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 Type
Open-ended
Scheme Category
Equity Savings
Benchmark Type
Crisil MIP Blended Index
Scheme AUM (in Crs.)
₹ 197.89
Expense Ratio
0.49%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 69080
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Equity Savings |
| Benchmark Type | Crisil MIP Blended Index |
| Scheme AUM (in Crs.) | ₹ 197.89 |
| Expense Ratio | 0.49% |
| Scheme Class | Hybrid |
| AMC AUM (in Crs.) | ₹ 69080 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Adani Enterprises Ltd.
Equity
4.11
Raymond Ltd.
Equity
3.44
Ashok Leyland Ltd.
Equity
3.32
IRB Infrastructure Developers Ltd.
Equity
2.65
IDBI Bank Ltd.
Equity
2.46
Dewan Housing Finance Corpn. Ltd.
Debenture
2.07
SD Corporation Pvt Ltd.
Debenture
2.07
Muthoot Finance Ltd.
Debenture
2.06
Indiabulls Housing Finance Ltd.
Debenture
2.05
Punjab National Bank
Equity
2.05
Asset Allocation(%)
Equity
66.62
Cash Margin
38.29
Bonds/Debentures
2.41
Debenture
14.50
Fixed Deposits
10.14
Sector Allocation(%)
Sector
Percent
Financial
5.66
Construction
5.11
Technology
2.99
Engineering
2.50
FMCG
2.22
L&T Investment Mutual Fund
AUM
₹69,080 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.
Launch Date
03 Jan 1997
Sponsor
NA
Email
Phone
1800 4190 200
Address
27th Floor, Unit 1, Centre 1,World Trade Centre,,Cuffe Parade,Colaba, Mumbai - 400 005
L&T Investment Mutual Fund
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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