L&T Tax Advantage Fund (G)

Scheme Information

Inception Date February 27, 2006
Objective To generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities.
Fund Manager Soumendra Nath Lahiri
AUM (Rs.Cr, as on Feb 28, 2018) 2,989
Allocation (as on Feb 28, 2017) Equity: 97.79%
CBLO, Fixed Deposits, Preference Shares, Net CA and Others: 2.21%
Entry Load 0%
Exit Load 0%
Minimum Investment Amount First Investment: Rs. 500
SIP: Rs. 500
Lock-in Period 3 Years
Expense Ratio 2.04% (28.02.2018)
Riskometer Risk Meter

Performance Indicators


Annual Return Comparison
Annual Comparison Of Returns Over Different Funds

Value of 10,000 in 5 years
Value of monthly SIP 10,000

Data as of 30 June 2016


Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund (link provided) before taking any Investment action based on this information.