1. Advisorkhoj
  2. L&T Equity Savings Fund - Direct Plan-Monthly Dividend

L&T Equity Savings Fund - Direct Plan-Monthly Dividend

Category: Balanced Funds Equity Savings
Launch Date: 01-01-2013
Asset Class: Mixed Asset
Benchmark: Not Available
Expense Ratio: 1.18% As on (31-03-2018)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 213.43 Cr As on (31-03-2018)
Turn over: 796.52%
NAV as on

(%)

CAGR Since Inception

%

PERFORMANCE of L&T Equity Savings Fund - Direct Plan-Monthly Dividend

Scheme Performance (%)

Data as on - 22-05-2018

Yearly Performance (%)

Fund Managers

Mr. Venugopal Manghat, Mr. Praveen Ayathan, Mr. Jalpan Shah

Mr. Manghat is a B.Sc (Mathematics) and MBA (Finance). Prior to joining L&T Mutual Fund he has worked with Tata Asset Management Ltd.

Investment Objective

The scheme seeks to generate regular income by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets and debt and money market instruments and to generate long-term capital appreciation through unhedged exposure to equity and equity related instruments.

RETURNS CALCULATOR for L&T Equity Savings Fund - Direct Plan-Monthly Dividend

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

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 Savings Fund - Direct Plan-Monthly Dividend

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
L&T Equity Savings Fund - Direct Plan-Monthly Dividend 4.37 1.3 2.67 0.48 8.47 12.63
Balanced Funds Equity Savings

PEER COMPARISION of L&T Equity Savings Fund - Direct Plan-Monthly Dividend

Period
Data as on - 22-05-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)

PORTFOLIO ANALYSIS of L&T Equity Savings Fund - Direct Plan-Monthly Dividend

Asset Allocation (%)

© 2016 Advisorkhoj - A Gamechanger Business Services (I) Pvt. Ltd. Brand - All Rights Reserved

Feedback