L&T Equity Savings Direct Plan
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.
Suitability
This product is suitable for investors who are seeking
• Generation of monthly income over medium to long term
• Investment in debt, equity and money market instruments
Fund Info
| Scheme Class | Hybrid |
| Scheme Category | Equity Savings |
| Benchmark Type | Crisil MIP Blended Index |
| Expense Ratio | 0.56% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 193 |
| AMC AUM (in Crs.) | ₹ 70,944 |
| Min Addition Subscription | ₹ 1,000 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 10.96% | |
| 500 | 500 | 8.54% | |
| 1000 | 1000 | 12.69% | |
| 1000 | 1000 | 8.31% | |
| 1000 | 1000 | 7.52% | |
| 1000 | 1000 | 11.29% | |
| 1000 | 1000 | 12.22% | |
| 1000 | 1000 | 9.57% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| Reliance Industries Ltd | Equity | 10 |
| (B) Margin As Cash Margin | Cash - CD Time Deposit | 5 |
| Punjab National Bank | Equity | 5 |
| State Bank of India | Equity | 4 |
| (D) Net Receivables/(Payables) | Cash - CD Time Deposit | 4 |
| Hdfc Bank Limited ( Placed As Margin) | Cash - CD Time Deposit | 4 |
| (C) Tri Party Repo Dealing System (Treps) | Cash - Repurchase Agreement | 3 |
| Housing Development Finance Corp Ltd | Equity | 3 |
| ICICI Bank Ltd | Equity | 3 |
| Sun Pharmaceuticals Industries Ltd | Equity | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 70 |
| Cash - CD Time Deposit | 19 |
| Bond - Corporate Bond | 15 |
| Cash - Repurchase Agreement | 3 |
| Preferred Stock | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Cash - CD Time Deposit | 19 |
| Banks - Regional - Asia | 16 |
| Bond - Corporate Bond | 15 |
| Oil & Gas Refining & Marketing | 10 |
| Information Technology Services | 5 |
L&T Investment Mutual Fund
AUM
₹70,944 Cr
About
L&T Mutual Fund offers a bouquet of mutual fund schemes for investors of various investing ideologies. It is one of the pioneering asset management companies of India that has made a mark of its own in the financial industry. L&T Investment Management Limited is the Asset Management Company for all L&T Mutual Fund schemes.##The fund was launched in January 1997 and as of June 2018, it has an asset under management of Rs.71118.29 crores. Being a well-known brand in India, this AMC maintains a reputation to giving consistent returns to investors and has funds performing brilliantly across different categories.
Email
Phone
1800 4190 200
Address
6th Floor, Brindavan, Plot No 177, CST Road, Kalina, Santacruz (E), Mumbai - 400098
L&T Investment Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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