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L&T Mid Cap Fund-Regular Plan-Growth

Category: Equity: Mid Cap
Launch Date: 09-08-2004
Asset Class: Equity
Benchmark: NIFTY MIDCAP 100 TRI
Expense Ratio: 2.39% As on (31-07-2018)
Status: Open Ended Schemes(Equity Scheme - Mid Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,066.22 Cr As on (31-07-2018)
Turn over: 39.34%
NAV as on 20-08-2018

142.73

0.19 (0.1331%)

CAGR Since Inception

20.85%

NIFTY MIDCAP 100 TRI 22.82%

PERFORMANCE of L&T Mid Cap Fund-Regular Plan-Growth

Scheme Performance (%)

Data as on - 20-08-2018

Yearly Performance (%)

Fund Managers

Mr. Soumendra Nath Lahiri, Mr. Vihang Naik

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 generate capital appreciation by investing primarily in midcap stocks. The investment universe would primarily comprise of companies that have a market capitalisation ranging from Rs 300 to Rs 3000 crore.

RETURNS CALCULATOR for L&T Mid Cap 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 Mid Cap Fund-Regular Plan-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
L&T Mid Cap Fund-Regular Plan-Growth 15.42 1.52 13.68 0.87 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION of L&T Mid Cap Fund-Regular Plan-Growth

Period
Data as on - 20-08-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
L&T Mid Cap Fund-Regular Plan-Growth 09-08-2004 8.04 19.87 15.64 31.83 18.25
Axis Midcap Fund - Growth 18-02-2011 23.77 18.2 10.6 27.33 0.0
Invesco India Midcap Fund - Growth Option 19-04-2007 17.45 16.58 12.63 29.03 18.26
Taurus Discovery (Midcap) Fund - Regular Plan - Growth Option 05-09-1994 14.14 16.37 12.7 28.07 10.36
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 13.79 0.0 0.0 0.0 0.0
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option 03-06-2007 11.02 14.73 14.11 29.82 20.57
MOF30-Regular Plan-Growth Option 24-02-2014 10.05 10.79 8.46 0.0 0.0
DSP Midcap Fund - Regular Plan - Growth 14-11-2006 10.01 13.93 13.5 29.87 18.52
Baroda Pioneer Mid-cap Fund- Plan A - Growth Option 04-10-2010 9.72 13.15 6.94 13.52 0.0
Franklin India Prima Fund-Growth 01-12-1993 9.67 12.15 13.29 28.21 18.33

PORTFOLIO ANALYSIS of L&T Mid Cap Fund-Regular Plan-Growth

Asset Allocation (%)

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