August 9, 2022
mayank
L&T India Large Cap Fund Guidance
NAV Growth : Rs 43.5110
NAV IDCW : Rs 22.6830
Suitable For Which Investors ?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns of fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy :
The scheme seeks to invest in the best opportunities in the Indian and international markets, without any sector or cap bias. The fund managers will follow bottom up stock picking strategy. The focus will be on companies that offer best value relative to their respective long-term growth prospects, returns in capital and management quality.
Fund Manager :
— Venugopal Manghat
Education : Mr. Manghat is a B.Sc (Mathematics) and MBA (Finance).
Experience : Prior to joining L&T Mutual Fund he has worked with Tata Asset Management Ltd.
— Cheenu Gupta
Education : Ms. Gupta is CFA Charter holder (USA), PGDBM (Finance) & B.E. (I.T)
Experience : Prior to joining L&T Mutual Fund, she has worked with Canara Robeco Mutual Fund, Tata AIA Life Insurance Company as Fund Manager, ING Investment Management as Senior Research Analyst and UTI AMC Ltd. as Research Analyst.
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 500 |
| Min. No of Cheques | 6 |
| Min. Withdrawal (Rs) | 500 |
| Min. Balance (Rs) | 500 |
| Lock-in Period | Not Applicable |
| Exit Load | For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days |
Basic Details
| Fund House: | L&T Mutual Fund |
| Launch Date: | 01-Jan-13 |
| Return Since Launch: | 13.33% |
| Benchmark: | S&P BSE 100 TRI |
| Riskometer: | Very High |
| Type: | Open-ended |
| Assets: | Rs 654 Cr |
| (As on 30-Jun-2022) | |
| Expense Ratio: | 1.52% |
| (As on 30-Jun-2022) | |
| Risk Grade: | Average |
| Return Grade: | Below Average |
| Turnover: | 36.78% |
L&T India Large Cap Fund Guidance Trailing Returns (%)
| YTD | 1-Day | 1-W | 1-M | 3-M | 6-M | 1-Y | 3-Y | 5-Y | 7-Y | 10-Y | |
| L&T India Large Cap Direct-G | -0.36 | 0.66 | 0.98 | 8.45 | 8.45 | 1.16 | 5.96 | 16.29 | 11.07 | 10.08 | — |
| S&P BSE 100 TRI | 2.62 | 0.73 | 1.05 | 8.52 | 7 | 3.01 | 9.63 | 18.64 | 12.99 | 12.28 | — |
| Equity: Large Cap | 0.69 | 0.68 | 1.02 | 8.06 | 6.89 | 1.55 | 7.54 | 17.54 | 11.89 | 11.33 | — |
| Rank within category | 57 | 52 | 51 | 26 | 8 | 55 | 63 | 51 | 35 | 44 | — |
| Number of funds in category | 79 | 89 | 88 | 88 | 88 | 82 | 74 | 59 | 49 | 48 | 0 |
L&T India Large Cap Fund Guidance Peer Comparison
| Fund name | Rating | Launch Date | 1-Year Return | 3-Year Return | 5-Year Return | Expense Ratio | Assets (Cr) |
| L&T India Large Cap Fund | 2 star | Jan-13 | 5.96 | 16.29 | 11.07 | 1.52 | 654 |
| Axis Bluechip Fund | 5 star | Jan-13 | 2.88 | 16.33 | 14.83 | 0.52 | 35,915 |
| Mirae Asset Large Cap Fund | 4 star | Jan-13 | 6.4 | 17.89 | 12.84 | 0.58 | 30,299 |
| ICICI Prudential Bluechip Fund | 5 star | Jan-13 | 10.13 | 18.62 | 12.72 | 1.07 | 29,981 |
| UTI Mastershare Fund | 4 star | Jan-13 | 6.18 | 18.79 | 13.06 | 1.03 | 9,238 |
Portfolio Analysis
| Number of Stocks | 47 |
| Top 10 Stocks (%) | 53.47 |
| Top 5 Stocks (%) | 36.49 |
| Top 3 Sectors (%) | 52.21 |
| Portfolio P/B Ratio | 3.4 |
| Portfolio P/E Ratio | 25.26 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 2,53,053 | 2,63,953 |
| Giant (%) | 70.14 | 62.8 |
| Large (%) | 20.24 | 28.38 |
| Mid (%) | 8.84 | 11.42 |
| Small (%) | 0.79 | 2.25 |
| Tiny (%) | — | — |
L&T India Large Cap Fund Guidance by Chanakya :
Do not invest in this, or any other large-cap fund, if you need to redeem your investment in less than five years.
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