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L&T Equity Fund-Regular Plan-Growth

Category: Equity: Multi Cap
Launch Date: 16-05-2005
Asset Class: Equity
Benchmark: S&P BSE 500 TRI
Expense Ratio: 2.26% As on (31-08-2018)
Status: Open Ended Schemes(Equity Scheme - Multi Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,836.29 Cr As on (31-08-2018)
Turn over: 50.77%
NAV as on 19-09-2018

81.842

-0.31 (-0.3763%)

CAGR Since Inception

17.05%

S&P BSE 500 TRI 12.55%

PERFORMANCE of L&T Equity Fund-Regular Plan-Growth

Scheme Performance (%)

Data as on - 19-09-2018

Yearly Performance (%)

Fund Managers

Mr. Soumendra Nath Lahiri, Mr.. Karan Desai

Mr. Lahiri is a B.Tech and PGDM from IIM Bangalore. Prior to joining L&T Mutual Fund he has worked with Canara Robeco AMC Co. Ltd., Emkay Investment Managers Ltd, Fortuna Capital, DSP Black Rock Investment Managers Pvt. Ltd.

Investment Objective

The scheme aims to follow bottom up stock picking, without any bias for sectors or market capitalizations. The scheme will attempt to be fully invested in equities at all times, however, upto 20 per cent of its assets can be invested in cash and cash equivalents.

RETURNS CALCULATOR for L&T Equity Fund-Regular Plan-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of L&T Equity Fund-Regular Plan-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
L&T Equity Fund-Regular Plan-Growth 13.89 0.79 -2.15 0.98 - -
Equity: Multi Cap - - - - - -

PEER COMPARISION of L&T Equity Fund-Regular Plan-Growth

Period
Data as on - 19-09-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
L&T Equity Fund-Regular Plan-Growth 16-05-2005 3.57 10.25 10.81 16.96 14.09
UTI - Equity Fund-Growth Option 01-08-2005 14.43 13.64 12.57 18.01 15.38
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 28-05-2013 12.35 16.38 15.12 19.55 0.0
ICICI Prudential Multicap Fund - Growth 01-10-1994 12.0 11.69 13.52 19.75 14.48
Edelweiss Multi-Cap Fund - Regular Plan - Growth Option 27-01-2015 6.68 15.01 13.47 0.0 0.0
Mirae Asset India Equity Fund - Growth Plan 04-04-2008 6.42 14.99 15.04 21.68 18.38
Canara Robeco Equity Diversified Fund - Regular Plan - Growth 16-09-2003 5.98 13.54 11.47 15.44 14.71
LIC MF Multicap Fund-Regular Plan-Growth 15-04-1993 5.55 6.48 5.74 11.64 8.15
IDBI Diversified Equity Fund Growth Regular 28-03-2014 5.04 7.88 7.92 0.0 0.0
HDFC Equity Fund - Growth Option 01-01-1995 4.71 12.15 12.42 18.54 15.05

PORTFOLIO ANALYSIS of L&T Equity Fund-Regular Plan-Growth

Asset Allocation (%)

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