L&T Mutual Fund

How to Invest in L&T Mutual Funds?

Scripbox has made investing in mutual funds an easy task. One has to follow these steps to invest in mutual funds with Scripbox.

• Visit Scripbox and Begin your Investment Journey: Go to Scripbox’s homepage, and click on the button, “Let’s get started.” Doing so displays a list of investment options based on one’s life goals. To invest in mutual funds, choose an option that is close to the current financial goal one wants to achieve. To proceed with mutual fund investment, click on “Continue.”
• Signup and Create an Account: This step directs the investor to create a Scripbox account. Upon account creation, investment details will be displayed. Here one has to enter the amount of investment and select a payment option with Scripbox. Investors can choose between SIP and lump sum by clicking “Every month SIP” for SIP investment or “One-time” for lump sum payment options depending on their cash flow. A SIP calculator can help calculate potential SIP returns from SIP investments. Investors can use Scripbox’s SIP Calculator for the same. Click on “See Recommended Funds” to proceed for investment.
• Check the Plan and Fund Allocation: In this step, a list of mutual funds and the investment amount allocated for the funds in the selected plan is displayed. It is advised to check all the details before proceeding ahead. An investor can change the fund or investment amount, by clicking “I want to change Funds/ Amount.” Click on the “Next” button to make payment.
• Bank Details and Money Transfer: This step required investors to enter their saving account and PAN details. Scripbox provides a secure environment. All bank account (saving account) details will be kept safe and secure. The bank account will only be used for investing and crediting the redemption proceeds only.

KYC Required to Invest in L&T Mutual Fund

Know Your Customer (KYC) helps in identifying a client. KYC requirements are prescribed by SEBI. To invest in SEBI registered mutual funds, investors have to be KYC compliant. A KYC form will include identity information, address, financial status, occupation, and demographic information.

You can get your KYC done with Scripbox. The following KYC documents are needed by Resident Indians and PIO residing in India:

• Pan Card
• Photograph
• KYC Authorisation Letter. (Please write on a while plain sheet of paper that “I authorize Scripbox to do my mutual fund KYC” & sign below it)
• Address proof (Aadhar Card (Both Front & Back)/Driving License/Passport/Voter ID Card)
• Video Selfie: Record a video by facing the camera for 5 seconds.

You can upload clear colour scanned copies of your KYC documents during the registration itself. Or,
If you are an existing Scripbox user, you can message on Scripbox’s WhatsApp number +91-8884448026 or email your KYC documents to help@scripbox.com.

How to Download L&T Mutual Fund Investment Statement? 

The following steps help you download the L&T mutual fund investment statement using the Scripbox App: 

• Download and login to the Scripbox application using your credentials
• In the ‘Profile’ menu, select the ‘Investment History’ option
• Click on ‘Email Me’. Your registered email address will receive an email with a link to download your Scripbox Investment History. By clicking on the link, you can obtain the statement.

The excel statement includes the following details:

1. Orders Tab: It has the following information: folio number, investor name, fund name, amount invested, units allocated, NAV, STT and purpose.
2. Current Holding Tab: This section has the following details: fund name, number of units, current value of the investment, folio number and purpose.

Fund Managers of L&T Mutual Fund

Fund Manager Name	Type Of Fund	Number of Schemes
Venugopal Manghat	Equity	16
Vihang Naik	Equity	15
Praveen Ayathan	Equity	5
Shriram Ramanathan	Debt	22
Jalpan Shah	Debt	24

Explore: Top Fund Managers

Mr. Venugopal Manghat

Mr. Manghat is the Head of Equities at L&T MF. He has over 23 years of experience in the Indian Equity Market. Before joining L & T MF, he was with Tata Asset Management for 16 years. He joined as a management trainee and worked in multiple positions as a dealer for equity and debt, research analyst for equity and credit, head of research while managing some essential equity and hybrid funds. Before joining Tata AMC, he worked as a sell-side research analyst. Mr. Manghat holds a Bachelor’s degree and also an MBA degree in Finance. Mr. Manghat has also cleared the certification level of the BSE Institute.

He currently manages the following funds L&T Conservative Hybrid Fund, L&T Equity Savings Fund, L&T India Large Cap Fund, L&T India Value Fund, L&T Arbitrage Opportunities Fund, L&T Business Cycles Fund, L&T Balanced Advantage Fund, L&T Emerging Businesses Fund, L&T Emerging Opportunities Fund Series II, L&T Emerging Opportunities Fund Series I, L&T Equity Fund, L&T Focused Equity Fund, L&T Hybrid Equity Fund, L&T Infrastructure Fund, L&T Large and Midcap Fund, and L&T Tax Advantage Fund.

Mr. Vihang Naik

Mr. Naik joined L&T Mutual Fund in 2012 and is currently the Fund Manager. He has more than 12 years of experience in Indian Equities. His expertise is in bottom-up stock picking. He manages equity assets of more than INR 6,000 Cr. Before joining L and T MF, he worked with MF Global, Motilal Oswal Securities Ltd. And SBICAP Securities. Mr. Naik is a Certified Financial Analyst from CFA Institute, USA, and holds a Bachelor of Management Studies degree from the University of Mumbai.

He currently manages the following funds L&T Emerging Opportunities Fund Series I, L&T Emerging Opportunities Fund Series II, L&T Focused Equity Fund, L&T Balanced Advantage Fund, L&T Business Cycles Fund, L&T Conservative Hybrid Fund, L&T Emerging Businesses Fund, L&T Equity Fund, L&T Equity Savings Fund, L&T Hybrid Equity Fund, L&T India Large Cap Fund, L&T India Value Fund, L&T Infrastructure Fund, L&T Large and Midcap Fund, and L&T Tax Advantage Fund.

Mr. Praveen Ayathan

Mr. Ayathan joined L&T Mutual Fund in 2012 and is currently the Chief Institutional Equity Dealer. Before joining L & T MF, he was with Kotak Asset Management Company and Dalal & Broacha Stock Broking Pvt. Ltd. Mr. Ayathan holds a B.Sc degree in Mathematics. He currently manages L&T Arbitrage Opportunities Fund, L&T Equity Savings Fund, L&T Balanced Advantage Fund, and L&T Nifty 50 Index Fund.

Mr. Shriram Ramanathan

Mr. Ramanathan is the Head of Fixed Income at L&T Mutual Fund. He oversees more than INR 30,000 Cr worth assets across various fixed income funds. He has over 15 years of experience in fixed income markets. Before joining L and T MF, he was associated with Fidelity (FIL) Fund Management, ING Investment Management Asia Pacific in Hong Kong, Zurich Asset Management Company, and ICICI Bank. Mr. Ramanathan is a Chartered Financial Analyst. He holds a Post Graduate Diploma in Business Management from XLRI Jamshedpur and an Engineering degree from the University of Mumbai.

He currently manages L&T Credit Risk Fund, L&T Liquid Fund, L&T Low Duration Fund, L&T Triple Ace Bond Fund, L&T Resurgent India Bond Fund, L&T Flexi Bond Fund, L&T Hybrid Equity Fund, L&T Short Term Bond Fund, L&T Banking, and PSU Debt Fund, L&T Gilt Fund, L&T Money Market Fund, L&T Ultra Short Term Fund, and FMPs (since Mar 2020).

Mr. Jalpan Shah

Mr. Shah is the Portfolio Manager – Fixed Income at L&T Mutual Fund. He joined the firm in 2012. He has over 15 years of experience in the Indian Fixed Income Markets. Before joining L & T Mutual Fund, he was associated with Fidelity International and UTI Mutual Fund. Mr. Shah holds a PGDM in Finance from T A Pai Management Institute, Manipal, and a Mechanical Engineering degree from Sardar Patel University. He currently manages the following funds L&T Liquid Fund, L&T Ultra Short Term Fund, L&T Balanced Advantage Fund, L&T Banking, and PSU Debt Fund, L&T Conservative Hybrid Fund, L&T Equity Savings Fund, L&T Flexi Bond Fund, L&T Gilt Fund, L&T Short Term Bond Fund, L&T Money Market Fund, L&T Triple Ace Bond Fund, L&T Arbitrage Opportunities Fund, L&T Credit Risk Fund, L&T Low Duration Fund, L&T Resurgent India Bond Fund, and FMPs (since Dec 2016).

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