L&T Equity Savings Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Equity-oriented
Benchmark Type
Crisil MIP Blended Index
Scheme AUM (in Crs.)
₹ 240.93
Expense Ratio
1.15%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 73753
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
17.898
(0.15 %)
NAV as on 2018-11-16
Returns
Fund
L&T Equity Savings Fund - Direct Plan
1 Year
1.61%
3 Year
6.83%
5 Year
9.61%
AMC Details
amc launch date
Launch Date
03 Jan 1997
amc sponsor
Sponsor
NA
amc email
Email
investor.line@lntmf.co.in
amc phone
Phone
022 - 66554000
amc address
Address
6th Floor, Brindavan, Plot No 177, CST Road, Kalina, Santacruz East, Mumbai 400098
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderate
Exit Load
Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The scheme seeks 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
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,028
Portfolio Value
28
Total Returns