Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹946 Cr
Lock In Period
N/A
Expense Ratio
2.32
Benchmark
NIfty 500 Total Return
Exit Load
For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days.
Summary
Latest details for L&T Focused Equity Fund Growth include a ₹15.8914 NAV as of Nov 25,2022 and returns since inception of 38.38%. Minimum investments start at SIP ₹500. The L&T Focused Equity Fund Growth AUM is ₹946 Cr, with a lock-in of N/A years, expense ratio of 2.32%, and benchmark NIfty 500 Total Return. Exit load is - For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days.. In the growth review for 1M Month/Year, the fund recorded 2.02% returns, against a category average of -0.50% and a category best of 2.59%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 2.02 | -0.50 | 2.59 |
| 6M | 10.42 | 2.20 | 27.55 |
| 1Y | -1.70 | 6.50 | 34.53 |
| 3Y | 11.44 | 16.26 | 105.33 |
Portfolio Analysis
- Equity: 91.68%
- Debt: 8.32%
- Others
As on: 2022-10-31
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About Fund
L&T Focused Equity Fund Growth managed by L&T Mutual Fund,is a Focused Fundsscheme with Assets Under Management of ₹946 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.32. Under the expert guidance of Vihang Naik ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundMotilal Oswal Focused Fund Growth | 1 | 1445.37 CR | 2.14 |
| This FundAxis Focused Fund Growth | 3 | 11381.8 CR | 1.76 |
| This FundL&T Focused Equity Fund Growth | 2 | 946.04 CR | 2.32 |
| This FundHDFC Focused Fund - Growth | 5 | 26332.2 CR | 1.61 |
| This FundICICI Prudential Focused Equity Fund Growth | 5 | 14935.49 CR | 1.69 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMotilal Oswal Focused Fund Growth | 15.329 | 31.8899 |
| This FundAxis Focused Fund Growth | 5.2773 | 36.4414 |
| This FundL&T Focused Equity Fund Growth | -1.5686 | 39.5622 |
| This FundHDFC Focused Fund - Growth | 11.5237 | 72.3894 |
| This FundICICI Prudential Focused Equity Fund Growth | 15.194 | 78.1274 |
FAQs
L&T Focused Equity Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of L&T Focused Equity Fund Growth is 2.32. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
L&T Focused Equity Fund Growth’s fund performance is as follows:
- 1 Month : 2.02%
- 6 Months : 10.42%
- 1 Year : -1.70%
- 3 Years : 11.44%
You can invest in L&T Focused Equity Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of L&T Focused Equity Fund Growth is ₹946 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in L&T Focused Equity Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500