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L&T Focused Equity Fund - Regular Plan - Growth Option

Category: Equity: Focused
Launch Date: 29-10-2018
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.5% As on (29-02-2020)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 704.99 Cr As on (29-02-2020)
Turn over: 51.11
NAV as on Fri Mar 27 00:00:00 IST 2020

8.857

0 (0.0452%)

CAGR Since Inception

-8.58%

NIFTY 500 TRI 14.27%

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

Scheme Performance (%) Data as on - 27-03-2020

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
L&T Focused Equity Fund - Regular Plan - Growth Option -16.32 - - - -8.58
NIFTY 500 TRI -25.48 -2.78 1.67 6.19 14.27
Equity: Focused -20.35 -1.93 2.12 7.22 1.46

Yearly Performance (%)

Fund Managers

Vihang Naik

Investment Objective

The scheme seeks to provide capital appreciation by investing in equity and equity related instruments of maximum 30 stocks. There is no assurance that the investment objective of the scheme will be realized.

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

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 Focused Equity Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
L&T Focused Equity Fund - Regular Plan - Growth Option -
Equity: Focused - - - - - -

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

Period
Data as on - 27-03-2020
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
L&T Focused Equity Fund - Regular Plan - Growth Option 29-10-2018 -16.32 0.0 0.0 0.0 0.0
Mirae Asset Focused Fund Regular Plan Growth 02-05-2019 0.0 0.0 0.0 0.0 0.0
Kotak Focused Equity Fund- Regular plan _ Growth Option 05-07-2019 0.0 0.0 0.0 0.0 0.0
Union Focused Fund - Regular Plan - Growth Option 05-08-2019 0.0 0.0 0.0 0.0 0.0
Tata Focused Equity Fund-Regular Plan-Growth 05-12-2019 0.0 0.0 0.0 0.0 0.0
Axis Focused 25 Fund - Regular Plan - Growth Option 05-05-2012 -10.55 -2.48 4.61 6.23 0.0
Principal Focused Multicap Fund-Growth Option 11-11-2005 -11.96 -3.27 1.61 3.52 7.76
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option 13-05-2013 -12.34 -5.08 0.2 3.08 0.0
IIFL Focused Equity Fund -Regular Plan - Growth 30-10-2014 -12.52 -1.74 0.97 4.79 0.0
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH 01-10-2004 -12.91 -4.21 5.07 6.04 13.16

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

Asset Allocation (%)