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: 2.17% As on ( 28-02-2019)
Status: Open Ended Schemes(Equity Scheme - ELSS) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 3,073.96 Cr As on ( 28-02-2019)
Turn over: 38.03
NAV as on 18-04-2019

53.915

-0.19 ( -0.3524% )

CAGR Since Inception

13.67%

S&P BSE 200 TRI 12.28%

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

Scheme Performance (%) Data as on - 18-04-2019

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
L&T Tax Advantage Fund-Regular Plan-Growth -4.55 13.71 14.93 17.31 13.67
S&P BSE 200 TRI 8.22 15.43 14.25 15.88 12.28
Equity: ELSS 0.94 13.05 14.99 16.54 13.07

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 - 18-04-2019
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 -4.55 6.37 13.71 14.93 17.31
Mirae Asset Tax Saver Fund-Regular Plan-Growth 05-12-2015 9.07 14.51 21.06 0.0 0.0
Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth 31-03-1993 8.5 12.39 13.86 14.43 18.11
Kotak Tax Saver-Scheme-Growth 23-11-2005 8.16 8.11 14.36 17.07 16.02
ICICI Prudential Long Term Equity Fund (Tax Saving) - Growth 19-08-1999 7.27 8.9 13.21 14.88 19.65
HDFC Long Term Advantage Fund - Growth Option 02-01-2001 6.86 10.8 15.91 14.94 18.41
Quantum Tax Saving Fund - Regular Plan Growth Option 01-04-2017 6.68 8.29 0.0 0.0 0.0
Essel Long Term Advantage Fund- Regular Plan- Growth Option 30-12-2015 5.43 7.7 13.02 0.0 0.0
DSP Tax Saver Fund - Regular Plan - Growth 05-01-2007 4.75 8.56 14.5 17.4 18.65
Franklin India Taxshield-Growth 05-04-1999 4.54 8.15 10.71 15.59 18.09

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

Asset Allocation (%)

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