Get the best Upwardly Experience on our App. Install Now

+91 73377 40002

9AM - 8PM

Asset Size:8260Cr
Expense Ratio:1.86%
Fund Manager(s):Venugopal Manghat,Karan Desai,
5year Returns:12.97%

check

L&T India Value Growth

L&T Finance       

Equity
Value

Nav : 34.92 ( -1.48%) July 19th, 2019

People currently viewing this : 1

Rank (of 245)

42

Annualized Returns(5 yrs)

12.97%

Investment Horizon

>5 Yr

Doubled Money

5yrs 9m

Returns since January 8th, 2010

14.03%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

83.6L

Projected Maturity Amount

1.4Cr

L&T Finance     

Equity
Value

Nav : 34.92 ( -1.48%) July 19th, 2019

People currently viewing this : 1

Upwardly's Take :

This fund invests in companies which are relatively cheaper in the market and hence of higher value.

Ideal for medium-term to long term goals. Invest in this funds to build wealth for the long term.

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

83.6L

Projected Maturity Amount

1.4Cr

Rank (of 245)

42

Annualized Returns(5 yrs)

12.97%

Investment Horizon

>5 Yr

Doubled Money

5yrs 9m

Returns since January 8th, 2010

14.03%

FUND PAST 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 generate long-term capital appreciation from diversified portfolio of predominantly equity and equity related securities,in the Indian markets with higher focus on undervalued securities. The Scheme could also additionally invest in Foreign Securities in international markets.

Basic Details
Fund House
L&T Finance
Launch Date
January 8th, 2010
Expense Ratio
1.86%
Fund Category Risk
High
Std Dev (1Yr)
15.732
Std Dev (3Yr)
14.6
Std Dev (5Yr)
15.021
Asset Size
8260Cr
Investment Details
Investment Plan
Growth
Return since Launch
14.03 %
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1% if withdrawn within 1 Year(s)
No exit load if withdrawn after 1 Year(s)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