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L&T Equity Fund-Regular Plan-Growth

Category: Equity: Multi Cap
Launch Date: 16-05-2005
Asset Class: Equity
Benchmark: S&P BSE 500 TRI
Expense Ratio: 2.12% As on (30-09-2019)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,643.18 Cr As on (30-09-2019)
Turn over: 33.96
NAV as on Fri Oct 18 00:00:00 IST 2019

80.893

0.73 (0.9012%)

CAGR Since Inception

15.59%

S&P BSE 500 TRI 11.36%

PERFORMANCE of L&T Equity Fund-Regular Plan-Growth

Scheme Performance (%) Data as on - 18-10-2019

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
L&T Equity Fund-Regular Plan-Growth 5.45 6.37 8.4 10.84 15.59
S&P BSE 500 TRI 9.76 9.53 10.06 9.87 11.36
Equity: Multi Cap 10.93 7.52 9.79 11.27 12.55

Yearly Performance (%)

Fund Managers

Mr. Soumendra Nath Lahiri, Mr.. Karan Desai

Mr. Lahiri is a B.Tech and PGDM from IIM Bangalore. Prior to joining L&T Mutual Fund he has worked with Canara Robeco AMC Co. Ltd., Emkay Investment Managers Ltd, Fortuna Capital, DSP Black Rock Investment Managers Pvt. Ltd.

Investment Objective

The scheme aims to follow bottom up stock picking, without any bias for sectors or market capitalizations. The scheme will attempt to be fully invested in equities at all times, however, upto 20 per cent of its assets can be invested in cash and cash equivalents.

RETURNS CALCULATOR for L&T Equity Fund-Regular Plan-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of L&T Equity Fund-Regular Plan-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
L&T Equity Fund-Regular Plan-Growth 13.89 0.79 -2.15 0.98 - -
Equity: Multi Cap - - - - - -

PEER COMPARISION of L&T Equity Fund-Regular Plan-Growth

Period
Data as on - 18-10-2019
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
L&T Equity Fund-Regular Plan-Growth 16-05-2005 5.45 1.42 6.37 8.4 10.84
Axis Multicap Fund - Regular Plan - Growth 16-11-2017 23.43 0.0 0.0 0.0 0.0
DSP Equity Fund - Regular Plan - Growth 29-04-1997 21.91 6.62 9.86 11.54 11.65
JM Multicap Fund - Growth option 23-09-2008 21.79 5.07 10.85 12.59 8.57
SBI Magnum Multicap Fund - Regular Plan -Growth Option 16-09-2005 15.36 3.95 9.52 13.2 11.38
LIC MF Multicap Fund-Regular Plan-Growth 15-04-1993 15.06 6.26 6.61 5.72 6.72
Canara Robeco Equity Diversified Fund - Regular Plan - Growth 16-09-2003 14.63 7.1 10.91 10.02 11.72
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option 28-04-2014 14.18 1.06 9.14 15.3 0.0
Essel Multi Cap Fund - Regular Plan - Growth 02-07-2018 14.11 0.0 0.0 0.0 0.0
Kotak Standard Multicap Fund - Growth 11-09-2009 14.09 5.35 10.04 13.04 13.02

PORTFOLIO ANALYSIS of L&T Equity Fund-Regular Plan-Growth

Asset Allocation (%)