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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 August 20, 2019 , 123 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 Tax Advantage Fund Growth ₹49.344
↓ -0.76
₹3,186 500 -7.4-0.4-13.96.48.5-8.1
L&T Emerging Businesses Fund Growth ₹20.878
↓ -0.34
₹5,611 500 -11.6-8.6-22.86.211.3-13.7
L&T India Large Cap Fund Growth ₹25.683
↓ -0.37
₹475 500 -7.22.7-6.25.97.2-2
L&T Midcap Fund Growth ₹116.33
↓ -1.83
₹4,805 500 -9.7-6-18.85.510.9-12
L&T India Value Fund Growth ₹32.209
↓ -0.57
₹7,716 500 -10-2.5-14.65.110.3-11.4
L&T Equity Fund Growth ₹75.995
↓ -1.05
₹2,586 500 -6.6-0.4-10.94.97.1-4.5
L&T Large and Midcap Fund Growth ₹42.564
↓ -0.64
₹1,290 500 -7.9-1.7-15.44.96.8-11.3
L&T Infrastructure Fund Growth ₹13.82
↓ -0.23
₹1,695 500 -12-4.8-19.94.57.8-17.1
L&T Business Cycles Fund Growth ₹13.889
↓ -0.24
₹696 500 -9.51.6-12.72.46.8-17.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 19

1. 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 12.6% 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 (22 Aug 19) ₹49.344 ↓ -0.76   (-1.52 %)
Net Assets (Cr) ₹3,186 on 31 Jul 19
Category Equity - ELSS
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.61
Sharpe Ratio -0.87
Information Ratio -0.45
Alpha Ratio -7.34
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Jul 14₹10,000
31 Jul 15₹12,538
31 Jul 16₹13,070
31 Jul 17₹16,486
31 Jul 18₹17,903
31 Jul 19₹16,108

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 22 Aug 19

DurationReturns
1 Month -4.7%
3 Month -7.4%
6 Month -0.4%
1 Year -13.9%
3 Year 6.4%
5 Year 8.5%
10 Year
15 Year
Since launch 12.6%
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 31 Jul 19

Equity Sector Allocation
SectorValue
Financial Services33.57%
Technology13.63%
Consumer Cyclical10.96%
Basic Materials10.65%
Industrials8.38%
Health Care8.06%
Consumer Defensive4.66%
Energy4.39%
Communication Services2.86%
Utility0.77%
Asset Allocation
Asset ClassValue
Cash2.03%
Equity97.94%
Other0.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK
7%₹220 Cr5,184,600
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK
6%₹202 Cr897,300
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 09 | TCS
5%₹173 Cr785,400
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
4%₹117 Cr1,004,100
Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY
3%₹105 Cr1,327,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 06 | LT
3%₹104 Cr753,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
3%₹100 Cr660,200
Future Retail Ltd (Consumer Cyclical)
Equity, Since 31 Aug 16 | FRETAIL
3%₹98 Cr2,386,000
State Bank of India (Financial Services)
Equity, Since 31 Jan 19 | SBIN
3%₹98 Cr2,948,600
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 17 | HCLTECH
3%₹93 Cr899,700

2. 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% 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 (22 Aug 19) ₹20.878 ↓ -0.34   (-1.62 %)
Net Assets (Cr) ₹5,611 on 31 Jul 19
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 2.68
Sharpe Ratio -1.26
Information Ratio 1.09
Alpha Ratio -2.58
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 Jul 14₹10,000
31 Jul 15₹12,958
31 Jul 16₹14,572
31 Jul 17₹20,866
31 Jul 18₹22,576
31 Jul 19₹18,372

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 22 Aug 19

DurationReturns
1 Month -6.8%
3 Month -11.6%
6 Month -8.6%
1 Year -22.8%
3 Year 6.2%
5 Year 11.3%
10 Year
15 Year
Since launch 15%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -13.7%
2017 66.5%
2016 10.2%
2015 12.3%
2014
2013
2012
2011
2010
2009
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
S.N. Lahiri12 May 144.73 Yr.
Karan Desai3 Feb 171.99 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical23.26%
Basic Materials19.15%
Industrials16.61%
Financial Services8.95%
Technology6.16%
Health Care5.18%
Real Estate5.16%
Consumer Defensive3.8%
Utility2.34%
Energy0.69%
Asset Allocation
Asset ClassValue
Cash8.98%
Equity91.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
(A) Tri Party Repo Dealing System (Treps)
CBLO/Reverse Repo | -
9%₹504 Cr
Sanofi India Ltd (Healthcare)
Equity, Since 30 Jun 18 | 500674
2%₹138 Cr225,000
Sobha Ltd (Real Estate)
Equity, Since 31 Mar 17 | 532784
2%₹133 Cr2,423,300
↑ 133,300
Mahanagar Gas Ltd (Utilities)
Equity, Since 31 Aug 18 | MGL
2%₹131 Cr1,622,407
↑ 171,943
BEML Ltd (Industrials)
Equity, Since 30 Nov 18 | 500048
2%₹128 Cr1,526,189
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | 532889
2%₹128 Cr2,239,163
↑ 31,163
Grindwell Norton Ltd (Basic Materials)
Equity, Since 30 Sep 17 | 506076
2%₹126 Cr2,298,701
↑ 1,000
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 May 14 | RAMCOCEM
2%₹126 Cr1,712,198
VST Industries Ltd (Consumer Defensive)
Equity, Since 31 Jan 19 | 509966
2%₹120 Cr359,767
↑ 152,067
Future Retail Ltd (Consumer Cyclical)
Equity, Since 31 Aug 16 | FRETAIL
2%₹118 Cr2,864,100

3. 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 8.3% 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 (22 Aug 19) ₹25.683 ↓ -0.37   (-1.43 %)
Net Assets (Cr) ₹475 on 31 Jul 19
Category Equity - Large Cap
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.98
Sharpe Ratio -0.31
Information Ratio -0.79
Alpha Ratio 0.06
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 14₹10,000
31 Jul 15₹12,354
31 Jul 16₹12,379
31 Jul 17₹14,374
31 Jul 18₹15,551
31 Jul 19₹15,221

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 22 Aug 19

DurationReturns
1 Month -4.4%
3 Month -7.2%
6 Month 2.7%
1 Year -6.2%
3 Year 5.9%
5 Year 7.2%
10 Year
15 Year
Since launch 8.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -2%
2017 29.5%
2016 0.8%
2015 -0.2%
2014 44.6%
2013 7.4%
2012 23.6%
2011 -21.2%
2010 27.2%
2009 91%
Fund Manager information for L&T India Large Cap Fund
NameSinceTenure
Venugopal Manghat24 Nov 126.19 Yr.
Karan Desai3 Feb 171.99 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services40.47%
Technology11.66%
Basic Materials10.17%
Energy8.74%
Industrials7.06%
Consumer Defensive6.08%
Consumer Cyclical3.83%
Health Care2.69%
Utility1.8%
Communication Services1.63%
Real Estate1.04%
Asset Allocation
Asset ClassValue
Cash3.99%
Equity95.18%
Other0.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK
9%₹43 Cr192,300
↑ 10,300
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK
7%₹36 Cr838,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 15 | RELIANCE
6%₹29 Cr251,600
Infosys Ltd (Technology)
Equity, Since 31 Dec 08 | INFY
6%₹26 Cr333,300
↑ 33,500
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT
5%₹22 Cr160,000
↑ 16,000
State Bank of India (Financial Services)
Equity, Since 31 May 14 | SBIN
5%₹21 Cr644,090
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFC
4%₹21 Cr98,800
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 09 | TCS
4%₹20 Cr89,000
(A) Tri Party Repo Dealing System (Treps)
CBLO/Reverse Repo | -
4%₹19 Cr
Axis Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 532215
4%₹17 Cr254,400

4. 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 17.7% since its launch.  Ranked 5 in Mid Cap category.  Return for 2018 was -12% , 2017 was 52.3% and 2016 was 9.8% .

Below is the key information for L&T Midcap Fund

L&T Midcap Fund
Growth
Launch Date 9 Aug 04
NAV (22 Aug 19) ₹116.33 ↓ -1.83   (-1.55 %)
Net Assets (Cr) ₹4,805 on 31 Jul 19
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 2.69
Sharpe Ratio -0.95
Information Ratio 0.64
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
31 Jul 14₹10,000
31 Jul 15₹14,075
31 Jul 16₹14,965
31 Jul 17₹20,491
31 Jul 18₹21,477
31 Jul 19₹18,466

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 22 Aug 19

DurationReturns
1 Month -6.4%
3 Month -9.7%
6 Month -6%
1 Year -18.8%
3 Year 5.5%
5 Year 10.9%
10 Year
15 Year
Since launch 17.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -12%
2017 52.3%
2016 9.8%
2015 10.8%
2014 81.6%
2013 5.6%
2012 38.1%
2011 -29.4%
2010 22.1%
2009 111.3%
Fund Manager information for L&T Midcap Fund
NameSinceTenure
S.N. Lahiri22 Jun 135.61 Yr.
Vihang Naik28 Jun 162.6 Yr.

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

Equity Sector Allocation
SectorValue
Basic Materials24.42%
Financial Services20.83%
Consumer Cyclical15.46%
Industrials13.57%
Health Care7.89%
Real Estate3.86%
Consumer Defensive3.01%
Technology2.14%
Utility0.95%
Energy0.71%
Asset Allocation
Asset ClassValue
Cash3.5%
Equity93.25%
Debt0%
Other3.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
City Union Bank Ltd (Financial Services)
Equity, Since 31 Mar 18 | CUB
4%₹169 Cr8,750,300
↑ 737,666
(A) Tri Party Repo Dealing System (Treps)
CBLO/Reverse Repo | -
3%₹168 Cr
(B) Net Receivables/(Payables)
Receivables | -
3%₹156 Cr
Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Sep 12 | RAMCOCEM
3%₹145 Cr1,969,400
↑ 252,400
Shree Cement Ltd (Basic Materials)
Equity, Since 31 Dec 12 | 500387
3%₹125 Cr62,000
↑ 2,488
ACC Ltd (Basic Materials)
Equity, Since 30 Jun 18 | 500410
2%₹116 Cr742,000
Emami Ltd (Consumer Defensive)
Equity, Since 31 Aug 13 | 531162
2%₹109 Cr3,410,075
Abbott India Ltd (Healthcare)
Equity, Since 31 May 18 | 500488
2%₹102 Cr122,374
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | FEDERALBNK
2%₹99 Cr10,758,400
↑ 1,924,553
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Dec 17 | APOLLOHOSP
2%₹98 Cr722,800

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 12.9% 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 (22 Aug 19) ₹32.209 ↓ -0.57   (-1.73 %)
Net Assets (Cr) ₹7,716 on 31 Jul 19
Category Equity - Value
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.48
Sharpe Ratio -0.66
Information Ratio -0.43
Alpha Ratio -4.41
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 Jul 14₹10,000
31 Jul 15₹13,655
31 Jul 16₹14,750
31 Jul 17₹18,851
31 Jul 18₹19,517
31 Jul 19₹17,938

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 22 Aug 19

DurationReturns
1 Month -7.2%
3 Month -10%
6 Month -2.5%
1 Year -14.6%
3 Year 5.1%
5 Year 10.3%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -11.4%
2017 41.3%
2016 8.1%
2015 12.9%
2014 74.1%
2013 6.6%
2012 39.8%
2011 -27.1%
2010
2009
Fund Manager information for L&T India Value Fund
NameSinceTenure
Venugopal Manghat24 Nov 126.19 Yr.
Karan Desai3 Feb 171.99 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services32.79%
Basic Materials13.28%
Technology10.04%
Consumer Cyclical9.6%
Industrials8.49%
Energy7.44%
Health Care4.78%
Real Estate4.71%
Consumer Defensive3.9%
Utility1.37%
Asset Allocation
Asset ClassValue
Cash2.99%
Equity96.58%
Other0.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
8%₹612 Cr14,416,300
↑ 1,117,400
Infosys Ltd (Technology)
Equity, Since 31 Dec 10 | INFY
6%₹465 Cr5,860,200
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 15 | RELIANCE
5%₹420 Cr3,600,000
State Bank of India (Financial Services)
Equity, Since 28 Feb 10 | SBIN
5%₹407 Cr12,241,446
↑ 939,346
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 16 | LT
4%₹324 Cr2,337,100
↑ 132,898
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 532215
4%₹300 Cr4,451,200
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 16 | HDFC
4%₹298 Cr1,405,500
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | HDFCBANK
3%₹262 Cr1,161,600
(A) Tri Party Repo Dealing System (Treps)
CBLO/Reverse Repo | -
3%₹230 Cr
ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 15 | ITC
2%₹185 Cr6,850,000

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 15.3% 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 (22 Aug 19) ₹75.995 ↓ -1.05   (-1.36 %)
Net Assets (Cr) ₹2,586 on 31 Jul 19
Category Equity - Multi Cap
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.41
Sharpe Ratio -0.72
Information Ratio -0.83
Alpha Ratio -3.38
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 Jul 14₹10,000
31 Jul 15₹12,398
31 Jul 16₹12,763
31 Jul 17₹14,979
31 Jul 18₹16,403
31 Jul 19₹15,228

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 22 Aug 19

DurationReturns
1 Month -4.3%
3 Month -6.6%
6 Month -0.4%
1 Year -10.9%
3 Year 4.9%
5 Year 7.1%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -4.5%
2017 34.2%
2016 3.6%
2015 0.3%
2014 50.3%
2013 5.5%
2012 26%
2011 -21%
2010 26.9%
2009 86.1%
Fund Manager information for L&T Equity Fund
NameSinceTenure
S.N. Lahiri24 Nov 126.19 Yr.
Karan Desai3 Feb 171.99 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services35.73%
Technology16.47%
Industrials10.83%
Basic Materials7.94%
Consumer Defensive6.22%
Consumer Cyclical5.38%
Energy5.34%
Health Care4.77%
Utility2.86%
Communication Services2.75%
Asset Allocation
Asset ClassValue
Cash1.75%
Equity98.29%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
8%₹203 Cr4,780,300
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 07 | HDFCBANK
7%₹174 Cr773,400
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 06 | LT
6%₹155 Cr1,115,050
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 09 | TCS
5%₹138 Cr624,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
4%₹100 Cr854,700
Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY
4%₹94 Cr1,181,400
↑ 92,000
State Bank of India (Financial Services)
Equity, Since 30 Jun 18 | SBIN
4%₹92 Cr2,762,200
↑ 358,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
3%₹90 Cr591,900
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 17 | HDFC
3%₹84 Cr397,000
↑ 112,000
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 532215
3%₹82 Cr1,211,200

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 11.6% 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 (22 Aug 19) ₹42.564 ↓ -0.64   (-1.47 %)
Net Assets (Cr) ₹1,290 on 31 Jul 19
Category Equity - Large & Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.69
Sharpe Ratio -0.73
Information Ratio -0.64
Alpha Ratio -5.69
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 Jul 14₹10,000
31 Jul 15₹12,683
31 Jul 16₹12,731
31 Jul 17₹16,023
31 Jul 18₹16,752
31 Jul 19₹15,124

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 ₹357,992.
Net Profit of ₹57,992
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 22 Aug 19

DurationReturns
1 Month -4.7%
3 Month -7.9%
6 Month -1.7%
1 Year -15.4%
3 Year 4.9%
5 Year 6.8%
10 Year
15 Year
Since launch 11.6%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -11.3%
2017 42.3%
2016 4.4%
2015 1.5%
2014 51%
2013 5.7%
2012 40%
2011 -22.6%
2010 22.4%
2009 81.3%
Fund Manager information for L&T Large and Midcap Fund
NameSinceTenure
S.N. Lahiri24 Nov 126.19 Yr.
Karan Desai3 Feb 171.99 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services35.68%
Technology16.24%
Consumer Cyclical11.44%
Basic Materials7.18%
Industrials7.11%
Consumer Defensive6.46%
Health Care5.98%
Energy4.34%
Communication Services2.62%
Real Estate1.84%
Asset Allocation
Asset ClassValue
Cash1.41%
Equity98.89%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
7%₹86 Cr2,033,300
↓ -111,400
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 07 | TCS
6%₹71 Cr322,400
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK
5%₹68 Cr302,800
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 09 | LT
5%₹62 Cr447,400
State Bank of India (Financial Services)
Equity, Since 30 Jun 18 | SBIN
5%₹61 Cr1,849,200
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
4%₹46 Cr394,700
Mphasis Ltd (Technology)
Equity, Since 31 May 16 | 526299
3%₹43 Cr462,800
↑ 84,894
Infosys Ltd (Technology)
Equity, Since 30 Sep 18 | INFY
3%₹43 Cr546,600
RBL Bank Ltd (Financial Services)
Equity, Since 30 Apr 18 | RBLBANK
3%₹40 Cr985,600
↓ -23,900
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 532215
3%₹38 Cr560,600
↓ -260,500

8. 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 2.8% 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 (22 Aug 19) ₹13.82 ↓ -0.23   (-1.64 %)
Net Assets (Cr) ₹1,695 on 31 Jul 19
Category Equity - Sectoral
AMC L&T Investment Management Ltd
Rating Not Rated
Risk High
Expense Ratio 2.82
Sharpe Ratio -0.97
Information Ratio 0.51
Alpha Ratio -16.71
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 Jul 14₹10,000
31 Jul 15₹12,652
31 Jul 16₹12,902
31 Jul 17₹17,435
31 Jul 18₹18,598
31 Jul 19₹15,859

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 ₹367,070.
Net Profit of ₹67,070
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 22 Aug 19

DurationReturns
1 Month -8.4%
3 Month -12%
6 Month -4.8%
1 Year -19.9%
3 Year 4.5%
5 Year 7.8%
10 Year
15 Year
Since launch 2.8%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -17.1%
2017 61.1%
2016 8.6%
2015 6.8%
2014 65.5%
2013 -7%
2012 28.6%
2011 -35.4%
2010 6.3%
2009 67.6%
Fund Manager information for L&T Infrastructure Fund
NameSinceTenure
S.N. Lahiri24 Nov 126.19 Yr.

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

Equity Sector Allocation
SectorValue
Industrials44.5%
Basic Materials24.18%
Energy8.09%
Communication Services6.65%
Utility5.16%
Technology3.87%
Real Estate3.74%
Asset Allocation
Asset ClassValue
Cash2.64%
Equity97.24%
Debt0%
Other0.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT
9%₹157 Cr1,129,000
↓ -30,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
7%₹113 Cr3,337,649
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Mar 14 | RAMCOCEM
6%₹103 Cr1,398,841
Grasim Industries Ltd (Basic Materials)
Equity, Since 28 Feb 18 | GRASIM
5%₹91 Cr1,157,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE
5%₹87 Cr743,100
↓ -74,500
AIA Engineering Ltd (Industrials)
Equity, Since 30 Jun 16 | AIAENG
4%₹67 Cr392,000
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Sep 15 | BEL
4%₹63 Cr6,150,400
Century Textiles & Industries Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 500040
3%₹52 Cr588,446
ACC Ltd (Basic Materials)
Equity, Since 31 Oct 17 | 500410
3%₹47 Cr301,400
Orient Refractories Ltd (Industrials)
Equity, Since 31 Aug 16 | 534076
3%₹45 Cr2,513,200

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 6.8% 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 (22 Aug 19) ₹13.889 ↓ -0.24   (-1.68 %)
Net Assets (Cr) ₹696 on 31 Jul 19
Category Equity - Sectoral
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.68
Sharpe Ratio -0.49
Information Ratio -0.61
Alpha Ratio -2.73
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 Jul 15₹12,709
31 Jul 16₹12,850
31 Jul 17₹15,638
31 Jul 18₹15,852
31 Jul 19₹14,475

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 22 Aug 19

DurationReturns
1 Month -6.9%
3 Month -9.5%
6 Month 1.6%
1 Year -12.7%
3 Year 2.4%
5 Year 6.8%
10 Year
15 Year
Since launch 6.8%
Historical performance (Yearly) on absolute basis
YearReturns
2018 -17.5%
2017 45.6%
2016 3.2%
2015 3.5%
2014
2013
2012
2011
2010
2009
Fund Manager information for L&T Business Cycles Fund
NameSinceTenure
Venugopal Manghat20 Aug 144.45 Yr.
Karan Desai3 Feb 171.99 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services30.16%
Industrials23.93%
Basic Materials18.89%
Consumer Cyclical11.44%
Energy4.71%
Technology3.9%
Real Estate3.59%
Asset Allocation
Asset ClassValue
Cash1.15%
Equity99.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 14 | HDFCBANK
7%₹49 Cr219,400
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 14 | ICICIBANK
6%₹43 Cr1,024,100
↑ 35,300
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 14 | LT
5%₹38 Cr275,500
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Oct 15 | RAMCOCEM
4%₹27 Cr369,700
State Bank of India (Financial Services)
Equity, Since 31 Aug 14 | SBIN
4%₹27 Cr807,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
3%₹24 Cr157,200
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
3%₹22 Cr191,000
↓ -9,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Aug 14 | ULTRACEMCO
3%₹22 Cr50,000
KNR Constructions Ltd (Industrials)
Equity, Since 30 Sep 14 | 532942
3%₹21 Cr792,400
Sobha Ltd (Real Estate)
Equity, Since 30 Apr 17 | 532784
3%₹21 Cr376,300

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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