Formerly L&T India Large and Midcap DP
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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.
15 Years. The fund has an Extended history for analysis and the track record is excellent.
1,480 Cr. Medium within the category
Superior. The category has a superior investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
NAV (Oct 21)
6 Month CAGR
To generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities with minimum allocation of at least 35% each to large cap and mid cap companies.There is no assurance that the investment objective of the scheme will be realized.
Low to Moderate
Very High Risk
Launched (15y ago)
|May 22, 2006|
AUM in Crores
|IISL Nifty LargeMidcap 250 TR INR|
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 9,65,796||₹ 2,33,184||11.25%|
|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.
|Fund Name||Scripbox Opinion||Fund Size||Track Record|
₹ 20,371 cr
₹ 5,357 cr
₹ 5,218 cr
₹ 3,953 cr
₹ 3,346 cr
L&T Investment Management Ltd
L&T Investment Management Ltd manages assets worth 83,412 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.
|Fund Name||Scripbox Opinion||Till Date CAGR|
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L&T Large and Midcap Fund of Income Distribution cum Cap Wrdl (PIDCW-M) is a Diversified Equity fund and has delivered an annualised return of 13.3% over a period of 15 years. The fund was previously known as L&T India Large and Midcap DP . The fund is managed by L&T Investment Management Ltd. The fund managers are Cheenu Gupta, Sonal Gupta, Vihang Naik
To generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities with minimum allocation of at least 35% each to large cap and mid cap companies.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 Large and Midcap Fund of Income Distribution cum Cap Wrdl (PIDCW-M) fund was launched on May 22, 2006. The NAV (Net Asset Value) of this Diversified Equity fund as of 2021-10-21 is ₹31.67. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹1479.235. The category risk of the L&T Large and Midcap Fund of Income Distribution cum Cap Wrdl (PIDCW-M) fund is Very High Risk. The fund charges 2.24 % as expense ratio.
The fund’s highest allocation is towards Equity and has invested 98.3% in this asset class. The top three holdings of the fund are , infosys ltd , mphasis ltd , icici bank ltd , jubilant foodworks ltd , bajaj finance ltd , persistent systems ltd , coforge ltd , sona blw precision forgings ltd , ultratech cement ltd , honeywell automation india ltd , tata steel ltd , voltas ltd , hdfc bank ltd , state bank of india , varun beverages ltd , polycab india ltd , srf ltd , schaeffler india ltd , minda industries ltd , gland pharma ltd , clean science and technology ltd , bajaj finserv ltd , j.b. chemicals & pharmaceuticals ltd , (a) tri party repo dealing system (treps) , century plyboards (india) ltd , zee entertainment enterprises ltd , jk cement ltd , hindalco industries ltd , vrl logistics ltd , asian paints ltd , tata consultancy services ltd , max healthcare institute ltd ordinary shares , wabco india ltd , oil & natural gas corp ltd , wipro ltd , firstsource solutions ltd , divi's laboratories ltd , maruti suzuki india ltd , indraprastha gas ltd , page industries ltd , crompton greaves consumer electricals ltd , dalmia bharat ltd , birla corp ltd , gujarat gas ltd , sun pharmaceuticals industries ltd , uti asset management co ltd , housing development finance corp ltd , axis bank ltd , computer age management services ltd ordinary shares , apl apollo tubes ltd , l&t technology services ltd , motherson sumi systems ltd , mindtree ltd , apollo hospitals enterprise ltd , sobha ltd , hdfc asset management company limited , escorts ltd , atul ltd , sbi cards and payment services ltd ordinary shares , indigo paints ltd ordinary shares , godrej consumer products ltd , (b) net receivables/(payables)
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 IISL Nifty LargeMidcap 250 TR INR
L&T Large and Midcap Fund of Income Distribution cum Cap Wrdl (PIDCW-M) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, L&T Large and Midcap Fund of Income Distribution cum Cap Wrdl (PIDCW-M) 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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