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9 सर्वोत्कृष्ट L&T SIP म्युच्युअल फंड 2022 | सर्वोत्तम एसआयपी फंड

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सर्वोत्कृष्ट L&T SIP म्युच्युअल फंड 2022

Updated on March 28, 2025 , 8373 views

एल अँड टीSIP म्युच्युअल फंड ही गुंतवणुकीची त्रासरहित पद्धत आहे. हे तुम्हाला तुमचे साध्य करण्यात मदत करतेआर्थिक उद्दिष्टे द्वारेगुंतवणूक निर्धारित अंतराने लहान रक्कम. पैसे गुंतवण्याचे हे एक स्मार्ट साधन आहेम्युच्युअल फंड एक-वेळच्या मोठ्या गुंतवणुकीऐवजी लहान नियतकालिक गुंतवणूक करून. SIP सह, गुंतवणूकदार त्यांच्या आर्थिक उद्दिष्टांची योजना करू शकतातनिवृत्ती नियोजन, लग्न, घर/कार खरेदी इ. तुम्ही तुमचे पैसे तुमच्याकडून ऑटो-डेबिट करू शकताबँक खाते, जे विशिष्ट म्युच्युअल फंड योजनेत गुंतवले जाईल. हे सुनिश्चित करेल की तुमचा कोणताही SIP हप्ता चुकणार नाही.

LnT

L&T SIP म्युच्युअल फंडात गुंतवणूक का करावी?

SIP चे काही फायदे आहेत:

गुंतवणूकदार उत्सुक आहेतSIP मध्ये गुंतवणूक कराइक्विटी गुंतवणुकीसाठी येथे काही सर्वोत्तम L&T SIP म्युच्युअल फंड आहेत. हे फंड एयूएम सारखे काही मापदंड हाती घेऊन शॉर्टलिस्ट केले गेले आहेत,नाही, मागील कामगिरी, समवयस्क सरासरी परतावा इ.

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इक्विटीजसाठी L&T म्युच्युअल फंड द्वारे सर्वोत्तम SIP फंड

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
L&T Infrastructure Fund Growth ₹43.2671
↓ -0.11
₹1,999 500 -10.4-16.78.123.23328.1
L&T Business Cycles Fund Growth ₹38.9156
↑ 0.02
₹855 500 -10-13.113.520.62936.3
L&T India Value Fund Growth ₹98.3974
↓ -0.09
₹11,580 500 -8.7-13.37.520.231.625.9
L&T Midcap Fund Growth ₹338.657
↓ -0.38
₹9,541 500 -16.5-16.97.919.328.339.7
L&T Emerging Businesses Fund Growth ₹72.5753
↓ -0.24
₹13,334 500 -18.1-194.317.837.328.5
L&T Tax Advantage Fund Growth ₹122.88
↓ -0.41
₹3,604 500 -9.2-12.313.316.225.833
L&T Large and Midcap Fund Growth ₹72.8402
↑ 0.12
₹1,620 500 3.7181.514.97.9
L&T Equity Fund Growth ₹124.542
↑ 0.00
₹2,884 500 3.315.62.214.39
L&T India Large Cap Fund Growth ₹42.242
↑ 0.02
₹758 500 4.416.72.913.610.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Mar 25

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 8.7% 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 (28 Mar 25) ₹43.2671 ↓ -0.11   (-0.26 %)
Net Assets (Cr) ₹1,999 on 28 Feb 25
Category Equity - Sectoral
AMC L&T Investment Management Ltd
Rating Not Rated
Risk High
Expense Ratio 2.1
Sharpe Ratio -0.28
Information Ratio 0.09
Alpha Ratio 5.94
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.

DateValue
31 Mar 20₹10,000
31 Mar 21₹17,354
31 Mar 22₹22,512
31 Mar 23₹24,719
31 Mar 24₹38,213

L&T Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹673,113.
Net Profit of ₹373,113
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 28 Mar 25

DurationReturns
1 Month 12.1%
3 Month -10.4%
6 Month -16.7%
1 Year 8.1%
3 Year 23.2%
5 Year 33%
10 Year
15 Year
Since launch 8.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Venugopal Manghat17 Dec 195.21 Yr.
Gautam Bhupal26 Nov 222.26 Yr.
Sonal Gupta26 Nov 222.26 Yr.

Data below for L&T Infrastructure Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Industrials48.78%
Basic Materials11.8%
Energy9.02%
Communication Services8.19%
Utility7.78%
Financial Services4.34%
Technology3.77%
Real Estate2.75%
Consumer Cyclical1.75%
Asset Allocation
Asset ClassValue
Cash1.82%
Equity98.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | 532555
8%₹179 Cr5,535,500
↑ 150,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
7%₹169 Cr1,041,600
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Sep 15 | BEL
7%₹165 Cr5,654,400
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT
7%₹165 Cr462,900
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE
5%₹123 Cr972,800
↑ 90,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 532538
4%₹102 Cr88,900
Aditya Birla Real Estate Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 500040
3%₹68 Cr315,600
Power Finance Corp Ltd (Financial Services)
Equity, Since 29 Feb 24 | 532810
3%₹63 Cr1,488,800
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Oct 20 | DIXON
3%₹59 Cr39,310
↓ -3,420
ABB India Ltd (Industrials)
Equity, Since 30 Jun 19 | ABB
2%₹53 Cr90,050

2. 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 13.7% 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 (28 Mar 25) ₹38.9156 ↑ 0.02   (0.05 %)
Net Assets (Cr) ₹855 on 28 Feb 25
Category Equity - Sectoral
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.43
Sharpe Ratio -0.21
Information Ratio 0.54
Alpha Ratio 2.8
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.

DateValue
31 Mar 20₹10,000
31 Mar 21₹17,684
31 Mar 22₹21,100
31 Mar 23₹22,192
31 Mar 24₹31,871

L&T Business Cycles Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
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 28 Mar 25

DurationReturns
1 Month 12%
3 Month -10%
6 Month -13.1%
1 Year 13.5%
3 Year 20.6%
5 Year 29%
10 Year
15 Year
Since launch 13.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Venugopal Manghat20 Aug 1410.54 Yr.
Gautam Bhupal1 Jun 231.75 Yr.
Sonal Gupta1 Jun 231.75 Yr.

Data below for L&T Business Cycles Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services29.12%
Industrials28.03%
Consumer Cyclical16.85%
Basic Materials12.59%
Energy6.42%
Technology1.43%
Real Estate1.22%
Asset Allocation
Asset ClassValue
Cash3.21%
Equity96.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | 500251
6%₹55 Cr95,680
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Dec 22 | MCX
6%₹54 Cr94,300
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 14 | ICICIBANK
6%₹53 Cr425,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
5%₹46 Cr365,400
↑ 75,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 14 | HDFCBANK
3%₹33 Cr193,300
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Dec 22 | BEL
3%₹29 Cr1,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 14 | LT
3%₹29 Cr81,830
PB Fintech Ltd (Financial Services)
Equity, Since 31 Dec 23 | 543390
3%₹26 Cr149,200
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 24 | 532810
3%₹25 Cr603,200
Ahluwalia Contracts (India) Ltd (Industrials)
Equity, Since 31 Jan 15 | AHLUCONT
2%₹24 Cr274,908

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 16.2% 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 (28 Mar 25) ₹98.3974 ↓ -0.09   (-0.09 %)
Net Assets (Cr) ₹11,580 on 28 Feb 25
Category Equity - Value
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio -0.38
Information Ratio 1.01
Alpha Ratio -0.26
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.

DateValue
31 Mar 20₹10,000
31 Mar 21₹18,444
31 Mar 22₹23,293
31 Mar 23₹24,451
31 Mar 24₹36,953

L&T India Value Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹657,502.
Net Profit of ₹357,502
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 28 Mar 25

DurationReturns
1 Month 8.2%
3 Month -8.7%
6 Month -13.3%
1 Year 7.5%
3 Year 20.2%
5 Year 31.6%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Venugopal Manghat24 Nov 1212.27 Yr.
Gautam Bhupal1 Oct 231.41 Yr.
Sonal Gupta1 Oct 231.41 Yr.

Data below for L&T India Value Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services29.68%
Basic Materials15.28%
Technology12.9%
Industrials12.63%
Consumer Cyclical8.42%
Consumer Defensive6.39%
Real Estate4.25%
Energy3.01%
Communication Services2.24%
Utility1.91%
Health Care1.8%
Asset Allocation
Asset ClassValue
Cash1.47%
Equity98.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
4%₹549 Cr4,382,100
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Sep 23 | MCX
4%₹458 Cr798,650
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | HDFCBANK
4%₹457 Cr2,691,300
Tech Mahindra Ltd (Technology)
Equity, Since 30 Nov 21 | 532755
3%₹383 Cr2,284,900
Wipro Ltd (Technology)
Equity, Since 31 Jan 24 | 507685
3%₹338 Cr10,851,100
↑ 1,144,300
Infosys Ltd (Technology)
Equity, Since 31 Dec 10 | INFY
2%₹320 Cr1,702,400
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 15 | RELIANCE
2%₹319 Cr2,522,806
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | 590003
2%₹314 Cr13,164,300
Paradeep Phosphates Ltd (Basic Materials)
Equity, Since 30 Sep 23 | 543530
2%₹303 Cr26,832,297
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 20 | FEDERALBNK
2%₹301 Cr16,063,900

4. 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 18.6% 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 (28 Mar 25) ₹338.657 ↓ -0.38   (-0.11 %)
Net Assets (Cr) ₹9,541 on 28 Feb 25
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.77
Sharpe Ratio -0.18
Information Ratio -0.34
Alpha Ratio 1.61
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.

DateValue
31 Mar 20₹10,000
31 Mar 21₹17,789
31 Mar 22₹20,602
31 Mar 23₹20,542
31 Mar 24₹31,861

L&T Midcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
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 28 Mar 25

DurationReturns
1 Month 8.6%
3 Month -16.5%
6 Month -16.9%
1 Year 7.9%
3 Year 19.3%
5 Year 28.3%
10 Year
15 Year
Since launch 18.6%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Venugopal Manghat1 Oct 231.42 Yr.
Cheenu Gupta26 Nov 222.26 Yr.
Sonal Gupta1 Oct 231.42 Yr.

Data below for L&T Midcap Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Industrials25.79%
Financial Services20.07%
Technology18.12%
Consumer Cyclical12.9%
Health Care8.52%
Utility4.66%
Real Estate4.66%
Consumer Defensive2.39%
Basic Materials1.96%
Communication Services0.06%
Asset Allocation
Asset ClassValue
Cash0.86%
Equity99.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 May 24 | 500093
5%₹541 Cr8,521,430
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 22 | PERSISTENT
5%₹499 Cr827,298
↑ 336,498
PB Fintech Ltd (Financial Services)
Equity, Since 31 Jan 24 | 543390
5%₹494 Cr2,860,900
↑ 141,700
BSE Ltd (Financial Services)
Equity, Since 30 Apr 24 | BSE
5%₹493 Cr929,058
↑ 181,258
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 24 | DIXON
4%₹457 Cr304,800
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | 543320
4%₹388 Cr17,596,500
↑ 2,460,941
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Sep 21 | MAXHEALTH
4%₹387 Cr3,648,000
↑ 305,000
HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | HDFCAMC
3%₹373 Cr964,400
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | 500850
3%₹366 Cr4,782,177
↑ 1,645,877
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 19 | 500251
3%₹365 Cr634,900

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 20% 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 (28 Mar 25) ₹72.5753 ↓ -0.24   (-0.33 %)
Net Assets (Cr) ₹13,334 on 28 Feb 25
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.73
Sharpe Ratio -0.4
Information Ratio -0.11
Alpha Ratio 1.44
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.

DateValue
31 Mar 20₹10,000
31 Mar 21₹20,010
31 Mar 22₹29,870
31 Mar 23₹31,289
31 Mar 24₹46,026

L&T Emerging Businesses Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹756,118.
Net Profit of ₹456,118
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 28 Mar 25

DurationReturns
1 Month 8.1%
3 Month -18.1%
6 Month -19%
1 Year 4.3%
3 Year 17.8%
5 Year 37.3%
10 Year
15 Year
Since launch 20%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Venugopal Manghat17 Dec 195.21 Yr.
Cheenu Gupta1 Oct 231.42 Yr.
Sonal Gupta1 Oct 231.42 Yr.

Data below for L&T Emerging Businesses Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Industrials27.7%
Consumer Cyclical16.29%
Financial Services14.59%
Basic Materials10.53%
Technology9.98%
Real Estate5.2%
Health Care4.47%
Consumer Defensive3.38%
Energy1.4%
Asset Allocation
Asset ClassValue
Cash3.74%
Equity96.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BSE Ltd (Financial Services)
Equity, Since 29 Feb 24 | BSE
3%₹452 Cr852,600
Neuland Laboratories Limited
Equity, Since 31 Jan 24 | -
3%₹422 Cr299,000
Aditya Birla Real Estate Ltd (Basic Materials)
Equity, Since 30 Sep 22 | 500040
2%₹344 Cr1,595,574
↓ -11,705
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL
2%₹306 Cr3,286,897
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | 532929
2%₹293 Cr2,499,622
↓ -132,457
NCC Ltd (Industrials)
Equity, Since 28 Feb 21 | NCC
2%₹285 Cr11,291,100
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | 590003
2%₹284 Cr11,912,400
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jan 20 | AMBER
2%₹273 Cr420,449
Time Technoplast Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | TIMETECHNO
2%₹273 Cr6,810,500
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE
2%₹267 Cr2,473,042

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 14.1% 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 (28 Mar 25) ₹122.88 ↓ -0.41   (-0.33 %)
Net Assets (Cr) ₹3,604 on 28 Feb 25
Category Equity - ELSS
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.04
Information Ratio 0.32
Alpha Ratio 7.41
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹17,157
31 Mar 22₹20,223
31 Mar 23₹19,900
31 Mar 24₹27,682

L&T Tax Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
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 28 Mar 25

DurationReturns
1 Month 8.2%
3 Month -9.2%
6 Month -12.3%
1 Year 13.3%
3 Year 16.2%
5 Year 25.8%
10 Year
15 Year
Since launch 14.1%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Gautam Bhupal26 Nov 222.26 Yr.
Sonal Gupta21 Jul 213.61 Yr.
Abhishek Gupta1 Mar 241 Yr.

Data below for L&T Tax Advantage Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services23.48%
Consumer Cyclical19.36%
Industrials18.01%
Technology12.24%
Basic Materials6.44%
Health Care5.83%
Energy4.19%
Utility3.21%
Consumer Defensive3.2%
Communication Services1.91%
Real Estate1.51%
Asset Allocation
Asset ClassValue
Cash0.62%
Equity99.38%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK
5%₹197 Cr1,162,500
Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY
4%₹146 Cr774,900
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK
4%₹145 Cr1,155,500
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE
3%₹120 Cr951,812
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT
3%₹108 Cr301,450
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 21 | PERSISTENT
2%₹97 Cr160,000
State Bank of India (Financial Services)
Equity, Since 31 Jan 19 | SBIN
2%₹76 Cr984,432
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL
2%₹76 Cr467,000
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | 500251
2%₹74 Cr128,900
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN
2%₹70 Cr1,291,500

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.

DateValue
31 Mar 20₹10,000
31 Mar 21₹16,012
31 Mar 22₹19,503

L&T Large and Midcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 28 Mar 25

DurationReturns
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
YearReturns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for L&T Large and Midcap Fund
NameSinceTenure

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

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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.

DateValue
31 Mar 20₹10,000
31 Mar 21₹16,755
31 Mar 22₹19,767

L&T Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 28 Mar 25

DurationReturns
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
YearReturns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for L&T Equity Fund
NameSinceTenure

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

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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.

DateValue
31 Mar 20₹10,000
31 Mar 21₹16,213
31 Mar 22₹19,020

L&T India Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 28 Mar 25

DurationReturns
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
YearReturns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for L&T India Large Cap Fund
NameSinceTenure

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

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

SIP गुंतवणूक कशी वाढते?

आपले कसे हे जाणून घ्यायचे आहेएसआयपी गुंतवणूक तुम्ही ठराविक कालावधीसाठी ठराविक रक्कम मासिक गुंतवणूक केल्यास वाढ होईल? आम्ही तुम्हाला उदाहरणासह स्पष्ट करू.

SIP कॅल्क्युलेटर किंवा SIP रिटर्न कॅल्क्युलेटर

SIP कॅल्क्युलेटर सहसा गुंतवणूक करू इच्छित असलेल्या SIP गुंतवणुकीची रक्कम(ध्येय), आवश्यक गुंतवणुकीची वर्षांची संख्या, अपेक्षित असे इनपुट घेतात.महागाई दर (याचा हिशेब असणे आवश्यक आहे!) आणि अपेक्षित परतावा. म्हणून, एक ध्येय साध्य करण्यासाठी आवश्यक असलेल्या SIP परताव्याची गणना करू शकते!

समजा, तुम्ही 10 रुपये गुंतवले तर,000 10 वर्षांसाठी, तुमची SIP गुंतवणूक कशी वाढते ते पहा-

मासिक गुंतवणूक: INR 10,000

गुंतवणुकीचा कालावधी: 10 वर्षे

एकूण गुंतवणूक केलेली रक्कम: INR 12,00,000

दीर्घकालीन वाढीचा दर (अंदाजे): १५%

नुसार अपेक्षित परतावासिप कॅल्क्युलेटर: 27,86,573 रुपये

निव्वळ नफा: 15,86,573 रुपये (निरपेक्ष परतावा= 132.2%)

वरील गणिते दाखवतात की जर तुम्ही 10 वर्षांसाठी मासिक 10,000 रुपये गुंतवले तर (एकूण INR12,00,000) तुम्ही कमवालINR 27,86,573, याचा अर्थ तुम्ही कमावलेला निव्वळ नफा आहेINR १५,८६,५७३. छान आहे ना!

L&T म्युच्युअल फंडात ऑनलाइन गुंतवणूक कशी करावी?

  1. Fincash.com वर आजीवन मोफत गुंतवणूक खाते उघडा.

  2. तुमची नोंदणी आणि KYC प्रक्रिया पूर्ण करा

  3. दस्तऐवज अपलोड करा (PAN, आधार इ.).आणि, तुम्ही गुंतवणूक करण्यास तयार आहात!

    सुरु करूया

Disclaimer:
येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.
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