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മികച്ച L&T SIP മ്യൂച്വൽ ഫണ്ടുകൾ 2022
എൽ&ടിഎസ്.ഐ.പി മ്യൂച്വൽ ഫണ്ട് ഒരു തടസ്സമില്ലാത്ത നിക്ഷേപ രീതിയാണ്. നിങ്ങളുടെ നേട്ടം കൈവരിക്കാൻ ഇത് നിങ്ങളെ സഹായിക്കുന്നുസാമ്പത്തിക ലക്ഷ്യങ്ങൾ വഴിനിക്ഷേപിക്കുന്നു ഒരു നിശ്ചിത ഇടവേളയിൽ ചെറിയ തുകകൾ. പണം നിക്ഷേപിക്കുന്നതിനുള്ള ഒരു മികച്ച ഉപകരണമാണിത്മ്യൂച്വൽ ഫണ്ടുകൾ കനത്ത ഒറ്റത്തവണ നിക്ഷേപത്തിന് പകരം ചെറിയ ആനുകാലിക നിക്ഷേപങ്ങൾ നടത്തുന്നതിലൂടെ. ഒരു SIP ഉപയോഗിച്ച്, നിക്ഷേപകർക്ക് അവരുടെ സാമ്പത്തിക ലക്ഷ്യങ്ങൾ ആസൂത്രണം ചെയ്യാൻ കഴിയുംവിരമിക്കൽ ആസൂത്രണം, വിവാഹം, ഒരു വീട്/കാർ വാങ്ങൽ മുതലായവ. നിങ്ങളുടെ പണം നിങ്ങളുടേതിൽ നിന്ന് സ്വയമേവ ഡെബിറ്റ് ചെയ്യാംബാങ്ക് പ്രത്യേക മ്യൂച്വൽ ഫണ്ട് സ്കീമിൽ നിക്ഷേപിക്കുന്ന അക്കൗണ്ട്. നിങ്ങളുടെ SIP ഇൻസ്‌റ്റാൾമെന്റുകളൊന്നും നഷ്‌ടമാകുന്നില്ലെന്ന് ഇത് ഉറപ്പാക്കും.
എൽ ആൻഡ് ടി എസ്ഐപി മ്യൂച്വൽ ഫണ്ടുകളിൽ നിക്ഷേപിക്കുന്നത് എന്തുകൊണ്ട്?
SIP-കളുടെ ചില നേട്ടങ്ങൾ ഇവയാണ്:
- സംയുക്തത്തിന്റെ ശക്തി
- രൂപയുടെ ശരാശരി ചെലവ്
- സമയമെടുക്കേണ്ട ആവശ്യമില്ലവിപണി
- നിക്ഷേപത്തിന് അച്ചടക്കമുള്ള സമീപനം
- ചെലവ് കുറഞ്ഞതാണ്
നിക്ഷേപകർക്ക് താൽപ്പര്യമുണ്ട്ഒരു എസ്‌ഐപിയിൽ നിക്ഷേപിക്കുക, ഇക്വിറ്റി നിക്ഷേപത്തിനുള്ള ചില മികച്ച എൽ&ടി എസ്ഐപി മ്യൂച്വൽ ഫണ്ടുകൾ ഇതാ. AUM പോലുള്ള ചില പാരാമീറ്ററുകൾ ഏറ്റെടുത്ത് ഈ ഫണ്ടുകൾ ഷോർട്ട്‌ലിസ്റ്റ് ചെയ്തിട്ടുണ്ട്,അല്ല, മുൻകാല പ്രകടനങ്ങൾ, ശരാശരി വരുമാനം മുതലായവ.
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ഇക്വിറ്റികൾക്കായുള്ള എൽ ആൻഡ് ടി മ്യൂച്വൽ ഫണ്ടിന്റെ മികച്ച SIP ഫണ്ടുകൾ
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) L&T Infrastructure Fund Growth ₹43.4772
↓ -0.08 ₹2,511 500 -12.3 -11.9 10.1 21.3 21.8 28.1 L&T Midcap Fund Growth ₹354.392
↑ 3.33 ₹12,416 500 -10.4 -4.7 14.2 20.8 20.1 39.7 L&T India Value Fund Growth ₹101.263
↓ -0.15 ₹13,565 500 -7.5 -4.3 10.4 20 22.2 25.9 L&T Business Cycles Fund Growth ₹39.1025
↓ -0.13 ₹1,035 500 -9.7 -4.1 15.7 19.3 19 36.3 L&T Emerging Businesses Fund Growth ₹78.6906
↓ -0.69 ₹17,386 500 -10.4 -6 7.6 19.1 27.1 28.5 L&T Tax Advantage Fund Growth ₹125.4
↓ -0.41 ₹4,313 500 -6.1 -2.8 17.6 16.7 17.2 33 L&T Large and Midcap Fund Growth ₹72.8402
↑ 0.12 ₹1,620 500 3.7 18 1.5 14.9 7.9 L&T Equity Fund Growth ₹124.542
↑ 0.00 ₹2,884 500 3.3 15.6 2.2 14.3 9 L&T India Large Cap Fund Growth ₹42.242
↑ 0.02 ₹758 500 4.4 16.7 2.9 13.6 10.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Feb 25
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 Below is the key information for L&T Infrastructure Fund Returns up to 1 year are on 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 Below is the key information for L&T Midcap Fund Returns up to 1 year are on 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 Below is the key information for L&T India Value Fund Returns up to 1 year are on 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 Below is the key information for L&T Business Cycles Fund Returns up to 1 year are on 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 Below is the key information for L&T Emerging Businesses Fund Returns up to 1 year are on 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 Below is the key information for L&T Tax Advantage Fund Returns up to 1 year are on (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 Below is the key information for L&T Large and Midcap Fund Returns up to 1 year are on 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 Below is the key information for L&T Equity Fund Returns up to 1 year are on 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 Below is the key information for L&T India Large Cap Fund Returns up to 1 year are on 1. L&T Infrastructure Fund
CAGR/Annualized return of 8.8% since its launch. Return for 2024 was 28.1% , 2023 was 50.7% and 2022 was 3.1% . 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 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 Returns for L&T Infrastructure Fund
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 | 5325557% ₹180 Cr 5,385,500 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT7% ₹167 Cr 462,900
↓ -78,100 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Sep 15 | BEL7% ₹166 Cr 5,654,400
↓ -1,476,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL7% ₹165 Cr 1,041,600 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE4% ₹107 Cr 882,800
↑ 146,800 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 5325384% ₹102 Cr 88,900 Aditya Birla Real Estate Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 5000403% ₹79 Cr 315,600
↓ -82,100 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Oct 20 | DIXON3% ₹77 Cr 42,730
↓ -6,970 Power Finance Corp Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5328103% ₹67 Cr 1,488,800 ABB India Ltd (Industrials)
Equity, Since 30 Jun 19 | ABB2% ₹62 Cr 90,050 2. L&T Midcap Fund
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% . 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 Returns for L&T Midcap Fund
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 | 5000935% ₹620 Cr 8,521,430
↑ 977,930 PB Fintech Ltd (Financial Services)
Equity, Since 31 Jan 24 | 5433905% ₹573 Cr 2,719,200
↑ 367,500 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 24 | DIXON4% ₹547 Cr 304,800 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 19 | 5002514% ₹452 Cr 634,900 Suzlon Energy Ltd (Industrials)
Equity, Since 31 Mar 24 | SUZLON4% ₹438 Cr 70,452,868
↓ -19,954,232 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | 5433203% ₹421 Cr 15,135,559 HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | HDFCAMC3% ₹405 Cr 964,400 JSW Energy Ltd (Utilities)
Equity, Since 31 Mar 24 | JSWENERGY3% ₹404 Cr 6,288,700 BSE Ltd (Financial Services)
Equity, Since 30 Apr 24 | BSE3% ₹398 Cr 747,800
↑ 59,750 Godrej Properties Ltd (Real Estate)
Equity, Since 31 Mar 17 | GODREJPROP3% ₹378 Cr 1,357,604
↑ 182,504 3. L&T India Value Fund
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% . 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 Returns for L&T India Value Fund
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 | ICICIBANK4% ₹562 Cr 4,382,100 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Sep 23 | MCX4% ₹498 Cr 798,650 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | HDFCBANK4% ₹477 Cr 2,691,300 KEC International Ltd (Industrials)
Equity, Since 28 Feb 17 | 5327143% ₹466 Cr 3,887,970 Tech Mahindra Ltd (Technology)
Equity, Since 30 Nov 21 | 5327553% ₹390 Cr 2,284,900 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 20 | FEDERALBNK2% ₹321 Cr 16,063,900 Infosys Ltd (Technology)
Equity, Since 31 Dec 10 | INFY2% ₹320 Cr 1,702,400
↑ 145,900 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 15 | RELIANCE2% ₹307 Cr 2,522,806 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Apr 23 | 5222752% ₹306 Cr 1,472,899 Paradeep Phosphates Ltd (Basic Materials)
Equity, Since 30 Sep 23 | 5435302% ₹296 Cr 26,832,297 4. L&T Business Cycles Fund
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% . 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 Returns for L&T Business Cycles Fund
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 | 5002517% ₹68 Cr 95,680
↓ -5,000 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Dec 22 | MCX6% ₹59 Cr 94,300 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 14 | ICICIBANK5% ₹54 Cr 425,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE3% ₹35 Cr 290,400 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 14 | HDFCBANK3% ₹34 Cr 193,300 PB Fintech Ltd (Financial Services)
Equity, Since 31 Dec 23 | 5433903% ₹31 Cr 149,200 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 14 | LT3% ₹30 Cr 81,830 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Dec 22 | BEL3% ₹29 Cr 1,000,000 Ahluwalia Contracts (India) Ltd (Industrials)
Equity, Since 31 Jan 15 | AHLUCONT3% ₹28 Cr 274,908 Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 24 | 5328103% ₹27 Cr 603,200 5. L&T Emerging Businesses Fund
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% . 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 Returns for L&T Emerging Businesses Fund
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 | APARINDS3% ₹470 Cr 455,400 BSE Ltd (Financial Services)
Equity, Since 29 Feb 24 | BSE3% ₹454 Cr 852,600
↓ -31,900 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jul 20 | DIXON2% ₹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 | 5000402% ₹403 Cr 1,607,279 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE2% ₹388 Cr 2,473,042 Kirloskar Pneumatic Co Ltd (Industrials)
Equity, Since 31 Aug 22 | 5052832% ₹376 Cr 2,444,924 KFin Technologies Ltd (Technology)
Equity, Since 31 Aug 24 | KFINTECH2% ₹374 Cr 2,429,736
↑ 139,336 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | 5002512% ₹338 Cr 474,400
↓ -63,150 Time Technoplast Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | TIMETECHNO2% ₹336 Cr 6,810,500
↑ 656,671 6. L&T Tax Advantage Fund
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% . 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 Returns for L&T Tax Advantage Fund
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 | HDFCBANK5% ₹206 Cr 1,162,500 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK3% ₹148 Cr 1,155,500 Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY3% ₹146 Cr 774,900 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE3% ₹116 Cr 951,812 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT3% ₹109 Cr 301,450 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 21 | PERSISTENT2% ₹103 Cr 160,000 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | 5002512% ₹92 Cr 128,900 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 5433202% ₹88 Cr 3,150,000 Transformers & Rectifiers (India) Ltd (Industrials)
Equity, Since 31 Jan 24 | TARIL2% ₹79 Cr 693,228
↓ -97,772 State Bank of India (Financial Services)
Equity, Since 31 Jan 19 | SBIN2% ₹78 Cr 984,432 7. L&T Large and Midcap Fund
CAGR/Annualized return of 12.8% since its launch. Ranked 32 in Large & Mid Cap category. . 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 Returns for L&T Large and Midcap Fund
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
CAGR/Annualized return of 15.5% since its launch. Ranked 25 in Multi Cap category. . 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 Returns for L&T Equity Fund
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
CAGR/Annualized return of 10% since its launch. Ranked 56 in Large Cap category. . 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 Returns for L&T India Large Cap Fund
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
SIP നിക്ഷേപം എങ്ങനെ വളരുന്നു?
നിങ്ങളുടെ എങ്ങനെയെന്ന് അറിയാൻ ആഗ്രഹിക്കുന്നുSIP നിക്ഷേപം നിങ്ങൾ ഒരു നിശ്ചിത സമയത്തേക്ക് ഒരു നിശ്ചിത തുക പ്രതിമാസം നിക്ഷേപിച്ചാൽ വളരുമോ? ഒരു ഉദാഹരണത്തിലൂടെ ഞങ്ങൾ നിങ്ങളെ വിശദീകരിക്കും.
SIP കാൽക്കുലേറ്റർ അല്ലെങ്കിൽ SIP റിട്ടേൺ കാൽക്കുലേറ്റർ
എസ്ഐപി കാൽക്കുലേറ്ററുകൾ സാധാരണയായി ഒരാൾ നിക്ഷേപിക്കാൻ ആഗ്രഹിക്കുന്ന എസ്ഐപി നിക്ഷേപ തുക (ലക്ഷ്യം), ആവശ്യമുള്ള നിക്ഷേപത്തിന്റെ എണ്ണം, പ്രതീക്ഷിച്ചത് തുടങ്ങിയ ഇൻപുട്ടുകൾ എടുക്കുന്നു.പണപ്പെരുപ്പം നിരക്കുകളും (ഒരാൾ ഇത് കണക്കിലെടുക്കേണ്ടതുണ്ട്!) പ്രതീക്ഷിക്കുന്ന വരുമാനവും. അതിനാൽ, ഒരു ലക്ഷ്യം നേടുന്നതിന് ആവശ്യമായ SIP റിട്ടേണുകൾ ഒരാൾക്ക് കണക്കാക്കാം!
നിങ്ങൾ 10 രൂപ നിക്ഷേപിക്കുകയാണെങ്കിൽ എന്ന് കരുതുക.000 10 വർഷത്തേക്ക്, നിങ്ങളുടെ SIP നിക്ഷേപം എങ്ങനെ വളരുന്നുവെന്ന് കാണുക-
പ്രതിമാസ നിക്ഷേപം: 10,000 രൂപ
നിക്ഷേപ കാലയളവ്: 10 വർഷം
നിക്ഷേപിച്ച ആകെ തുക: 12,00,000 രൂപ
ദീർഘകാല വളർച്ചാ നിരക്ക് (ഏകദേശം): 15%
അനുസരിച്ച് പ്രതീക്ഷിക്കുന്ന വരുമാനംസിപ്പ് കാൽക്കുലേറ്റർ: 27,86,573 രൂപ
മൊത്ത ലാഭം: INR 15,86,573 (സമ്പൂർണ്ണ റിട്ടേൺ= 132.2%)
നിങ്ങൾ 10 വർഷത്തേക്ക് പ്രതിമാസം 10,000 രൂപ നിക്ഷേപിക്കുകയാണെങ്കിൽ (മൊത്തം INR12,00,000) നിങ്ങൾ സമ്പാദിക്കും27,86,573 രൂപ, അതായത് നിങ്ങൾ ഉണ്ടാക്കുന്ന അറ്റാദായം15,86,573 രൂപ. അത് ഗംഭീരമല്ലേ!
എൽ ആൻഡ് ടി മ്യൂച്വൽ ഫണ്ടുകളിൽ ഓൺലൈനിൽ എങ്ങനെ നിക്ഷേപിക്കാം?
Fincash.com-ൽ ആജീവനാന്ത സൗജന്യ നിക്ഷേപ അക്കൗണ്ട് തുറക്കുക.
നിങ്ങളുടെ രജിസ്ട്രേഷനും KYC പ്രക്രിയയും പൂർത്തിയാക്കുക
രേഖകൾ അപ്‌ലോഡ് ചെയ്യുക (പാൻ, ആധാർ മുതലായവ).കൂടാതെ, നിങ്ങൾ നിക്ഷേപിക്കാൻ തയ്യാറാണ്!
ഇവിടെ നൽകിയിരിക്കുന്ന വിവരങ്ങൾ കൃത്യമാണെന്ന് ഉറപ്പാക്കാൻ എല്ലാ ശ്രമങ്ങളും നടത്തിയിട്ടുണ്ട്. എന്നിരുന്നാലും, ഡാറ്റയുടെ കൃത്യത സംബന്ധിച്ച് യാതൊരു ഉറപ്പും നൽകുന്നില്ല. എന്തെങ്കിലും നിക്ഷേപം നടത്തുന്നതിന് മുമ്പ് സ്കീം വിവര രേഖ ഉപയോഗിച്ച് പരിശോധിക്കുക.
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