L&T Large and Midcap Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Multi Cap
Benchmark Type
S&P BSE 200
Scheme AUM (in Crs.)
₹ 1349.26
Expense Ratio
1.65%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 73753
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
47.291
(0.23 %)
NAV as on 2018-11-15
Returns
Fund
L&T Large and Midcap Fund - Direct Plan
1 Year
-5.69%
3 Year
10.75%
5 Year
16.92%
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):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed 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 aims to invest in undervalued companies for long term investment with key theme focus being 'Special Situations' - these are situations that are out-of-the-ordinary and which therefore present interesting stock picking opportunities.
Suitability
This product is suitable for investors who are seeking
• An open-ended equity growth scheme
• Long term capital growth
• Investment predominantly in equity and equity-related securities, with key theme focus being Special Situations , i.e. situations that are out of the ordinary .
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,901
Portfolio Value
-99
Total Returns