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L&T Dynamic Equity Fund Growth

Balanced Equity | Dynamic Asset Allocation

Nav : 23.464 ( -0.22%) January 18th, 2019

People currently viewing this : 1

Rank (of 245)

1

Annualized Returns

13.13%

Investment Horizon

>3 Yr

Doubled Money

5yrs 8m

Returns since February 7th, 2011

11.33%

One Time

Monthly

Min Investment ₹500


Balanced Equity | Dynamic Asset Allocation

Nav : 23.464 ( -0.22%) January 18th, 2019

People currently viewing this : 1

Upwardly's Take :

These funds invest more in equity when markets are cheap and lower in equity when are the markets are high. Only 10% long-term tax on capital gains above 1 lakh.

Invest in these funds with minimum of 3 years horizon for your medium to long term goals like Retirement, Children's education etc

One Time

Monthly

Min Investment ₹500


Rank (of 245)

1

Annualized Returns

13.13%

Investment Horizon

>3 Yr

Doubled Money

5yrs 8m

Returns since February 7th, 2011

11.33%

FUND PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

To seek to generate long-term capital appreciation from a diversified portfolio of equity and equity related securities and to generate reasonable returns by investing in a portfolio of debt and money market instruments and arbitrage opportunities in the cash and derivatives segments of the equity markets.

Basic Details
Fund House
L&T Finance
Launch Date
February 7th, 2011
Expense Ratio
3.08%
Fund Category Risk
Moderate
Std Dev (1Yr)
4.884
Std Dev (3Yr)
5.985
Std Dev (5Yr)
9.131
Asset Size
555Cr
Investment Details
Investment Plan
Growth
Return since Launch
11.33 %
Exit Load
1% if withdrawn within 1 Year(s)
No exit load if withdrawn after 1 Year(s)
Contact Details
Phone No.
+91 22 66554000
Website