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9 Best L&T SIP Mutual Funds 2019 | Best SIP Funds

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Best L&T SIP Mutual Funds 2019

Updated on March 17, 2019 , 37 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.

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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 ₹24.636
↑ 0.07
₹5,516 500 -1-6.1-9.221.6 -13.7
L&T Infrastructure Fund Growth ₹15.84
↑ 0.12
₹1,790 500 -0.6-5.4-8.91819.8-17.1
L&T Midcap Fund Growth ₹132.39
↑ 0.70
₹3,733 500 -1-3.7-4.817.823.1-12
L&T India Value Fund Growth ₹35.607
↑ 0.23
₹7,726 500 2-2.3-1.515.221.7-11.4
L&T Tax Advantage Fund Growth ₹53.125
↑ 0.32
₹3,074 500 -0.7-3.9-2.314.915.6-8.1
L&T Equity Fund Growth ₹81.483
↑ 0.43
₹2,518 500 1.1-0.42.413.114.6-4.5
L&T Large and Midcap Fund Growth ₹46.389
↑ 0.28
₹1,311 500 0.5-4.3-412.814.8-11.3
L&T India Large Cap Fund Growth ₹26.801
↑ 0.17
₹429 500 3.62.37.612.513.5-2
L&T Business Cycles Fund Growth ₹15.1
↑ 0.07
₹726 500 1.51.4-7.112.1 -17.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Mar 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 20.4% 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 (19 Mar 19) ₹24.636 ↑ 0.07   (0.28 %)
Net Assets (Cr) ₹5,516 on 28 Feb 19
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 2.68
Sharpe Ratio -1.13
Information Ratio 1.65
Alpha Ratio 1.63
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
28 Feb 15₹13,333
29 Feb 16₹11,603
28 Feb 17₹18,412
28 Feb 18₹25,728
28 Feb 19₹21,481

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 ₹518,033.
Net Profit of ₹218,033
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 19 Mar 19

DurationReturns
1 Month 9.5%
3 Month -1%
6 Month -6.1%
1 Year -9.2%
3 Year 21.6%
5 Year
10 Year
15 Year
Since launch 20.4%
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 28 Feb 19

Equity Sector Allocation
SectorValue
Basic Materials22.12%
Consumer Cyclical20.31%
Industrials19.79%
Financial Services8.11%
Technology7.96%
Health Care4.54%
Utility2.45%
Real Estate2.18%
Energy0.61%
Consumer Defensive0.45%
Communication Services0.35%
Asset Allocation
Asset ClassValue
Cash10.86%
Equity89.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
(A) Tri Party Repo Dealing System (Treps)
CBLO/Reverse Repo | -
11%₹599 Cr
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 18 | PERSISTENT
3%₹139 Cr2,115,583
Mahanagar Gas Ltd (Utilities)
Equity, Since 31 Aug 18 | MGL
2%₹135 Cr1,501,000
↑ 29,248
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 May 14 | RAMCOCEM
2%₹126 Cr1,883,286
Grindwell Norton Ltd (Basic Materials)
Equity, Since 30 Sep 17 | 506076
2%₹124 Cr2,273,214
↑ 17,898
Carborundum Universal Ltd (Basic Materials)
Equity, Since 31 Jul 16 | 513375
2%₹123 Cr3,313,598
↑ 53,898
BEML Ltd (Industrials)
Equity, Since 30 Nov 18 | 500048
2%₹121 Cr1,453,409
↑ 99,109
Future Retail Ltd (Consumer Cyclical)
Equity, Since 31 Aug 16 | FRETAIL
2%₹121 Cr2,864,100
↑ 100,000
Sanofi India Ltd (Healthcare)
Equity, Since 30 Jun 18 | 500674
2%₹113 Cr189,143
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 17 | 540762
2%₹110 Cr3,078,587
↓ -395,787

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 4.1% 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 (19 Mar 19) ₹15.84 ↑ 0.12   (0.76 %)
Net Assets (Cr) ₹1,790 on 28 Feb 19
Category Equity - Sectoral
AMC L&T Investment Management Ltd
Rating Not Rated
Risk High
Expense Ratio 2.82
Sharpe Ratio -1.29
Information Ratio 1.17
Alpha Ratio -7.07
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
28 Feb 14₹10,000
28 Feb 15₹18,868
29 Feb 16₹14,780
28 Feb 17₹23,007
28 Feb 18₹30,541
28 Feb 19₹24,949

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 ₹493,520.
Net Profit of ₹193,520
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 19 Mar 19

DurationReturns
1 Month 12.3%
3 Month -0.6%
6 Month -5.4%
1 Year -8.9%
3 Year 18%
5 Year 19.8%
10 Year
15 Year
Since launch 4.1%
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 28 Feb 19

Equity Sector Allocation
SectorValue
Industrials37.25%
Basic Materials29.83%
Energy11.04%
Communication Services4.5%
Technology4.43%
Utility3.06%
Real Estate2.04%
Asset Allocation
Asset ClassValue
Cash7.73%
Equity92.45%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT
9%₹156 Cr1,208,700
(A) Tri Party Repo Dealing System (Treps)
CBLO/Reverse Repo | -
8%₹138 Cr
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE
7%₹127 Cr1,031,300
↑ 69,300
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Mar 14 | RAMCOCEM
5%₹94 Cr1,398,841
Grasim Industries Ltd (Basic Materials)
Equity, Since 28 Feb 18 | GRASIM
5%₹86 Cr1,100,500
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
5%₹81 Cr2,535,600
AIA Engineering Ltd (Industrials)
Equity, Since 30 Jun 16 | AIAENG
4%₹67 Cr392,000
Carborundum Universal Ltd (Basic Materials)
Equity, Since 30 Jun 16 | 513375
4%₹64 Cr1,721,265
Ambuja Cements Ltd (Basic Materials)
Equity, Since 30 Sep 15 | 500425
3%₹58 Cr2,731,000
Orient Refractories Ltd (Industrials)
Equity, Since 31 Aug 16 | 534076
3%₹54 Cr2,513,200

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 19.3% 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 (19 Mar 19) ₹132.39 ↑ 0.70   (0.53 %)
Net Assets (Cr) ₹3,733 on 28 Feb 19
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 2.69
Sharpe Ratio -0.95
Information Ratio 0.74
Alpha Ratio -3.45
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
28 Feb 14₹10,000
28 Feb 15₹19,208
29 Feb 16₹16,738
28 Feb 17₹24,985
28 Feb 18₹32,315
28 Feb 19₹27,994

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 ₹543,623.
Net Profit of ₹243,623
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 19 Mar 19

DurationReturns
1 Month 9.2%
3 Month -1%
6 Month -3.7%
1 Year -4.8%
3 Year 17.8%
5 Year 23.1%
10 Year
15 Year
Since launch 19.3%
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 28 Feb 19

Equity Sector Allocation
SectorValue
Basic Materials20.55%
Financial Services17.92%
Consumer Cyclical14.9%
Industrials13.05%
Health Care8.95%
Technology5%
Real Estate3.28%
Consumer Defensive3.24%
Energy0.88%
Asset Allocation
Asset ClassValue
Cash11.48%
Equity88.5%
Debt0%
Other0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
(A) Tri Party Repo Dealing System (Treps)
CBLO/Reverse Repo | -
11%₹428 Cr
RBL Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | RBLBANK
3%₹123 Cr2,124,000
City Union Bank Ltd (Financial Services)
Equity, Since 31 Mar 18 | CUB
3%₹113 Cr6,146,700
↑ 60,316
Emami Ltd (Consumer Defensive)
Equity, Since 31 Aug 13 | 531162
3%₹97 Cr2,476,000
↑ 688,800
Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 18 | TORNTPHARM
2%₹81 Cr449,700
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Sep 12 | RAMCOCEM
2%₹80 Cr1,190,600
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 17 | DIVISLAB
2%₹78 Cr471,200
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | CHOLAFIN
2%₹75 Cr606,000
Kajaria Ceramics Ltd (Basic Materials)
Equity, Since 31 Oct 16 | 500233
2%₹74 Cr1,363,500
Abbott India Ltd (Healthcare)
Equity, Since 31 May 18 | 500488
2%₹74 Cr99,200

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 14.8% 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 (19 Mar 19) ₹35.607 ↑ 0.23   (0.64 %)
Net Assets (Cr) ₹7,726 on 28 Feb 19
Category Equity - Value
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.48
Sharpe Ratio -0.91
Information Ratio -0.23
Alpha Ratio -13.19
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
28 Feb 14₹10,000
28 Feb 15₹18,784
29 Feb 16₹16,725
28 Feb 17₹24,339
28 Feb 18₹29,568
28 Feb 19₹26,012

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 ₹518,033.
Net Profit of ₹218,033
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 19 Mar 19

DurationReturns
1 Month 9.8%
3 Month 2%
6 Month -2.3%
1 Year -1.5%
3 Year 15.2%
5 Year 21.7%
10 Year
15 Year
Since launch 14.8%
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 28 Feb 19

Equity Sector Allocation
SectorValue
Financial Services26.57%
Basic Materials14.17%
Technology12.99%
Consumer Cyclical11.75%
Industrials7.33%
Energy7.32%
Health Care6.76%
Consumer Defensive5.1%
Real Estate3.25%
Utility2.28%
Asset Allocation
Asset ClassValue
Cash2.63%
Equity97.68%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 15 | RELIANCE
6%₹495 Cr4,024,200
Infosys Ltd (Technology)
Equity, Since 31 Dec 10 | INFY
6%₹430 Cr5,860,200
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
5%₹424 Cr12,099,500
↑ 554,500
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 532215
4%₹300 Cr4,231,100
ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 15 | ITC
4%₹288 Cr10,427,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 16 | LT
4%₹285 Cr2,204,202
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 16 | HDFC
4%₹278 Cr1,512,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 10 | SBIN
3%₹262 Cr9,733,800
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 17 | DIVISLAB
3%₹255 Cr1,539,000
↓ -155,500
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | HDFCBANK
3%₹210 Cr1,012,400

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 13.6% 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 (19 Mar 19) ₹53.125 ↑ 0.32   (0.61 %)
Net Assets (Cr) ₹3,074 on 28 Feb 19
Category Equity - ELSS
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.61
Sharpe Ratio -1.02
Information Ratio -0.35
Alpha Ratio -12.9
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
28 Feb 14₹10,000
28 Feb 15₹15,441
29 Feb 16₹13,112
28 Feb 17₹18,155
28 Feb 18₹22,828
28 Feb 19₹20,252

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 ₹447,579.
Net Profit of ₹147,579
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 19 Mar 19

DurationReturns
1 Month 9.1%
3 Month -0.7%
6 Month -3.9%
1 Year -2.3%
3 Year 14.9%
5 Year 15.6%
10 Year
15 Year
Since launch 13.6%
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 28 Feb 19

Equity Sector Allocation
SectorValue
Financial Services29.24%
Technology13.84%
Industrials11.8%
Basic Materials11.58%
Consumer Cyclical10.34%
Health Care7.26%
Energy4.71%
Consumer Defensive2.66%
Communication Services1.72%
Utility1.06%
Asset Allocation
Asset ClassValue
Cash5.65%
Equity94.73%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK
6%₹186 Cr897,300
↑ 119,600
(A) Tri Party Repo Dealing System (Treps)
CBLO/Reverse Repo | -
6%₹174 Cr
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK
5%₹163 Cr4,658,200
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 09 | TCS
4%₹122 Cr615,500
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
4%₹121 Cr980,200
↑ 241,200
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 17 | HDFC
4%₹119 Cr649,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY
3%₹104 Cr1,416,000
↑ 61,000
Future Retail Ltd (Consumer Cyclical)
Equity, Since 31 Aug 16 | FRETAIL
3%₹101 Cr2,386,000
↑ 500,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 06 | LT
3%₹97 Cr753,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 17 | 532215
3%₹92 Cr1,293,000
↑ 65,000

6. 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 16.4% 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 (19 Mar 19) ₹81.483 ↑ 0.43   (0.53 %)
Net Assets (Cr) ₹2,518 on 28 Feb 19
Category Equity - Multi Cap
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.41
Sharpe Ratio -0.71
Information Ratio -1.01
Alpha Ratio -6.02
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
28 Feb 14₹10,000
28 Feb 15₹16,252
29 Feb 16₹13,200
28 Feb 17₹17,529
28 Feb 18₹20,924
28 Feb 19₹19,477

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 ₹436,710.
Net Profit of ₹136,710
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 19 Mar 19

DurationReturns
1 Month 8.9%
3 Month 1.1%
6 Month -0.4%
1 Year 2.4%
3 Year 13.1%
5 Year 14.6%
10 Year
15 Year
Since launch 16.4%
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 28 Feb 19

Equity Sector Allocation
SectorValue
Financial Services29.03%
Technology15.8%
Industrials12.55%
Basic Materials11.25%
Consumer Cyclical8.12%
Consumer Defensive6.88%
Health Care5.06%
Energy4.56%
Communication Services2.07%
Utility1.57%
Asset Allocation
Asset ClassValue
Cash2.76%
Equity97.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 07 | HDFCBANK
6%₹158 Cr762,100
↑ 18,300
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
6%₹155 Cr4,422,400
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 06 | LT
6%₹144 Cr1,115,050
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 09 | TCS
4%₹111 Cr561,600
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
4%₹103 Cr835,200
↑ 89,035
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 17 | HDFC
4%₹101 Cr549,000
↓ -89,200
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 532215
3%₹86 Cr1,211,200
↑ 53,100
Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY
3%₹85 Cr1,161,600
↑ 285,200
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 07 | ITC
3%₹73 Cr2,662,000
↓ -134,000
Future Retail Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | FRETAIL
3%₹71 Cr1,677,122
↑ 300,000

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 12.7% 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 (19 Mar 19) ₹46.389 ↑ 0.28   (0.61 %)
Net Assets (Cr) ₹1,311 on 28 Feb 19
Category Equity - Large & Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.69
Sharpe Ratio -0.89
Information Ratio -0.66
Alpha Ratio -13.87
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 14₹10,000
28 Feb 15₹16,253
29 Feb 16₹13,335
28 Feb 17₹18,057
28 Feb 18₹22,462
28 Feb 19₹19,555

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 ₹436,710.
Net Profit of ₹136,710
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 19 Mar 19

DurationReturns
1 Month 8.9%
3 Month 0.5%
6 Month -4.3%
1 Year -4%
3 Year 12.8%
5 Year 14.8%
10 Year
15 Year
Since launch 12.7%
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 28 Feb 19

Equity Sector Allocation
SectorValue
Financial Services30.48%
Technology17.79%
Consumer Cyclical11.58%
Industrials8.33%
Health Care7.56%
Consumer Defensive6.95%
Basic Materials6.15%
Energy5.37%
Communication Services1.95%
Real Estate1.69%
Asset Allocation
Asset ClassValue
Cash1.98%
Equity97.84%
Debt0.01%
Other0.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
5%₹65 Cr1,870,600
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 532215
4%₹58 Cr821,100
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 09 | LT
4%₹58 Cr447,400
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 07 | TCS
4%₹56 Cr284,300
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK
4%₹56 Cr268,500
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
4%₹51 Cr415,700
↑ 53,800
State Bank of India (Financial Services)
Equity, Since 30 Jun 18 | SBIN
4%₹50 Cr1,849,200
RBL Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | RBLBANK
4%₹50 Cr859,424
↑ 115,000
Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY
3%₹40 Cr546,600
↑ 60,800
Mphasis Ltd (Technology)
Equity, Since 31 May 16 | 526299
3%₹39 Cr377,906

8. 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 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 (19 Mar 19) ₹26.801 ↑ 0.17   (0.65 %)
Net Assets (Cr) ₹429 on 28 Feb 19
Category Equity - Large Cap
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.98
Sharpe Ratio -0.35
Information Ratio -1.58
Alpha Ratio -5.13
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
28 Feb 14₹10,000
28 Feb 15₹15,547
29 Feb 16₹12,684
28 Feb 17₹15,928
28 Feb 18₹18,684
28 Feb 19₹18,200

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 ₹426,080.
Net Profit of ₹126,080
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 19 Mar 19

DurationReturns
1 Month 9%
3 Month 3.6%
6 Month 2.3%
1 Year 7.6%
3 Year 12.5%
5 Year 13.5%
10 Year
15 Year
Since launch 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 28 Feb 19

Equity Sector Allocation
SectorValue
Financial Services35.44%
Technology12.79%
Basic Materials9.99%
Energy9.82%
Consumer Defensive8.83%
Consumer Cyclical6.65%
Industrials5.96%
Health Care4.45%
Utility1.44%
Communication Services1.33%
Asset Allocation
Asset ClassValue
Cash4.09%
Equity96.71%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 15 | RELIANCE
9%₹37 Cr300,300
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
9%₹37 Cr176,800
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK
6%₹27 Cr779,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 08 | INFY
5%₹22 Cr299,800
ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 08 | ITC
4%₹19 Cr672,100
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFC
4%₹18 Cr98,800
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 09 | TCS
4%₹18 Cr89,000
(A) Tri Party Repo Dealing System (Treps)
CBLO/Reverse Repo | -
4%₹18 Cr
State Bank of India (Financial Services)
Equity, Since 31 May 14 | SBIN
4%₹17 Cr644,090
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT
4%₹17 Cr128,100

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 9.4% 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 (19 Mar 19) ₹15.1 ↑ 0.07   (0.48 %)
Net Assets (Cr) ₹726 on 28 Feb 19
Category Equity - Sectoral
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.68
Sharpe Ratio -1.24
Information Ratio -0.64
Alpha Ratio -20.16
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
28 Feb 15₹12,349
29 Feb 16₹9,708
28 Feb 17₹13,660
28 Feb 18₹16,813
28 Feb 19₹13,746

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 ₹415,684.
Net Profit of ₹115,684
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 19 Mar 19

DurationReturns
1 Month 12.9%
3 Month 1.5%
6 Month 1.4%
1 Year -7.1%
3 Year 12.1%
5 Year
10 Year
15 Year
Since launch 9.4%
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 28 Feb 19

Equity Sector Allocation
SectorValue
Financial Services24.61%
Industrials23.75%
Basic Materials18.61%
Consumer Cyclical14.44%
Technology7.85%
Energy4.99%
Real Estate2.17%
Asset Allocation
Asset ClassValue
Cash1.34%
Equity98.81%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 14 | HDFCBANK
6%₹46 Cr219,400
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 14 | LT
5%₹35 Cr268,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 14 | ICICIBANK
5%₹33 Cr938,700
Titan Co Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | TITAN
3%₹25 Cr245,500
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Oct 15 | RAMCOCEM
3%₹25 Cr369,700
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
3%₹24 Cr197,500
↑ 28,900
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 May 17 | 532978
3%₹20 Cr30,700
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Aug 14 | ULTRACEMCO
3%₹19 Cr50,000
Finolex Cables Ltd (Technology)
Equity, Since 31 Mar 15 | FINCABLES
3%₹19 Cr467,600
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
3%₹18 Cr152,000

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.
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