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).
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Scheme Information
Investment Objective
To generate long-term capital appreciation from diversified portfolio of predominantly equity and equity related securities,in the Indian markets with higher focus on undervalued securities. The Scheme could also additionally invest in Foreign Securities in international markets.There is no assurance that the investment objective of the scheme will be realized.
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.
L&T Investment Management Ltd manages assets worth 71,539 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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
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?
Recommended
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.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative 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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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Invest via netbanking, UPI or through an SIP (eNACH mandate).
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About L&T India Value fund (G)
About L&T India Value fund (G)
L&T India Value fund (G) is a diversified equity fund and has delivered an annualised return of 14.9% over a period of 11 years .The fund was previously known as Fidelity India Value Gr.The fund is managed by L&T Investment Management Ltd.The fund managers are Alok Ranjan, Venugopal Manghat, Vihang Naik
L&T India Value fund (G) Investment Objective
To generate long-term capital appreciation from diversified portfolio of predominantly equity and equity related securities,in the Indian markets with higher focus on undervalued securities. The Scheme could also additionally invest in Foreign Securities in international markets.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 India Value fund (G) NAV,AUM,Risk
The L&T India Value fund (G) fund was launched on Jan 08, 2010. The NAV (Net Asset Value) of this diversified equity as of 2021-03-03 is ₹ 46.942. The total AUM (Asset Under Management) of the fund as of 2021-03-04 is ₹ 6312.883. The category risk of the L&T India Value fund (G) fund is Very High Risk.
The fund charges 1.91 % as expense ratio.
L&T India Value fund (G) Holdings
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 icici bank ltd,infosys ltd and hdfc bank ltd
L&T India Value fund (G) 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 India Value fund (G) 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 S&P BSE 200 India TR INR
L&T India Value fund (G) Review
L&T India Value fund (G) 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 Value fund (G) has a score of 5 out of 5.
Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.
