• Mutual Funds
  • L&T Mutual Fund
  • L&T Large and Midcap Fund (PIDCW-M)

Formerly L&T India Large and Midcap DP

L&T Mutual Fund

L&T Large and Midcap Fund (PIDCW-M)

EquityLarge & Mid Cap

29.191

NAV (Aug 05)

7.5%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in large & mid cap mutual funds.

However, Scripbox does not recommend investing in large & mid cap mutual funds.

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 ->

Fund Size

₹ 1,350 Cr

The performance of the fund on a Fund Size metric has been Neutral

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

View all 7 analysis

View Less

Invest in this fund

Scripbox Recommended Large & Mid Cap Funds

Want the large and mid cap funds that are right for your long term equity investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

29.191

NAV (Aug 5)

Fund Returns

Last 1Y

3.3%

Last 3Y

16.2%

Last 5Y

7.5%

Last 10Y

13.6%

Since Inception

12.4%

6 Month CAGR

-2.3%

Scheme Information

Investment Objective

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.

Expense Ratio

2.26

Launched (16y ago)

May 22, 2006

AUM in Crores

1349.919

ISIN

INF677K01106

Lock-in

No Lock-in

Benchmark

IISL Nifty LargeMidcap 250 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Sonal Gupta

Fund Manager

Vihang Naik

Fund Manager

Cheenu Gupta

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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.

Asset allocation and Holdings

Last updated on 2022-08-05

Top Stock Holdings

icici bank ltd

6.4%
6.4%

reliance industries ltd

6.1%
6.1%

infosys ltd

5.1%
5.1%

state bank of india

4.6%
4.6%

indian hotels co ltd

4.4%
4.4%
See all holdings

Allocation by Sector

consumer cyclical

27%
27%

financial services

20.8%
20.8%

technology

13.7%
13.7%

industrials

9.1%
9.1%

basic materials

8.8%
8.8%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,100 cr

₹ 12,768 cr

₹ 12,768 cr

₹ 4,100 cr

₹ 4,100 cr

About the AMC

L&T Investment Management Ltd

L&T Investment Management Ltd manages assets worth 72,101 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.

amc-img

  • 022-66554000
  • investor.line@lntmf.co.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.1%

    5.7%

    3.9%

    5%

    6.6%

    6.9%

    3.9%

    5.1%

    3.9%

    5.1%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    L&T Large and Midcap Fund (PIDCW-M) Review

    L&T Large and Midcap Fund (PIDCW-M) is a Large & Mid Cap Equity fund and has delivered an annualised return of 12.4% over a period of 16 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.

    Nav of L&T Large and Midcap Fund (PIDCW-M) as of 8/5/2022 is ₹29.19 with the total AUM as of 8/6/2022 is ₹1349.919. With Scripbox you can compare and check the latest nav for all mutual funds in India. L&T Large and Midcap Fund (PIDCW-M) was launched on May 22, 2006. The category risk of the fund is Very High Risk.

    The minimum SIP amount for L&T Large and Midcap Fund (PIDCW-M) 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. Check your estimated returns on mutual funds by using sip calculator.

    L&T Large and Midcap Fund (PIDCW-M) 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 (PIDCW-M) is rated as a 1 fund in Equity and delivered 3.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with L&T Large and Midcap Fund (PIDCW-M).

    Frequently Asked Questions

    What is L&T Large and Midcap Fund (PIDCW-M)?

    L&T Large and Midcap Fund (PIDCW-M) is a Large & Mid Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in L&T Large and Midcap Fund (PIDCW-M)?

    You can invest in L&T Large and Midcap Fund (PIDCW-M) 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 Large and Midcap Fund (PIDCW-M)?

    The minimum sip amount for L&T Large and Midcap Fund (PIDCW-M) is ₹1000. You can invest in multiples of ₹5000.

    Is L&T Large and Midcap Fund (PIDCW-M) good to invest in?

    As per Scripbox experts, L&T Large and Midcap Fund (PIDCW-M) is a Not Recommended fund. You can investL&T Large and Midcap Fund (PIDCW-M) 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 Large and Midcap Fund (PIDCW-M)?

    The expense ratio of the L&T Large and Midcap Fund (PIDCW-M) is 2.26% for regular plan.