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  • L&T Equity Savings of Income Distribution cum Cap Wrdl fund (PIDCW-M)

Formerly L&T Equity Savings Mn DP

L&T Equity Savings of Income Distribution cum Cap Wrdl fund (PIDCW-M)

L&T Equity Savings of Income Distribution cum Cap Wrdl fund (PIDCW-M)

HybridEquity Savings

13.114

NAV (Jul 26)

7.4%
5 Year CAGR
Scripbox Opinion

Not Recommended

Click here for top ranked funds in equity savings mutual funds.

However, Scripbox does not recommend investing in equity savings mutual funds.

Equity Savings funds are primarily equity funds with a small exposure of minimum 10% to debt instruments.

These funds are close to equity funds in terms of market linked fluctuations.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

10 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

71 Cr. Small within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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Scheme Information

Investment Objective

To generate regular income by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets and debt and money market instruments and to generate long-term capital appreciation through unhedged exposure to equity and equity related instruments.There is no assurance that the investment objective of the scheme will be realized.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Moderately High risk

Expense Ratio
1.55 %
Launched (10y ago)
Oct 18, 2011
AUM in Crores
₹ 71
ISIN
INF917K01965
Lock-in
No Lock-in
Benchmark
NIFTY Equity Savings TR INR
SIP Minimum
₹ 1,000
Lumpsum Min.
₹ 5,000
Fund Managers
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Cheenu Gupta

Fund Manager

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Jalpan Shah

Fund Manager

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Praveen Ayathan

Fund Manager

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Venugopal Manghat

Fund Manager

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Vihang Naik

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
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    One click investing tracking
comparison

Comparison with Hybrid Funds

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aggressive Hybrid

26 Years

Age

5

Track Record

ICICI Prudential Equity & Debt Fund (G)

ICICI Prudential Equity & Debt Fund (G)

Aggressive Hybrid

22 Years

Age

5

Track Record

Sundaram Equity Hybrid Fund (G)

Sundaram Equity Hybrid Fund (G)

Aggressive Hybrid

21 Years

Age

5

Track Record

ICICI Prudential Savings Fund (G)

ICICI Prudential Savings Fund (G)

Conservative Hybrid

17 Years

Age

5

Track Record

HDFC Hybrid Debt Fund (G)

HDFC Hybrid Debt Fund (G)

Conservative Hybrid

18 Years

Age

5

Track Record

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About the AMC

L&T Investment Management Ltd

L&T Investment Management Ltd manages assets worth 78,226 crores and was set up on 25 April 1996. It's current offering of mutual fund schemes includes 36 equity,71 debt and 24 hybrid funds.

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  • tel-amc-about
    022-66554000
  • mail-amc-about
    investor.line@lntmf.co.in
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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
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      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
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      Zero fees for all your investments
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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About L&T Equity Savings of Income Distribution cum Cap Wrdl fund (PIDCW-M)

    About L&T Equity Savings of Income Distribution cum Cap Wrdl fund (PIDCW-M)

    L&T Equity Savings of Income Distribution cum Cap Wrdl fund (PIDCW-M) is a equity savings hybrid fund and has delivered an annualised return of 7.7% over a period of 10 years .The fund was previously known as L&T Equity Savings Mn DP.The fund is managed by L&T Investment Management Ltd.The fund managers are Cheenu Gupta, Jalpan Shah, Praveen Ayathan, Venugopal Manghat, Vihang Naik

    L&T Equity Savings of Income Distribution cum Cap Wrdl fund (PIDCW-M) Investment Objective

    To generate regular income by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets and debt and money market instruments and to generate long-term capital appreciation through unhedged exposure to equity and equity related instruments.There is no assurance that the investment objective of the scheme will be realized. However, there is no assurance that the objective of the scheme will be realized.

    L&T Equity Savings of Income Distribution cum Cap Wrdl fund (PIDCW-M) NAV,AUM,Risk

    The L&T Equity Savings of Income Distribution cum Cap Wrdl fund (PIDCW-M) fund was launched on Oct 18, 2011. The NAV (Net Asset Value) of this equity savings hybrid as of 2021-07-26 is ₹ 13.114. The total AUM (Asset Under Management) of the fund as of 2021-07-27 is ₹ 70.393. The category risk of the L&T Equity Savings of Income Distribution cum Cap Wrdl fund (PIDCW-M) fund is Moderately High risk. The fund charges 1.55 % as expense ratio.

    L&T Equity Savings of Income Distribution cum Cap Wrdl fund (PIDCW-M) Holdings

    The fund’s highest allocation is towards equity and has invested 43.9% in this asset class. The top three holdings of the fund are 7.32% govt stock 2024,5.22% goi 2025 and amba river coke limited

    L&T Equity Savings of Income Distribution cum Cap Wrdl fund (PIDCW-M) SIP

    The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

    L&T Equity Savings of Income Distribution cum Cap Wrdl fund (PIDCW-M) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Equity Savings TR INR

    L&T Equity Savings of Income Distribution cum Cap Wrdl fund (PIDCW-M) Review

    L&T Equity Savings of Income Distribution cum Cap Wrdl fund (PIDCW-M) has a score of 1 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, L&T Equity Savings of Income Distribution cum Cap Wrdl fund (PIDCW-M) has a score of 2 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

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