- Mutual Funds
- L&T Mutual Fund
- L&T Focused Equity Fund (RIDCW-A)
Formerly L&T Focused Equity Reg DR
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 15.389
NAV (Nov 25)
Fund Returns
Last 1Y | -1.8% |
Last 3Y | 11.4% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 12.1% |
6 Month CAGR | 10.4% |
Scheme Information
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.
Expense Ratio | 2.32 |
Launched (6y ago) | Nov 12, 2018 |
AUM in Crores | 946.038 |
ISIN | INF917K01B22 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 500 TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 18.2 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0.77 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.444 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| L&T Focused Equity Fund (RIDCW-A) | 9,69,514 | 2,36,902 | 11.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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.
Asset allocation and Holdings
Top Stock Holdings
Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
L&T Investment Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.9% | 12.8% | ||
3.5% | 6.4% | ||
13.6% | 10% | ||
4.4% | 7% | ||
14.3% | 15.5% |
L&T Focused Equity Fund (RIDCW-A) Review
L&T Focused Equity Fund (RIDCW-A) is a Focused Equity fund and has delivered an annualised return of 12.1% over a period of 5 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 manager’s name is null.
Nav of L&T Focused Equity Fund (RIDCW-A) as of 11/25/2022 is ₹15.39 with the total AUM as of 4/19/2024 is ₹946.038. With Scripbox you can compare and check the latest nav for all mutual funds in India. L&T Focused Equity Fund (RIDCW-A) was launched on Nov 12, 2018. The category risk of the fund is Very High Risk.
The minimum SIP amount for L&T Focused Equity Fund (RIDCW-A) is ₹0 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.
L&T Focused Equity Fund (RIDCW-A) 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 (RIDCW-A) is rated as a 0 fund in Equity and delivered -1.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with L&T Focused Equity Fund (RIDCW-A).
Frequently Asked Questions
What is L&T Focused Equity Fund (RIDCW-A)?
How to invest in L&T Focused Equity Fund (RIDCW-A)?
You can invest in L&T Focused Equity Fund (RIDCW-A) 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 Focused Equity Fund (RIDCW-A)?
The minimum sip amount for L&T Focused Equity Fund (RIDCW-A) is ₹0. You can invest in multiples of ₹5000.
Is L&T Focused Equity Fund (RIDCW-A) good to invest in?
As per Scripbox experts, L&T Focused Equity Fund (RIDCW-A) is a Not Reviewed Yet fund. You can investL&T Focused Equity Fund (RIDCW-A) 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 Focused Equity Fund (RIDCW-A)?
The expense ratio of the L&T Focused Equity Fund (RIDCW-A) is 2.32% for regular plan.