Formerly Fidelity India Growth Div
Top Ranked
Scripbox recommends other funds for investment in large cap.
Click here to see our recommendations.
Large cap 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.
Track Record
14 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
616 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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Scheme Information
To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities,including equity derivatives,in the Indian markets. The Scheme will predominantly invest in large cap stocks. The Scheme could also additionally invest in Foreign Securities.There is no assurance that the investment objective of the scheme will be realized.
Low
Moderately Low
Moderate
Moderately High
High
Very High
Moderately High risk
2.54 %
Expense Ratio
Oct 23, 2007
Launched (14y ago)
₹ 616
AUM in Crores
INF677K01163
ISIN
No Lock-in
Lock-in
S&P BSE 100 India 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.
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About the AMC
L&T Investment Management Ltd
L&T Investment Management Ltd manages assets worth 73,134 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
₹ 6,182 Cr
Fund Size
2.2%
3Y returns
Mid Cap
Top Ranked
₹ 6,182 Cr
Fund Size
1%
3Y returns
Mid Cap
Top Ranked
₹ 6,182 Cr
Fund Size
1%
3Y returns
Small Cap
Top Ranked
₹ 5,732 Cr
Fund Size
-1.9%
3Y returns
Diversified
Top Ranked
₹ 1,298 Cr
Fund Size
3.4%
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 India Large Cap Fund (DP-A) is a large cap equity fund and has delivered an annualised return of 9.4% over a period of 14 years .The fund was previously known as Fidelity India Growth Div.The fund is managed by L&T Investment Management Ltd.The fund managers are Alok Ranjan, Venugopal Manghat, Vihang Naik
To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities,including equity derivatives,in the Indian markets. The Scheme will predominantly invest in large cap stocks. The Scheme could also additionally invest in Foreign Securities.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 India Large Cap Fund (DP-A) fund was launched on Oct 23, 2007. The NAV (Net Asset Value) of this large cap equity as of 2021-01-20 is ₹ 18.348. The total AUM (Asset Under Management) of the fund as of 2021-01-21 is ₹ 615.851. The category risk of the L&T India Large Cap Fund (DP-A) fund is Moderately High risk. The fund charges 2.54 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 99.7% in this asset class. The top three holdings of the fund are britannia industries limited,hdfc bank ltd and icici bank ltd
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 S&P BSE 100 India TR INR
L&T India Large Cap Fund (DP-A) has a score of 4 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 India Large Cap Fund (DP-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.