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L&T India Value Fund: Fund Review

L&T India Value Fund is among the top 3 funds in the category of value funds. The fund gave an annualized return of 14.89% return since its inception in January 2010. It is suitable for long-term and it is evident in its performance. The fund has performed better than all its peers in the 5-year return category. The fund manager follows an in-depth research process to identify stocks that are undervalued. A 7 indicator algorithm is followed to identify value opportunities. Investors looking at investing for high-value gain can invest in this fund with a horizon of 5 years.

Performance

L&T India Value Fund is ranked 3rd in its category by Upwardly. The fund has been consistently performing well in the long-term. Its short-term performance took a hit with the market undergoing a correction. The fund has beaten its benchmark since inception. The benchmark gave 10.59% (CAGR) return while the fund’s return is 14.89% (CAGR) since inception.

L&T India Value Fund has beaten its category average by 1-13 percentage points in its benchmark by 1-9 percentage points in the 3 and 5-year returns. The fund has performed better than all its peers in the 5-year returns ranking 3rd in the category of value funds. The fund gave 14.89% annualized return since its launch in January 2010.

 

Fund1 Year Return (%)3 Year Return (%)5 Year Return (%)
L&T India Value Fund-10.31%11.34%22.28%
ICICI Pru Value Discovery Fund-0.05%7.96%19.44%
Tata Equity P/E Fund-8.99%14.7%21%
HDFC Capital Builder Value Fund-5.34%11.66%17.44%
IDFC Sterling Value Fund-11.21%13.25%17.9%

 

A SIP investment of Rs 5,000 a month in L&T Value Fund started 5 years ago is worth Rs 4.29 lakhs now. A profit of Rs 1.29 lakhs in just 5 years. Even if one chose to redeem their investment then they would be liable to pay tax only on Rs 29K as gains up to Rs 1 lakh are exempt from taxes.

Fund Information

L&T India Value Fund is ranked 3rd in the category of value funds. It predominantly invests in undervalued stocks. The fund manager follows a proprietary investment process does an in-depth research which includes scrutiny of balance sheets, cash flows, receivables, risks, tangible and intangible assets.

L&T India Value Fund focuses on fundamentals, helps create long-term wealth, invests with a margin of safety, and follows diversification at all times. It follows 7 indicators to spot value opportunities in the market. It stands true to its name and creates value for its investors.

The fund has 80 stocks in its portfolio. The top five holding sectors constitute 64.09% of the portfolio. These include financials (24.1%), construction (14.55%), technology (9.62%), healthcare (8.12%) and energy (7.7%).

Recommendation

L&T India Value Fund is ideal for medium to long-term goals. Investors looking for investing in undervalued funds can invest in this fund. The fund accepts both lump sum and SIP investments. Invest in this fund for an investment horizon of at least 5 years to give the best results. Do not look at the returns for this fund in short-term. The short-term returns can be manipulative.

Fund NameL&T India Value Fund
Launch DateJanuary 8th, 2010
AUMRs 7,639 crore
Return (Returns greater than 1 year are annualized)Since Launch: 14.89%
1 Year: -10.31%
3 Year: 11.34%
5 Year: 22.28%
Expense Ratio2.26%
Fund Category RiskHigh
Investment PlanGrowth
Minimum Investment Horizon5+ years
Minimum InvestmentRs 5,000
Minimum Additional InvestmentRs 1,000
Exit Load1% if withdrawn within 1 year
Fund ManagerVenugopal Manghat
Karan Desai

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