₹ 13.315
NAV (Mar 05)
Not Recommended
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.
Track Record
10 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
70 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
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Scheme Information
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
Low to Moderate Risk
1.62 %
Expense Ratio
Oct 18, 2011
Launched (10y ago)
₹ 70
AUM in Crores
INF917K01999
ISIN
No Lock-in
Lock-in
NIFTY Equity Savings TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Hybrid Funds
Aggressive Hybrid
26 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
Aggressive Hybrid
20 Years
Age
Track Record
Multi Asset Allocation
20 Years
Age
Track Record
Conservative Hybrid
18 Years
Age
Track Record
About the AMC
L&T Investment Management Ltd
L&T Investment Management Ltd manages assets worth 71,539 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.
Mid Cap
Recommended
Top Ranked
₹ 5,881 Cr
Fund Size
6.9%
3Y returns
Mid Cap
Top Ranked
₹ 5,881 Cr
Fund Size
5.7%
3Y returns
Mid Cap
Top Ranked
₹ 5,881 Cr
Fund Size
5.7%
3Y returns
Diversified
Top Ranked
₹ 1,235 Cr
Fund Size
5.2%
3Y returns
Small Cap
Top Ranked
₹ 5,348 Cr
Fund Size
3%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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L&T Equity Savings fund (DR-Q) is a equity savings hybrid fund and has delivered an annualised return of 7.7% over a period of 10 years ..The fund is managed by L&T Investment Management Ltd.The fund managers are Jalpan Shah, Praveen Ayathan, Venugopal Manghat, Vihang Naik
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.
The L&T Equity Savings fund (DR-Q) fund was launched on Oct 18, 2011. The NAV (Net Asset Value) of this equity savings hybrid as of 2021-03-05 is ₹ 13.315. The total AUM (Asset Under Management) of the fund as of 2021-03-07 is ₹ 69.751. The category risk of the L&T Equity Savings fund (DR-Q) fund is Low to Moderate Risk. The fund charges 1.62 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 46.2% in this asset class. The top three holdings of the fund are 7.32% govt stock 2024,amba river coke limited and aditya birla housing finance limited
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.
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 fund (DR-Q) 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 fund (DR-Q) 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.