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L&T Equity Savings Fund(M-IDCW)

IDCW
HybridEquity Savings
Small-size FundAssets Under Mgmt: ₹ 215 Cr
Moderate RiskPrinciple investment will be at moderate risk
14.090.39% (0.05)

Price Chart

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Returns
0.00%
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Max
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Investment Checklist

Returns
Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Fund has been able to generate better returns compared to other funds in the same category

Expense Ratio
Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates
If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has not been able to generate better price return than bank FD

Red Flags
We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

HybridEquity Savings
Small-size FundAssets Under Mgmt: ₹ 215 Cr
Moderate RiskPrinciple investment will be at moderate risk

Key Metrics

Expense RatioExpense Ratio
0.69
No LabelNo Label
38.57
No LabelNo Label
0.59
No LabelNo Label
0.78
No LabelNo Label
32.63
No LabelNo Label
0.39

About Equity Savings

Equity saving schemes or ESS invest in a mix of stocks, debt and arbitrage opportunities. They invest 30-35% of total investment corpus in equity assets while the rest is getting invested in debt funds and arbitrages.

Scheme Info

PlanPlan
IDCW
Lock inLock in
0 yrs
Exit LoadExit Load
0.50%
Nil upto 10% of units and 0.50% for remaining units on or before 1M Nil after 1M
Min. SIPMin. SIP
Min. LumpsumMin. Lumpsum
₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark

Tax Implications

Investment period < 1 year

Gains are treated as short-term capital gains and taxed at 15%

Investment period > 1 year

Gains of over ₹ 1 lakh in a financial year are taxed at 10%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
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Invested

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Returns (0%)

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Tax (undefined%)

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You make

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Fund ManagerRead more 

Exp: 10yrs

 | 

#Funds: 51

Exp: 18yrs

 | 

#Funds: 28

Exp:

 | 

#Funds: 21

Exp: 22yrs

 | 

#Funds: 12

Know More

AMC profile

L&T Investment Management Ltd. is the asset management company of L&T Mutual Fund. The company is a wholly-owned subsidiary of L&T Finance Holdings Ltd., which is a publicly-listed NBFC.

  • No.of Schemes

    30

  • Total AUM

    ₹ 73,239.57 Cr.

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