L&T Tax Advantage Fund-Regular Plan-Growth

Category: Equity: ELSS
Launch Date: 05-02-2006
Asset Class: Equity
Benchmark: S&P BSE 200 TRI
Expense Ratio: 2.15% As on ( 31-10-2018)
Status: Open Ended Schemes(Equity Scheme - ELSS) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 3,220.89 Cr As on ( 30-11-2018)
Turn over: 34.29
NAV as on 12-12-2018

52.475

0.94 ( 1.797% )

CAGR Since Inception

13.83%

S&P BSE 200 TRI 11.57%

PERFORMANCE of L&T Tax Advantage Fund-Regular Plan-Growth

Scheme Performance (%) Data as on - 11-12-2018

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
L&T Tax Advantage Fund-Regular Plan-Growth -5.26 13.3 16.44 18.55 13.83
S&P BSE 200 TRI -0.61 12.45 13.61 16.38 11.57
Equity: ELSS -6.95 10.56 15.33 16.91 12.4

Yearly Performance (%)

Fund Managers

Mr. Soumendra Nath Lahiri

Mr. Lahiri is a B.Tech and PGDM from IIM Bangalore. Prior to joining L&T Mutual Fund he has worked with Canara Robeco AMC Co. Ltd., Emkay Investment Managers Ltd, Fortuna Capital, DSP Black Rock Investment Managers Pvt. Ltd.

Investment Objective

The scheme aims to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities.

RETURNS CALCULATOR for L&T Tax Advantage Fund-Regular Plan-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Key Performance and Risk Statistics of L&T Tax Advantage Fund-Regular Plan-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
L&T Tax Advantage Fund-Regular Plan-Growth 13.45 1.09 5.07 0.96 - -
Equity: ELSS - - - - - -

PEER COMPARISION of L&T Tax Advantage Fund-Regular Plan-Growth

Period
Data as on - 11-12-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
L&T Tax Advantage Fund-Regular Plan-Growth 05-02-2006 -5.26 13.11 13.3 16.44 18.55
Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth 31-03-1993 4.9 15.1 11.51 14.89 0.0
Canara Robeco Equity Taxsaver Fund - Regular Plan - Dividend 31-03-1993 4.12 14.52 11.0 14.43 17.92
Taurus Tax Shield- Regular Plan -Dividend Option 06-05-2008 2.24 16.69 14.15 14.78 16.16
Taurus Tax Shield- Regular Plan - Growth Option 31-03-1996 2.24 16.69 14.15 14.78 16.74
Quantum Tax Saving Fund - Regular Plan Dividend Option 01-04-2017 2.22 0.0 0.0 0.0 0.0
Quantum Tax Saving Fund - Regular Plan Growth Option 01-04-2017 2.22 0.0 0.0 0.0 0.0
Axis Long Term Equity Fund - Growth 29-12-2009 2.13 15.67 12.42 19.54 0.0
LIC MF ULIS (10 Yrs. Regular Premium Reducing Cover Quarterly)-Regular Plan-Dividend Reinvestment 19-06-1989 1.37 11.94 0.0 0.0 0.0
LIC MF ULIS (10 Yrs. Regular Premium Uniform Cover Quarterly)-Regular Plan-Dividend Reinvestment 19-06-1989 1.37 11.94 0.0 0.0 0.0

PORTFOLIO ANALYSIS of L&T Tax Advantage Fund-Regular Plan-Growth

Asset Allocation (%)

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