L&T Investment Management Limited Mutual Funds Investments

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About L&T Mutual Fund

L&T Mutual Fund, whose assets are managed by L&T Investment Management Limited, is the mutual fund wing of L&T financial services. L&T Investment Management Limited is a wholly-owned subsidiary of L&T Finance Holdings Ltd., which is a publicly-listed NBFC. It is set up under the Indian Trust Act, 1882 and registered with SEBI under the registration number MF/035/97/9.

L&T mutual funds emphasize being on superior long-term risk-adjusted-performance. They believe in checks and balances at every stage. They have a proprietary investment process called the GEM to do the same.

  • Generation of ideas

Analysts and fund managers actively participate in idea generation. They do extensive research about the company, industry, and how the current state of the economy affects the company. They also interact with the companies, the issuers of securities, and have multiple team meetings and be a devil's advocate to their ideas before choosing one.

  • Evaluation of companies

In this stage of the process, a complete review of the company is done. Businesses profitability, attractiveness, competitive positioning, balance sheet strength, management track record, corporate governance, and valuations for equities. And, for fixed income, the issuer's credibility analysis and macro analysis is done.

  • Manufacturing or monitoring of portfolios

The fund manager invests in the ideas that have the most potential to yield a profitable return. They also continuously monitor the portfolio by checking if the existing stocks or securities are chosen will fall under the objectives and risk profile of the fund. They may exit the scrip if the price target has reached, or a better opportunity awaits or the business prospects weaken, or the macro policies change.

L&T Financial Services manages 119 lakh+ customer accounts, with a book size of INR 99,453 Cr, with 1600+ touchpoints. It operates more than 35+ funds with average assets under management of INR 71,587 Cr.

Key Information about L&T Mutual Fund

Mutual fund

L&T Mutual Fund

Asset management company

L&T Investment Management Ltd.

Founded

3 January 1997

Incorporated

25 April 1996

Sponsor

L&T Finance Holdings Ltd.

Trustee

L&T Mutual Fund Trustee Ltd.

Name of Trustees

Mr. S. V. Haribhakti (Independent Director)

Mr. V. Natarajan (Independent Director)

Mr. Hemant Y. Joshi (Independent Director)

Ms. Malini Thadani (Independent Director)

MD and CEO

Mr. Kailash Kulkarni

CIO

Mr. Soumendra Nath Lahiri

Investor Service Officer

Mr. Ankur Banthiya

Compliance Officer

Ms. Pushpavathi Kaundar

AUM

INR 71,587.10 crore (Dec-31-2019)

L&T Mutual Fund Contact Details

Auditors

M/s. Price Waterhouse / M/s. Sharp & Tannan

Custodians

Citibank N.A.

Registrars

Computer Age Management Services Private Limited (CAMS)

Address

6th Floor, Brindavan, Plot No 177, CST Road, Kalina, Santacruz (E), Mumbai 400098

Telephone No.

022-66554000

Fax No.

022-66554070

E-mail

investor.line@lntmf.co.in

Website

https://www.ltfs.com/