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2022 में निवेश करने के लिए 10 सर्वश्रेष्ठ एलएंडटी म्यूचुअल फंड योजनाएं

फिनकैश »एलएंडटी म्यूचुअल फंड »सर्वश्रेष्ठ एलएंडटी म्यूचुअल फंड योजनाएं

2022 के लिए 10 सर्वश्रेष्ठ एलएंडटी म्यूचुअल फंड योजनाएं

Updated on April 9, 2024 , 35916 views

एलएंडटी म्यूचुअल फंड भारत में एक प्रसिद्ध फंड हाउस है। इसका गठन एलएंडटी फाइनेंस होल्डिंग लिमिटेड के प्रायोजन और एलएंडटी . की ट्रस्टीशिप के तहत किया गया थाम्यूचुअल फंड ट्रस्टी सीमित। एलएंडटी में निवेश करने की योजना बना रहे निवेशक इनमें से चुन सकते हैं:श्रेणी विकल्पों में से जैसे- इक्विटी, डेट, हाइब्रिड, आदि।इक्विटी फ़ंड लंबी अवधि के लिए एक अच्छा विकल्प हैनिवेश योजना. आप निम्न द्वारा दीर्घकालिक धन सृजन का लक्ष्य रख सकते हैंनिवेश इक्विटी फंड में। छोटी अवधि में इष्टतम रिटर्न अर्जित करने के लिए, आप इसमें निवेश करना पसंद कर सकते हैंडेट फंड. हाइब्रिड फंड, जिसे . के रूप में भी जाना जाता हैबैलेंस्ड फंड, डेट और इक्विटी फंड दोनों के संयोजन के रूप में कार्य करें।

निवेशक जो दोहरा लाभ चाहते हैं, यानी लंबी अवधि की संपत्ति बनाने और समय के साथ नियमित रिटर्न अर्जित करने के लिए, एलएंडटी एमएफ द्वारा पेश किए गए संतुलित फंड में निवेश कर सकते हैं। हालांकि, अच्छा मुनाफा कमाने के लिए एक अच्छे फंड में निवेश करना जरूरी है। इसलिए, हमने 2022 में निवेश करने के लिए शीर्ष 10 सर्वश्रेष्ठ एलएंडटी म्यूचुअल फंड योजनाओं को सूचीबद्ध किया है।

इन फंडों को एयूएम जैसे कुछ मानकों को पूरा करके शॉर्टलिस्ट किया गया है।नहीं हैं, पिछले प्रदर्शन, सहकर्मी औसत रिटर्न, आदि।

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LnT

एलएंडटी एमएफ योजनाओं में निवेश क्यों करें?

  • एलएंडटी म्यूचुअल फंड व्यक्तियों की विभिन्न आवश्यकताओं को उनके अपेक्षित रिटर्न, जोखिम-भूख और कई संबंधित कारकों के आधार पर पूरा करने के लिए विविध प्रकार की योजना प्रदान करता है।
  • व्यक्ति अपनी सुविधा के अनुसार ऑनलाइन या ऑफलाइन मोड के माध्यम से बिना किसी परेशानी के अपने फंड को खरीद और भुना सकते हैं।

  • एलएंडटी एमएफ कई मापदंडों पर विचार करके कंपनियों का मूल्यांकन करता है जैसे:लिक्विडिटी, व्यापार आकर्षण, प्रबंधन ट्रैक रिकॉर्ड, और भी बहुत कुछ।

सर्वश्रेष्ठ एलएंडटी म्यूचुअल फंड योजनाएं

FundNAVNet Assets (Cr)Min InvestmentMin SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
L&T Emerging Businesses Fund Growth ₹73.033
↑ 0.22
₹13,747 5,000 500 4.618.252.532.424.346.1
L&T Infrastructure Fund Growth ₹41.8941
↑ 0.23
₹2,188 5,000 500 9.825.658.231.521.550.7
L&T India Value Fund Growth ₹95.0235
↑ 0.49
₹11,536 5,000 500 10.626.455.626.721.539.4
L&T Business Cycles Fund Growth ₹36.0376
↑ 0.28
₹770 5,000 500 12.426.448.723.318.931.3
L&T Midcap Fund Growth ₹328.354
↑ 1.88
₹9,725 5,000 500 11.328.26022.619.640
L&T Tax Advantage Fund Growth ₹113.455
↑ 0.65
₹3,680 500 500 10.123.544.618.316.328.4
L&T Large and Midcap Fund Growth ₹72.8402
↑ 0.12
₹1,620 5,000 500 3.7181.514.97.9
L&T Equity Fund Growth ₹124.542
↑ 0.00
₹2,884 5,000 500 3.315.62.214.39
L&T Hybrid Equity Fund Growth ₹48.5818
↑ 0.26
₹5,139 5,000 500 715.533.71413.424.3
L&T India Large Cap Fund Growth ₹42.242
↑ 0.02
₹758 5,000 500 4.416.72.913.610.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Apr 24
*एयूएम पर आधारित फंड की सूची>=100 करोड़ और 3 . पर छाँटे गएवर्षसीएजीआर वापसी.

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 22.2% since its launch.  Ranked 2 in Small Cap category.  Return for 2023 was 46.1% , 2022 was 1% and 2021 was 77.4% .

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

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (10 Apr 24) ₹73.033 ↑ 0.22   (0.31 %)
Net Assets (Cr) ₹13,747 on 29 Feb 24
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.84
Sharpe Ratio 3.03
Information Ratio 0.68
Alpha Ratio -2.22
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

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 ₹556,833.
Net Profit of ₹256,833
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 10 Apr 24

DurationReturns
1 Month 4%
3 Month 4.6%
6 Month 18.2%
1 Year 52.5%
3 Year 32.4%
5 Year 24.3%
10 Year
15 Year
Since launch 22.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 46.1%
2022 1%
2021 77.4%
2020 15.5%
2019 -8.1%
2018 -13.7%
2017 66.5%
2016 10.2%
2015 12.3%
2014
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
Venugopal Manghat17 Dec 194.29 Yr.
Cheenu Gupta1 Oct 230.5 Yr.
Sonal Gupta1 Oct 230.5 Yr.

Data below for L&T Emerging Businesses Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Industrials31.31%
Basic Materials15.53%
Consumer Cyclical14.12%
Technology10.78%
Financial Services9.3%
Real Estate7.01%
Health Care4.9%
Consumer Defensive2.51%
Energy1.02%
Asset Allocation
Asset ClassValue
Cash2.17%
Equity97.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
3%₹418 Cr668,400
↓ -33,201
Sonata Software Ltd (Technology)
Equity, Since 31 Jul 18 | SONATSOFTW
3%₹397 Cr4,896,490
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | 532929
3%₹397 Cr3,966,279
↓ -128,121
EIH Ltd (Consumer Cyclical)
Equity, Since 31 May 17 | 500840
3%₹349 Cr8,627,473
↓ -1,396,149
KPIT Technologies Ltd (Technology)
Equity, Since 30 Sep 21 | KPITTECH
3%₹344 Cr2,188,200
KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | KEI
2%₹304 Cr947,670
↓ -37,688
NCC Ltd (Industrials)
Equity, Since 28 Feb 21 | NCC
2%₹279 Cr11,291,100
↑ 3,431,400
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL
2%₹276 Cr3,586,897
↓ -100,000
Sobha Ltd (Real Estate)
Equity, Since 31 Mar 17 | SOBHA
2%₹269 Cr1,721,853
↑ 296,920
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 17 | RATNAMANI
2%₹256 Cr842,458
↓ -27,964

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 9% since its launch.  Return for 2023 was 50.7% , 2022 was 3.1% and 2021 was 56.3% .

Below is the key information for L&T Infrastructure Fund

L&T Infrastructure Fund
Growth
Launch Date 27 Sep 07
NAV (10 Apr 24) ₹41.8941 ↑ 0.23   (0.56 %)
Net Assets (Cr) ₹2,188 on 29 Feb 24
Category Equity - Sectoral
AMC L&T Investment Management Ltd
Rating Not Rated
Risk High
Expense Ratio 2.2
Sharpe Ratio 3.05
Information Ratio 0.4
Alpha Ratio 6.37
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 Mar 19₹10,000
31 Mar 20₹6,532
31 Mar 21₹11,335
31 Mar 22₹14,704
31 Mar 23₹16,145
31 Mar 24₹24,959

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 ₹518,033.
Net Profit of ₹218,033
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 10 Apr 24

DurationReturns
1 Month 4.7%
3 Month 9.8%
6 Month 25.6%
1 Year 58.2%
3 Year 31.5%
5 Year 21.5%
10 Year
15 Year
Since launch 9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 50.7%
2022 3.1%
2021 56.3%
2020 1.6%
2019 -3.1%
2018 -17.1%
2017 61.1%
2016 8.6%
2015 6.8%
2014 65.5%
Fund Manager information for L&T Infrastructure Fund
NameSinceTenure
Venugopal Manghat17 Dec 194.29 Yr.
Gautam Bhupal26 Nov 221.35 Yr.
Sonal Gupta26 Nov 221.35 Yr.

Data below for L&T Infrastructure Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Industrials53.36%
Basic Materials15.74%
Utility8.26%
Energy6.43%
Real Estate4.4%
Communication Services3.71%
Technology3.39%
Financial Services1.67%
Consumer Cyclical1.04%
Asset Allocation
Asset ClassValue
Cash1.99%
Equity98.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT
9%₹195 Cr560,008
NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | 532555
8%₹181 Cr5,385,500
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Sep 15 | BEL
7%₹161 Cr7,846,100
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO
4%₹88 Cr88,900
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE
4%₹86 Cr295,500
↓ -22,500
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
4%₹79 Cr700,800
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG
3%₹70 Cr770,000
ABB India Ltd (Industrials)
Equity, Since 30 Jun 19 | ABB
3%₹65 Cr118,600
Finolex Cables Ltd (Industrials)
Equity, Since 30 Jun 18 | FINCABLES
3%₹56 Cr611,600
Century Textiles & Industries Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 500040
3%₹56 Cr397,700

3. 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 17.1% since its launch.  Ranked 4 in Value category.  Return for 2023 was 39.4% , 2022 was 5.2% and 2021 was 40.3% .

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

L&T India Value Fund
Growth
Launch Date 8 Jan 10
NAV (10 Apr 24) ₹95.0235 ↑ 0.49   (0.52 %)
Net Assets (Cr) ₹11,536 on 29 Feb 24
Category Equity - Value
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 3.73
Information Ratio 1.49
Alpha Ratio 15.51
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 Mar 19₹10,000
31 Mar 20₹6,851
31 Mar 21₹12,635
31 Mar 22₹15,958
31 Mar 23₹16,751
31 Mar 24₹25,315

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 10 Apr 24

DurationReturns
1 Month 1.9%
3 Month 10.6%
6 Month 26.4%
1 Year 55.6%
3 Year 26.7%
5 Year 21.5%
10 Year
15 Year
Since launch 17.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 39.4%
2022 5.2%
2021 40.3%
2020 14.6%
2019 4.6%
2018 -11.4%
2017 41.3%
2016 8.1%
2015 12.9%
2014 74.1%
Fund Manager information for L&T India Value Fund
NameSinceTenure
Venugopal Manghat24 Nov 1211.36 Yr.
Gautam Bhupal1 Oct 230.5 Yr.
Sonal Gupta1 Oct 230.5 Yr.

Data below for L&T India Value Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services26.98%
Industrials16.2%
Basic Materials15.52%
Technology10.71%
Consumer Cyclical8.78%
Real Estate5.06%
Utility4.4%
Energy3.59%
Consumer Defensive3.31%
Health Care2.68%
Communication Services1.64%
Asset Allocation
Asset ClassValue
Cash1.12%
Equity98.88%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 532555
4%₹507 Cr15,121,100
↓ -1,699,900
Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Jul 21 | JSL
4%₹473 Cr7,379,629
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
4%₹461 Cr4,382,100
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
4%₹431 Cr5,766,900
Canara Bank (Financial Services)
Equity, Since 31 Jan 22 | 532483
3%₹326 Cr5,780,094
Indian Bank (Financial Services)
Equity, Since 31 Oct 21 | 532814
3%₹323 Cr6,147,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Mar 17 | SUNPHARMA
3%₹310 Cr1,962,700
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Sep 23 | MCX
3%₹301 Cr798,650
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 15 | RELIANCE
3%₹292 Cr998,200
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jul 20 | M&M
2%₹288 Cr1,489,400

4. 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 14.2% since its launch.  Ranked 19 in Sectoral category.  Return for 2023 was 31.3% , 2022 was 5.3% and 2021 was 34.5% .

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

L&T Business Cycles Fund
Growth
Launch Date 20 Aug 14
NAV (10 Apr 24) ₹36.0376 ↑ 0.28   (0.77 %)
Net Assets (Cr) ₹770 on 29 Feb 24
Category Equity - Sectoral
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.51
Sharpe Ratio 2.92
Information Ratio 0.56
Alpha Ratio 8.33
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 Mar 19₹10,000
31 Mar 20₹7,045
31 Mar 21₹12,458
31 Mar 22₹14,864
31 Mar 23₹15,634
31 Mar 24₹22,452

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 ₹481,656.
Net Profit of ₹181,656
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 10 Apr 24

DurationReturns
1 Month 3.7%
3 Month 12.4%
6 Month 26.4%
1 Year 48.7%
3 Year 23.3%
5 Year 18.9%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31.3%
2022 5.3%
2021 34.5%
2020 9.3%
2019 5.3%
2018 -17.5%
2017 45.6%
2016 3.2%
2015 3.5%
2014
Fund Manager information for L&T Business Cycles Fund
NameSinceTenure
Venugopal Manghat20 Aug 149.62 Yr.
Gautam Bhupal1 Jun 230.83 Yr.
Sonal Gupta1 Jun 230.83 Yr.

Data below for L&T Business Cycles Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Industrials32.39%
Financial Services23.47%
Consumer Cyclical16.39%
Basic Materials14.17%
Energy6.84%
Real Estate2.8%
Technology1.5%
Asset Allocation
Asset ClassValue
Cash1.16%
Equity98.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 14 | ICICIBANK
6%₹45 Cr425,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | 500251
5%₹42 Cr107,000
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Dec 22 | MCX
5%₹35 Cr94,300
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 14 | LT
5%₹35 Cr99,920
Ahluwalia Contracts (India) Ltd (Industrials)
Equity, Since 31 Jan 15 | AHLUCONT
4%₹33 Cr274,908
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
4%₹32 Cr110,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 14 | HDFCBANK
3%₹25 Cr179,800
ABB India Ltd (Industrials)
Equity, Since 30 Sep 19 | ABB
3%₹23 Cr42,700
Power Mech Projects Ltd (Industrials)
Equity, Since 31 Oct 22 | POWERMECH
3%₹23 Cr45,400
Aegis Logistics Ltd (Energy)
Equity, Since 31 Oct 15 | 500003
3%₹21 Cr467,200

5. 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 19.4% since its launch.  Ranked 5 in Mid Cap category.  Return for 2023 was 40% , 2022 was 1.1% and 2021 was 30.4% .

Below is the key information for L&T Midcap Fund

L&T Midcap Fund
Growth
Launch Date 9 Aug 04
NAV (10 Apr 24) ₹328.354 ↑ 1.88   (0.57 %)
Net Assets (Cr) ₹9,725 on 29 Feb 24
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.85
Sharpe Ratio 3.45
Information Ratio -0.96
Alpha Ratio 8.04
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

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 ₹493,520.
Net Profit of ₹193,520
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 10 Apr 24

DurationReturns
1 Month 4.3%
3 Month 11.3%
6 Month 28.2%
1 Year 60%
3 Year 22.6%
5 Year 19.6%
10 Year
15 Year
Since launch 19.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 40%
2022 1.1%
2021 30.4%
2020 19%
2019 -0.2%
2018 -12%
2017 52.3%
2016 9.8%
2015 10.8%
2014 81.6%
Fund Manager information for L&T Midcap Fund
NameSinceTenure
Venugopal Manghat1 Oct 230.5 Yr.
Cheenu Gupta26 Nov 221.35 Yr.
Sonal Gupta1 Oct 230.5 Yr.

Data below for L&T Midcap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services22.52%
Industrials15.25%
Health Care15.02%
Consumer Cyclical13.53%
Basic Materials13.32%
Real Estate5.38%
Technology4.95%
Consumer Defensive2.91%
Energy2.46%
Utility2.39%
Communication Services1.66%
Asset Allocation
Asset ClassValue
Cash0.6%
Equity99.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Nov 13 | SUNDARMFIN
3%₹310 Cr743,568
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Oct 15 | RATNAMANI
3%₹281 Cr926,436
↓ -79,050
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 21 | 532810
3%₹259 Cr6,462,100
↓ -1,039,800
Bosch Ltd (Consumer Cyclical)
Equity, Since 31 Oct 19 | 500530
3%₹252 Cr88,000
Cummins India Ltd (Industrials)
Equity, Since 30 Apr 18 | 500480
3%₹244 Cr891,268
Godrej Properties Ltd (Real Estate)
Equity, Since 31 Mar 17 | GODREJPROP
2%₹239 Cr995,400
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 19 | 524494
2%₹232 Cr1,946,300
Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | 500257
2%₹229 Cr1,414,400
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 15 | MCX
2%₹227 Cr603,300
AIA Engineering Ltd (Industrials)
Equity, Since 31 Dec 16 | AIAENG
2%₹226 Cr621,300

6. 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 14.3% since its launch.  Ranked 7 in ELSS category.  Return for 2023 was 28.4% , 2022 was -3% and 2021 was 30.3% .

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

L&T Tax Advantage Fund
Growth
Launch Date 27 Feb 06
NAV (10 Apr 24) ₹113.455 ↑ 0.65   (0.57 %)
Net Assets (Cr) ₹3,680 on 29 Feb 24
Category Equity - ELSS
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.98
Sharpe Ratio 2.66
Information Ratio -0.31
Alpha Ratio 3.28
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹7,284
31 Mar 21₹12,498
31 Mar 22₹14,731
31 Mar 23₹14,495
31 Mar 24₹20,164

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 10 Apr 24

DurationReturns
1 Month 4.5%
3 Month 10.1%
6 Month 23.5%
1 Year 44.6%
3 Year 18.3%
5 Year 16.3%
10 Year
15 Year
Since launch 14.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 28.4%
2022 -3%
2021 30.3%
2020 13.5%
2019 4.6%
2018 -8.1%
2017 42.3%
2016 8.1%
2015 2.9%
2014 44.8%
Fund Manager information for L&T Tax Advantage Fund
NameSinceTenure
Gautam Bhupal26 Nov 221.35 Yr.
Sonal Gupta21 Jul 212.7 Yr.
Abhishek Gupta1 Mar 240.08 Yr.

Data below for L&T Tax Advantage Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Industrials25.99%
Financial Services21.92%
Consumer Cyclical17.6%
Technology10.36%
Energy6.29%
Health Care5%
Utility3.6%
Real Estate3.48%
Basic Materials2.66%
Consumer Defensive1.56%
Communication Services0.95%
Asset Allocation
Asset ClassValue
Cash0.58%
Equity99.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT
5%₹200 Cr574,100
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE
4%₹157 Cr537,600
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK
4%₹136 Cr971,700
↓ -257,600
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK
3%₹122 Cr1,155,500
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 21 | PERSISTENT
3%₹121 Cr140,600
↓ -10,500
Bharat Electronics Ltd (Industrials)
Equity, Since 31 May 22 | BEL
3%₹112 Cr5,485,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 30 Apr 22 | 500093
3%₹110 Cr2,486,300
Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY
3%₹104 Cr622,100
KPIT Technologies Ltd (Technology)
Equity, Since 30 Sep 21 | KPITTECH
3%₹104 Cr662,200
↓ -113,400
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 543320
2%₹81 Cr4,906,800
↑ 1,912,400

7. L&T Large and Midcap Fund

(Erstwhile L&T India Special Situations Fund)

To generate long-term capital growth from a diversified portfolio of predominantly equity and equity related securities including equity derivatives.

L&T Large and Midcap Fund is a Equity - Large & Mid Cap fund was launched on 22 May 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.8% since its launch.  Ranked 32 in Large & Mid Cap category. .

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 (25 Nov 22) ₹72.8402 ↑ 0.12   (0.16 %)
Net Assets (Cr) ₹1,620 on 31 Oct 22
Category Equity - Large & Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.25
Sharpe Ratio 0.14
Information Ratio -0.76
Alpha Ratio 1.28
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 Mar 19₹10,000
31 Mar 20₹7,628
31 Mar 21₹12,214
31 Mar 22₹14,877

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 10 Apr 24

DurationReturns
1 Month 0.4%
3 Month 3.7%
6 Month 18%
1 Year 1.5%
3 Year 14.9%
5 Year 7.9%
10 Year
15 Year
Since launch 12.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for L&T Large and Midcap Fund
NameSinceTenure

Data below for L&T Large and Midcap Fund as on 31 Oct 22

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

8. 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 15.5% since its launch.  Ranked 25 in Multi Cap category. .

Below is the key information for L&T Equity Fund

L&T Equity Fund
Growth
Launch Date 16 May 05
NAV (25 Nov 22) ₹124.542 ↑ 0.00   (0.00 %)
Net Assets (Cr) ₹2,884 on 31 Oct 22
Category Equity - Multi Cap
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.07
Sharpe Ratio -0.16
Information Ratio -1.29
Alpha Ratio -2.7
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 Mar 19₹10,000
31 Mar 20₹7,241
31 Mar 21₹12,133
31 Mar 22₹14,314

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 ₹376,357.
Net Profit of ₹76,357
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 10 Apr 24

DurationReturns
1 Month 2.7%
3 Month 3.3%
6 Month 15.6%
1 Year 2.2%
3 Year 14.3%
5 Year 9%
10 Year
15 Year
Since launch 15.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for L&T Equity Fund
NameSinceTenure

Data below for L&T Equity Fund as on 31 Oct 22

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

9. L&T Hybrid Equity Fund

(Erstwhile L&T India Prudence Fund)

To seek to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities and to generate reasonable returns through a portfolio of debt and money market instruments

L&T Hybrid Equity Fund is a Hybrid - Hybrid Equity fund was launched on 7 Feb 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.8% since its launch.  Ranked 5 in Hybrid Equity category.  Return for 2023 was 24.3% , 2022 was -3.7% and 2021 was 23.1% .

Below is the key information for L&T Hybrid Equity Fund

L&T Hybrid Equity Fund
Growth
Launch Date 7 Feb 11
NAV (10 Apr 24) ₹48.5818 ↑ 0.26   (0.55 %)
Net Assets (Cr) ₹5,139 on 29 Feb 24
Category Hybrid - Hybrid Equity
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 2.47
Information Ratio 0
Alpha Ratio 0
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 Mar 19₹10,000
31 Mar 20₹8,192
31 Mar 21₹12,319
31 Mar 22₹14,124
31 Mar 23₹13,832
31 Mar 24₹18,020

L&T Hybrid 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 ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for L&T Hybrid 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 10 Apr 24

DurationReturns
1 Month 2.9%
3 Month 7%
6 Month 15.5%
1 Year 33.7%
3 Year 14%
5 Year 13.4%
10 Year
15 Year
Since launch 12.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 24.3%
2022 -3.7%
2021 23.1%
2020 13.6%
2019 6.5%
2018 -3.8%
2017 27.8%
2016 4.3%
2015 9.9%
2014 44.5%
Fund Manager information for L&T Hybrid Equity Fund
NameSinceTenure
Shriram Ramanathan30 May 167.84 Yr.
Gautam Bhupal1 Oct 230.5 Yr.
Cheenu Gupta2 Jul 212.75 Yr.
Sonal Gupta1 Oct 230.5 Yr.

Data below for L&T Hybrid Equity Fund as on 29 Feb 24

Asset Allocation
Asset ClassValue
Cash4.29%
Equity72.06%
Debt23.66%
Equity Sector Allocation
SectorValue
Industrials21.56%
Financial Services17.5%
Consumer Cyclical10.15%
Technology8.15%
Energy3.33%
Utility2.94%
Health Care2.82%
Real Estate2.15%
Consumer Defensive1.87%
Communication Services0.97%
Basic Materials0.61%
Debt Sector Allocation
SectorValue
Government16.44%
Corporate8.12%
Cash Equivalent3.38%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT
5%₹244 Cr701,900
↓ -53,300
7.38% Govt Stock 2027
Sovereign Bonds | -
4%₹205 Cr20,000,000
7.18% Govt Stock 2033
Sovereign Bonds | -
3%₹177 Cr17,500,000
↑ 15,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
3%₹168 Cr1,597,000
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 11 | HDFCBANK
3%₹138 Cr981,500
↓ -537,300
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Aug 22 | BEL
2%₹124 Cr6,030,700
Zensar Technologies Ltd (Technology)
Equity, Since 31 May 23 | ZENSARTECH
2%₹105 Cr1,910,000
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | 590003
2%₹88 Cr4,793,700
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 Dec 23 | 500103
2%₹88 Cr3,861,368
NTPC Ltd (Utilities)
Equity, Since 31 Dec 23 | 532555
2%₹86 Cr2,572,200

10. 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 10% since its launch.  Ranked 56 in Large Cap category. .

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 (25 Nov 22) ₹42.242 ↑ 0.02   (0.04 %)
Net Assets (Cr) ₹758 on 31 Oct 22
Category Equity - Large Cap
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.48
Sharpe Ratio -0.1
Information Ratio -1.05
Alpha Ratio -2.34
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 Mar 19₹10,000
31 Mar 20₹7,815
31 Mar 21₹12,671
31 Mar 22₹14,865

L&T India Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for L&T India Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Apr 24

DurationReturns
1 Month 2.1%
3 Month 4.4%
6 Month 16.7%
1 Year 2.9%
3 Year 13.6%
5 Year 10.5%
10 Year
15 Year
Since launch 10%
Historical performance (Yearly) on absolute basis
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for L&T India Large Cap Fund
NameSinceTenure

Data below for L&T India Large Cap Fund as on 31 Oct 22

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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