ഷേപിക്കുന്നത് എന്തുകൊണ്ട്?

L&T മ്യൂച്വൽ ഫണ്ട് വ്യക്തികളുടെ പ്രതീക്ഷിക്കുന്ന വരുമാനം, അപകടസാധ്യത-വിശപ്പ്, മറ്റ് അനുബന്ധ ഘടകങ്ങൾ എന്നിവയെ അടിസ്ഥാനമാക്കി അവരുടെ വിവിധ ആവശ്യങ്ങൾ നിറവേറ്റുന്നതിനായി വൈവിധ്യമാർന്ന സ്കീമുകൾ വാഗ്ദാനം ചെയ്യുന്നു.

വ്യക്തികൾക്ക് അവരുടെ സൗകര്യത്തിനനുസരിച്ച് ഓൺലൈൻ അല്ലെങ്കിൽ ഓഫ്‌ലൈൻ മോഡ് വഴി വലിയ ബുദ്ധിമുട്ടുകളില്ലാതെ അവരുടെ ഫണ്ടുകൾ വാങ്ങാനും വീണ്ടെടുക്കാനും കഴിയും.
പോലുള്ള നിരവധി പാരാമീറ്ററുകൾ പരിഗണിച്ചാണ് എൽ ആൻഡ് ടി എംഎഫ് കമ്പനികളെ വിലയിരുത്തുന്നത്ദ്രവ്യത, ബിസിനസ്സ് ആകർഷണം, മാനേജ്മെന്റ് ട്രാക്ക് റെക്കോർഡ് എന്നിവയും അതിലേറെയും.

മികച്ച എൽ ആൻഡ് ടി മ്യൂച്വൽ ഫണ്ട് സ്കീമുകൾ

Fund	NAV	Net Assets (Cr)	Min Investment	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
L&T Infrastructure Fund Growth	₹43.4772 ↓ -0.08	₹2,511	5,000	500	-12.3	-11.9	10.1	21.3	21.8	28.1
L&T Midcap Fund Growth	₹354.392 ↑ 3.33	₹12,416	5,000	500	-10.4	-4.7	14.2	20.8	20.1	39.7
L&T India Value Fund Growth	₹101.263 ↓ -0.15	₹13,565	5,000	500	-7.5	-4.3	10.4	20	22.2	25.9
L&T Business Cycles Fund Growth	₹39.1025 ↓ -0.13	₹1,035	5,000	500	-9.7	-4.1	15.7	19.3	19	36.3
L&T Emerging Businesses Fund Growth	₹78.6906 ↓ -0.69	₹17,386	5,000	500	-10.4	-6	7.6	19.1	27.1	28.5
L&T Tax Advantage Fund Growth	₹125.4 ↓ -0.41	₹4,313	500	500	-6.1	-2.8	17.6	16.7	17.2	33
L&T Large and Midcap Fund Growth	₹72.8402 ↑ 0.12	₹1,620	5,000	500	3.7	18	1.5	14.9	7.9
L&T Equity Fund Growth	₹124.542 ↑ 0.00	₹2,884	5,000	500	3.3	15.6	2.2	14.3	9
L&T India Large Cap Fund Growth	₹42.242 ↑ 0.02	₹758	5,000	500	4.4	16.7	2.9	13.6	10.5
L&T Hybrid Equity Fund Growth	₹51.4196 ↑ 0.01	₹5,728	5,000	500	-6	-4.7	10.8	11.7	13.2	22.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Feb 25

*AUM അടിസ്ഥാനമാക്കിയുള്ള ഫണ്ടിന്റെ ലിസ്റ്റ് >=100 കോടി 3-ന് അടുക്കിവർഷംസിഎജിആർ മടങ്ങുക.

1. L&T Infrastructure Fund

To generate capital appreciation by investing predominantly in equity and equity related instruments of companies in the infrastructure sector.

L&T Infrastructure Fund is a Equity - Sectoral fund was launched on 27 Sep 07. It is a fund with High risk and has given a CAGR/Annualized return of 8.8% since its launch. Return for 2024 was 28.1% , 2023 was 50.7% and 2022 was 3.1% .

Below is the key information for L&T Infrastructure Fund

L&T Infrastructure Fund Growth
Launch Date	27 Sep 07
NAV (07 Feb 25)	₹43.4772 ↓ -0.08 (-0.17 %)
Net Assets (Cr)	₹2,511 on 31 Dec 24
Category	Equity - Sectoral
AMC	L&T Investment Management Ltd
Rating	Not Rated
Risk	High
Expense Ratio	2.1
Sharpe Ratio	1.27
Information Ratio	0.55
Alpha Ratio	12.2
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Jan 20	₹10,000
31 Jan 21	₹9,863
31 Jan 22	₹15,156
31 Jan 23	₹15,575
31 Jan 24	₹24,572
31 Jan 25	₹27,760

L&T Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033 Invest Now

Returns for L&T Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 25

Duration	Returns
1 Month	-9.6%
3 Month	-12.3%
6 Month	-11.9%
1 Year	10.1%
3 Year	21.3%
5 Year	21.8%
10 Year
15 Year
Since launch	8.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	28.1%
2023	50.7%
2022	3.1%
2021	56.3%
2020	1.6%
2019	-3.1%
2018	-17.1%
2017	61.1%
2016	8.6%
2015	6.8%

Fund Manager information for L&T Infrastructure Fund

Name	Since	Tenure
Venugopal Manghat	17 Dec 19	5.13 Yr.
Gautam Bhupal	26 Nov 22	2.19 Yr.
Sonal Gupta	26 Nov 22	2.19 Yr.

Data below for L&T Infrastructure Fund as on 31 Dec 24

Equity Sector Allocation

Sector	Value
Industrials	50.47%
Basic Materials	11.64%
Energy	8.53%
Communication Services	7.35%
Utility	7.15%
Technology	4.18%
Financial Services	3.94%
Real Estate	2.65%
Consumer Cyclical	1.82%

Asset Allocation

Asset Class	Value
Cash	2.27%
Equity	97.73%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
NTPC Ltd (Utilities) Equity, Since 31 Jan 22 \| 532555	7%	₹180 Cr	5,385,500
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Jan 12 \| LT	7%	₹167 Cr	462,900 ↓ -78,100
Bharat Electronics Ltd (Industrials) Equity, Since 30 Sep 15 \| BEL	7%	₹166 Cr	5,654,400 ↓ -1,476,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 17 \| BHARTIARTL	7%	₹165 Cr	1,041,600
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 20 \| RELIANCE	4%	₹107 Cr	882,800 ↑ 146,800
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Oct 19 \| 532538	4%	₹102 Cr	88,900
Aditya Birla Real Estate Ltd (Basic Materials) Equity, Since 31 Jan 18 \| 500040	3%	₹79 Cr	315,600 ↓ -82,100
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Oct 20 \| DIXON	3%	₹77 Cr	42,730 ↓ -6,970
Power Finance Corp Ltd (Financial Services) Equity, Since 29 Feb 24 \| 532810	3%	₹67 Cr	1,488,800
ABB India Ltd (Industrials) Equity, Since 30 Jun 19 \| ABB	2%	₹62 Cr	90,050

2. L&T Midcap Fund

To generate capital appreciation by investing primarily in midcap stocks. The scheme will invest primarily in companies whose market capitalization falls between the highest and the lowest constituent of the Nifty Free Float Midcap 100.

L&T Midcap Fund is a Equity - Mid Cap fund was launched on 9 Aug 04. It is a fund with High risk and has given a CAGR/Annualized return of 19% since its launch. Ranked 5 in Mid Cap category. Return for 2024 was 39.7% , 2023 was 40% and 2022 was 1.1% .

Below is the key information for L&T Midcap Fund

L&T Midcap Fund Growth
Launch Date	9 Aug 04
NAV (07 Feb 25)	₹354.392 ↑ 3.33 (0.95 %)
Net Assets (Cr)	₹12,416 on 31 Dec 24
Category	Equity - Mid Cap
AMC	L&T Investment Management Ltd
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.77
Sharpe Ratio	2.56
Information Ratio	0.42
Alpha Ratio	15.27
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Jan 20	₹10,000
31 Jan 21	₹11,149
31 Jan 22	₹14,583
31 Jan 23	₹14,755
31 Jan 24	₹21,674
31 Jan 25	₹25,267

L&T Midcap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644 Invest Now

Returns for L&T Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 25

Duration	Returns
1 Month	-11.9%
3 Month	-10.4%
6 Month	-4.7%
1 Year	14.2%
3 Year	20.8%
5 Year	20.1%
10 Year
15 Year
Since launch	19%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	39.7%
2023	40%
2022	1.1%
2021	30.4%
2020	19%
2019	-0.2%
2018	-12%
2017	52.3%
2016	9.8%
2015	10.8%

Fund Manager information for L&T Midcap Fund

Name	Since	Tenure
Venugopal Manghat	1 Oct 23	1.34 Yr.
Cheenu Gupta	26 Nov 22	2.19 Yr.
Sonal Gupta	1 Oct 23	1.34 Yr.

Data below for L&T Midcap Fund as on 31 Dec 24

Equity Sector Allocation

Sector	Value
Industrials	29.39%
Financial Services	18.39%
Consumer Cyclical	14.24%
Technology	13.48%
Real Estate	7.01%
Health Care	6.91%
Utility	4.74%
Consumer Defensive	2.27%
Basic Materials	1.85%
Communication Services	0.05%

Asset Allocation

Asset Class	Value
Cash	1.66%
Equity	98.34%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 31 May 24 \| 500093	5%	₹620 Cr	8,521,430 ↑ 977,930
PB Fintech Ltd (Financial Services) Equity, Since 31 Jan 24 \| 543390	5%	₹573 Cr	2,719,200 ↑ 367,500
Dixon Technologies (India) Ltd (Technology) Equity, Since 30 Apr 24 \| DIXON	4%	₹547 Cr	304,800
Trent Ltd (Consumer Cyclical) Equity, Since 30 Jun 19 \| 500251	4%	₹452 Cr	634,900
Suzlon Energy Ltd (Industrials) Equity, Since 31 Mar 24 \| SUZLON	4%	₹438 Cr	70,452,868 ↓ -19,954,232
Zomato Ltd (Consumer Cyclical) Equity, Since 31 Mar 24 \| 543320	3%	₹421 Cr	15,135,559
HDFC Asset Management Co Ltd (Financial Services) Equity, Since 31 Dec 22 \| HDFCAMC	3%	₹405 Cr	964,400
JSW Energy Ltd (Utilities) Equity, Since 31 Mar 24 \| JSWENERGY	3%	₹404 Cr	6,288,700
BSE Ltd (Financial Services) Equity, Since 30 Apr 24 \| BSE	3%	₹398 Cr	747,800 ↑ 59,750
Godrej Properties Ltd (Real Estate) Equity, Since 31 Mar 17 \| GODREJPROP	3%	₹378 Cr	1,357,604 ↑ 182,504

3. L&T India Value Fund

To generate long-term capital appreciation from diversified portfolio of predominantly equity and equity related securities, in the Indian markets with higher focus on undervalued securities. The Scheme could also additionally invest in Foreign Securities in international markets.

L&T India Value Fund is a Equity - Value fund was launched on 8 Jan 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.6% since its launch. Ranked 4 in Value category. Return for 2024 was 25.9% , 2023 was 39.4% and 2022 was 5.2% .

Below is the key information for L&T India Value Fund

L&T India Value Fund Growth
Launch Date	8 Jan 10
NAV (07 Feb 25)	₹101.263 ↓ -0.15 (-0.14 %)
Net Assets (Cr)	₹13,565 on 31 Dec 24
Category	Equity - Value
AMC	L&T Investment Management Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.77
Sharpe Ratio	1.51
Information Ratio	1.53
Alpha Ratio	8.99
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Jan 20	₹10,000
31 Jan 21	₹11,170
31 Jan 22	₹15,904
31 Jan 23	₹16,482
31 Jan 24	₹24,313
31 Jan 25	₹27,547

L&T India Value Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691 Invest Now

Returns for L&T India Value Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 25

Duration	Returns
1 Month	-4.9%
3 Month	-7.5%
6 Month	-4.3%
1 Year	10.4%
3 Year	20%
5 Year	22.2%
10 Year
15 Year
Since launch	16.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	25.9%
2023	39.4%
2022	5.2%
2021	40.3%
2020	14.6%
2019	4.6%
2018	-11.4%
2017	41.3%
2016	8.1%
2015	12.9%

Fund Manager information for L&T India Value Fund

Name	Since	Tenure
Venugopal Manghat	24 Nov 12	12.2 Yr.
Gautam Bhupal	1 Oct 23	1.34 Yr.
Sonal Gupta	1 Oct 23	1.34 Yr.

Data below for L&T India Value Fund as on 31 Dec 24

Equity Sector Allocation

Sector	Value
Financial Services	28.48%
Basic Materials	15.29%
Industrials	14.27%
Technology	12.18%
Consumer Cyclical	8.25%
Consumer Defensive	6.65%
Real Estate	4.64%
Energy	2.83%
Communication Services	2.07%
Utility	1.86%
Health Care	1.85%

Asset Allocation

Asset Class	Value
Cash	1.62%
Equity	98.38%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 11 \| ICICIBANK	4%	₹562 Cr	4,382,100
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Sep 23 \| MCX	4%	₹498 Cr	798,650
HDFC Bank Ltd (Financial Services) Equity, Since 30 Sep 18 \| HDFCBANK	4%	₹477 Cr	2,691,300
KEC International Ltd (Industrials) Equity, Since 28 Feb 17 \| 532714	3%	₹466 Cr	3,887,970
Tech Mahindra Ltd (Technology) Equity, Since 30 Nov 21 \| 532755	3%	₹390 Cr	2,284,900
The Federal Bank Ltd (Financial Services) Equity, Since 31 Oct 20 \| FEDERALBNK	2%	₹321 Cr	16,063,900
Infosys Ltd (Technology) Equity, Since 31 Dec 10 \| INFY	2%	₹320 Cr	1,702,400 ↑ 145,900
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 15 \| RELIANCE	2%	₹307 Cr	2,522,806
GE Vernova T&D India Ltd (Industrials) Equity, Since 30 Apr 23 \| 522275	2%	₹306 Cr	1,472,899
Paradeep Phosphates Ltd (Basic Materials) Equity, Since 30 Sep 23 \| 543530	2%	₹296 Cr	26,832,297

4. L&T Business Cycles Fund

To seek to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian market with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy

L&T Business Cycles Fund is a Equity - Sectoral fund was launched on 20 Aug 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.9% since its launch. Ranked 19 in Sectoral category. Return for 2024 was 36.3% , 2023 was 31.3% and 2022 was 5.3% .

Below is the key information for L&T Business Cycles Fund

L&T Business Cycles Fund Growth
Launch Date	20 Aug 14
NAV (07 Feb 25)	₹39.1025 ↓ -0.13 (-0.32 %)
Net Assets (Cr)	₹1,035 on 31 Dec 24
Category	Equity - Sectoral
AMC	L&T Investment Management Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2.43
Sharpe Ratio	2.1
Information Ratio	1.38
Alpha Ratio	17.48
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Jan 20	₹10,000
31 Jan 21	₹10,352
31 Jan 22	₹14,177
31 Jan 23	₹14,608
31 Jan 24	₹20,563
31 Jan 25	₹24,256

L&T Business Cycles Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 Invest Now

Returns for L&T Business Cycles Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 25

Duration	Returns
1 Month	-8.9%
3 Month	-9.7%
6 Month	-4.1%
1 Year	15.7%
3 Year	19.3%
5 Year	19%
10 Year
15 Year
Since launch	13.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	36.3%
2023	31.3%
2022	5.3%
2021	34.5%
2020	9.3%
2019	5.3%
2018	-17.5%
2017	45.6%
2016	3.2%
2015	3.5%

Fund Manager information for L&T Business Cycles Fund

Name	Since	Tenure
Venugopal Manghat	20 Aug 14	10.46 Yr.
Gautam Bhupal	1 Jun 23	1.67 Yr.
Sonal Gupta	1 Jun 23	1.67 Yr.

Data below for L&T Business Cycles Fund as on 31 Dec 24

Equity Sector Allocation

Sector	Value
Industrials	28.98%
Financial Services	28.42%
Consumer Cyclical	17.44%
Basic Materials	12.29%
Energy	5.7%
Real Estate	1.2%
Technology	1.13%

Asset Allocation

Asset Class	Value
Cash	3.67%
Equity	96.33%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Trent Ltd (Consumer Cyclical) Equity, Since 31 Dec 16 \| 500251	7%	₹68 Cr	95,680 ↓ -5,000
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 Dec 22 \| MCX	6%	₹59 Cr	94,300
ICICI Bank Ltd (Financial Services) Equity, Since 31 Aug 14 \| ICICIBANK	5%	₹54 Cr	425,000
Reliance Industries Ltd (Energy) Equity, Since 31 Aug 18 \| RELIANCE	3%	₹35 Cr	290,400
HDFC Bank Ltd (Financial Services) Equity, Since 31 Aug 14 \| HDFCBANK	3%	₹34 Cr	193,300
PB Fintech Ltd (Financial Services) Equity, Since 31 Dec 23 \| 543390	3%	₹31 Cr	149,200
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Aug 14 \| LT	3%	₹30 Cr	81,830
Bharat Electronics Ltd (Industrials) Equity, Since 31 Dec 22 \| BEL	3%	₹29 Cr	1,000,000
Ahluwalia Contracts (India) Ltd (Industrials) Equity, Since 31 Jan 15 \| AHLUCONT	3%	₹28 Cr	274,908
Power Finance Corp Ltd (Financial Services) Equity, Since 31 Jan 24 \| 532810	3%	₹27 Cr	603,200

5. L&T Emerging Businesses Fund

To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities.

L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. It is a fund with High risk and has given a CAGR/Annualized return of 21.2% since its launch. Ranked 2 in Small Cap category. Return for 2024 was 28.5% , 2023 was 46.1% and 2022 was 1% .

Below is the key information for L&T Emerging Businesses Fund

L&T Emerging Businesses Fund Growth
Launch Date	12 May 14
NAV (07 Feb 25)	₹78.6906 ↓ -0.69 (-0.87 %)
Net Assets (Cr)	₹17,386 on 31 Dec 24
Category	Equity - Small Cap
AMC	L&T Investment Management Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	1.73
Sharpe Ratio	1.32
Information Ratio	0.19
Alpha Ratio	3.87
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Jan 20	₹10,000
31 Jan 21	₹11,113
31 Jan 22	₹19,683
31 Jan 23	₹19,960
31 Jan 24	₹30,763
31 Jan 25	₹33,089

L&T Emerging Businesses Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181 Invest Now

Returns for L&T Emerging Businesses Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 25

Duration	Returns
1 Month	-11.1%
3 Month	-10.4%
6 Month	-6%
1 Year	7.6%
3 Year	19.1%
5 Year	27.1%
10 Year
15 Year
Since launch	21.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	28.5%
2023	46.1%
2022	1%
2021	77.4%
2020	15.5%
2019	-8.1%
2018	-13.7%
2017	66.5%
2016	10.2%
2015	12.3%

Fund Manager information for L&T Emerging Businesses Fund

Name	Since	Tenure
Venugopal Manghat	17 Dec 19	5.13 Yr.
Cheenu Gupta	1 Oct 23	1.34 Yr.
Sonal Gupta	1 Oct 23	1.34 Yr.

Data below for L&T Emerging Businesses Fund as on 31 Dec 24

Equity Sector Allocation

Sector	Value
Industrials	30.48%
Consumer Cyclical	16.51%
Financial Services	14.26%
Technology	10.64%
Basic Materials	10.36%
Real Estate	5.3%
Health Care	4.2%
Consumer Defensive	3.21%
Energy	1.5%

Asset Allocation

Asset Class	Value
Cash	1.16%
Equity	98.84%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Apar Industries Ltd (Industrials) Equity, Since 31 Mar 17 \| APARINDS	3%	₹470 Cr	455,400
BSE Ltd (Financial Services) Equity, Since 29 Feb 24 \| BSE	3%	₹454 Cr	852,600 ↓ -31,900
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Jul 20 \| DIXON	2%	₹427 Cr	238,273
Neuland Laboratories Limited Equity, Since 31 Jan 24 \| -	2%	₹410 Cr	299,000 ↑ 17,978
Aditya Birla Real Estate Ltd (Basic Materials) Equity, Since 30 Sep 22 \| 500040	2%	₹403 Cr	1,607,279
Techno Electric & Engineering Co Ltd (Industrials) Equity, Since 31 Jan 19 \| TECHNOE	2%	₹388 Cr	2,473,042
Kirloskar Pneumatic Co Ltd (Industrials) Equity, Since 31 Aug 22 \| 505283	2%	₹376 Cr	2,444,924
KFin Technologies Ltd (Technology) Equity, Since 31 Aug 24 \| KFINTECH	2%	₹374 Cr	2,429,736 ↑ 139,336
Trent Ltd (Consumer Cyclical) Equity, Since 31 Jan 17 \| 500251	2%	₹338 Cr	474,400 ↓ -63,150
Time Technoplast Ltd (Consumer Cyclical) Equity, Since 31 Jan 24 \| TIMETECHNO	2%	₹336 Cr	6,810,500 ↑ 656,671

6. L&T Tax Advantage Fund

To generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities.

L&T Tax Advantage Fund is a Equity - ELSS fund was launched on 27 Feb 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.3% since its launch. Ranked 7 in ELSS category. Return for 2024 was 33% , 2023 was 28.4% and 2022 was -3% .

Below is the key information for L&T Tax Advantage Fund

L&T Tax Advantage Fund Growth
Launch Date	27 Feb 06
NAV (07 Feb 25)	₹125.4 ↓ -0.41 (-0.32 %)
Net Assets (Cr)	₹4,313 on 31 Dec 24
Category	Equity - ELSS
AMC	L&T Investment Management Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.89
Sharpe Ratio	2.01
Information Ratio	0.58
Alpha Ratio	14.24
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Jan 20	₹10,000
31 Jan 21	₹10,891
31 Jan 22	₹14,189
31 Jan 23	₹13,864
31 Jan 24	₹18,804
31 Jan 25	₹22,369

L&T Tax Advantage Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for L&T Tax Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 25

Duration	Returns
1 Month	-7.2%
3 Month	-6.1%
6 Month	-2.8%
1 Year	17.6%
3 Year	16.7%
5 Year	17.2%
10 Year
15 Year
Since launch	14.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	33%
2023	28.4%
2022	-3%
2021	30.3%
2020	13.5%
2019	4.6%
2018	-8.1%
2017	42.3%
2016	8.1%
2015	2.9%

Fund Manager information for L&T Tax Advantage Fund

Name	Since	Tenure
Gautam Bhupal	26 Nov 22	2.19 Yr.
Sonal Gupta	21 Jul 21	3.54 Yr.
Abhishek Gupta	1 Mar 24	0.92 Yr.

Data below for L&T Tax Advantage Fund as on 31 Dec 24

Equity Sector Allocation

Sector	Value
Financial Services	22.5%
Consumer Cyclical	19.98%
Industrials	19.14%
Technology	11.37%
Basic Materials	6.39%
Health Care	5.93%
Energy	3.66%
Utility	3.27%
Consumer Defensive	3.14%
Communication Services	1.72%
Real Estate	1.66%

Asset Allocation

Asset Class	Value
Cash	1.25%
Equity	98.75%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 06 \| HDFCBANK	5%	₹206 Cr	1,162,500
ICICI Bank Ltd (Financial Services) Equity, Since 30 Jun 09 \| ICICIBANK	3%	₹148 Cr	1,155,500
Infosys Ltd (Technology) Equity, Since 31 Mar 06 \| INFY	3%	₹146 Cr	774,900
Reliance Industries Ltd (Energy) Equity, Since 30 Nov 21 \| RELIANCE	3%	₹116 Cr	951,812
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Jul 22 \| LT	3%	₹109 Cr	301,450
Persistent Systems Ltd (Technology) Equity, Since 31 Jul 21 \| PERSISTENT	2%	₹103 Cr	160,000
Trent Ltd (Consumer Cyclical) Equity, Since 30 Nov 23 \| 500251	2%	₹92 Cr	128,900
Zomato Ltd (Consumer Cyclical) Equity, Since 31 Oct 23 \| 543320	2%	₹88 Cr	3,150,000
Transformers & Rectifiers (India) Ltd (Industrials) Equity, Since 31 Jan 24 \| TARIL	2%	₹79 Cr	693,228 ↓ -97,772
State Bank of India (Financial Services) Equity, Since 31 Jan 19 \| SBIN	2%	₹78 Cr	984,432

7. L&T Large and Midcap Fund

(Erstwhile L&T India Special Situations Fund)

To generate long-term capital growth from a diversified portfolio of predominantly equity and equity related securities including equity derivatives.

L&T Large and Midcap Fund is a Equity - Large & Mid Cap fund was launched on 22 May 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.8% since its launch. Ranked 32 in Large & Mid Cap category. .

Below is the key information for L&T Large and Midcap Fund

L&T Large and Midcap Fund Growth
Launch Date	22 May 06
NAV (25 Nov 22)	₹72.8402 ↑ 0.12 (0.16 %)
Net Assets (Cr)	₹1,620 on 31 Oct 22
Category	Equity - Large & Mid Cap
AMC	L&T Investment Management Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.25
Sharpe Ratio	0.14
Information Ratio	-0.76
Alpha Ratio	1.28
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Jan 20	₹10,000
31 Jan 21	₹10,971
31 Jan 22	₹14,048

L&T Large and Midcap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070 Invest Now

Returns for L&T Large and Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 25

Duration	Returns
1 Month	0.4%
3 Month	3.7%
6 Month	18%
1 Year	1.5%
3 Year	14.9%
5 Year	7.9%
10 Year
15 Year
Since launch	12.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015

Fund Manager information for L&T Large and Midcap Fund

Name	Since	Tenure

Data below for L&T Large and Midcap Fund as on 31 Oct 22

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

8. L&T Equity Fund

To generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities.

L&T Equity Fund is a Equity - Multi Cap fund was launched on 16 May 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.5% since its launch. Ranked 25 in Multi Cap category. .

Below is the key information for L&T Equity Fund

L&T Equity Fund Growth
Launch Date	16 May 05
NAV (25 Nov 22)	₹124.542 ↑ 0.00 (0.00 %)
Net Assets (Cr)	₹2,884 on 31 Oct 22
Category	Equity - Multi Cap
AMC	L&T Investment Management Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2.07
Sharpe Ratio	-0.16
Information Ratio	-1.29
Alpha Ratio	-2.7
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Jan 20	₹10,000
31 Jan 21	₹11,044
31 Jan 22	₹14,220

L&T Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357 Invest Now

Returns for L&T Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 25

Duration	Returns
1 Month	2.7%
3 Month	3.3%
6 Month	15.6%
1 Year	2.2%
3 Year	14.3%
5 Year	9%
10 Year
15 Year
Since launch	15.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015

Fund Manager information for L&T Equity Fund

Name	Since	Tenure

Data below for L&T Equity Fund as on 31 Oct 22

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

9. L&T India Large Cap Fund

To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets. The Scheme will predominantly invest in large cap stocks. The Scheme could also additionally invest in Foreign Securities.

L&T India Large Cap Fund is a Equity - Large Cap fund was launched on 23 Oct 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10% since its launch. Ranked 56 in Large Cap category. .

Below is the key information for L&T India Large Cap Fund

L&T India Large Cap Fund Growth
Launch Date	23 Oct 07
NAV (25 Nov 22)	₹42.242 ↑ 0.02 (0.04 %)
Net Assets (Cr)	₹758 on 31 Oct 22
Category	Equity - Large Cap
AMC	L&T Investment Management Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	2.48
Sharpe Ratio	-0.1
Information Ratio	-1.05
Alpha Ratio	-2.34
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Jan 20	₹10,000
31 Jan 21	₹10,971
31 Jan 22	₹13,899

L&T India Large Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 Invest Now

Returns for L&T India Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 25

Duration	Returns
1 Month	2.1%
3 Month	4.4%
6 Month	16.7%
1 Year	2.9%
3 Year	13.6%
5 Year	10.5%
10 Year
15 Year
Since launch	10%

Historical performance (Yearly) on absolute basis

Year	Returns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015

Fund Manager information for L&T India Large Cap Fund

Name	Since	Tenure

Data below for L&T India Large Cap Fund as on 31 Oct 22

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

10. L&T Hybrid Equity Fund

(Erstwhile L&T India Prudence Fund)

To seek to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities and to generate reasonable returns through a portfolio of debt and money market instruments

L&T Hybrid Equity Fund is a Hybrid - Hybrid Equity fund was launched on 7 Feb 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.4% since its launch. Ranked 5 in Hybrid Equity category. Return for 2024 was 22.7% , 2023 was 24.3% and 2022 was -3.7% .

Below is the key information for L&T Hybrid Equity Fund

L&T Hybrid Equity Fund Growth
Launch Date	7 Feb 11
NAV (07 Feb 25)	₹51.4196 ↑ 0.01 (0.01 %)
Net Assets (Cr)	₹5,728 on 31 Dec 24
Category	Hybrid - Hybrid Equity
AMC	L&T Investment Management Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	1.66
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Jan 20	₹10,000
31 Jan 21	₹11,108
31 Jan 22	₹13,596
31 Jan 23	₹13,182
31 Jan 24	₹16,918
31 Jan 25	₹18,894

L&T Hybrid Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 Invest Now

Returns for L&T Hybrid Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Feb 25

Duration	Returns
1 Month	-7.1%
3 Month	-6%
6 Month	-4.7%
1 Year	10.8%
3 Year	11.7%
5 Year	13.2%
10 Year
15 Year
Since launch	12.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	22.7%
2023	24.3%
2022	-3.7%
2021	23.1%
2020	13.6%
2019	6.5%
2018	-3.8%
2017	27.8%
2016	4.3%
2015	9.9%

Fund Manager information for L&T Hybrid Equity Fund

Name	Since	Tenure
Shriram Ramanathan	30 May 16	8.68 Yr.
Gautam Bhupal	1 Oct 23	1.34 Yr.
Cheenu Gupta	2 Jul 21	3.59 Yr.
Sonal Gupta	1 Oct 23	1.34 Yr.
Mohd Asif Rizwi	1 May 24	0.76 Yr.

Data below for L&T Hybrid Equity Fund as on 31 Dec 24

Asset Allocation

Asset Class	Value
Cash	2.15%
Equity	76.53%
Debt	21.32%

Equity Sector Allocation

Sector	Value
Industrials	27.57%
Financial Services	15.15%
Consumer Cyclical	13.81%
Technology	8.57%
Real Estate	4.18%
Utility	3.75%
Health Care	1.66%
Consumer Defensive	1.06%
Communication Services	0.48%
Basic Materials	0.18%
Energy	0.13%

Debt Sector Allocation

Sector	Value
Government	10.86%
Corporate	10.46%
Cash Equivalent	2.15%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Zomato Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| 543320	4%	₹251 Cr	9,030,564 ↑ 275,764
Trent Ltd (Consumer Cyclical) Equity, Since 31 Jan 24 \| 500251	4%	₹215 Cr	301,344 ↑ 85,644
GE Vernova T&D India Ltd (Industrials) Equity, Since 31 Jan 24 \| 522275	3%	₹195 Cr	939,900
Bharat Electronics Ltd (Industrials) Equity, Since 31 Aug 22 \| BEL	3%	₹177 Cr	6,030,700
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 11 \| ICICIBANK	3%	₹176 Cr	1,374,100 ↓ -227,244
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 31 Jul 22 \| 500093	3%	₹166 Cr	2,278,900
Suzlon Energy Ltd (Industrials) Equity, Since 30 Apr 24 \| SUZLON	3%	₹157 Cr	25,266,400
BSE Ltd (Financial Services) Equity, Since 31 Jan 24 \| BSE	2%	₹138 Cr	258,500 ↑ 62,600
Zensar Technologies Ltd (Technology) Equity, Since 31 May 23 \| ZENSARTECH	2%	₹131 Cr	1,739,015
HDFC Bank Ltd (Financial Services) Equity, Since 28 Feb 11 \| HDFCBANK	2%	₹128 Cr	724,100 ↑ 553,300

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