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  • L&T Large and Midcap Fund of Income Distribution cum Cap Wrdl (PIDCW-M)

Formerly L&T India Large and Midcap DP

L&T Mutual Fund

L&T Large and Midcap Fund of Income Distribution cum Cap Wrdl (PIDCW-M)

EquityDiversified

31.671

NAV (Oct 21)

12%
5 Year 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

15 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

1,480 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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Historical NAV

31.671

NAV (Oct 21)

Fund Returns

Last 1Y
43.7%
Last 3Y
16.3%
Last 5Y
12%
Last 10Y
14.9%
Since Inception
13.3%
6 Month CAGR
23.8%
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Very High Risk

Expense Ratio
2.24
Launched (15y ago)
May 22, 2006
AUM in Crores
1479.235
ISIN
INF677K01106
Lock-in
No Lock-in
Benchmark
IISL Nifty LargeMidcap 250 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Cheenu Gupta

Fund Manager

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Sonal Gupta

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
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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

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About the AMC

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.

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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

    3.9%

    6.6%

    top-ranked-badge

    10.4%

    7.5%

    top-ranked-badge

    20.2%

    10.8%

    top-ranked-badge

    5.8%

    7.2%

    top-ranked-badge

    7.9%

    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
    Parag Parikh Flexi Cap fund (Growth)

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    Equity

    Diversified

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    Equity

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    Equity

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    Invesco India Growth Opportunities Fund (Growth)

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    Equity

    Diversified

    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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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers
    We manage to deliver better strategies to people who trust us.

    We thrive on trust. You don’t need to just take our word for it! Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About L&T Large and Midcap Fund of Income Distribution cum Cap Wrdl (PIDCW-M)

    About L&T Large and Midcap Fund of Income Distribution cum Cap Wrdl (PIDCW-M)

    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

    L&T Large and Midcap Fund of Income Distribution cum Cap Wrdl (PIDCW-M) 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. . However, there is no assurance that the objective of the scheme will be realized.

    L&T Large and Midcap Fund of Income Distribution cum Cap Wrdl (PIDCW-M) NAV,AUM,Risk

    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.

    L&T Large and Midcap Fund of Income Distribution cum Cap Wrdl (PIDCW-M) Holdings

    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)

    L&T Large and Midcap Fund of Income Distribution cum Cap Wrdl (PIDCW-M) 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 Large and Midcap Fund of Income Distribution cum Cap Wrdl (PIDCW-M) 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 LargeMidcap 250 TR INR

    L&T Large and Midcap Fund of Income Distribution cum Cap Wrdl (PIDCW-M) Review

    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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