fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-62820123
9 Best L&T SIP Mutual Funds 2019 | Best SIP Funds

Fincash » L&T Mutual Fund » Best L&TSIP Funds

Best L&T SIP Mutual Funds 2019

Updated on May 15, 2019 , 77 views

L&T SIP Mutual Fund is a hassle-free method of investment. It helps you achieve your Financial goals by Investing small sums of money on at a stipulated interval. It is a smart tool to invest money in Mutual Funds by making smaller periodic investments instead of heavy one-time investment. With a SIP, investors can plan their financial goals like Retirement planning, marriage, purchase of a house/car, etc. You can auto-debit your money from your bank account, which will get invested in the particular Mutual Fund scheme. This will ensure that you don’t miss any of your SIP instalments.

LnT

Why Invest in L&T SIP Mutual Funds?

Some of the benefits of SIPs are:

  • Power of Compounding
  • Rupee cost averaging
  • No need to time the market
  • Disciplined approach to investing
  • Cost-effective

Investors keen to invest in a SIP, here are some of the best L&T SIP Mutual Funds for equity investment. These funds have been shortlisted by undertaking certain parameters like AUM, NAV, past performances, peer average returns, etc.

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

Best SIP Funds by L&T Mutual Fund for Equities

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
L&T Emerging Businesses Fund Growth ₹23.094
↑ 0.10
₹6,167 500 2-5.1-17.215.517.8-13.7
L&T Infrastructure Fund Growth ₹15.2
↑ 0.12
₹1,918 500 7.3-4.4-13.213.713.6-17.1
L&T Midcap Fund Growth ₹126.26
↑ 0.87
₹4,390 500 3.7-3.5-12.312.918.6-12
L&T India Value Fund Growth ₹34.61
↑ 0.33
₹8,381 500 60.6-6.412.217.2-11.4
L&T Tax Advantage Fund Growth ₹51.828
↑ 0.59
₹3,338 500 5.3-2.9-8.511.612.5-8.1
L&T India Large Cap Fund Growth ₹26.851
↑ 0.36
₹462 500 85.92.611.210.9-2
L&T Equity Fund Growth ₹79.194
↑ 0.77
₹2,713 500 4.60.1-5.810.411.2-4.5
L&T Large and Midcap Fund Growth ₹45.036
↑ 0.42
₹1,419 500 4.8-0.9-10.39.911.4-11.3
L&T Business Cycles Fund Growth ₹14.696
↑ 0.17
₹782 500 8.90.9-129 -17.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 19

1. 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 18.2% since its launch.  Ranked 2 in Small Cap category.  Return for 2018 was -13.7% , 2017 was 66.5% and 2016 was 10.2% .

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

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (17 May 19) ₹23.094 ↑ 0.10   (0.45 %)
Net Assets (Cr) ₹6,167 on 31 Mar 19
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 2.68
Sharpe Ratio -0.43
Information Ratio 1.36
Alpha Ratio 0.81
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 Apr 15₹12,717
30 Apr 16₹13,409
30 Apr 17₹20,738
30 Apr 18₹26,439
30 Apr 19₹22,250

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 ₹470,047.
Net Profit of ₹170,047
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 17 May 19

DurationReturns
1 Month -6.9%
3 Month 2%
6 Month -5.1%
1 Year -17.2%
3 Year 15.5%
5 Year 17.8%
10 Year
15 Year
Since launch 18.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -13.7%
2017 66.5%
2016 10.2%
2015 12.3%
2014
2013
2012
2011
2010
2009
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
S.N. Lahiri12 May 144.73 Yr.
Karan Desai3 Feb 171.99 Yr.

Data below for L&T Emerging Businesses Fund as on 31 Mar 19

Equity Sector Allocation
SectorValue
Industrials20.64%
Basic Materials20.62%
Consumer Cyclical20%
Financial Services9.28%
Technology7.38%
Health Care4.2%
Real Estate3.5%
Utility2.22%
Consumer Defensive0.92%
Energy0.55%
Asset Allocation
Asset ClassValue
Cash9.24%
Equity89.39%
Other1.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
(A) Tri Party Repo Dealing System (Treps)
CBLO/Reverse Repo | -
9%₹554 Cr
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 May 14 | RAMCOCEM
2%₹146 Cr1,883,286
Grindwell Norton Ltd (Basic Materials)
Equity, Since 30 Sep 17 | 506076
2%₹139 Cr2,283,999
↑ 3,200
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 18 | PERSISTENT
2%₹135 Cr2,115,583
Mahanagar Gas Ltd (Utilities)
Equity, Since 31 Aug 18 | MGL
2%₹133 Cr1,375,464
↓ -2,792
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | 532889
2%₹132 Cr2,197,000
↑ 25,000
BEML Ltd (Industrials)
Equity, Since 30 Nov 18 | 500048
2%₹127 Cr1,453,409
Future Retail Ltd (Consumer Cyclical)
Equity, Since 31 Aug 16 | FRETAIL
2%₹120 Cr2,864,100
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 17 | 540762
2%₹117 Cr3,078,587
Sanofi India Ltd (Healthcare)
Equity, Since 30 Jun 18 | 500674
2%₹112 Cr199,154
↑ 4,274

2. 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 3.7% since its launch.  Return for 2018 was -17.1% , 2017 was 61.1% and 2016 was 8.6% .

Below is the key information for L&T Infrastructure Fund

L&T Infrastructure Fund
Growth
Launch Date 27 Sep 07
NAV (17 May 19) ₹15.2 ↑ 0.12   (0.80 %)
Net Assets (Cr) ₹1,918 on 31 Mar 19
Category Equity - Sectoral
AMC L&T Investment Management Ltd
Rating Not Rated
Risk High
Expense Ratio 2.82
Sharpe Ratio -0.43
Information Ratio 0.99
Alpha Ratio -5.66
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 Apr 14₹10,000
30 Apr 15₹15,000
30 Apr 16₹14,451
30 Apr 17₹21,225
30 Apr 18₹25,338
30 Apr 19₹22,225

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 ₹426,080.
Net Profit of ₹126,080
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 17 May 19

DurationReturns
1 Month -5.2%
3 Month 7.3%
6 Month -4.4%
1 Year -13.2%
3 Year 13.7%
5 Year 13.6%
10 Year
15 Year
Since launch 3.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -17.1%
2017 61.1%
2016 8.6%
2015 6.8%
2014 65.5%
2013 -7%
2012 28.6%
2011 -35.4%
2010 6.3%
2009 67.6%
Fund Manager information for L&T Infrastructure Fund
NameSinceTenure
S.N. Lahiri24 Nov 126.19 Yr.

Data below for L&T Infrastructure Fund as on 31 Mar 19

Equity Sector Allocation
SectorValue
Industrials38.92%
Basic Materials29.38%
Energy10.62%
Communication Services4.35%
Technology3.99%
Real Estate3.29%
Utility3.1%
Asset Allocation
Asset ClassValue
Cash5.64%
Equity94.32%
Debt0%
Other0.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT
9%₹163 Cr1,208,700
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE
8%₹144 Cr1,031,300
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Mar 14 | RAMCOCEM
6%₹108 Cr1,398,841
(A) Tri Party Repo Dealing System (Treps)
CBLO/Reverse Repo | -
6%₹105 Cr
Grasim Industries Ltd (Basic Materials)
Equity, Since 28 Feb 18 | GRASIM
6%₹104 Cr1,157,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
4%₹81 Cr2,535,600
AIA Engineering Ltd (Industrials)
Equity, Since 30 Jun 16 | AIAENG
4%₹71 Cr392,000
Orient Refractories Ltd (Industrials)
Equity, Since 31 Aug 16 | 534076
3%₹60 Cr2,513,200
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Sep 15 | BEL
3%₹53 Cr6,050,400
Century Textiles & Industries Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 500040
3%₹49 Cr538,446

3. 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 18.7% since its launch.  Ranked 5 in Mid Cap category.  Return for 2018 was -12% , 2017 was 52.3% and 2016 was 9.8% .

Below is the key information for L&T Midcap Fund

L&T Midcap Fund
Growth
Launch Date 9 Aug 04
NAV (17 May 19) ₹126.26 ↑ 0.87   (0.69 %)
Net Assets (Cr) ₹4,390 on 31 Mar 19
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 2.69
Sharpe Ratio -0.22
Information Ratio 0.68
Alpha Ratio -2.02
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 Apr 14₹10,000
30 Apr 15₹16,368
30 Apr 16₹16,716
30 Apr 17₹24,522
30 Apr 18₹29,233
30 Apr 19₹25,869

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 ₹481,656.
Net Profit of ₹181,656
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 17 May 19

DurationReturns
1 Month -7.1%
3 Month 3.7%
6 Month -3.5%
1 Year -12.3%
3 Year 12.9%
5 Year 18.6%
10 Year
15 Year
Since launch 18.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -12%
2017 52.3%
2016 9.8%
2015 10.8%
2014 81.6%
2013 5.6%
2012 38.1%
2011 -29.4%
2010 22.1%
2009 111.3%
Fund Manager information for L&T Midcap Fund
NameSinceTenure
S.N. Lahiri22 Jun 135.61 Yr.
Vihang Naik28 Jun 162.6 Yr.

Data below for L&T Midcap Fund as on 31 Mar 19

Equity Sector Allocation
SectorValue
Financial Services22.54%
Basic Materials21.25%
Consumer Cyclical14.3%
Industrials12.97%
Health Care7.54%
Consumer Defensive3.7%
Real Estate3.65%
Technology3.17%
Utility1.09%
Energy0.71%
Asset Allocation
Asset ClassValue
Cash8.98%
Equity91.38%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
(A) Tri Party Repo Dealing System (Treps)
CBLO/Reverse Repo | -
9%₹404 Cr
RBL Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | RBLBANK
4%₹166 Cr2,445,200
City Union Bank Ltd (Financial Services)
Equity, Since 31 Mar 18 | CUB
4%₹160 Cr7,879,400
↑ 217,500
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Sep 12 | RAMCOCEM
2%₹110 Cr1,426,000
↑ 57,800
Emami Ltd (Consumer Defensive)
Equity, Since 31 Aug 13 | 531162
2%₹110 Cr2,843,300
ACC Ltd (Basic Materials)
Equity, Since 30 Jun 18 | 500410
2%₹98 Cr603,000
↑ 104,000
Shree Cement Ltd (Basic Materials)
Equity, Since 31 Dec 12 | 500387
2%₹91 Cr46,000
↑ 11,712
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | 500850
2%₹89 Cr5,789,000
↑ 229,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | CHOLAFIN
2%₹86 Cr621,000
EIH Ltd (Consumer Cyclical)
Equity, Since 31 May 17 | 500840
2%₹85 Cr4,485,340
↑ 285,640

4. 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 14.2% since its launch.  Ranked 4 in Value category.  Return for 2018 was -11.4% , 2017 was 41.3% and 2016 was 8.1% .

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

L&T India Value Fund
Growth
Launch Date 8 Jan 10
NAV (17 May 19) ₹34.61 ↑ 0.33   (0.97 %)
Net Assets (Cr) ₹8,381 on 31 Mar 19
Category Equity - Value
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.48
Sharpe Ratio -0.07
Information Ratio -0.22
Alpha Ratio -11.32
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 Apr 14₹10,000
30 Apr 15₹16,358
30 Apr 16₹16,964
30 Apr 17₹23,824
30 Apr 18₹26,850
30 Apr 19₹25,048

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 ₹470,047.
Net Profit of ₹170,047
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 17 May 19

DurationReturns
1 Month -4.7%
3 Month 6%
6 Month 0.6%
1 Year -6.4%
3 Year 12.2%
5 Year 17.2%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -11.4%
2017 41.3%
2016 8.1%
2015 12.9%
2014 74.1%
2013 6.6%
2012 39.8%
2011 -27.1%
2010
2009
Fund Manager information for L&T India Value Fund
NameSinceTenure
Venugopal Manghat24 Nov 126.19 Yr.
Karan Desai3 Feb 171.99 Yr.

Data below for L&T India Value Fund as on 31 Mar 19

Equity Sector Allocation
SectorValue
Financial Services28.54%
Basic Materials14.11%
Technology12.14%
Consumer Cyclical11.18%
Energy8.27%
Industrials7.93%
Health Care6.17%
Consumer Defensive5.13%
Real Estate3.67%
Utility1.55%
Asset Allocation
Asset ClassValue
Cash1.28%
Equity98.81%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 15 | RELIANCE
7%₹569 Cr4,085,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
7%₹542 Cr13,298,900
↑ 212,700
Infosys Ltd (Technology)
Equity, Since 31 Dec 10 | INFY
5%₹440 Cr5,860,200
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 532215
4%₹341 Cr4,451,200
State Bank of India (Financial Services)
Equity, Since 28 Feb 10 | SBIN
4%₹332 Cr10,709,600
↑ 265,300
ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 15 | ITC
4%₹314 Cr10,427,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 16 | LT
4%₹297 Cr2,204,202
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 16 | HDFC
3%₹280 Cr1,405,500
↓ -106,500
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | HDFCBANK
3%₹269 Cr1,161,600
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 17 | DIVISLAB
3%₹226 Cr1,293,400
↓ -55,000

5. 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 13.3% since its launch.  Ranked 7 in ELSS category.  Return for 2018 was -8.1% , 2017 was 42.3% and 2016 was 8.1% .

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

L&T Tax Advantage Fund
Growth
Launch Date 27 Feb 06
NAV (17 May 19) ₹51.828 ↑ 0.59   (1.14 %)
Net Assets (Cr) ₹3,338 on 31 Mar 19
Category Equity - ELSS
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.61
Sharpe Ratio -0.16
Information Ratio -0.32
Alpha Ratio -11.53
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Apr 14₹10,000
30 Apr 15₹13,664
30 Apr 16₹13,704
30 Apr 17₹18,331
30 Apr 18₹21,557
30 Apr 19₹19,996

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 ₹415,684.
Net Profit of ₹115,684
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 17 May 19

DurationReturns
1 Month -4.2%
3 Month 5.3%
6 Month -2.9%
1 Year -8.5%
3 Year 11.6%
5 Year 12.5%
10 Year
15 Year
Since launch 13.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -8.1%
2017 42.3%
2016 8.1%
2015 2.9%
2014 44.8%
2013 6.8%
2012 27.4%
2011 -21.8%
2010 29.2%
2009 86.7%
Fund Manager information for L&T Tax Advantage Fund
NameSinceTenure
S.N. Lahiri24 Nov 126.19 Yr.

Data below for L&T Tax Advantage Fund as on 31 Mar 19

Equity Sector Allocation
SectorValue
Financial Services33.77%
Technology12.28%
Basic Materials11.44%
Industrials10.33%
Consumer Cyclical9.99%
Health Care8.29%
Energy4.92%
Consumer Defensive2.69%
Communication Services2.03%
Utility1.02%
Asset Allocation
Asset ClassValue
Cash2.38%
Equity96.94%
Other0.68%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK
6%₹211 Cr5,184,600
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK
6%₹208 Cr897,300
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 09 | TCS
4%₹146 Cr644,500
↑ 29,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
4%₹140 Cr1,004,100
↑ 23,900
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 17 | HDFC
3%₹110 Cr549,000
↓ -100,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 06 | LT
3%₹102 Cr753,000
RBL Bank Ltd (Financial Services)
Equity, Since 31 Mar 19 | RBLBANK
3%₹101 Cr1,490,700
↑ 206,262
Future Retail Ltd (Consumer Cyclical)
Equity, Since 31 Aug 16 | FRETAIL
3%₹100 Cr2,386,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY
3%₹100 Cr1,327,000
↓ -89,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 17 | 532215
3%₹99 Cr1,293,000

6. 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 8.9% since its launch.  Ranked 56 in Large Cap category.  Return for 2018 was -2% , 2017 was 29.5% and 2016 was 0.8% .

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 (17 May 19) ₹26.851 ↑ 0.36   (1.35 %)
Net Assets (Cr) ₹462 on 31 Mar 19
Category Equity - Large Cap
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.98
Sharpe Ratio 0.37
Information Ratio -1.46
Alpha Ratio -5.06
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 Apr 14₹10,000
30 Apr 15₹13,559
30 Apr 16₹13,243
30 Apr 17₹16,021
30 Apr 18₹18,037
30 Apr 19₹18,643

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 17 May 19

DurationReturns
1 Month -2%
3 Month 8%
6 Month 5.9%
1 Year 2.6%
3 Year 11.2%
5 Year 10.9%
10 Year
15 Year
Since launch 8.9%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -2%
2017 29.5%
2016 0.8%
2015 -0.2%
2014 44.6%
2013 7.4%
2012 23.6%
2011 -21.2%
2010 27.2%
2009 91%
Fund Manager information for L&T India Large Cap Fund
NameSinceTenure
Venugopal Manghat24 Nov 126.19 Yr.
Karan Desai3 Feb 171.99 Yr.

Data below for L&T India Large Cap Fund as on 31 Mar 19

Equity Sector Allocation
SectorValue
Financial Services38.37%
Technology12.15%
Energy10.6%
Basic Materials10.24%
Consumer Defensive7.92%
Consumer Cyclical6.04%
Industrials5.13%
Health Care4.26%
Communication Services1.22%
Utility1.11%
Real Estate0.91%
Asset Allocation
Asset ClassValue
Cash2.29%
Equity98.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
9%₹42 Cr182,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 15 | RELIANCE
9%₹42 Cr300,300
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK
7%₹34 Cr838,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 08 | INFY
5%₹23 Cr299,800
ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 08 | ITC
4%₹20 Cr672,100
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 09 | TCS
4%₹20 Cr89,000
State Bank of India (Financial Services)
Equity, Since 31 May 14 | SBIN
4%₹20 Cr644,090
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFC
4%₹20 Cr98,800
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
4%₹20 Cr254,400
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT
4%₹17 Cr128,100

7. 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 15.9% since its launch.  Ranked 25 in Multi Cap category.  Return for 2018 was -4.5% , 2017 was 34.2% and 2016 was 3.6% .

Below is the key information for L&T Equity Fund

L&T Equity Fund
Growth
Launch Date 16 May 05
NAV (17 May 19) ₹79.194 ↑ 0.77   (0.98 %)
Net Assets (Cr) ₹2,713 on 31 Mar 19
Category Equity - Multi Cap
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.41
Sharpe Ratio 0.07
Information Ratio -1.09
Alpha Ratio -5.4
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 Apr 14₹10,000
30 Apr 15₹14,089
30 Apr 16₹13,517
30 Apr 17₹17,012
30 Apr 18₹19,741
30 Apr 19₹19,006

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 ₹405,518.
Net Profit of ₹105,518
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 17 May 19

DurationReturns
1 Month -4.4%
3 Month 4.6%
6 Month 0.1%
1 Year -5.8%
3 Year 10.4%
5 Year 11.2%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -4.5%
2017 34.2%
2016 3.6%
2015 0.3%
2014 50.3%
2013 5.5%
2012 26%
2011 -21%
2010 26.9%
2009 86.1%
Fund Manager information for L&T Equity Fund
NameSinceTenure
S.N. Lahiri24 Nov 126.19 Yr.
Karan Desai3 Feb 171.99 Yr.

Data below for L&T Equity Fund as on 31 Mar 19

Equity Sector Allocation
SectorValue
Financial Services31.11%
Technology15.66%
Industrials11.81%
Basic Materials10.79%
Consumer Defensive6.61%
Health Care6.34%
Consumer Cyclical6.07%
Energy4.83%
Communication Services1.94%
Utility1.52%
Asset Allocation
Asset ClassValue
Cash3.33%
Equity96.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
7%₹195 Cr4,780,300
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 07 | HDFCBANK
7%₹177 Cr762,100
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 06 | LT
6%₹150 Cr1,115,050
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 09 | TCS
5%₹124 Cr548,400
↓ -13,200
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
4%₹119 Cr854,700
↑ 19,500
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 532215
3%₹93 Cr1,211,200
(A) Tri Party Repo Dealing System (Treps)
CBLO/Reverse Repo | -
3%₹90 Cr
Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY
3%₹82 Cr1,089,400
↓ -72,200
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 16 | HCLTECH
3%₹82 Cr690,100
↑ 59,493
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 07 | ITC
3%₹80 Cr2,662,000

8. 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 12.3% since its launch.  Ranked 32 in Large & Mid Cap category.  Return for 2018 was -11.3% , 2017 was 42.3% and 2016 was 4.4% .

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 (17 May 19) ₹45.036 ↑ 0.42   (0.94 %)
Net Assets (Cr) ₹1,419 on 31 Mar 19
Category Equity - Large & Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.69
Sharpe Ratio -0.18
Information Ratio -0.63
Alpha Ratio -14.14
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 Apr 14₹10,000
30 Apr 15₹14,003
30 Apr 16₹13,609
30 Apr 17₹17,821
30 Apr 18₹21,107
30 Apr 19₹19,019

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 ₹405,518.
Net Profit of ₹105,518
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 17 May 19

DurationReturns
1 Month -5%
3 Month 4.8%
6 Month -0.9%
1 Year -10.3%
3 Year 9.9%
5 Year 11.4%
10 Year
15 Year
Since launch 12.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -11.3%
2017 42.3%
2016 4.4%
2015 1.5%
2014 51%
2013 5.7%
2012 40%
2011 -22.6%
2010 22.4%
2009 81.3%
Fund Manager information for L&T Large and Midcap Fund
NameSinceTenure
S.N. Lahiri24 Nov 126.19 Yr.
Karan Desai3 Feb 171.99 Yr.

Data below for L&T Large and Midcap Fund as on 31 Mar 19

Equity Sector Allocation
SectorValue
Financial Services35.17%
Technology16.85%
Consumer Cyclical9.47%
Health Care7.92%
Industrials7.84%
Consumer Defensive6.92%
Basic Materials6.42%
Energy4.14%
Communication Services1.99%
Real Estate1.8%
Asset Allocation
Asset ClassValue
Cash2.51%
Equity98.7%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
6%₹87 Cr2,144,700
↑ 87,300
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 07 | TCS
5%₹71 Cr315,900
↑ 31,600
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK
5%₹70 Cr302,800
↑ 34,300
RBL Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | RBLBANK
5%₹66 Cr968,500
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 532215
5%₹63 Cr821,100
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 09 | LT
4%₹60 Cr447,400
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
4%₹58 Cr415,700
State Bank of India (Financial Services)
Equity, Since 30 Jun 18 | SBIN
4%₹57 Cr1,849,200
HCL Technologies Ltd (Technology)
Equity, Since 29 Feb 12 | HCLTECH
3%₹42 Cr356,600
Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY
3%₹41 Cr546,600

9. 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 8.5% since its launch.  Ranked 19 in Sectoral category.  Return for 2018 was -17.5% , 2017 was 45.6% and 2016 was 3.2% .

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

L&T Business Cycles Fund
Growth
Launch Date 20 Aug 14
NAV (17 May 19) ₹14.696 ↑ 0.17   (1.17 %)
Net Assets (Cr) ₹782 on 31 Mar 19
Category Equity - Sectoral
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.68
Sharpe Ratio -0.36
Information Ratio -0.62
Alpha Ratio -18.61
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 Apr 15₹11,817
30 Apr 16₹11,244
30 Apr 17₹15,127
30 Apr 18₹17,053
30 Apr 19₹14,874

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 ₹385,859.
Net Profit of ₹85,859
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 17 May 19

DurationReturns
1 Month -4.2%
3 Month 8.9%
6 Month 0.9%
1 Year -12%
3 Year 9%
5 Year
10 Year
15 Year
Since launch 8.5%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -17.5%
2017 45.6%
2016 3.2%
2015 3.5%
2014
2013
2012
2011
2010
2009
Fund Manager information for L&T Business Cycles Fund
NameSinceTenure
Venugopal Manghat20 Aug 144.45 Yr.
Karan Desai3 Feb 171.99 Yr.

Data below for L&T Business Cycles Fund as on 31 Mar 19

Equity Sector Allocation
SectorValue
Financial Services27.76%
Industrials23.59%
Basic Materials19.74%
Consumer Cyclical12.02%
Technology5.53%
Energy5.44%
Real Estate2.69%
Asset Allocation
Asset ClassValue
Cash1.12%
Equity98.94%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 14 | HDFCBANK
7%₹51 Cr219,400
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 14 | ICICIBANK
5%₹40 Cr988,800
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 14 | LT
5%₹36 Cr268,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
4%₹30 Cr215,000
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Oct 15 | RAMCOCEM
4%₹29 Cr369,700
State Bank of India (Financial Services)
Equity, Since 31 Aug 14 | SBIN
3%₹24 Cr763,100
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Aug 14 | ULTRACEMCO
3%₹23 Cr50,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
3%₹21 Cr152,000
KNR Constructions Ltd (Industrials)
Equity, Since 30 Sep 14 | 532942
3%₹21 Cr869,910
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
3%₹21 Cr270,200

How Does SIP Investment Grow?

Want to know how your SIP investment will grow if you invest a certain amount monthly for a specific period of time? We will explain you with an example.

SIP Calculator or SIP Return Calculator

SIP calculators usually take inputs such as the SIP investment amount(goal) one seeks to invest, the number of years of investing required, expected Inflation rates (one needs to account for this!) and expected returns. Hence, one can calculate the SIP returns required to achieve a goal!

Let’s suppose, if you invest INR 10,000 for 10 years, see how your SIP investment grows-

Monthly Investment: INR 10,000

Investment Period: 10 years

Total Amount Invested: INR 12,00,000

Long-term Growth Rate (approx.): 15%

Expected Returns as per sip calculator: INR 27,86,573

Net Profit: INR 15,86,573 (Absolute Return= 132.2%)

The above calculations show that if you invest INR 10,000 monthly for 10 years (a total of INR 12,00,000) you will earn INR 27,86,573, which means the net profit you make is INR 15,86,573. Isn’t it great!

How to Invest in L&T Mutual Funds Online?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
How helpful was this page ?
Rated 5, based on 1 reviews.
POST A COMMENT