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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 January 17, 2019 , 20 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 (%)2017 (%)
L&T Emerging Businesses Fund Growth ₹24.308
↓ -0.11
₹5,392 500 0.1-4.5-1620.6 -13.7
L&T Infrastructure Fund Growth ₹15.34
↓ -0.13
₹1,943 500 -0.7-4.4-19.71720.9-17.1
L&T Midcap Fund Growth ₹130.91
↓ -0.72
₹3,438 500 3-3.8-13.916.924.4-12
L&T Tax Advantage Fund Growth ₹52.005
↓ -0.36
₹3,221 500 -0.6-5.3-11.615.316.1-8.1
L&T India Value Fund Growth ₹34.193
↓ -0.17
₹7,919 500 2-2.3-13.313.821.8-11.4
L&T Large and Midcap Fund Growth ₹44.874
↓ -0.36
₹1,356 500 0.7-5.5-13.712.615.1-11.3
L&T Equity Fund Growth ₹78.305
↓ -0.70
₹2,646 500 2.1-4.9-912.314.7-4.5
L&T India Large Cap Fund Growth ₹25.41
↓ -0.07
₹434 500 3.5-2.8-4.211.413.1-2
L&T Business Cycles Fund Growth ₹14.518
↓ -0.08
₹794 500 4.6-4.8-17.811.1 -17.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 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 20.9% 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 (18 Jan 19) ₹24.308 ↓ -0.11   (-0.45 %)
Net Assets (Cr) ₹5,392 on 30 Nov 18
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 2.68
Sharpe Ratio -0.73
Information Ratio 1.34
Alpha Ratio 4.53
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹12,876
31 Dec 15₹14,463
31 Dec 16₹15,940
31 Dec 17₹26,539
31 Dec 18₹22,898

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 ₹505,644.
Net Profit of ₹205,644
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 18 Jan 19

DurationReturns
1 Month -1.2%
3 Month 0.1%
6 Month -4.5%
1 Year -16%
3 Year 20.6%
5 Year
10 Year
15 Year
Since launch 20.9%
Historical performance (Yearly) on absolute basis
YearReturns
2017 -13.7%
2016 66.5%
2015 10.2%
2014 12.3%
2013
2012
2011
2010
2009
2008
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
S.N. Lahiri12 May 144.48 Yr.
Karan Desai3 Feb 171.74 Yr.

Data below for L&T Emerging Businesses Fund as on 30 Nov 18

Equity Sector Allocation
SectorValue
Basic Materials21.88%
Consumer Cyclical21.76%
Industrials19.83%
Financial Services9.12%
Technology8.1%
Health Care5.71%
Utility2.1%
Communication Services1.45%
Real Estate0.75%
Energy0.6%
Asset Allocation
Asset ClassValue
Cash7.62%
Equity92.08%
Other0.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
(A) Tri Party Repo Dealing System (Treps)
CBLO/Reverse Repo | -
8%₹429 Cr
Future Retail Ltd (Consumer Cyclical)
Equity, Since 31 Aug 16 | FRETAIL
2%₹139 Cr2,764,100
↑ 25,000
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 17 | 540762
2%₹132 Cr3,697,500
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 18 | PERSISTENT
2%₹126 Cr2,029,704
↑ 57,183
Grindwell Norton Ltd (Basic Materials)
Equity, Since 30 Sep 17 | 506076
2%₹126 Cr2,240,316
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 May 14 | RAMCOCEM
2%₹121 Cr1,883,286
↓ -36,000
Sanofi India Ltd (Healthcare)
Equity, Since 30 Jun 18 | 500674
2%₹120 Cr188,303
↑ 16,540
Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Dec 17 | 524494
2%₹119 Cr1,483,756
↓ -250,267
Mahanagar Gas Ltd (Utilities)
Equity, Since 31 Aug 18 | MGL
2%₹118 Cr1,308,400
↑ 63,000
Carborundum Universal Ltd (Basic Materials)
Equity, Since 31 Jul 16 | 513375
2%₹112 Cr3,164,700
↑ 25,000

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 3.9% 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 (18 Jan 19) ₹15.34 ↓ -0.13   (-0.84 %)
Net Assets (Cr) ₹1,943 on 30 Nov 18
Category Equity - Sectoral
AMC L&T Investment Management Ltd
Rating Not Rated
Risk High
Expense Ratio 2.82
Sharpe Ratio -0.95
Information Ratio 1.01
Alpha Ratio -4.11
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 13₹10,000
31 Dec 14₹16,553
31 Dec 15₹17,675
31 Dec 16₹19,187
31 Dec 17₹30,911
31 Dec 18₹25,626

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 ₹505,644.
Net Profit of ₹205,644
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 18 Jan 19

DurationReturns
1 Month -2.9%
3 Month -0.7%
6 Month -4.4%
1 Year -19.7%
3 Year 17%
5 Year 20.9%
10 Year
15 Year
Since launch 3.9%
Historical performance (Yearly) on absolute basis
YearReturns
2017 -17.1%
2016 61.1%
2015 8.6%
2014 6.8%
2013 65.5%
2012 -7%
2011 28.6%
2010 -35.4%
2009 6.3%
2008 67.6%
Fund Manager information for L&T Infrastructure Fund
NameSinceTenure
S.N. Lahiri24 Nov 125.94 Yr.

Data below for L&T Infrastructure Fund as on 30 Nov 18

Equity Sector Allocation
SectorValue
Industrials40.97%
Basic Materials31.48%
Energy9.4%
Technology6.61%
Communication Services4.1%
Utility2.92%
Real Estate1.94%
Asset Allocation
Asset ClassValue
Cash1.8%
Equity97.76%
Debt0%
Other0.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT
9%₹174 Cr1,208,700
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE
6%₹108 Cr962,000
Grasim Industries Ltd (Basic Materials)
Equity, Since 28 Feb 18 | GRASIM
5%₹91 Cr1,100,500
↑ 70,500
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Mar 14 | RAMCOCEM
5%₹90 Cr1,398,841
↓ -11,500
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
4%₹79 Cr2,535,600
↑ 251,400
Graphite India Ltd (Industrials)
Equity, Since 31 Jan 17 | 509488
4%₹73 Cr966,823
↓ -59,077
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Jan 16 | TATASTEEL
4%₹71 Cr1,363,800
AIA Engineering Ltd (Industrials)
Equity, Since 30 Jun 16 | AIAENG
3%₹66 Cr392,000
Ambuja Cements Ltd (Basic Materials)
Equity, Since 30 Sep 15 | 500425
3%₹61 Cr2,731,000
↑ 271,605
Carborundum Universal Ltd (Basic Materials)
Equity, Since 30 Jun 16 | 513375
3%₹61 Cr1,721,265

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 19.5% 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 (18 Jan 19) ₹130.91 ↓ -0.72   (-0.55 %)
Net Assets (Cr) ₹3,438 on 30 Nov 18
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 2.69
Sharpe Ratio -0.72
Information Ratio 0.54
Alpha Ratio -2.17
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 13₹10,000
31 Dec 14₹18,161
31 Dec 15₹20,118
31 Dec 16₹22,088
31 Dec 17₹33,646
31 Dec 18₹29,598

L&T Midcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for L&T Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jan 19

DurationReturns
1 Month -1%
3 Month 3%
6 Month -3.8%
1 Year -13.9%
3 Year 16.9%
5 Year 24.4%
10 Year
15 Year
Since launch 19.5%
Historical performance (Yearly) on absolute basis
YearReturns
2017 -12%
2016 52.3%
2015 9.8%
2014 10.8%
2013 81.6%
2012 5.6%
2011 38.1%
2010 -29.4%
2009 22.1%
2008 111.3%
Fund Manager information for L&T Midcap Fund
NameSinceTenure
S.N. Lahiri22 Jun 135.36 Yr.
Vihang Naik28 Jun 162.34 Yr.

Data below for L&T Midcap Fund as on 30 Nov 18

Equity Sector Allocation
SectorValue
Basic Materials21.36%
Consumer Cyclical15.87%
Financial Services15.47%
Industrials14.12%
Health Care9.04%
Technology4.63%
Consumer Defensive2.04%
Real Estate1.23%
Energy0.91%
Asset Allocation
Asset ClassValue
Cash13.49%
Equity85.67%
Debt0%
Other0.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
(A) Tri Party Repo Dealing System (Treps)
CBLO/Reverse Repo | -
13%₹497 Cr
Berger Paints India Ltd (Basic Materials)
Equity, Since 29 Feb 16 | 509480
3%₹101 Cr3,055,500
RBL Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | RBLBANK
3%₹96 Cr1,673,500
↑ 123,700
City Union Bank Ltd (Financial Services)
Equity, Since 31 Mar 18 | CUB
2%₹89 Cr4,549,600
Cummins India Ltd (Industrials)
Equity, Since 30 Apr 18 | 500480
2%₹87 Cr1,023,700
↑ 88,000
Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 18 | TORNTPHARM
2%₹80 Cr449,700
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | CHOLAFIN
2%₹76 Cr606,000
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Sep 12 | RAMCOCEM
2%₹76 Cr1,190,600
ACC Ltd (Basic Materials)
Equity, Since 30 Jun 18 | 500410
2%₹75 Cr499,000
Emami Ltd (Consumer Defensive)
Equity, Since 31 Aug 13 | 531162
2%₹75 Cr1,787,200

4. 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 (18 Jan 19) ₹52.005 ↓ -0.36   (-0.69 %)
Net Assets (Cr) ₹3,221 on 30 Nov 18
Category Equity - ELSS
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.61
Sharpe Ratio -0.38
Information Ratio -0.05
Alpha Ratio -7
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 13₹10,000
31 Dec 14₹14,475
31 Dec 15₹14,896
31 Dec 16₹16,106
31 Dec 17₹22,915
31 Dec 18₹21,063

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 ₹458,689.
Net Profit of ₹158,689
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 18 Jan 19

DurationReturns
1 Month -2.1%
3 Month -0.6%
6 Month -5.3%
1 Year -11.6%
3 Year 15.3%
5 Year 16.1%
10 Year
15 Year
Since launch 13.6%
Historical performance (Yearly) on absolute basis
YearReturns
2017 -8.1%
2016 42.3%
2015 8.1%
2014 2.9%
2013 44.8%
2012 6.8%
2011 27.4%
2010 -21.8%
2009 29.2%
2008 86.7%
Fund Manager information for L&T Tax Advantage Fund
NameSinceTenure
S.N. Lahiri24 Nov 125.94 Yr.

Data below for L&T Tax Advantage Fund as on 30 Nov 18

Equity Sector Allocation
SectorValue
Financial Services26.08%
Industrials15.16%
Consumer Cyclical13.93%
Basic Materials13%
Technology12.15%
Health Care5.95%
Energy3.36%
Consumer Defensive2.6%
Communication Services1.93%
Utility1.07%
Asset Allocation
Asset ClassValue
Cash2.79%
Equity95.86%
Other1.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK
5%₹165 Cr777,700
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK
5%₹151 Cr4,180,200
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 17 | HDFC
4%₹128 Cr649,000
Graphite India Ltd (Industrials)
Equity, Since 31 Jan 17 | 509488
4%₹123 Cr1,632,935
↓ -42,035
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 06 | LT
3%₹108 Cr753,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 09 | TCS
3%₹107 Cr565,700
↑ 23,500
Future Retail Ltd (Consumer Cyclical)
Equity, Since 31 Aug 16 | FRETAIL
3%₹92 Cr1,836,000
(A) Tri Party Repo Dealing System (Treps)
CBLO/Reverse Repo | -
3%₹90 Cr
Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY
3%₹89 Cr1,355,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 07 | ITC
3%₹83 Cr2,960,500

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 14.6% 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 (18 Jan 19) ₹34.193 ↓ -0.17   (-0.49 %)
Net Assets (Cr) ₹7,919 on 30 Nov 18
Category Equity - Value
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.48
Sharpe Ratio -0.56
Information Ratio -0.28
Alpha Ratio -11.19
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
31 Dec 13₹10,000
31 Dec 14₹17,406
31 Dec 15₹19,647
31 Dec 16₹21,244
31 Dec 17₹30,011
31 Dec 18₹26,578

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 18 Jan 19

DurationReturns
1 Month -1.1%
3 Month 2%
6 Month -2.3%
1 Year -13.3%
3 Year 13.8%
5 Year 21.8%
10 Year
15 Year
Since launch 14.6%
Historical performance (Yearly) on absolute basis
YearReturns
2017 -11.4%
2016 41.3%
2015 8.1%
2014 12.9%
2013 74.1%
2012 6.6%
2011 39.8%
2010 -27.1%
2009
2008
Fund Manager information for L&T India Value Fund
NameSinceTenure
Venugopal Manghat24 Nov 125.94 Yr.
Karan Desai3 Feb 171.74 Yr.

Data below for L&T India Value Fund as on 30 Nov 18

Equity Sector Allocation
SectorValue
Financial Services26.82%
Basic Materials15.56%
Consumer Cyclical12.59%
Technology11.18%
Industrials8.48%
Energy6.65%
Health Care6.54%
Consumer Defensive5.03%
Real Estate3.19%
Utility2.38%
Asset Allocation
Asset ClassValue
Cash1.57%
Equity98.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 15 | RELIANCE
6%₹451 Cr4,024,200
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
5%₹416 Cr11,545,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 10 | INFY
5%₹386 Cr5,860,200
↑ 183,200
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 16 | LT
4%₹317 Cr2,204,202
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 16 | HDFC
4%₹298 Cr1,512,000
↑ 101,500
ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 15 | ITC
4%₹294 Cr10,427,000
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 532215
3%₹262 Cr4,231,100
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 17 | DIVISLAB
3%₹251 Cr1,694,500
State Bank of India (Financial Services)
Equity, Since 28 Feb 10 | SBIN
3%₹224 Cr7,585,400
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | HDFCBANK
2%₹187 Cr881,000
↑ 188,200

6. 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 12.6% 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 (18 Jan 19) ₹44.874 ↓ -0.36   (-0.79 %)
Net Assets (Cr) ₹1,356 on 30 Nov 18
Category Equity - Large & Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.69
Sharpe Ratio -0.53
Information Ratio -0.62
Alpha Ratio -11.22
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
31 Dec 13₹10,000
31 Dec 14₹15,102
31 Dec 15₹15,328
31 Dec 16₹15,996
31 Dec 17₹22,768
31 Dec 18₹20,190

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 ₹447,579.
Net Profit of ₹147,579
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 18 Jan 19

DurationReturns
1 Month -2.1%
3 Month 0.7%
6 Month -5.5%
1 Year -13.7%
3 Year 12.6%
5 Year 15.1%
10 Year
15 Year
Since launch 12.6%
Historical performance (Yearly) on absolute basis
YearReturns
2017 -11.3%
2016 42.3%
2015 4.4%
2014 1.5%
2013 51%
2012 5.7%
2011 40%
2010 -22.6%
2009 22.4%
2008 81.3%
Fund Manager information for L&T Large and Midcap Fund
NameSinceTenure
S.N. Lahiri24 Nov 125.94 Yr.
Karan Desai3 Feb 171.74 Yr.

Data below for L&T Large and Midcap Fund as on 30 Nov 18

Equity Sector Allocation
SectorValue
Financial Services27.45%
Technology16.57%
Consumer Cyclical11.02%
Industrials9.86%
Basic Materials9.7%
Health Care7.09%
Consumer Defensive6.44%
Energy4.56%
Real Estate1.7%
Communication Services1.64%
Asset Allocation
Asset ClassValue
Cash3.7%
Equity96.04%
Debt0.01%
Other0.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
5%₹66 Cr1,870,600
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 09 | LT
4%₹61 Cr423,500
Bharat Financial Inclusion Ltd (Financial Services)
Equity, Since 31 Dec 17 | BHARATFIN
4%₹54 Cr528,257
(A) Tri Party Repo Dealing System (Treps)
CBLO/Reverse Repo | -
4%₹50 Cr
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 07 | 532540
4%₹49 Cr250,900
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 532215
3%₹45 Cr721,100
State Bank of India (Financial Services)
Equity, Since 30 Jun 18 | SBIN
3%₹44 Cr1,550,800
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
3%₹43 Cr371,500
RBL Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | RBLBANK
3%₹41 Cr744,424
Mphasis Ltd (Technology)
Equity, Since 31 May 16 | 526299
3%₹39 Cr393,104

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 16.2% 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 (18 Jan 19) ₹78.305 ↓ -0.70   (-0.89 %)
Net Assets (Cr) ₹2,646 on 30 Nov 18
Category Equity - Multi Cap
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.41
Sharpe Ratio -0.23
Information Ratio -0.76
Alpha Ratio -2.35
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 13₹10,000
31 Dec 14₹15,027
31 Dec 15₹15,071
31 Dec 16₹15,610
31 Dec 17₹20,948
31 Dec 18₹19,996

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 18 Jan 19

DurationReturns
1 Month -2.2%
3 Month 2.1%
6 Month -4.9%
1 Year -9%
3 Year 12.3%
5 Year 14.7%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
2017 -4.5%
2016 34.2%
2015 3.6%
2014 0.3%
2013 50.3%
2012 5.5%
2011 26%
2010 -21%
2009 26.9%
2008 86.1%
Fund Manager information for L&T Equity Fund
NameSinceTenure
S.N. Lahiri24 Nov 125.94 Yr.
Karan Desai3 Feb 171.74 Yr.

Data below for L&T Equity Fund as on 30 Nov 18

Equity Sector Allocation
SectorValue
Financial Services28.1%
Industrials14.77%
Technology13.35%
Basic Materials12.8%
Consumer Cyclical9.46%
Consumer Defensive6.96%
Energy3.62%
Health Care3.59%
Communication Services1.9%
Utility1.57%
Asset Allocation
Asset ClassValue
Cash3.03%
Equity96.71%
Other0.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 06 | LT
6%₹160 Cr1,115,050
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
6%₹159 Cr4,422,400
↑ 73,800
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 07 | HDFCBANK
6%₹154 Cr725,200
↑ 18,370
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 17 | HDFC
5%₹126 Cr638,200
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 09 | TCS
4%₹103 Cr541,900
↑ 19,400
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
3%₹84 Cr746,165
↓ -113,835
(A) Tri Party Repo Dealing System (Treps)
CBLO/Reverse Repo | -
3%₹80 Cr
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 07 | ITC
3%₹79 Cr2,796,000
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 532215
3%₹72 Cr1,158,100
Future Retail Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | FRETAIL
3%₹69 Cr1,377,122

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 8.7% 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 (18 Jan 19) ₹25.41 ↓ -0.07   (-0.29 %)
Net Assets (Cr) ₹434 on 30 Nov 18
Category Equity - Large Cap
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.98
Sharpe Ratio -0.05
Information Ratio -1.3
Alpha Ratio -3.64
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 13₹10,000
31 Dec 14₹14,458
31 Dec 15₹14,425
31 Dec 16₹14,544
31 Dec 17₹18,838
31 Dec 18₹18,469

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 18 Jan 19

DurationReturns
1 Month -1.1%
3 Month 3.5%
6 Month -2.8%
1 Year -4.2%
3 Year 11.4%
5 Year 13.1%
10 Year
15 Year
Since launch 8.7%
Historical performance (Yearly) on absolute basis
YearReturns
2017 -2%
2016 29.5%
2015 0.8%
2014 -0.2%
2013 44.6%
2012 7.4%
2011 23.6%
2010 -21.2%
2009 27.2%
2008 91%
Fund Manager information for L&T India Large Cap Fund
NameSinceTenure
Venugopal Manghat24 Nov 125.94 Yr.
Karan Desai3 Feb 171.74 Yr.

Data below for L&T India Large Cap Fund as on 30 Nov 18

Equity Sector Allocation
SectorValue
Financial Services33.61%
Basic Materials11.59%
Technology11.32%
Consumer Cyclical9.76%
Energy9.15%
Consumer Defensive8.47%
Industrials6.95%
Health Care3.64%
Utility1.51%
Communication Services1.3%
Asset Allocation
Asset ClassValue
Cash2.45%
Equity97.31%
Other0.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
8%₹36 Cr170,700
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 15 | RELIANCE
8%₹34 Cr300,300
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK
5%₹23 Cr632,500
Infosys Ltd (Technology)
Equity, Since 31 Dec 08 | INFY
5%₹20 Cr299,800
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFC
5%₹19 Cr98,800
ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 08 | ITC
4%₹19 Cr672,100
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT
4%₹18 Cr128,100
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 09 | TCS
4%₹15 Cr80,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
3%₹14 Cr223,600
State Bank of India (Financial Services)
Equity, Since 31 May 14 | SBIN
3%₹12 Cr420,700

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 8.8% 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 (18 Jan 19) ₹14.518 ↓ -0.08   (-0.53 %)
Net Assets (Cr) ₹794 on 30 Nov 18
Category Equity - Sectoral
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.68
Sharpe Ratio -0.97
Information Ratio -0.73
Alpha Ratio -19.08
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹11,443
31 Dec 15₹11,842
31 Dec 16₹12,218
31 Dec 17₹17,784
31 Dec 18₹14,675

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 ₹405,518.
Net Profit of ₹105,518
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 18 Jan 19

DurationReturns
1 Month -1.3%
3 Month 4.6%
6 Month -4.8%
1 Year -17.8%
3 Year 11.1%
5 Year
10 Year
15 Year
Since launch 8.8%
Historical performance (Yearly) on absolute basis
YearReturns
2017 -17.5%
2016 45.6%
2015 3.2%
2014 3.5%
2013
2012
2011
2010
2009
2008
Fund Manager information for L&T Business Cycles Fund
NameSinceTenure
Venugopal Manghat20 Aug 144.2 Yr.
Karan Desai3 Feb 171.74 Yr.

Data below for L&T Business Cycles Fund as on 30 Nov 18

Equity Sector Allocation
SectorValue
Industrials24.08%
Financial Services23.41%
Basic Materials18.2%
Consumer Cyclical15.41%
Technology8.82%
Energy3.94%
Real Estate2.07%
Asset Allocation
Asset ClassValue
Cash1.41%
Equity98.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 14 | LT
5%₹39 Cr268,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 14 | HDFCBANK
5%₹38 Cr180,200
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 14 | ICICIBANK
4%₹34 Cr938,700
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Aug 14 | ULTRACEMCO
3%₹24 Cr61,000
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Oct 15 | RAMCOCEM
3%₹24 Cr369,700
Titan Co Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | TITAN
3%₹23 Cr245,500
Finolex Cables Ltd (Technology)
Equity, Since 31 Mar 15 | FINCABLES
3%₹21 Cr467,600
Indian Hume Pipe Company Limited
Equity, Since 31 Jul 15 | -
3%₹21 Cr629,692
Engineers India Ltd (Industrials)
Equity, Since 31 Oct 15 | 532178
3%₹21 Cr1,648,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 14 | MARUTI
3%₹20 Cr27,300
↓ -6,000

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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