L&T Equity Savings Fund - Regular Plan - Growth
| Category: Hybrid: Equity Savings |
| Launch Date: 18-10-2011 |
| Asset Class: Mixed Asset |
| Benchmark: NIFTY 50 Arbitrage Index 75% and S&P BSE 200 TRI 25% |
| Expense Ratio: 1.56% As on ( 31-01-2019) |
| Status: Open Ended Schemes(Hybrid Scheme - Equity Savings) for subscription |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 205.03 Cr As on ( 31-01-2019) |
| Turn over: 635.26 |
PERFORMANCE of L&T Equity Savings Fund - Regular Plan - Growth
Scheme Performance (%) Data as on - 22-02-2019
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| L&T Equity Savings Fund - Regular Plan - Growth | -0.1 | 6.82 | 8.48 | - | 7.58 |
| Benchmark | - | - | - | - | - |
| Hybrid: Equity Savings | 1.68 | 7.72 | 7.46 | 7.69 | 5.0 |
Yearly Performance (%)
Fund Managers
Mr. Venugopal Manghat, Mr. Praveen Ayathan, Mr. Jalpan Shah
Mr. Manghat is a B.Sc (Mathematics) and MBA (Finance). Prior to joining L&T Mutual Fund he has worked with Tata Asset Management Ltd.
Investment Objective
The scheme seeks to generate regular income by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets and debt and money market instruments and to generate long-term capital appreciation through unhedged exposure to equity and equity related instruments.
RETURNS CALCULATOR for L&T Equity Savings Fund - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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.
Riskometer
Key Performance and Risk Statistics of L&T Equity Savings Fund - Regular Plan - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| L&T Equity Savings Fund - Regular Plan - Growth | 4.41 | 1.28 | 1.87 | 0.48 | 8.47 | 12.63 |
| Hybrid: Equity Savings | - | - | - | - | - | - |
PEER COMPARISION of L&T Equity Savings Fund - Regular Plan - Growth
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| L&T Equity Savings Fund - Regular Plan - Growth | 18-10-2011 | -0.1 | 4.28 | 6.82 | 8.48 | 0.0 |
| Axis Equity Saver Fund - Regular Plan - Growth | 14-08-2015 | 6.0 | 7.87 | 8.86 | 0.0 | 0.0 |
| Axis Equity Saver Fund - Regular Plan - Regular Dividend | 04-07-2016 | 6.0 | 7.88 | 0.0 | 0.0 | 0.0 |
| Axis Equity Saver Fund - Regular Plan - Monthly Dividend | 20-08-2015 | 5.3 | 7.49 | 8.59 | 0.0 | 0.0 |
| Axis Equity Saver Fund - Regular Plan - Quarterly Dividend | 20-08-2015 | 5.28 | 7.46 | 8.56 | 0.0 | 0.0 |
| Kotak Equity Savings Fund - Regular - Growth | 13-10-2014 | 4.74 | 7.25 | 8.75 | 0.0 | 0.0 |
| Kotak Equity Savings Fund - Regular - Monthly Dividend | 13-10-2014 | 4.14 | 6.93 | 8.52 | 0.0 | 0.0 |
| Kotak Equity Savings Fund - Regular - Quarterly Dividend | 13-10-2014 | 4.08 | 6.87 | 8.46 | 0.0 | 0.0 |
| Edelweiss Equity Savings Fund - Regular Plan - Growth Option | 13-10-2014 | 3.82 | 7.22 | 8.33 | 0.0 | 0.0 |
| ICICI Prudential Equity Savings Fund - Cumulative option | 05-12-2014 | 3.75 | 5.28 | 9.91 | 0.0 | 0.0 |