L&T Equity Savings Direct Plan

Scheme Type
Open-ended
Scheme Category
Equity Savings
Benchmark Type
Crisil MIP Blended Index
Scheme AUM (in Crs.)
₹ 216.32
Expense Ratio
1.1%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 69080
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
18
(0.42 %)
NAV as on 2019-01-15
Returns
Fund
L&T Equity Savings Direct Plan
1 Year
-0.39%
3 Year
7.09%
5 Year
9.3%
AMC Details
amc launch date
Launch Date
03 Jan 1997
amc sponsor
Sponsor
NA
amc email
Email
amc phone
Phone
022 - 66554000
amc address
Address
27th Floor, Unit 1, Centre 1,World Trade Centre,,Cuffe Parade,Colaba, Mumbai - 400 005
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
Moderately High
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
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
5,993
Portfolio Value
-7
Total Returns