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.)
₹ 192.93
Expense Ratio
0.56%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 70944
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
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(%)
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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