L&T Tax Advantage Fund - Direct (G)

L&T Tax Advantage Fund - Direct (G)

AMC Name: L&T Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark S&P BSE 200 TRI
Fund Manager Soumendra Nath Lahiri
Fund Horizon OPEN
Inception Date 02-Jan-2013
Scheme AUM(CR) ` 3417.93
Minimum SIP/LUMPSUM ` 500/ ` 500
Increment SIP/LUMPSUM ` 0/ ` 0
SIP Dates 1,5,10,15,20,25
Entry Load REDEMPTIONS UNDER FTAF WILL BE NIL.
Exit Load REDEMPTIONS UNDER FTAF WILL BE NIL.
Expense Ratio 1.53

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 2.93% 2.85%
3 Month 7.40% 8.38%
6 Month 5.65% 2.17%
1 Year 2.59% 9.98%
3 Year 11.53% 15.04%
5 Year 9.56% 9.11%
Since Inception 13.54% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others