This fund is a good choice within diversified mutual funds.
Scripbox recommends other funds for investment in Diversified.
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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).
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.
Low
Moderately Low
Moderate
Moderately High
High
Moderately High risk
1.9%
Expense Ratio
8th Jan, 2010
Launched (10y ago)
₹
6,362
AUM in Crores
INF677K01023
ISIN
No Lock-in
Lock-in
S&P BSE 200 India TR INR
Benchmark
₹
1000
SIP Minimum
₹
5000
Lumpsum Min.
Fund Managers
Alok Ranjan
Fund Manager
Venugopal Manghat
Fund Manager
Vihang Naik
Fund Manager
Returns Calculator Comparison
of
for
Instrument
Returns
Total Corpus
Gains
Annualised %
Mutual Fund
11.25%
EPF
Property
PPF
Bank FD
Gold
Savings Bank
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.
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
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.
Not 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.
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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About L&T India Value fund (Growth)
About L&T India Value fund (Growth)
L&T India Value fund (Growth) is a Diversified Equity fund and has delivered an annualised return of 12.23% over a period of 10 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 (Growth) 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 (Growth) NAV, AUM and Risk
The fund was launched on 2010-01-08. The NAV of the fund as of 2020-09-22 is ₹ 34.38. The total AUM of the fund as of 2020-09-22 is ₹ 6,362 Cr. The category risk of the fund is Moderately High risk
The fund charges 1.9 % as expense ratio.
L&T India Value fund (Growth) Holdings
The fund’s highest allocation is towards equity and has invested 99.38% in this asset class.
The top three holdings of the fund are reliance industries ltd, hdfc bank ltd and icici bank ltd.
L&T India Value fund (Growth) 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 (Growth) 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.
