L&T Tax Advantage Fund Review 20191,207 01 May, 2019
L&T Tax Advantage Fund is one of the consistent performers of the tax saving category of mutual funds.
The video is divided into five sections.
The first section covers the salient features of the fund, including the AUM, fund managers and minimum SIP & Lumpsum investments.
The second section deals with Return test, elaborating the historical performance of the fund, and how consistent it was in delivering returns.
The third section involves Risk Test, assessing the risk management and how well the fund performs during the negative phase of the market.
The fourth section, the most important one, deals with analysis of the fund's portfolio. Here, various attributes of the portfolio, such as investment style and allocation are discussed in detail in order to give a concise idea about fund's management and how it can perform in the future.
Finally, the video concludes with a brief idea about how well the fund is, where it lacks and for whom it is suitable.
After each section, our analyst rates the fund’s performance on a scale of 5 so that you can get a clear idea about its strengths and weaknesses.