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2022 میں سرمایہ کاری کے لیے 10 بہترین L&T میوچل فنڈ سکیمیں

فنکاش »ایل اینڈ ٹی میوچل فنڈ »بہترین L&T میوچل فنڈ اسکیمیں

2022 کے لیے 10 بہترین L&T میوچل فنڈ سکیمیں

Updated on November 21, 2024 , 37060 views

ایل اینڈ ٹی میوچل فنڈ ہندوستان میں ایک مشہور فنڈ ہاؤس ہے۔ یہ L&T فائنانس ہولڈنگ لمیٹڈ کی سپانسرشپ اور L&T کی ٹرسٹی شپ کے تحت تشکیل دیا گیا تھا۔مشترکہ فنڈ ٹرسٹی محدود ایل اینڈ ٹی میں سرمایہ کاری کرنے کی منصوبہ بندی کرنے والے سرمایہ کار ایک میں سے انتخاب کر سکتے ہیں۔رینج آپشنز جیسے کہ ایکویٹی، قرض، ہائبرڈ وغیرہ۔ایکویٹی فنڈز ایک طویل مدتی کے لئے ایک اچھا اختیار ہےسرمایہ کاری کا منصوبہ. آپ ایک طویل مدتی دولت کی تخلیق کا مقصد بنا سکتے ہیں۔سرمایہ کاری ایکویٹی فنڈز میں مختصر مدت میں زیادہ سے زیادہ منافع حاصل کرنے کے لیے، آپ سرمایہ کاری کو ترجیح دے سکتے ہیں۔قرض فنڈ. ہائبرڈ فنڈز، جسے بھی کہا جاتا ہے۔متوازن فنڈ، قرض اور ایکویٹی فنڈز دونوں کے مجموعہ کے طور پر کام کریں۔

وہ سرمایہ کار جو دوہرے فوائد حاصل کرنا چاہتے ہیں، یعنی طویل مدتی دولت بنانا اور وقت کے ساتھ ساتھ باقاعدہ منافع کمانا، L&T MF کی طرف سے پیش کردہ متوازن فنڈز میں سرمایہ کاری کر سکتے ہیں۔ تاہم، اچھا منافع کمانے کے لیے، اچھے فنڈ میں سرمایہ کاری ضروری ہے۔ لہذا، ہم نے 2022 میں سرمایہ کاری کرنے کے لیے سرفہرست 10 بہترین L&T میوچل فنڈ اسکیموں کو درج کیا ہے۔

ان فنڈز کو AUM جیسے کچھ پیرامیٹرز کے ذریعے شارٹ لسٹ کیا گیا ہے۔نہیں ہیں، ماضی کی کارکردگی، ہم مرتبہ اوسط واپسی، وغیرہ۔

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LnT

ایل اینڈ ٹی ایم ایف اسکیموں میں سرمایہ کاری کیوں؟

  • L&T میوچل فنڈ افراد کی مختلف ضروریات کو ان کے متوقع منافع، خطرے کی بھوک، اور بہت سے متعلقہ عوامل کی بنیاد پر پورا کرنے کے لیے اسکیم کی ایک متنوع رینج پیش کرتا ہے۔
  • افراد آن لائن یا آف لائن موڈ کے ذریعے بغیر کسی پریشانی کے اپنی سہولت کے مطابق اپنے فنڈز خرید سکتے ہیں اور چھڑا سکتے ہیں۔

  • L&T MF متعدد پیرامیٹرز پر غور کر کے کمپنیوں کا جائزہ لیتا ہے جیسےلیکویڈیٹی، کاروباری کشش، انتظامی ٹریک ریکارڈ، اور بہت کچھ۔

بہترین L&T میوچل فنڈ اسکیمیں

FundNAVNet Assets (Cr)Min InvestmentMin SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
L&T Infrastructure Fund Growth ₹47.5921
↑ 0.95
₹2,790 5,000 500 -5.81.140.725.925.550.7
L&T Emerging Businesses Fund Growth ₹84.3483
↑ 0.70
₹17,306 5,000 500 -3.19.12824.630.346.1
L&T India Value Fund Growth ₹105.666
↑ 1.39
₹13,603 5,000 500 -2.76.735.222.924.439.4
L&T Midcap Fund Growth ₹382.492
↑ 2.88
₹11,768 5,000 500 -2.110.541.622.82440
L&T Business Cycles Fund Growth ₹41.7284
↑ 0.55
₹995 5,000 500 -2.47.94222.322.531.3
L&T Tax Advantage Fund Growth ₹130.682
↑ 1.92
₹4,253 500 500 -2.79.73818.219.228.4
L&T Large and Midcap Fund Growth ₹72.8402
↑ 0.12
₹1,620 5,000 500 3.7181.514.97.9
L&T Equity Fund Growth ₹124.542
↑ 0.00
₹2,884 5,000 500 3.315.62.214.39
L&T India Large Cap Fund Growth ₹42.242
↑ 0.02
₹758 5,000 500 4.416.72.913.610.5
L&T Hybrid Equity Fund Growth ₹53.953
↑ 0.48
₹5,849 5,000 500 -2.46.426.313.215.124.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Nov 24
* AUM >= پر مبنی فنڈ کی فہرست100 کروڑ اور 3 پر ترتیب دیا گیا۔سالسی اے جی آر واپسی.

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 9.5% since its launch.  Return for 2023 was 50.7% , 2022 was 3.1% and 2021 was 56.3% .

Below is the key information for L&T Infrastructure Fund

L&T Infrastructure Fund
Growth
Launch Date 27 Sep 07
NAV (22 Nov 24) ₹47.5921 ↑ 0.95   (2.03 %)
Net Assets (Cr) ₹2,790 on 30 Sep 24
Category Equity - Sectoral
AMC L&T Investment Management Ltd
Rating Not Rated
Risk High
Expense Ratio 2.1
Sharpe Ratio 2.42
Information Ratio 0.54
Alpha Ratio 7.89
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 Oct 19₹10,000
31 Oct 20₹8,210
31 Oct 21₹15,332
31 Oct 22₹16,119
31 Oct 23₹20,524
31 Oct 24₹31,379

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 ₹570,326.
Net Profit of ₹270,326
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 22 Nov 24

DurationReturns
1 Month -2.6%
3 Month -5.8%
6 Month 1.1%
1 Year 40.7%
3 Year 25.9%
5 Year 25.5%
10 Year
15 Year
Since launch 9.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 65.5%
Fund Manager information for L&T Infrastructure Fund
NameSinceTenure
Venugopal Manghat17 Dec 194.88 Yr.
Gautam Bhupal26 Nov 221.93 Yr.
Sonal Gupta26 Nov 221.93 Yr.

Data below for L&T Infrastructure Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Industrials49.36%
Basic Materials14.29%
Utility9.39%
Energy8.09%
Communication Services5.9%
Real Estate3.95%
Technology3.82%
Financial Services2.08%
Consumer Cyclical1.07%
Asset Allocation
Asset ClassValue
Cash2.04%
Equity97.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | 532555
9%₹239 Cr5,385,500
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT
7%₹206 Cr560,008
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Sep 15 | BEL
7%₹203 Cr7,130,400
↓ -481,900
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
6%₹160 Cr936,500
Aditya Birla Real Estate Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 500040
4%₹113 Cr397,700
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE
4%₹109 Cr368,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 532538
4%₹105 Cr88,900
ABB India Ltd (Industrials)
Equity, Since 30 Jun 19 | ABB
3%₹73 Cr90,050
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Oct 20 | DIXON
2%₹69 Cr49,700
Finolex Cables Ltd (Industrials)
Equity, Since 30 Jun 18 | FINCABLES
2%₹64 Cr450,100

2. 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 22.4% since its launch.  Ranked 2 in Small Cap category.  Return for 2023 was 46.1% , 2022 was 1% and 2021 was 77.4% .

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

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (22 Nov 24) ₹84.3483 ↑ 0.70   (0.84 %)
Net Assets (Cr) ₹17,306 on 30 Sep 24
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.73
Sharpe Ratio 2
Information Ratio 0.27
Alpha Ratio 0.52
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 Oct 19₹10,000
31 Oct 20₹9,544
31 Oct 21₹18,715
31 Oct 22₹20,605
31 Oct 23₹26,571
31 Oct 24₹37,901

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 ₹642,208.
Net Profit of ₹342,208
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 22 Nov 24

DurationReturns
1 Month -1.5%
3 Month -3.1%
6 Month 9.1%
1 Year 28%
3 Year 24.6%
5 Year 30.3%
10 Year
15 Year
Since launch 22.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
Venugopal Manghat17 Dec 194.88 Yr.
Cheenu Gupta1 Oct 231.09 Yr.
Sonal Gupta1 Oct 231.09 Yr.

Data below for L&T Emerging Businesses Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Industrials32.47%
Consumer Cyclical15.46%
Basic Materials13.32%
Financial Services12.83%
Technology8.01%
Real Estate5.56%
Health Care3.49%
Consumer Defensive3.47%
Energy1.41%
Asset Allocation
Asset ClassValue
Cash1.98%
Equity98.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
3%₹482 Cr505,400
↓ -130,000
Aditya Birla Real Estate Ltd (Basic Materials)
Equity, Since 30 Sep 22 | 500040
3%₹458 Cr1,607,279
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | 500251
3%₹440 Cr580,400
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | 532929
2%₹410 Cr2,891,084
↓ -138,011
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE
2%₹396 Cr2,473,042
↓ -100,000
Neuland Laboratories Limited
Equity, Since 31 Jan 24 | -
2%₹348 Cr281,022
↓ -20,000
NCC Ltd (Industrials)
Equity, Since 28 Feb 21 | NCC
2%₹341 Cr11,291,100
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jul 20 | DIXON
2%₹329 Cr238,273
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL
2%₹314 Cr3,286,897
Supreme Petrochem Ltd (Basic Materials)
Equity, Since 30 Sep 16 | SPLPETRO
2%₹309 Cr3,565,768

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 17.2% since its launch.  Ranked 4 in Value category.  Return for 2023 was 39.4% , 2022 was 5.2% and 2021 was 40.3% .

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

L&T India Value Fund
Growth
Launch Date 8 Jan 10
NAV (22 Nov 24) ₹105.666 ↑ 1.39   (1.33 %)
Net Assets (Cr) ₹13,603 on 31 Oct 24
Category Equity - Value
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio 2.57
Information Ratio 1.4
Alpha Ratio 11.04
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 Oct 19₹10,000
31 Oct 20₹9,922
31 Oct 21₹16,437
31 Oct 22₹16,856
31 Oct 23₹20,659
31 Oct 24₹30,461

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 ₹556,833.
Net Profit of ₹256,833
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 22 Nov 24

DurationReturns
1 Month -1.1%
3 Month -2.7%
6 Month 6.7%
1 Year 35.2%
3 Year 22.9%
5 Year 24.4%
10 Year
15 Year
Since launch 17.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 74.1%
Fund Manager information for L&T India Value Fund
NameSinceTenure
Venugopal Manghat24 Nov 1211.94 Yr.
Gautam Bhupal1 Oct 231.09 Yr.
Sonal Gupta1 Oct 231.09 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services24.74%
Basic Materials16.59%
Industrials15.25%
Technology9.96%
Consumer Cyclical7.94%
Consumer Defensive6.42%
Real Estate4.86%
Utility4.08%
Energy3.21%
Communication Services2.04%
Health Care2.01%
Asset Allocation
Asset ClassValue
Cash2.9%
Equity97.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 532555
4%₹577 Cr13,014,200
↓ -694,800
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
4%₹558 Cr4,382,100
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Sep 23 | MCX
3%₹452 Cr798,650
KEC International Ltd (Industrials)
Equity, Since 28 Feb 17 | 532714
3%₹404 Cr3,887,970
Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Jul 21 | JSL
3%₹399 Cr5,047,000
↓ -429,370
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 20 | FEDERALBNK
2%₹316 Cr16,063,900
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jul 20 | M&M
2%₹310 Cr1,002,600
↓ -192,800
Tech Mahindra Ltd (Technology)
Equity, Since 30 Nov 21 | 532755
2%₹298 Cr1,889,334
↑ 429,834
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 15 | RELIANCE
2%₹295 Cr998,200
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
2%₹290 Cr3,682,400
↓ -2,084,500

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 19.7% since its launch.  Ranked 5 in Mid Cap category.  Return for 2023 was 40% , 2022 was 1.1% and 2021 was 30.4% .

Below is the key information for L&T Midcap Fund

L&T Midcap Fund
Growth
Launch Date 9 Aug 04
NAV (22 Nov 24) ₹382.492 ↑ 2.88   (0.76 %)
Net Assets (Cr) ₹11,768 on 31 Oct 24
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.77
Sharpe Ratio 2.92
Information Ratio -0.08
Alpha Ratio 12.75
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 Oct 19₹10,000
31 Oct 20₹10,410
31 Oct 21₹15,809
31 Oct 22₹15,786
31 Oct 23₹19,086
31 Oct 24₹29,333

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 ₹556,833.
Net Profit of ₹256,833
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 22 Nov 24

DurationReturns
1 Month -1.6%
3 Month -2.1%
6 Month 10.5%
1 Year 41.6%
3 Year 22.8%
5 Year 24%
10 Year
15 Year
Since launch 19.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 40%
2022 1.1%
2021 30.4%
2020 19%
2019 -0.2%
2018 -12%
2017 52.3%
2016 9.8%
2015 10.8%
2014 81.6%
Fund Manager information for L&T Midcap Fund
NameSinceTenure
Venugopal Manghat1 Oct 231.09 Yr.
Cheenu Gupta26 Nov 221.93 Yr.
Sonal Gupta1 Oct 231.09 Yr.

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

Equity Sector Allocation
SectorValue
Industrials32.54%
Financial Services17.44%
Consumer Cyclical14.41%
Technology10.35%
Health Care7.1%
Real Estate6.99%
Utility6.19%
Consumer Defensive2.26%
Basic Materials1.46%
Communication Services0.31%
Asset Allocation
Asset ClassValue
Cash0.96%
Equity99.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Suzlon Energy Ltd (Industrials)
Equity, Since 31 Mar 24 | SUZLON
6%₹724 Cr90,407,100
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 19 | 500251
4%₹481 Cr634,900
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 24 | DIXON
3%₹421 Cr304,800
↑ 66,900
HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | HDFCAMC
3%₹415 Cr964,400
↑ 69,500
JSW Energy Ltd (Utilities)
Equity, Since 31 Mar 24 | JSWENERGY
3%₹405 Cr5,521,200
↑ 483,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | 543320
3%₹401 Cr14,675,800
↑ 3,128,400
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 May 24 | 500093
3%₹400 Cr5,266,200
↑ 886,500
Godrej Properties Ltd (Real Estate)
Equity, Since 31 Mar 17 | GODREJPROP
3%₹371 Cr1,175,100
↑ 103,700
Cummins India Ltd (Industrials)
Equity, Since 30 Apr 18 | 500480
3%₹369 Cr970,100
PB Fintech Ltd (Financial Services)
Equity, Since 31 Jan 24 | 543390
3%₹350 Cr2,162,200
↑ 513,300

5. 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 14.9% since its launch.  Ranked 19 in Sectoral category.  Return for 2023 was 31.3% , 2022 was 5.3% and 2021 was 34.5% .

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

L&T Business Cycles Fund
Growth
Launch Date 20 Aug 14
NAV (22 Nov 24) ₹41.7284 ↑ 0.55   (1.35 %)
Net Assets (Cr) ₹995 on 31 Oct 24
Category Equity - Sectoral
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.43
Sharpe Ratio 3.18
Information Ratio 1.26
Alpha Ratio 20.71
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 Oct 19₹10,000
31 Oct 20₹9,219
31 Oct 21₹14,955
31 Oct 22₹15,696
31 Oct 23₹17,896
31 Oct 24₹27,963

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 ₹530,691.
Net Profit of ₹230,691
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 22 Nov 24

DurationReturns
1 Month -2.8%
3 Month -2.4%
6 Month 7.9%
1 Year 42%
3 Year 22.3%
5 Year 22.5%
10 Year
15 Year
Since launch 14.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014
Fund Manager information for L&T Business Cycles Fund
NameSinceTenure
Venugopal Manghat20 Aug 1410.21 Yr.
Gautam Bhupal1 Jun 231.42 Yr.
Sonal Gupta1 Jun 231.42 Yr.

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

Equity Sector Allocation
SectorValue
Industrials29.8%
Financial Services24.74%
Consumer Cyclical18.06%
Basic Materials14.38%
Energy6.19%
Real Estate1.88%
Technology1.26%
Asset Allocation
Asset ClassValue
Cash2.05%
Equity97.95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | 500251
8%₹81 Cr107,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 14 | ICICIBANK
5%₹54 Cr425,000
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Dec 22 | MCX
5%₹53 Cr94,300
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
4%₹40 Cr135,600
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 14 | HDFCBANK
3%₹33 Cr193,300
Ahluwalia Contracts (India) Ltd (Industrials)
Equity, Since 31 Jan 15 | AHLUCONT
3%₹31 Cr274,908
Power Mech Projects Ltd (Industrials)
Equity, Since 31 Oct 22 | POWERMECH
3%₹30 Cr45,400
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 14 | LT
3%₹30 Cr81,830
↓ -5,340
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Dec 22 | BEL
3%₹29 Cr1,000,000
ABB India Ltd (Industrials)
Equity, Since 30 Sep 19 | ABB
3%₹26 Cr32,600

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 14.7% since its launch.  Ranked 7 in ELSS category.  Return for 2023 was 28.4% , 2022 was -3% and 2021 was 30.3% .

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

L&T Tax Advantage Fund
Growth
Launch Date 27 Feb 06
NAV (22 Nov 24) ₹130.682 ↑ 1.92   (1.49 %)
Net Assets (Cr) ₹4,253 on 31 Oct 24
Category Equity - ELSS
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 2.72
Information Ratio 0.6
Alpha Ratio 11.67
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,844
31 Oct 21₹14,423
31 Oct 22₹14,802
31 Oct 23₹16,277
31 Oct 24₹24,134

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 ₹493,520.
Net Profit of ₹193,520
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 22 Nov 24

DurationReturns
1 Month -1.2%
3 Month -2.7%
6 Month 9.7%
1 Year 38%
3 Year 18.2%
5 Year 19.2%
10 Year
15 Year
Since launch 14.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 44.8%
Fund Manager information for L&T Tax Advantage Fund
NameSinceTenure
Gautam Bhupal26 Nov 221.93 Yr.
Sonal Gupta21 Jul 213.28 Yr.
Abhishek Gupta1 Mar 240.67 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services23.1%
Industrials20.71%
Consumer Cyclical17.12%
Technology10.45%
Basic Materials6.44%
Health Care5.38%
Energy4.3%
Utility3.83%
Consumer Defensive3.66%
Real Estate2.84%
Communication Services1.78%
Asset Allocation
Asset ClassValue
Cash0.39%
Equity99.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK
4%₹201 Cr1,162,500
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK
3%₹147 Cr1,155,500
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE
3%₹141 Cr475,906
↓ -61,694
Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY
3%₹132 Cr703,100
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | 500251
3%₹120 Cr158,100
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT
2%₹111 Cr301,450
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 21 | PERSISTENT
2%₹101 Cr184,700
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 543320
2%₹95 Cr3,493,588
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN
2%₹92 Cr258,300
KPIT Technologies Ltd (Technology)
Equity, Since 30 Sep 21 | KPITTECH
2%₹84 Cr518,700

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 Oct 19₹10,000
31 Oct 20₹10,135
31 Oct 21₹14,498
31 Oct 22₹15,303

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 22 Nov 24

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
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
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 Oct 19₹10,000
31 Oct 20₹9,862
31 Oct 21₹14,611
31 Oct 22₹14,804

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 22 Nov 24

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
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
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 Oct 19₹10,000
31 Oct 20₹9,674
31 Oct 21₹14,457
31 Oct 22₹14,703

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 22 Nov 24

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
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
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

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 13% since its launch.  Ranked 5 in Hybrid Equity category.  Return for 2023 was 24.3% , 2022 was -3.7% and 2021 was 23.1% .

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

L&T Hybrid Equity Fund
Growth
Launch Date 7 Feb 11
NAV (22 Nov 24) ₹53.953 ↑ 0.48   (0.90 %)
Net Assets (Cr) ₹5,849 on 30 Sep 24
Category Hybrid - Hybrid Equity
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 2.36
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,186
31 Oct 21₹13,879
31 Oct 22₹13,765
31 Oct 23₹15,199
31 Oct 24₹20,135

L&T Hybrid 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 ₹447,579.
Net Profit of ₹147,579
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 22 Nov 24

DurationReturns
1 Month -0.5%
3 Month -2.4%
6 Month 6.4%
1 Year 26.3%
3 Year 13.2%
5 Year 15.1%
10 Year
15 Year
Since launch 13%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 44.5%
Fund Manager information for L&T Hybrid Equity Fund
NameSinceTenure
Shriram Ramanathan30 May 168.43 Yr.
Gautam Bhupal1 Oct 231.09 Yr.
Cheenu Gupta2 Jul 213.34 Yr.
Sonal Gupta1 Oct 231.09 Yr.
Mohd Asif Rizwi1 May 240.5 Yr.

Data below for L&T Hybrid Equity Fund as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash0.95%
Equity77.49%
Debt21.56%
Equity Sector Allocation
SectorValue
Industrials28.87%
Financial Services15.14%
Consumer Cyclical13.27%
Technology7.41%
Utility4.54%
Real Estate3.87%
Health Care1.73%
Consumer Defensive1.07%
Communication Services0.94%
Energy0.46%
Basic Materials0.18%
Debt Sector Allocation
SectorValue
Government13.88%
Corporate7.68%
Cash Equivalent0.95%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Zomato Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 543320
4%₹225 Cr8,220,100
↑ 5,730,500
7.38% Govt Stock 2027
Sovereign Bonds | -
4%₹208 Cr20,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
3%₹204 Cr1,601,344
Suzlon Energy Ltd (Industrials)
Equity, Since 30 Apr 24 | SUZLON
3%₹202 Cr25,266,400
↑ 7,669,800
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Aug 22 | BEL
3%₹172 Cr6,030,700
GE T&D India Ltd (Industrials)
Equity, Since 31 Jan 24 | 522275
3%₹158 Cr939,900
↑ 447,900
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jul 22 | 500093
2%₹145 Cr1,907,500
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | 500251
2%₹140 Cr185,400
↑ 26,400
JSW Energy Ltd (Utilities)
Equity, Since 30 Nov 23 | JSWENERGY
2%₹126 Cr1,714,100
Zensar Technologies Ltd (Technology)
Equity, Since 31 May 23 | ZENSARTECH
2%₹117 Cr1,739,015

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