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  • L&T Focused Equity Fund of Income Dis cum Cap Wrdl (RIDCW-A)

Formerly L&T Focused Equity Reg DR

L&T Mutual Fund

L&T Focused Equity Fund of Income Dis cum Cap Wrdl (RIDCW-A)

EquityDiversified

16.643

NAV (Oct 13)

19%
Till Date CAGR
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in diversified.

Click here to see our recommendations.

Diversified funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

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

3 Years. The Fund has a Short history for analysis. We recommend funds with longer history.

Relative Size

1,020 Cr. Medium within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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Historical NAV

16.643

NAV (Oct 13)

Fund Returns

Last 1Y
40.4%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
19%
6 Month CAGR
19.5%
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Scheme Information

Investment Objective

The investment objective of the scheme is to provide capital appreciation by investing in equity and equity related instruments of maximum 30 stocks. There is no assurance that the investment objective of the scheme will be realized.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
2.31
Launched (3y ago)
Nov 12, 2018
AUM in Crores
1019.812
ISIN
INF917K01B22
Lock-in
No Lock-in
Benchmark
IISL Nifty 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

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%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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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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.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
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    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

L&T Investment Management Ltd

L&T Investment Management Ltd manages assets worth 82,961 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
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    10.6%

    7.6%

    top-ranked-badge

    3.9%

    6.6%

    top-ranked-badge

    20%

    10.9%

    top-ranked-badge

    5.9%

    7.2%

    top-ranked-badge

    8%

    8.1%

    growth

    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 > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    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

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    About L&T Focused Equity Fund of Income Dis cum Cap Wrdl (RIDCW-A)

    About L&T Focused Equity Fund of Income Dis cum Cap Wrdl (RIDCW-A)

    L&T Focused Equity Fund of Income Dis cum Cap Wrdl (RIDCW-A) is a Diversified Equity fund and has delivered an annualised return of 19% over a period of 2 years. The fund was previously known as L&T Focused Equity Reg DR . The fund is managed by L&T Investment Management Ltd. The fund managers are Venugopal Manghat, Vihang Naik

    L&T Focused Equity Fund of Income Dis cum Cap Wrdl (RIDCW-A) Investment Objective

    The investment objective of the scheme is to provide capital appreciation by investing in equity and equity related instruments of maximum 30 stocks. 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 Focused Equity Fund of Income Dis cum Cap Wrdl (RIDCW-A) NAV,AUM,Risk

    The L&T Focused Equity Fund of Income Dis cum Cap Wrdl (RIDCW-A) fund was launched on Nov 12, 2018. The NAV (Net Asset Value) of this Diversified Equity fund as of 2021-10-13 is ₹16.64. The total AUM (Asset Under Management) of the fund as of 14/10/2021 is ₹1019.812. The category risk of the L&T Focused Equity Fund of Income Dis cum Cap Wrdl (RIDCW-A) fund is Very High Risk. The fund charges 2.31 % as expense ratio.

    L&T Focused Equity Fund of Income Dis cum Cap Wrdl (RIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 94.8% in this asset class. The top three holdings of the fund are , tata consultancy services ltd , infosys ltd , (a) tri party repo dealing system (treps) , jk lakshmi cement ltd , reliance industries ltd , tata steel ltd , larsen & toubro ltd , avenue supermarts ltd , ramco cements ltd , blue dart express ltd , hcl technologies ltd , greaves cotton ltd , bayer cropscience ltd , container corporation of india ltd , sundaram finance ltd , heritage foods ltd , ipca laboratories ltd , colgate-palmolive (india) ltd , abb india ltd , aarti industries ltd , hindustan unilever ltd , bharti airtel ltd , torrent pharmaceuticals ltd , dr reddy's laboratories ltd , maruti suzuki india ltd , pi industries ltd , godrej properties ltd , bosch ltd , procter & gamble health ltd , itc ltd , net receivable/payable

    L&T Focused Equity Fund of Income Dis cum Cap Wrdl (RIDCW-A) 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 Focused Equity Fund of Income Dis cum Cap Wrdl (RIDCW-A) 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 IISL Nifty 500 TR INR

    L&T Focused Equity Fund of Income Dis cum Cap Wrdl (RIDCW-A) Review

    L&T Focused Equity Fund of Income Dis cum Cap Wrdl (RIDCW-A) has a score of 3 on a scale of 5. The fund scores 2 out of 5 based on historical performance. As compared to the other funds in its category, L&T Focused Equity Fund of Income Dis cum Cap Wrdl (RIDCW-A) has a score of 3 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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