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 Class | Equity |
| Scheme Category | ELSS (Tax Savings) |
| Benchmark Type | S&P BSE 200 |
| Expense Ratio | 1.65% |
| Min subscription | ₹ 500 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 3,338 |
| AMC AUM (in Crs.) | ₹ 70,944 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 500 | 500 | 18.35% | |
| 500 | 500 | 10.87% | |
| 500 | 500 | 13.0% | |
| 500 | 500 | 10.72% | |
| 500 | 500 | 12.98% | |
ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan | 500 | 500 | 10.69% |
| 500 | 500 | 10.33% | |
| 500 | 500 | 10.72% | |
| 500 | 500 | 12.83% | |
| 500 | 500 | 12.98% | |
| 500 | 500 | 13.0% | |
| 1000 | 1000 | 12.02% | |
| 500 | 500 | 9.28% | |
| 1000 | 1000 | 12.69% | |
| 1000 | 1000 | 9.17% | |
| 1000 | 1000 | 8.19% | |
| 1000 | 1000 | 12.0% | |
| 1000 | 1000 | 12.78% | |
| 1000 | 1000 | 10.24% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| HDFC Bank Ltd | Equity | 6 |
| ICICI Bank Ltd | Equity | 6 |
| Reliance Industries Ltd | Equity | 4 |
| Housing Development Finance Corp Ltd | Equity | 4 |
| Tata Consultancy Services Ltd | Equity | 4 |
| Future Retail Ltd | Equity | 3 |
| Infosys Ltd | Equity | 3 |
| Larsen & Toubro Ltd | Equity | 3 |
| Axis Bank Ltd | Equity | 3 |
| State Bank of India | Equity | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 98 |
| Cash - Repurchase Agreement | 2 |
| Other Assets And Liabilities | 0 |
| Preferred Stock | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Banks - Regional - Asia | 25 |
| Information Technology Services | 9 |
| Building Materials | 7 |
| Engineering & Construction | 6 |
| Drug Manufacturers - Specialty & Generic | 6 |
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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