• Mutual Funds
  • L&T Mutual Fund
  • L&T Equity Savings fund (RIDCW-M)

Formerly L&T Equity Savings Mn DR

L&T Mutual Fund

L&T Equity Savings fund (RIDCW-M)

HybridEquity Savings

12.972

NAV (Aug 05)

6.7%
5 Year CAGR
Scripbox Opinion
Neutral
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 ->

Fund Size

₹ 196 Cr

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

View all 7 analysis

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

12.972

NAV (Aug 5)

Fund Returns

Last 1Y

3.9%

Last 3Y

10.8%

Last 5Y

6.7%

Last 10Y

7.6%

Since Inception

7.5%

6 Month CAGR

0.4%

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.

Expense Ratio

1.58

Launched (11y ago)

Oct 18, 2011

AUM in Crores

195.561

ISIN

INF917K01973

Lock-in

No Lock-in

Benchmark

NIFTY Equity Savings TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Jalpan Shah

Fund Manager

Praveen Ayathan

Fund Manager

Venugopal Manghat

Fund Manager

Cheenu Gupta

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-08-05

Top Stock Holdings

cash offset for derivatives

41.2%
41.2%

6.18% govt stock 2024

10.2%
10.2%

5.22% govt stock 2025

9.8%
9.8%

7.32% govt stock 2024

5.3%
5.3%

(b) tri party repo dealing system (treps)

5.2%
5.2%
See all holdings

Allocation by Sector

financial services

18.4%
18.4%

basic materials

13.5%
13.5%

consumer cyclical

11.7%
11.7%

technology

6.4%
6.4%

consumer defensive

6%
6%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Kotak Equity Arbitrage Fund (G)
Kotak Equity Arbitrage Fund (G)

₹ 25,788 cr

₹ 25,788 cr

₹ 25,788 cr

₹ 25,788 cr

₹ 25,788 cr

About the AMC

L&T Investment Management Ltd

L&T Investment Management Ltd manages assets worth 72,101 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.

amc-img

  • 022-66554000
  • investor.line@lntmf.co.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.1%

    5.7%

    3.9%

    5%

    6.6%

    6.9%

    3.9%

    5.1%

    3.9%

    5.1%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    L&T Equity Savings fund (RIDCW-M) Review

    L&T Equity Savings fund (RIDCW-M) is a Equity Savings Hybrid fund and has delivered an annualised return of 7.5% over a period of 10 years. The fund was previously known as L&T Equity Savings Mn DR. The fund is managed by L&T Investment Management Ltd. The fund managers are Cheenu Gupta, Jalpan Shah, Praveen Ayathan, Venugopal Manghat.

    Nav of L&T Equity Savings fund (RIDCW-M) as of 8/5/2022 is ₹12.97 with the total AUM as of 8/8/2022 is ₹195.561. With Scripbox you can compare and check the latest nav for all mutual funds in India. L&T Equity Savings fund (RIDCW-M) was launched on Oct 18, 2011. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for L&T Equity Savings fund (RIDCW-M) 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. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

    What is L&T Equity Savings fund (RIDCW-M)?

    L&T Equity Savings fund (RIDCW-M) is a Equity Savings Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    How to invest in L&T Equity Savings fund (RIDCW-M)?

    You can invest in L&T Equity Savings fund (RIDCW-M) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of L&T Equity Savings fund (RIDCW-M)?

    The minimum sip amount for L&T Equity Savings fund (RIDCW-M) is ₹1000. You can invest in multiples of ₹5000.

    Is L&T Equity Savings fund (RIDCW-M) good to invest in?

    As per Scripbox experts, L&T Equity Savings fund (RIDCW-M) is a Not Recommended fund. You can investL&T Equity Savings fund (RIDCW-M) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the L&T Equity Savings fund (RIDCW-M)?

    The expense ratio of the L&T Equity Savings fund (RIDCW-M) is 1.58% for regular plan.