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9 बेस्ट एलएंडटी एसआईपी म्यूचुअल फंड 2022 | सर्वश्रेष्ठ एसआईपी फंड

फिनकैश »एलएंडटी म्यूचुअल फंड »सर्वश्रेष्ठ एल एंड टीएसआईपी फंड

बेस्ट एलएंडटी एसआईपी म्यूचुअल फंड 2022

Updated on May 15, 2024 , 7680 views

एल एंड टीसिप म्युचुअल फंड निवेश का एक झंझट मुक्त तरीका है। यह आपको अपना हासिल करने में मदद करता हैवित्तीय लक्ष्यों द्वारानिवेश एक निश्चित अंतराल पर छोटी रकम। यह पैसा निवेश करने का एक स्मार्ट टूल हैम्यूचुअल फंड्स भारी एकमुश्त निवेश के बजाय छोटे आवधिक निवेश करके। SIP के साथ, निवेशक अपने वित्तीय लक्ष्यों की योजना बना सकते हैं जैसेसेवानिवृत्ति योजना, शादी, घर/कार की खरीद आदि। आप अपने पैसे से अपने पैसे ऑटो-डेबिट कर सकते हैंबैंक खाता, जो विशेष म्यूचुअल फंड योजना में निवेश किया जाएगा। यह सुनिश्चित करेगा कि आप अपनी कोई भी एसआईपी किस्त नहीं चूकेंगे।

LnT

एलएंडटी एसआईपी म्यूचुअल फंड में निवेश क्यों करें?

SIP के कुछ लाभ इस प्रकार हैं:

निवेशक उत्सुक हैंSIP में निवेश करेंइक्विटी निवेश के लिए यहां कुछ बेहतरीन एलएंडटी एसआईपी म्यूचुअल फंड हैं। 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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इक्विटी के लिए एलएंडटी म्यूचुअल फंड द्वारा सर्वश्रेष्ठ एसआईपी फंड

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
L&T Infrastructure Fund Growth ₹45.7724
↑ 0.91
₹2,213 500 1735.564.634.624.750.7
L&T Emerging Businesses Fund Growth ₹77.228
↑ 0.96
₹13,401 500 7.117.950.432.127.346.1
L&T India Value Fund Growth ₹98.2516
↑ 1.50
₹11,431 500 6.625.855.427.623.239.4
L&T Business Cycles Fund Growth ₹38.4443
↑ 0.56
₹764 500 13.131.25026.321.231.3
L&T Midcap Fund Growth ₹343.705
↑ 4.06
₹9,741 500 9.927.362.424.522.240
L&T Tax Advantage Fund Growth ₹118.669
↑ 1.29
₹3,674 500 10.625.943.119.91828.4
L&T Large and Midcap Fund Growth ₹72.8402
↑ 0.12
₹1,620 500 3.7181.514.97.9
L&T Equity Fund Growth ₹124.542
↑ 0.00
₹2,884 500 3.315.62.214.39
L&T India Large Cap Fund Growth ₹42.242
↑ 0.02
₹758 500 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 17 May 24

1. 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 9.6% 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 (17 May 24) ₹45.7724 ↑ 0.91   (2.02 %)
Net Assets (Cr) ₹2,213 on 31 Mar 24
Category Equity - Sectoral
AMC L&T Investment Management Ltd
Rating Not Rated
Risk High
Expense Ratio 2.2
Sharpe Ratio 2.87
Information Ratio 0.22
Alpha Ratio 1.76
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
30 Apr 19₹10,000
30 Apr 20₹7,294
30 Apr 21₹11,401
30 Apr 22₹14,975
30 Apr 23₹17,049
30 Apr 24₹27,614

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 ₹556,833.
Net Profit of ₹256,833
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 17 May 24

DurationReturns
1 Month 10.6%
3 Month 17%
6 Month 35.5%
1 Year 64.6%
3 Year 34.6%
5 Year 24.7%
10 Year
15 Year
Since launch 9.6%
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 31 Mar 24

Equity Sector Allocation
SectorValue
Industrials52.6%
Basic Materials14.03%
Utility9.1%
Energy8.77%
Real Estate4.22%
Communication Services4.02%
Technology3.04%
Financial Services2.1%
Consumer Cyclical1.02%
Asset Allocation
Asset ClassValue
Cash1.1%
Equity98.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT
10%₹211 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%₹158 Cr7,846,100
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE
5%₹109 Cr368,000
↑ 72,500
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO
4%₹87 Cr88,900
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL
4%₹86 Cr700,800
Century Textiles & Industries Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 500040
3%₹65 Cr397,700
Finolex Cables Ltd (Industrials)
Equity, Since 30 Jun 18 | FINCABLES
3%₹61 Cr611,600
ABB India Ltd (Industrials)
Equity, Since 30 Jun 19 | 500002
3%₹57 Cr90,050
↓ -28,550
KEI Industries Ltd (Industrials)
Equity, Since 31 Mar 22 | 517569
2%₹52 Cr150,000

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 22.6% 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 (17 May 24) ₹77.228 ↑ 0.96   (1.26 %)
Net Assets (Cr) ₹13,401 on 31 Mar 24
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.84
Sharpe Ratio 2.51
Information Ratio 0.63
Alpha Ratio -3.95
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
30 Apr 19₹10,000
30 Apr 20₹6,968
30 Apr 21₹13,324
30 Apr 22₹18,672
30 Apr 23₹20,595
30 Apr 24₹31,468

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 ₹598,181.
Net Profit of ₹298,181
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 17 May 24

DurationReturns
1 Month 6.9%
3 Month 7.1%
6 Month 17.9%
1 Year 50.4%
3 Year 32.1%
5 Year 27.3%
10 Year
15 Year
Since launch 22.6%
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 31 Mar 24

Equity Sector Allocation
SectorValue
Industrials31.58%
Basic Materials14.56%
Consumer Cyclical14.41%
Technology10.45%
Financial Services9.58%
Real Estate6.78%
Health Care5.05%
Consumer Defensive2.53%
Energy1.06%
Asset Allocation
Asset ClassValue
Cash2.64%
Equity97.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | 532259
3%₹443 Cr635,400
↓ -33,000
EIH Ltd (Consumer Cyclical)
Equity, Since 31 May 17 | 500840
3%₹388 Cr8,627,473
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | 532929
3%₹362 Cr3,866,279
↓ -100,000
Sonata Software Ltd (Technology)
Equity, Since 31 Jul 18 | 532221
3%₹354 Cr4,896,490
KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | 517569
2%₹328 Cr947,670
KPIT Technologies Ltd (Technology)
Equity, Since 30 Sep 21 | 542651
2%₹325 Cr2,188,200
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | 532889
2%₹299 Cr3,586,897
NCC Ltd (Industrials)
Equity, Since 28 Feb 21 | NCC
2%₹262 Cr11,291,100
Century Textiles & Industries Ltd (Basic Materials)
Equity, Since 30 Sep 22 | 500040
2%₹262 Cr1,607,279
Sobha Ltd (Real Estate)
Equity, Since 31 Mar 17 | 532784
2%₹249 Cr1,721,853

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 17.3% 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 (17 May 24) ₹98.2516 ↑ 1.50   (1.55 %)
Net Assets (Cr) ₹11,431 on 31 Mar 24
Category Equity - Value
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 3.3
Information Ratio 1.29
Alpha Ratio 11.5
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
30 Apr 19₹10,000
30 Apr 20₹8,054
30 Apr 21₹12,891
30 Apr 22₹15,838
30 Apr 23₹17,400
30 Apr 24₹27,005

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 ₹543,623.
Net Profit of ₹243,623
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 17 May 24

DurationReturns
1 Month 6.1%
3 Month 6.6%
6 Month 25.8%
1 Year 55.4%
3 Year 27.6%
5 Year 23.2%
10 Year
15 Year
Since launch 17.3%
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 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services26.93%
Industrials15.94%
Basic Materials15.14%
Technology10.44%
Consumer Cyclical9.06%
Real Estate4.97%
Utility4.44%
Energy3.6%
Consumer Defensive3.06%
Health Care2.68%
Communication Services1.81%
Asset Allocation
Asset ClassValue
Cash1.94%
Equity98.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 532555
4%₹508 Cr15,121,100
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
4%₹479 Cr4,382,100
Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Jul 21 | 532508
4%₹477 Cr6,875,300
↓ -504,329
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
4%₹434 Cr5,766,900
Indian Bank (Financial Services)
Equity, Since 31 Oct 21 | 532814
3%₹320 Cr6,147,000
Canara Bank (Financial Services)
Equity, Since 31 Jan 22 | 532483
3%₹319 Cr5,486,800
↓ -293,294
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Mar 17 | SUNPHARMA
3%₹306 Cr1,889,900
↓ -72,800
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 15 | RELIANCE
3%₹297 Cr998,200
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 16 | LT
2%₹277 Cr735,495
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jul 20 | M&M
2%₹274 Cr1,427,504
↓ -61,896

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 14.8% 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 (17 May 24) ₹38.4443 ↑ 0.56   (1.49 %)
Net Assets (Cr) ₹764 on 31 Mar 24
Category Equity - Sectoral
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.51
Sharpe Ratio 2.58
Information Ratio 0.46
Alpha Ratio 3.97
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
30 Apr 19₹10,000
30 Apr 20₹8,090
30 Apr 21₹12,654
30 Apr 22₹15,038
30 Apr 23₹16,712
30 Apr 24₹24,940

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 ₹518,033.
Net Profit of ₹218,033
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 17 May 24

DurationReturns
1 Month 8.8%
3 Month 13.1%
6 Month 31.2%
1 Year 50%
3 Year 26.3%
5 Year 21.2%
10 Year
15 Year
Since launch 14.8%
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 230.84 Yr.
Sonal Gupta1 Jun 230.84 Yr.

Data below for L&T Business Cycles Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Industrials30.81%
Financial Services24.17%
Consumer Cyclical16.75%
Basic Materials13.41%
Energy7.81%
Real Estate2.76%
Technology1.31%
Asset Allocation
Asset ClassValue
Cash1.86%
Equity98.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 14 | ICICIBANK
6%₹46 Cr425,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | 500251
6%₹42 Cr107,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
5%₹40 Cr135,600
↑ 25,600
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 14 | LT
5%₹38 Cr99,920
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Dec 22 | MCX
4%₹32 Cr94,300
Ahluwalia Contracts (India) Ltd (Industrials)
Equity, Since 31 Jan 15 | 532811
4%₹28 Cr274,908
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 14 | HDFCBANK
3%₹26 Cr179,800
Power Mech Projects Ltd (Industrials)
Equity, Since 31 Oct 22 | POWERMECH
3%₹23 Cr45,400
ABB India Ltd (Industrials)
Equity, Since 30 Sep 19 | 500002
3%₹21 Cr32,600
↓ -10,100
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Dec 22 | BEL
3%₹20 Cr1,000,000

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 19.6% 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 (17 May 24) ₹343.705 ↑ 4.06   (1.20 %)
Net Assets (Cr) ₹9,741 on 31 Mar 24
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.85
Sharpe Ratio 3.75
Information Ratio -0.95
Alpha Ratio 10.51
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
30 Apr 19₹10,000
30 Apr 20₹8,477
30 Apr 21₹13,438
30 Apr 22₹15,389
30 Apr 23₹15,801
30 Apr 24₹25,426

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 ₹530,691.
Net Profit of ₹230,691
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 17 May 24

DurationReturns
1 Month 6.3%
3 Month 9.9%
6 Month 27.3%
1 Year 62.4%
3 Year 24.5%
5 Year 22.2%
10 Year
15 Year
Since launch 19.6%
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 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services21.19%
Industrials17.28%
Health Care14.49%
Consumer Cyclical13.63%
Basic Materials9.67%
Real Estate5.7%
Technology5.18%
Energy3.17%
Consumer Defensive3.09%
Utility3%
Communication Services0.73%
Asset Allocation
Asset ClassValue
Cash2.87%
Equity97.13%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Nov 13 | SUNDARMFIN
3%₹298 Cr719,660
↓ -23,908
Cummins India Ltd (Industrials)
Equity, Since 30 Apr 18 | 500480
3%₹268 Cr891,268
Bosch Ltd (Consumer Cyclical)
Equity, Since 31 Oct 19 | 500530
3%₹264 Cr88,000
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 21 | 532810
3%₹252 Cr6,462,100
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Oct 15 | 520111
3%₹245 Cr876,436
↓ -50,000
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 19 | 524494
2%₹241 Cr1,946,300
Godrej Properties Ltd (Real Estate)
Equity, Since 31 Mar 17 | GODREJPROP
2%₹229 Cr995,400
Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | 500257
2%₹229 Cr1,414,400
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 19 | 500251
2%₹225 Cr570,400
Indian Bank (Financial Services)
Equity, Since 31 Oct 21 | 532814
2%₹224 Cr4,310,000

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 14.5% 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 (17 May 24) ₹118.669 ↑ 1.29   (1.10 %)
Net Assets (Cr) ₹3,674 on 31 Mar 24
Category Equity - ELSS
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.98
Sharpe Ratio 2.71
Information Ratio -0.39
Alpha Ratio 3.01
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Apr 19₹10,000
30 Apr 20₹8,402
30 Apr 21₹12,591
30 Apr 22₹14,387
30 Apr 23₹15,046
30 Apr 24₹21,653

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 ₹481,656.
Net Profit of ₹181,656
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 17 May 24

DurationReturns
1 Month 6.5%
3 Month 10.6%
6 Month 25.9%
1 Year 43.1%
3 Year 19.9%
5 Year 18%
10 Year
15 Year
Since launch 14.5%
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 31 Mar 24

Equity Sector Allocation
SectorValue
Industrials24.57%
Financial Services22.01%
Consumer Cyclical17.05%
Technology10%
Energy6.3%
Health Care4.05%
Basic Materials3.86%
Utility3.67%
Real Estate3.37%
Consumer Defensive2.03%
Communication Services1.05%
Asset Allocation
Asset ClassValue
Cash2.04%
Equity97.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT
5%₹168 Cr447,600
↓ -126,500
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE
4%₹160 Cr537,600
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK
4%₹141 Cr971,700
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK
3%₹126 Cr1,155,500
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 30 Apr 22 | 500093
3%₹114 Cr2,107,000
↓ -379,300
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 21 | PERSISTENT
3%₹112 Cr281,200
KPIT Technologies Ltd (Technology)
Equity, Since 30 Sep 21 | 542651
3%₹98 Cr662,200
Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY
3%₹93 Cr622,100
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | 500251
2%₹79 Cr199,227
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 543320
2%₹78 Cr4,258,282
↓ -648,518

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
30 Apr 19₹10,000
30 Apr 20₹8,729
30 Apr 21₹12,395
30 Apr 22₹14,575

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 17 May 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
30 Apr 19₹10,000
30 Apr 20₹8,388
30 Apr 21₹12,321
30 Apr 22₹14,208

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 17 May 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 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
30 Apr 19₹10,000
30 Apr 20₹8,752
30 Apr 21₹12,478
30 Apr 22₹14,253

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 17 May 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

एसआईपी निवेश कैसे बढ़ता है?

जानना चाहते हैं कि कैसे आपकाएसआईपी निवेश यदि आप एक निश्चित अवधि के लिए मासिक रूप से एक निश्चित राशि का निवेश करते हैं तो वृद्धि होगी? हम आपको एक उदाहरण के साथ समझाएंगे।

एसआईपी कैलकुलेटर या एसआईपी रिटर्न कैलकुलेटर

एसआईपी कैलकुलेटर आमतौर पर एसआईपी निवेश राशि (लक्ष्य) जैसे इनपुट लेते हैं, जो निवेश करना चाहता है, निवेश के वर्षों की संख्या, अपेक्षितमुद्रास्फीति दरों (इसके लिए एक खाते की जरूरत है!) और अपेक्षित रिटर्न। इसलिए, कोई लक्ष्य प्राप्त करने के लिए आवश्यक एसआईपी रिटर्न की गणना कर सकता है!

मान लीजिए, यदि आप INR 10 का निवेश करते हैं,000 10 साल के लिए देखें आपका SIP निवेश कैसे बढ़ता है-

मासिक निवेश: INR 10,000

निवेश अवधि: 10 वर्ष

निवेश की गई कुल राशि: INR 12,00,000

दीर्घकालिक विकास दर (लगभग): 15%

के अनुसार अपेक्षित रिटर्नघूंट कैलकुलेटर: INR 27,86,573

शुद्ध लाभ: INR 15,86,573 (निरपेक्ष रिटर्न= 132.2%)

उपरोक्त गणनाओं से पता चलता है कि यदि आप 10 वर्षों के लिए 10,000 रुपये मासिक निवेश करते हैं (कुल INR12,00,000) आप कामाएंगेINR 27,86,573, जिसका अर्थ है कि आप जो शुद्ध लाभ कमाते हैं वह हैINR 15,86,573. बढ़िया है ना!

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Disclaimer:
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
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