L&T Equity Savings Fund - Direct Plan-Growth

L&T Equity Savings Fund - Direct Plan-Growth of L&T Mutual Fund has asset class type as Hybrid-Debt. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expenese Ratio (%)

1.15

Age

NA Years

Fund Manager

Jalpan Shah

AuM (Rs Crores)

244.3829

Asset Class

Hybrid-Debt

Net Asset Value:

17.715

Rating

2

Exit Load

0.01

Bench Mark

Nifty 50 Arbitrage TRI,S&P BSE 200 TRI

Fund Type

MIP

SEBI Category

Equity Savings

Turnover Ratio(Monthly)

7.53 Times

Fund Manager Details:

Jalpan Shah B.E. (Mechanical) and holds a PGDM. B.E. (Mechanical) and holds a PGDM Prior to joining L&T, he was associated with FIL Fund Management Private Limited (Dec 27 to Nov 212), Lotus India Asset Management Company Private Limited (Sep 27 to Nov 27) as a Research Analyst, UTI Asset Management Company Private Limited (July 26 to Aug 27) as a Research Analyst/as a sales & Marketing Manager (May 24 to June 26).

Objective:

To generate regular income by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets and debt and money market instruments and to generate long-term capital appreciation through unhedged exposure to equity and equity related instruments.

Top Holdings:

  • Banks (15.54)
  • Finance (8.51)
  • IT - Software (4.55)
  • Textiles (3.29)
  • Trading (2.33)
  • Pharmaceuticals (2.25)
  • Entertainment (2.17)
  • Steel (2.17)
  • Infrastructure Developers & Operators (2.16)
  • Refineries (2.15)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition