Predominantly investing in equity and equity-related securities with a significant focus on undervalued stocks, L&T India Value Fund aims at generating long-term capital. The fund also invests in foreign markets and international securities. L&T India Value Fund Growth keeps the portfolio diversified by investing in various market caps and sectors. It is suitable for the investors with a moderately high-risk appetite.
| Fund Type | Open Ended |
| Investment Plan | Growth |
| Launch Date | 2010-1-8 |
| Benchmark | S&P BSE 200 TRI |
| Asset Size(Cr) | 8380.64 (As on Mar 31, 2019) |
| Fund Manager | Venugopal Manghat , Karan Desai |
| Notes | L&T Mutual Fund has acquire Fidelity Mutual Fund. Pursuant to this all the schemes of Fidelity Mutual Fund has been renamed to L&T Mutual Fund w.e.f. November 26, 2012. |
| Min Investment | 5000 |
| Min SIP Investment | 500 |
| Min Addl Investment | 1000 |
| Last Dividend | N.A. |
| Bonus | N.A. |
| Entry Load | . |
| Exit Load | 1 % For 365 Days |
| Period | Returns(%) |
| 3 Month | 5.55 |
| 6 Month | 7.65 |
| 1 Year | -4.49 |
| 3 Year | 13.55 |
| 5 Year | 20.18 |
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
| Fund Name | Ratings | 1 Yr Rtn. | 3 Yr Rtn. | 5 Yr Rtn. |
| IDFC Sterling Value Fund (G) | 131.18% | 51.15% | 29.61% | |
| Kotak India EQ Contra Fund (G) | 7.26% | 16.41% | 14.38% | |
| Invesco India Contra Fund (G) | 1.53% | 16.17% | 19.17% | |
| Tata Equity P/E Fund (G) | -13.02% | 15.27% | 20.9% | |
| HDFC Capital Builder Value Fund (G) | 2.67% | 15.05% | 16.16% |
| Period | Returns (%) |
| 3 Month | 5.55 |
| 6 Month | 7.65 |
| 1 Year | -4.49 |
| 3 Year | 13.55 |
| 5 Year | 20.18 |
| No. of Investment | Amount Invested | Investment Value As on date | Units Purchased | CAGR |
| No. of Investment |
Amount Invested |
Investment Value As on date |
Units Purchased | CAGR |
The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
| Total Amount Invested | Investment Value As on Date | Total Units Purchased | Abs. Return |
| Total Amount Invested |
Investment Value As on Date |
Total Units Purchased | Abs. Return |
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon.
| Assets | Allocation (%) |
| Equity | |
| Debt | |
| Cash |
| Sector | Value(In Cr) | Allocation (%) |
| Holdings | Instrument | Industry | Rating | Market Value | % to NAV |
| Grand Total | 0 | 0% |
L&t Value Fund growth is an open-ended scheme which offers a growth-oriented plan by providing capital appreciation in the long run. An investor always desires to create wealth by investing the hard-earned monies into the most prominent strategies. The ‘Mutual Fund Programme’ facilitates various solutions which help in achieving the desired growth. The L&T India Value Fund growth is among the top l&t mf online schemes which are designed by the same. There are a large number of asset management companies(AMCs), which are indulged in formulating such schemes which cater the needs of different investors.
The L&T Mutual Fund is among the best AMCs, which is offering various Mutual Fund programmes to its clients to help them achieve their financial goals. Below-mentioned is the overview of L&T India Value growth Fund which would help you to get a brief idea about the same:
Performance Evaluation
This is a growth-oriented investment plan and makes sure to appreciate the value of monies in the long run. L&T value growth fund was launched on 8th January 2010 and since then it has been offering the desired returns. It is best suited for those who want to create a corpus in the future. Its market possession is well-proved by its CRISIL ranking, and thus it is an apt plan to make better investments.
If you are desirous of creating wealth by investing in the top performing mutual funds, then L&T India is the perfect choice for you. This plan has benefited many investors in making a worthwhile portfolio. You can opt for the same and invest into it using SIP or lump sum payment. We at My SIP Online are offering different solutions and tools which would cater your investment-related needs and help you take the best decision.
