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9 بہترین L&T SIP میوچل فنڈز 2022 | بہترین SIP فنڈز

فنکاش »ایل اینڈ ٹی میوچل فنڈ »بہترین L&TSIP فنڈز

بہترین L&T SIP میوچل فنڈز 2022

Updated on December 24, 2024 , 8147 views

ایل اینڈ ٹیگھونٹ میوچل فنڈ سرمایہ کاری کا ایک پریشانی سے پاک طریقہ ہے۔ یہ آپ کو حاصل کرنے میں مدد کرتا ہے۔مالی اہداف کی طرف سےسرمایہ کاری ایک مقررہ وقفہ پر چھوٹی رقم۔ یہ پیسہ لگانے کا ایک زبردست ٹول ہے۔باہمی چندہ ایک بار کی بھاری سرمایہ کاری کے بجائے چھوٹی متواتر سرمایہ کاری کرکے۔ ایس آئی پی کے ساتھ، سرمایہ کار اپنے مالی اہداف کی منصوبہ بندی کر سکتے ہیں۔ریٹائرمنٹ پلاننگ، شادی، گھر/گاڑی کی خریداری وغیرہ۔ آپ اپنے پیسے سے خود بخود ڈیبٹ کر سکتے ہیں۔بینک اکاؤنٹ، جس میں خاص میوچل فنڈ اسکیم میں سرمایہ کاری کی جائے گی۔ یہ اس بات کو یقینی بنائے گا کہ آپ اپنی SIP قسطوں میں سے کسی سے محروم نہ ہوں۔

LnT

L&T SIP میوچل فنڈز میں کیوں سرمایہ کاری کریں؟

SIPs کے کچھ فوائد یہ ہیں:

کے خواہشمند سرمایہ کارSIP میں سرمایہ کاری کریں۔ایکویٹی سرمایہ کاری کے لیے یہاں کچھ بہترین L&T SIP میوچل فنڈز ہیں۔ 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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ایکویٹیز کے لیے L&T میوچل فنڈ کی طرف سے بہترین SIP فنڈز

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
L&T Infrastructure Fund Growth ₹48.5267
↑ 0.09
₹2,611 500 -6.1-3.83126.926.350.7
L&T Midcap Fund Growth ₹407.252
↑ 2.69
₹11,912 500 -0.41041.526.425.540
L&T Emerging Businesses Fund Growth ₹88.7891
↓ -0.18
₹16,920 500 -0.64.930.125.431.646.1
L&T Business Cycles Fund Growth ₹43.3035
↑ 0.01
₹1,016 500 -3.15.13824.823.131.3
L&T India Value Fund Growth ₹107.735
↑ 0.04
₹13,675 500 -4.90.627.523.924.639.4
L&T Tax Advantage Fund Growth ₹135.495
↑ 0.34
₹4,303 500 -3.45.934.219.519.728.4
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 26 Dec 24

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 9.6% 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 (26 Dec 24) ₹48.5267 ↑ 0.09   (0.19 %)
Net Assets (Cr) ₹2,611 on 31 Oct 24
Category Equity - Sectoral
AMC L&T Investment Management Ltd
Rating Not Rated
Risk High
Expense Ratio 2.1
Sharpe Ratio 2
Information Ratio 0.7
Alpha Ratio 14.91
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
30 Nov 19₹10,000
30 Nov 20₹9,352
30 Nov 21₹15,139
30 Nov 22₹16,490
30 Nov 23₹22,475
30 Nov 24₹32,152

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 ₹584,107.
Net Profit of ₹284,107
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 26 Dec 24

DurationReturns
1 Month -0.1%
3 Month -6.1%
6 Month -3.8%
1 Year 31%
3 Year 26.9%
5 Year 26.3%
10 Year
15 Year
Since launch 9.6%
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 194.96 Yr.
Gautam Bhupal26 Nov 222.02 Yr.
Sonal Gupta26 Nov 222.02 Yr.

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

Equity Sector Allocation
SectorValue
Industrials50.59%
Basic Materials13.28%
Utility8.42%
Energy8.27%
Communication Services7.18%
Technology4.06%
Real Estate3.35%
Financial Services2.59%
Consumer Cyclical1.43%
Asset Allocation
Asset ClassValue
Cash0.82%
Equity99.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | 532555
8%₹220 Cr5,385,500
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Sep 15 | BEL
8%₹203 Cr7,130,400
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT
8%₹196 Cr541,000
↓ -19,008
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
6%₹168 Cr1,041,600
↑ 105,100
Aditya Birla Real Estate Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 500040
4%₹109 Cr397,700
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 532538
4%₹98 Cr88,900
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE
4%₹98 Cr736,000
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Oct 20 | DIXON
3%₹70 Cr49,700
Power Finance Corp Ltd (Financial Services)
Equity, Since 29 Feb 24 | 532810
3%₹68 Cr1,488,800
↑ 299,400
ABB India Ltd (Industrials)
Equity, Since 30 Jun 19 | ABB
3%₹67 Cr90,050

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 19.9% 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 (26 Dec 24) ₹407.252 ↑ 2.69   (0.67 %)
Net Assets (Cr) ₹11,912 on 30 Nov 24
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.77
Sharpe Ratio 2.6
Information Ratio 0.14
Alpha Ratio 12.22
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
30 Nov 19₹10,000
30 Nov 20₹11,451
30 Nov 21₹15,268
30 Nov 22₹15,982
30 Nov 23₹20,968
30 Nov 24₹29,539

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 ₹570,326.
Net Profit of ₹270,326
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 26 Dec 24

DurationReturns
1 Month 4.9%
3 Month -0.4%
6 Month 10%
1 Year 41.5%
3 Year 26.4%
5 Year 25.5%
10 Year
15 Year
Since launch 19.9%
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 231.17 Yr.
Cheenu Gupta26 Nov 222.02 Yr.
Sonal Gupta1 Oct 231.17 Yr.

Data below for L&T Midcap Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Industrials32.67%
Financial Services20.17%
Consumer Cyclical12.88%
Technology10.29%
Real Estate6.73%
Health Care6.47%
Utility5.25%
Consumer Defensive2.31%
Basic Materials1.62%
Communication Services0.05%
Asset Allocation
Asset ClassValue
Cash1.57%
Equity98.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Suzlon Energy Ltd (Industrials)
Equity, Since 31 Mar 24 | SUZLON
5%₹605 Cr90,407,100
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 May 24 | 500093
4%₹509 Cr7,222,000
↑ 1,955,800
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 19 | 500251
4%₹453 Cr634,900
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 24 | DIXON
4%₹429 Cr304,800
JSW Energy Ltd (Utilities)
Equity, Since 31 Mar 24 | JSWENERGY
4%₹427 Cr6,288,700
↑ 767,500
HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Dec 22 | HDFCAMC
4%₹415 Cr964,400
PB Fintech Ltd (Financial Services)
Equity, Since 31 Jan 24 | 543390
3%₹400 Cr2,351,700
↑ 189,500
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | 543320
3%₹355 Cr14,675,800
Cummins India Ltd (Industrials)
Equity, Since 30 Apr 18 | 500480
3%₹340 Cr970,100
Godrej Properties Ltd (Real Estate)
Equity, Since 31 Mar 17 | GODREJPROP
3%₹338 Cr1,175,100

3. 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 22.8% 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 (26 Dec 24) ₹88.7891 ↓ -0.18   (-0.20 %)
Net Assets (Cr) ₹16,920 on 31 Oct 24
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.73
Sharpe Ratio 1.51
Information Ratio 0.26
Alpha Ratio 2.49
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
30 Nov 19₹10,000
30 Nov 20₹10,894
30 Nov 21₹19,240
30 Nov 22₹21,023
30 Nov 23₹29,366
30 Nov 24₹38,725

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 ₹657,502.
Net Profit of ₹357,502
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 26 Dec 24

DurationReturns
1 Month 3.2%
3 Month -0.6%
6 Month 4.9%
1 Year 30.1%
3 Year 25.4%
5 Year 31.6%
10 Year
15 Year
Since launch 22.8%
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 194.96 Yr.
Cheenu Gupta1 Oct 231.17 Yr.
Sonal Gupta1 Oct 231.17 Yr.

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

Equity Sector Allocation
SectorValue
Industrials31.33%
Consumer Cyclical15.35%
Financial Services14.41%
Basic Materials12.12%
Technology8.54%
Real Estate5.16%
Health Care3.86%
Consumer Defensive3.52%
Energy1.51%
Asset Allocation
Asset ClassValue
Cash1.78%
Equity98.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
3%₹458 Cr455,400
↓ -50,000
Aditya Birla Real Estate Ltd (Basic Materials)
Equity, Since 30 Sep 22 | 500040
3%₹441 Cr1,607,279
Neuland Laboratories Limited
Equity, Since 31 Jan 24 | -
2%₹410 Cr281,022
Kirloskar Pneumatic Co Ltd (Industrials)
Equity, Since 31 Aug 22 | 505283
2%₹406 Cr2,444,924
↑ 127,474
BSE Ltd (Financial Services)
Equity, Since 29 Feb 24 | BSE
2%₹395 Cr884,500
↑ 108,253
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE
2%₹387 Cr2,473,042
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | 500251
2%₹383 Cr537,550
↓ -42,850
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | 532929
2%₹341 Cr2,891,084
NCC Ltd (Industrials)
Equity, Since 28 Feb 21 | NCC
2%₹337 Cr11,291,100
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jul 20 | DIXON
2%₹335 Cr238,273

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 15.2% 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 (26 Dec 24) ₹43.3035 ↑ 0.01   (0.03 %)
Net Assets (Cr) ₹1,016 on 30 Nov 24
Category Equity - Sectoral
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.43
Sharpe Ratio 2.69
Information Ratio 1.33
Alpha Ratio 18.19
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
30 Nov 19₹10,000
30 Nov 20₹10,565
30 Nov 21₹14,600
30 Nov 22₹16,117
30 Nov 23₹19,644
30 Nov 24₹28,321

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 ₹543,623.
Net Profit of ₹243,623
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 26 Dec 24

DurationReturns
1 Month 1.8%
3 Month -3.1%
6 Month 5.1%
1 Year 38%
3 Year 24.8%
5 Year 23.1%
10 Year
15 Year
Since launch 15.2%
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 1410.29 Yr.
Gautam Bhupal1 Jun 231.5 Yr.
Sonal Gupta1 Jun 231.5 Yr.

Data below for L&T Business Cycles Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Industrials28.54%
Financial Services27.13%
Consumer Cyclical17.15%
Basic Materials13.2%
Energy5.95%
Real Estate1.62%
Technology1.5%
Asset Allocation
Asset ClassValue
Cash3.43%
Equity96.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | 500251
7%₹72 Cr100,680
↓ -6,320
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Dec 22 | MCX
6%₹61 Cr94,300
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 14 | ICICIBANK
6%₹55 Cr425,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
4%₹36 Cr271,200
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 14 | HDFCBANK
3%₹34 Cr193,300
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 14 | LT
3%₹30 Cr81,830
Ahluwalia Contracts (India) Ltd (Industrials)
Equity, Since 31 Jan 15 | AHLUCONT
3%₹29 Cr274,908
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Dec 22 | BEL
3%₹28 Cr1,000,000
Power Mech Projects Ltd (Industrials)
Equity, Since 31 Oct 22 | POWERMECH
3%₹27 Cr90,800
Kirloskar Pneumatic Co Ltd (Industrials)
Equity, Since 30 Jun 23 | 505283
3%₹27 Cr160,733
↓ -15,467

5. 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 (26 Dec 24) ₹107.735 ↑ 0.04   (0.03 %)
Net Assets (Cr) ₹13,675 on 30 Nov 24
Category Equity - Value
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio 2.11
Information Ratio 1.66
Alpha Ratio 9.32
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
30 Nov 19₹10,000
30 Nov 20₹10,876
30 Nov 21₹15,502
30 Nov 22₹17,219
30 Nov 23₹22,326
30 Nov 24₹30,221

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 26 Dec 24

DurationReturns
1 Month 0.3%
3 Month -4.9%
6 Month 0.6%
1 Year 27.5%
3 Year 23.9%
5 Year 24.6%
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 1212.03 Yr.
Gautam Bhupal1 Oct 231.17 Yr.
Sonal Gupta1 Oct 231.17 Yr.

Data below for L&T India Value Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services26.85%
Basic Materials16.49%
Industrials13.59%
Technology11.13%
Consumer Cyclical7.31%
Consumer Defensive6.79%
Real Estate4.48%
Utility3.9%
Energy2.97%
Health Care2.01%
Communication Services2%
Asset Allocation
Asset ClassValue
Cash2.5%
Equity97.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
4%₹566 Cr4,382,100
NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 532555
4%₹531 Cr13,014,200
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Sep 23 | MCX
4%₹520 Cr798,650
KEC International Ltd (Industrials)
Equity, Since 28 Feb 17 | 532714
3%₹383 Cr3,887,970
Tech Mahindra Ltd (Technology)
Equity, Since 30 Nov 21 | 532755
3%₹368 Cr2,284,900
↑ 395,566
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 20 | FEDERALBNK
2%₹328 Cr16,063,900
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
2%₹302 Cr3,682,400
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | 590003
2%₹297 Cr13,164,300
Paradeep Phosphates Ltd (Basic Materials)
Equity, Since 30 Sep 23 | 543530
2%₹280 Cr26,832,297
↑ 2,583,300
Infosys Ltd (Technology)
Equity, Since 31 Dec 10 | INFY
2%₹274 Cr1,556,500
↑ 359,418

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 14.8% 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 (26 Dec 24) ₹135.495 ↑ 0.34   (0.25 %)
Net Assets (Cr) ₹4,303 on 30 Nov 24
Category Equity - ELSS
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 2.44
Information Ratio 0.58
Alpha Ratio 12.63
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Nov 19₹10,000
30 Nov 20₹10,772
30 Nov 21₹14,216
30 Nov 22₹14,865
30 Nov 23₹17,393
30 Nov 24₹24,422

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 26 Dec 24

DurationReturns
1 Month 1.4%
3 Month -3.4%
6 Month 5.9%
1 Year 34.2%
3 Year 19.5%
5 Year 19.7%
10 Year
15 Year
Since launch 14.8%
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 222.02 Yr.
Sonal Gupta21 Jul 213.37 Yr.
Abhishek Gupta1 Mar 240.75 Yr.

Data below for L&T Tax Advantage Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services23.58%
Industrials20.73%
Consumer Cyclical16.37%
Technology10.35%
Basic Materials6.47%
Health Care5.63%
Energy4.08%
Utility3.72%
Consumer Defensive3.56%
Real Estate2.63%
Communication Services1.77%
Asset Allocation
Asset ClassValue
Cash1.1%
Equity98.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK
5%₹202 Cr1,162,500
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK
4%₹149 Cr1,155,500
Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY
3%₹136 Cr774,900
↑ 71,800
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE
3%₹127 Cr951,812
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT
3%₹109 Cr301,450
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | 500251
2%₹92 Cr128,900
↓ -29,200
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 21 | PERSISTENT
2%₹86 Cr160,000
↓ -24,700
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN
2%₹81 Cr258,300
State Bank of India (Financial Services)
Equity, Since 31 Jan 19 | SBIN
2%₹81 Cr984,432
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 543320
2%₹76 Cr3,150,000
↓ -343,588

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
30 Nov 19₹10,000
30 Nov 20₹10,846
30 Nov 21₹14,474

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 26 Dec 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
30 Nov 19₹10,000
30 Nov 20₹10,625
30 Nov 21₹14,188

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 26 Dec 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
30 Nov 19₹10,000
30 Nov 20₹10,582
30 Nov 21₹13,814

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 26 Dec 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

SIP سرمایہ کاری کیسے بڑھتی ہے؟

جاننا چاہتے ہیں کہ آپ کیسا ہے۔SIP سرمایہ کاری اگر آپ ایک مخصوص مدت کے لیے ماہانہ ایک خاص رقم کی سرمایہ کاری کریں گے تو ترقی ہوگی؟ ہم آپ کو ایک مثال سے سمجھاتے ہیں۔

ایس آئی پی کیلکولیٹر یا ایس آئی پی ریٹرن کیلکولیٹر

SIP کیلکولیٹر عام طور پر ان پٹ لیتے ہیں جیسے SIP سرمایہ کاری کی رقم (مقصد) جو کوئی سرمایہ کاری کرنا چاہتا ہے، مطلوبہ سرمایہ کاری کے سالوں کی تعداد، متوقعمہنگائی شرحیں (کسی کو اس کا حساب دینا ہوگا!) اور متوقع منافع۔ لہذا، کوئی ایک مقصد حاصل کرنے کے لیے درکار SIP ریٹرن کا حساب لگا سکتا ہے!

فرض کریں، اگر آپ 10 روپے کی سرمایہ کاری کرتے ہیں،000 10 سالوں کے لیے، دیکھیں کہ آپ کی SIP سرمایہ کاری کیسے بڑھتی ہے-

ماہانہ سرمایہ کاری: INR 10,000

سرمایہ کاری کی مدت: 10 سال

سرمایہ کاری کی کل رقم: INR 12,00,000

طویل مدتی ترقی کی شرح (تقریباً): 15%

کے مطابق متوقع واپسی۔گھونٹ کیلکولیٹر: INR 27,86,573

خالص منافع: 15,86,573 روپے (مطلق واپسی۔= 132.2%)

مندرجہ بالا حسابات سے پتہ چلتا ہے کہ اگر آپ 10 سال کے لیے ماہانہ 10,000 روپے کی سرمایہ کاری کرتے ہیں (کل INR12,00,000) آپ کمائیں گے۔INR 27,86,573جس کا مطلب ہے کہ آپ جو خالص منافع کماتے ہیں۔15,86,573 روپے. کیا یہ بہت اچھا نہیں ہے!

L&T میوچل فنڈز میں آن لائن سرمایہ کاری کیسے کی جائے؟

  1. Fincash.com پر لائف ٹائم کے لیے مفت انویسٹمنٹ اکاؤنٹ کھولیں۔

  2. اپنی رجسٹریشن اور KYC کا عمل مکمل کریں۔

  3. دستاویزات اپ لوڈ کریں (PAN، آدھار، وغیرہ)۔اور، آپ سرمایہ کاری کے لیے تیار ہیں!

    شروع کرنے کے

Disclaimer:
یہاں فراہم کردہ معلومات کے درست ہونے کو یقینی بنانے کے لیے تمام کوششیں کی گئی ہیں۔ تاہم، ڈیٹا کی درستگی کے حوالے سے کوئی ضمانت نہیں دی جاتی ہے۔ براہ کرم کوئی بھی سرمایہ کاری کرنے سے پہلے اسکیم کی معلومات کے دستاویز کے ساتھ تصدیق کریں۔
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