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L&T Large and Midcap Fund-Regular Plan-Growth

(Erstwhile L&T India Special Situations Fund-Regular Plan-Growth)

Category: Equity Funds Diversified
Launch Date: 22-05-2006
Asset Class: Equity
Benchmark: S&P BSE 200
Expense Ratio: 2.17% As on (30-04-2018)
Status: Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,375.6 Cr As on (31-05-2018)
Turn over: 69.55%
NAV as on 22-06-2018

48.151

0.19 (0.4008%)

CAGR Since Inception

13.88%

S&P BSE 200 13.85%

PERFORMANCE of L&T Large and Midcap Fund-Regular Plan-Growth

Scheme Performance (%)

Data as on - 22-06-2018

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 invest in undervalued companies for long term investment with key theme focus being 'Special Situations' - these are situations that are out-of-the-ordinary and which therefore present interesting stock picking opportunities

RETURNS CALCULATOR for L&T Large and Midcap 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 Large and Midcap Fund-Regular Plan-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
L&T Large and Midcap Fund-Regular Plan-Growth 13.65 0.99 7.04 0.88 - -
Equity Funds Diversified - - - - - -

PEER COMPARISION of L&T Large and Midcap Fund-Regular Plan-Growth

Period
Data as on - 22-06-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
L&T Large and Midcap Fund-Regular Plan-Growth 22-05-2006 5.49 17.04 10.37 19.11 14.12
Axis Bluechip Fund - Growth 05-01-2010 20.12 18.27 12.07 17.03 0.0
Axis Focused 25 Fund - Growth Option 29-06-2012 19.28 23.65 15.46 19.38 0.0
Invesco India Contra Fund - Growth 11-04-2007 18.38 22.18 14.91 24.88 16.99
UTI - Equity Fund-Growth Option 01-08-2005 17.37 16.48 11.07 18.38 14.44
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 28-05-2013 16.91 18.58 13.31 19.67 0.0
Taurus Ethical Fund - Regular Plan - Growth Option 06-04-2009 14.71 12.98 6.74 17.81 0.0
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 01-11-2011 14.7 22.28 16.16 21.19 0.0
Edelweiss Large Cap Fund -Plan C - Growth option 20-05-2009 14.43 16.77 9.65 16.64 0.0
Edelweiss Large Cap Fund - Regular Plan - Growth option 20-05-2009 14.41 16.78 9.65 16.64 0.0

PORTFOLIO ANALYSIS of L&T Large and Midcap Fund-Regular Plan-Growth

Asset Allocation (%)

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