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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 November 13, 2019 , 167 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 India Large Cap Fund Growth ₹28.558
↑ 0.13
₹500 500 8.58.713.212.37.7-2
L&T Tax Advantage Fund Growth ₹54.301
↑ 0.20
₹3,284 500 76.21.810.48.7-8.1
L&T Midcap Fund Growth ₹130.17
↑ 0.17
₹5,380 500 8.33.7-0.710.110.7-12
L&T Equity Fund Growth ₹82.745
↑ 0.39
₹2,643 500 6.265.19.87-4.5
L&T Large and Midcap Fund Growth ₹47.64
↑ 0.35
₹1,341 500 8.875.19.87.3-11.3
L&T Infrastructure Fund Growth ₹15.21
↑ 0.09
₹1,766 500 6.21.1-4.39.68.4-17.1
L&T Emerging Businesses Fund Growth ₹22.54
↓ -0.03
₹5,985 500 5.2-2.2-7.39.611-13.7
L&T India Value Fund Growth ₹35.406
↑ 0.10
₹7,853 500 6.443.38.710.3-11.4
L&T Business Cycles Fund Growth ₹15.203
↓ 0.00
₹700 500 6.35.34.77.26.4-17.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Nov 19

1. 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 9.1% 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 (15 Nov 19) ₹28.558 ↑ 0.13   (0.44 %)
Net Assets (Cr) ₹500 on 30 Sep 19
Category Equity - Large Cap
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.98
Sharpe Ratio 0.42
Information Ratio -0.87
Alpha Ratio 2.92
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 14₹10,000
31 Oct 15₹10,410
31 Oct 16₹11,359
31 Oct 17₹13,138
31 Oct 18₹12,676
31 Oct 19₹14,782

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 ₹367,070.
Net Profit of ₹67,070
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 15 Nov 19

DurationReturns
1 Month 3.8%
3 Month 8.5%
6 Month 8.7%
1 Year 13.2%
3 Year 12.3%
5 Year 7.7%
10 Year
15 Year
Since launch 9.1%
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 126.85 Yr.
Alok Ranjan1 Oct 190 Yr.

Data below for L&T India Large Cap Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Financial Services38.52%
Energy13.47%
Technology9.69%
Basic Materials9.13%
Industrials6.79%
Consumer Defensive6.57%
Consumer Cyclical5.62%
Communication Services2.68%
Health Care2.15%
Utility2.07%
Real Estate2%
Asset Allocation
Asset ClassValue
Cash1.6%
Equity98.71%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
9%₹47 Cr384,600
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 15 | RELIANCE
8%₹39 Cr292,600
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK
7%₹36 Cr838,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 08 | INFY
5%₹27 Cr333,300
↓ -30,500
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFC
5%₹24 Cr120,400
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT
5%₹24 Cr160,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 09 | TCS
4%₹19 Cr89,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 14 | KOTAKBANK
4%₹18 Cr107,800
(A) Tri Party Repo Dealing System (Treps)
CBLO/Reverse Repo | -
3%₹15 Cr
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 31 Jan 19 | 540716
3%₹14 Cr114,700

2. 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 13.1% 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 (15 Nov 19) ₹54.301 ↑ 0.20   (0.36 %)
Net Assets (Cr) ₹3,284 on 30 Sep 19
Category Equity - ELSS
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.61
Sharpe Ratio -0.28
Information Ratio -0.68
Alpha Ratio -5.65
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Oct 14₹10,000
31 Oct 15₹10,613
31 Oct 16₹12,395
31 Oct 17₹15,751
31 Oct 18₹14,862
31 Oct 19₹15,596

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 ₹376,357.
Net Profit of ₹76,357
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 15 Nov 19

DurationReturns
1 Month 5.2%
3 Month 7%
6 Month 6.2%
1 Year 1.8%
3 Year 10.4%
5 Year 8.7%
10 Year
15 Year
Since launch 13.1%
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 126.85 Yr.

Data below for L&T Tax Advantage Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Financial Services35.07%
Technology11.93%
Basic Materials10.46%
Consumer Cyclical10.29%
Industrials8.94%
Health Care8.71%
Energy4.26%
Consumer Defensive4.06%
Communication Services4.04%
Utility0.76%
Asset Allocation
Asset ClassValue
Cash2.25%
Equity97.86%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK
7%₹231 Cr4,984,600
↓ -200,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK
6%₹216 Cr1,751,800
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 09 | TCS
5%₹170 Cr747,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 06 | LT
4%₹126 Cr853,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
4%₹125 Cr853,000
↓ -59,200
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
4%₹120 Cr765,100
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 17 | HCLTECH
3%₹105 Cr899,700
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
3%₹101 Cr2,701,811
Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY
3%₹94 Cr1,370,200
↑ 43,200
Future Retail Ltd (Consumer Cyclical)
Equity, Since 31 Aug 16 | FRETAIL
3%₹92 Cr2,408,500

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 18.3% 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 (15 Nov 19) ₹130.17 ↑ 0.17   (0.13 %)
Net Assets (Cr) ₹5,380 on 30 Sep 19
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 2.69
Sharpe Ratio -0.25
Information Ratio 0.83
Alpha Ratio 3.3
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 14₹10,000
31 Oct 15₹11,608
31 Oct 16₹14,178
31 Oct 17₹19,087
31 Oct 18₹16,769
31 Oct 19₹17,401

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 ₹395,578.
Net Profit of ₹95,578
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 15 Nov 19

DurationReturns
1 Month 4.4%
3 Month 8.3%
6 Month 3.7%
1 Year -0.7%
3 Year 10.1%
5 Year 10.7%
10 Year
15 Year
Since launch 18.3%
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 136.28 Yr.
Vihang Naik28 Jun 163.26 Yr.

Data below for L&T Midcap Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Basic Materials23.33%
Financial Services18.48%
Consumer Cyclical16.56%
Industrials14.38%
Health Care8.47%
Real Estate3.75%
Consumer Defensive3.12%
Technology2.11%
Utility0.96%
Energy0.62%
Asset Allocation
Asset ClassValue
Cash4.23%
Equity96.54%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
(A) Tri Party Repo Dealing System (Treps)
CBLO/Reverse Repo | -
4%₹247 Cr
City Union Bank Ltd (Financial Services)
Equity, Since 31 Mar 18 | CUB
3%₹164 Cr7,750,300
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Sep 12 | RAMCOCEM
3%₹158 Cr2,014,400
↑ 15,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | CHOLAFIN
3%₹147 Cr4,825,800
↑ 943,803
Manappuram Finance Ltd (Financial Services)
Equity, Since 31 Dec 17 | 531213
2%₹135 Cr7,955,789
↑ 1,978,189
Emami Ltd (Consumer Defensive)
Equity, Since 31 Aug 13 | 531162
2%₹133 Cr4,060,500
↑ 328,900
Berger Paints India Ltd (Basic Materials)
Equity, Since 29 Feb 16 | 509480
2%₹130 Cr2,460,355
Shree Cement Ltd (Basic Materials)
Equity, Since 31 Dec 12 | 500387
2%₹123 Cr62,000
Abbott India Ltd (Healthcare)
Equity, Since 31 May 18 | 500488
2%₹120 Cr102,000
↓ -15,485
ACC Ltd (Basic Materials)
Equity, Since 30 Jun 18 | 500410
2%₹116 Cr742,000

4. 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 15.7% 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 (15 Nov 19) ₹82.745 ↑ 0.39   (0.48 %)
Net Assets (Cr) ₹2,643 on 30 Sep 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 -0.91
Alpha Ratio -1.8
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 14₹10,000
31 Oct 15₹10,512
31 Oct 16₹11,709
31 Oct 17₹13,941
31 Oct 18₹13,444
31 Oct 19₹14,456

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 ₹367,070.
Net Profit of ₹67,070
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 15 Nov 19

DurationReturns
1 Month 4.2%
3 Month 6.2%
6 Month 6%
1 Year 5.1%
3 Year 9.8%
5 Year 7%
10 Year
15 Year
Since launch 15.7%
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 126.85 Yr.
Alok Ranjan1 Oct 190 Yr.

Data below for L&T Equity Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Financial Services35.78%
Technology15.84%
Industrials11.15%
Basic Materials7.99%
Consumer Defensive6.9%
Energy5.5%
Consumer Cyclical5.14%
Health Care4.69%
Utility3.08%
Communication Services2.92%
Asset Allocation
Asset ClassValue
Cash1.28%
Equity99.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
8%₹221 Cr4,771,900
↓ -200,000
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 07 | HDFCBANK
7%₹198 Cr1,612,400
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 06 | LT
6%₹172 Cr1,165,050
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 09 | TCS
5%₹135 Cr593,200
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
4%₹115 Cr728,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
4%₹107 Cr730,900
↓ -47,600
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 17 | HDFC
3%₹90 Cr424,500
Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY
3%₹83 Cr1,215,900
↑ 34,500
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 532215
3%₹82 Cr1,117,200
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 16 | HCLTECH
3%₹80 Cr690,100

5. 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 (15 Nov 19) ₹47.64 ↑ 0.35   (0.73 %)
Net Assets (Cr) ₹1,341 on 30 Sep 19
Category Equity - Large & Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.69
Sharpe Ratio -0.17
Information Ratio -0.67
Alpha Ratio -4.47
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 14₹10,000
31 Oct 15₹10,640
31 Oct 16₹11,884
31 Oct 17₹15,101
31 Oct 18₹13,579
31 Oct 19₹14,615

L&T Large and Midcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for L&T Large and Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Nov 19

DurationReturns
1 Month 5%
3 Month 8.8%
6 Month 7%
1 Year 5.1%
3 Year 9.8%
5 Year 7.3%
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 126.94 Yr.
Alok Ranjan1 Oct 190.08 Yr.

Data below for L&T Large and Midcap Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Financial Services30.55%
Technology12.95%
Consumer Cyclical12.45%
Industrials9.95%
Health Care8.46%
Basic Materials7.02%
Consumer Defensive6.81%
Energy4.66%
Communication Services2.71%
Real Estate1.53%
Asset Allocation
Asset ClassValue
Cash3.3%
Equity97.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
7%₹92 Cr1,983,300
↓ -50,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK
5%₹72 Cr588,200
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 09 | LT
5%₹70 Cr474,400
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 07 | TCS
5%₹65 Cr286,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
4%₹52 Cr357,000
↓ -24,200
(A) Tri Party Repo Dealing System (Treps)
CBLO/Reverse Repo | -
3%₹45 Cr
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | CHOLAFIN
3%₹44 Cr1,452,000
City Union Bank Ltd (Financial Services)
Equity, Since 30 Nov 17 | CUB
3%₹43 Cr2,042,800
Abbott India Ltd (Healthcare)
Equity, Since 31 May 18 | 500488
3%₹41 Cr35,000
↓ -5,000
HCL Technologies Ltd (Technology)
Equity, Since 29 Feb 12 | HCLTECH
3%₹40 Cr343,690

6. 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 3.5% 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 (15 Nov 19) ₹15.21 ↑ 0.09   (0.60 %)
Net Assets (Cr) ₹1,766 on 30 Sep 19
Category Equity - Sectoral
AMC L&T Investment Management Ltd
Rating Not Rated
Risk High
Expense Ratio 2.82
Sharpe Ratio -0.31
Information Ratio 0.21
Alpha Ratio -12.76
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 14₹10,000
31 Oct 15₹10,659
31 Oct 16₹12,756
31 Oct 17₹18,308
31 Oct 18₹15,613
31 Oct 19₹15,846

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 ₹376,357.
Net Profit of ₹76,357
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 15 Nov 19

DurationReturns
1 Month 1.5%
3 Month 6.2%
6 Month 1.1%
1 Year -4.3%
3 Year 9.6%
5 Year 8.4%
10 Year
15 Year
Since launch 3.5%
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 126.85 Yr.

Data below for L&T Infrastructure Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Industrials58.63%
Basic Materials19.46%
Communication Services6.99%
Utility5.91%
Real Estate3.87%
Energy2.69%
Asset Allocation
Asset ClassValue
Cash2.56%
Equity97.46%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT
9%₹166 Cr1,129,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
7%₹123 Cr3,337,649
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Mar 14 | RAMCOCEM
6%₹105 Cr1,396,179
↓ -12,062
Grasim Industries Ltd (Basic Materials)
Equity, Since 28 Feb 18 | GRASIM
5%₹84 Cr1,157,000
AIA Engineering Ltd (Industrials)
Equity, Since 30 Jun 16 | AIAENG
4%₹70 Cr392,000
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Sep 15 | BEL
4%₹67 Cr6,150,400
Century Textiles & Industries Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 500040
3%₹56 Cr613,446
↑ 25,000
BEML Ltd (Industrials)
Equity, Since 30 Nov 18 | 500048
3%₹55 Cr573,900
Orient Refractories Ltd (Industrials)
Equity, Since 31 Aug 16 | 534076
3%₹53 Cr2,513,200
Engineers India Ltd (Industrials)
Equity, Since 31 May 16 | 532178
3%₹51 Cr4,306,500

7. 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 15.9% 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 (15 Nov 19) ₹22.54 ↓ -0.03   (-0.14 %)
Net Assets (Cr) ₹5,985 on 30 Sep 19
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 2.68
Sharpe Ratio -0.64
Information Ratio 0.95
Alpha Ratio -1.49
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 14₹10,000
31 Oct 15₹11,336
31 Oct 16₹14,565
31 Oct 17₹20,482
31 Oct 18₹18,353
31 Oct 19₹17,524

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 ₹405,518.
Net Profit of ₹105,518
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 15 Nov 19

DurationReturns
1 Month 3%
3 Month 5.2%
6 Month -2.2%
1 Year -7.3%
3 Year 9.6%
5 Year 11%
10 Year
15 Year
Since launch 15.9%
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 145.48 Yr.
Alok Ranjan1 Oct 190.08 Yr.

Data below for L&T Emerging Businesses Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Consumer Cyclical22.3%
Basic Materials19.43%
Industrials16.94%
Financial Services7.64%
Technology6.51%
Consumer Defensive5.38%
Real Estate5.08%
Health Care4.29%
Utility2.83%
Energy0.68%
Asset Allocation
Asset ClassValue
Cash9.74%
Equity90.05%
Other0.21%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
(A) Tri Party Repo Dealing System (Treps)
CBLO/Reverse Repo | -
9%₹520 Cr
VST Industries Ltd (Consumer Defensive)
Equity, Since 31 Jan 19 | 509966
3%₹193 Cr510,851
↑ 99,081
Mahanagar Gas Ltd (Utilities)
Equity, Since 31 Aug 18 | MGL
3%₹169 Cr1,858,013
↓ -100,000
BEML Ltd (Industrials)
Equity, Since 30 Nov 18 | 500048
2%₹148 Cr1,551,189
Grindwell Norton Ltd (Basic Materials)
Equity, Since 30 Sep 17 | 506076
2%₹142 Cr2,304,201
↑ 4,500
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Sep 17 | 540762
2%₹133 Cr3,475,561
↑ 3,139
Sanofi India Ltd (Healthcare)
Equity, Since 30 Jun 18 | 500674
2%₹132 Cr225,000
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 May 14 | RAMCOCEM
2%₹128 Cr1,703,901
↓ -41,097
Abbott India Ltd (Healthcare)
Equity, Since 30 Jun 18 | 500488
2%₹125 Cr117,730
↓ -15,200
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 18 | PERSISTENT
2%₹125 Cr2,185,583
↑ 25,000

8. 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 13.7% 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 (15 Nov 19) ₹35.406 ↑ 0.10   (0.28 %)
Net Assets (Cr) ₹7,853 on 30 Sep 19
Category Equity - Value
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.48
Sharpe Ratio -0.25
Information Ratio -0.73
Alpha Ratio -5.42
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 14₹10,000
31 Oct 15₹11,831
31 Oct 16₹14,186
31 Oct 17₹17,700
31 Oct 18₹16,033
31 Oct 19₹16,843

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 ₹395,578.
Net Profit of ₹95,578
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 15 Nov 19

DurationReturns
1 Month 4.6%
3 Month 6.4%
6 Month 4%
1 Year 3.3%
3 Year 8.7%
5 Year 10.3%
10 Year
15 Year
Since launch 13.7%
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 126.85 Yr.
Alok Ranjan1 Oct 190 Yr.

Data below for L&T India Value Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Financial Services32.96%
Basic Materials12.96%
Energy10.46%
Consumer Cyclical9.87%
Industrials9.66%
Technology7.99%
Real Estate4.27%
Consumer Defensive3.9%
Health Care3.02%
Utility2.31%
Communication Services1.11%
Asset Allocation
Asset ClassValue
Cash2.54%
Equity97.91%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
8%₹625 Cr14,416,300
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 15 | RELIANCE
7%₹546 Cr4,094,700
Infosys Ltd (Technology)
Equity, Since 31 Dec 10 | INFY
6%₹441 Cr5,471,000
↓ -389,200
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | HDFCBANK
5%₹369 Cr3,006,000
↑ 338,800
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 16 | HDFC
4%₹350 Cr1,771,300
↑ 191,200
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 16 | LT
4%₹345 Cr2,337,100
State Bank of India (Financial Services)
Equity, Since 28 Feb 10 | SBIN
3%₹229 Cr8,459,168
↓ -3,782,278
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 532215
3%₹217 Cr3,164,147
↑ 140,447
(A) Tri Party Repo Dealing System (Treps)
CBLO/Reverse Repo | -
3%₹199 Cr
HCL Technologies Ltd (Technology)
Equity, Since 31 Aug 16 | HCLTECH
2%₹195 Cr1,807,400

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 8.3% 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 (15 Nov 19) ₹15.203 ↓ 0.00   (-0.03 %)
Net Assets (Cr) ₹700 on 30 Sep 19
Category Equity - Sectoral
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.68
Sharpe Ratio 0.24
Information Ratio -0.7
Alpha Ratio 1.93
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 14₹10,000
31 Oct 15₹10,970
31 Oct 16₹12,544
31 Oct 17₹15,482
31 Oct 18₹12,817
31 Oct 19₹14,289

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 ₹357,992.
Net Profit of ₹57,992
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 15 Nov 19

DurationReturns
1 Month 2.8%
3 Month 6.3%
6 Month 5.3%
1 Year 4.7%
3 Year 7.2%
5 Year 6.4%
10 Year
15 Year
Since launch 8.3%
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 145.12 Yr.
Alok Ranjan1 Oct 190 Yr.

Data below for L&T Business Cycles Fund as on 30 Sep 19

Equity Sector Allocation
SectorValue
Financial Services29.72%
Industrials28.43%
Basic Materials15.97%
Consumer Cyclical11.37%
Energy5.36%
Real Estate4.01%
Technology2.17%
Asset Allocation
Asset ClassValue
Cash1.22%
Equity99.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 14 | HDFCBANK
8%₹57 Cr468,000
↑ 29,200
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 14 | ICICIBANK
7%₹48 Cr1,107,300
↑ 83,200
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 14 | LT
6%₹41 Cr275,500
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Oct 15 | RAMCOCEM
4%₹28 Cr369,700
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
4%₹26 Cr157,200
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
4%₹25 Cr191,000
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 May 17 | 532978
3%₹21 Cr24,422
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 16 | 520111
3%₹20 Cr211,068
Timken India Ltd (Industrials)
Equity, Since 31 Dec 16 | 522113
3%₹20 Cr254,040
Engineers India Ltd (Industrials)
Equity, Since 31 Oct 15 | 532178
3%₹19 Cr1,648,000

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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