L&T Tax Advantage Fund Direct Plan
To generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities.
Suitability
This product is suitable for investors who are seeking
• An open-ended equity linked savings scheme
• Long term capital growth
• Investment predominantly in equity and equity-related securities
Fund Info
Scheme Type
Open-ended
Scheme Category
ELSS (Tax Savings)
Benchmark Type
S&P BSE 200
Scheme AUM (in Crs.)
₹ 3073.96
Expense Ratio
1.64%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 69080
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | ELSS (Tax Savings) |
| Benchmark Type | S&P BSE 200 |
| Scheme AUM (in Crs.) | ₹ 3073.96 |
| Expense Ratio | 1.64% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 69080 |
| Min Subscription | ₹ 500 |
| Min Addition Subscription | ₹ 500 |
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(%)
Tata Consultancy Services Ltd.
Equity
4.68
Graphite India Ltd.
Equity
4.46
HDFC Bank Ltd.
Equity
4.17
Housing Development Finance Corpn. Ltd.
Equity
4.12
Kotak Mahindra Bank Ltd.
Equity
3.82
Infosys Ltd.
Equity
3.29
Larsen & Toubro Ltd.
Equity
3.03
ITC Ltd.
Equity
2.60
Future Lifestyle Fashion Ltd.
Equity
2.55
The Ramco Cements Ltd.
Equity
2.50
Sector Allocation(%)
Sector
Percent
Engineering
7.36
Financial
25.95
Construction
11.49
Technology
10.81
Services
10.36
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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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.