L&T India Value Fund (G)

4
Value/Contra NAV 33.904 0.2 16 October, 2019
  • 10.8%
  • 6Y 10M

L&T India Value Fund Growth is suitable for the investors with a moderately high-risk appetite. 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. It keeps the portfolio diversified by investing in various market caps and sectors. The fund also invests in foreign markets and international securities.

Fund Details

Category Value/Contra
Fund Type Open Ended
Investment Plan Growth
Launch Date 08 January, 2010
Benchmark S&P BSE 200 TRI
Asset Size(Cr) 7853.4 (As on Sep 30, 2019)
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load 1% for 365 days
Expense Ratio 1.87% (As on Sep 30, 2019)
Fund Manager Venugopal Manghat

Investment Returns (As on 16 Oct, 2019)

  • 3 Month -5.23%
  • 6 Month -6.52%
  • 1 Year 1.3%
  • 3 Year 4.81%
  • 5 Year 10.8%
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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
L&T India Value Fund (G) 1.3% 4.81% 10.8%
Invesco India Contra Fund (G) 3.39% 9.16% 11.25%
Tata Equity P/E Fund (G) 4.87% 7.48% 10.9%
ICICI Prudential Value Discovery Fund (G) -2.81% 3.25% 6.98%
Aditya Birla Sun Life Pure Value Fund (G) -11.91% -2.41% 5.8%

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L&T India Value Fund Growth: Appreciate Your Capital

L&t India Value Fund G 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 Fund growth which would help you to get a brief idea about the same:

L&T India Value Fund G Investment Details

The Fund was launched in January 2010 by L&T Mutual Fund to provide capital appreciation to the investors by following the value investment approach. Value oriented mutual funds possess slightly higher risk than growth oriented funds as the investment is done at a lower valuation which is expected to rise in future when it can be sold and profits will be divided among the investors. The selection of such under-priced stocks requires precision and experience in the stock market hence the abilities of fund manager play a vital role in the performance of value oriented mutual funds. L&T India Value Fund Growth is managed since 2012 by Mr Venugopal Manghat is an expert in identifying the value buys in the equity market. He is an MBA in Finance and has plenty of experience in the asset management business.

Features of L&T India Value Fund Growth

  • By investing in L&T India Value Fund online, one can take advantage of the best underpriced stocks without spending any time and effort.
  • Value investing in the stock market is a risky affair but can be conveniently done through SIP in L&T India Value Fund.
  • The fund is managed by experienced fund manager Mr Venugopal Manghat since 2012.
  • L&T India Value Fund portfolio is well diversified and contains a large number of value stocks.
  • It also invests in foreign securities in the international market to balance the portfolio.
  • The growth potential of every stock is well analysed before making any investment.
  • L&T India Value Fund Growth is one of the best schemes in the category in every regard.
  • It has a higher allocation in the mid and small-cap stocks.
  • L&T India Value Fund G charges a lower expense ratio than most of the peers in the category.

L&T value fund: Performance Evaluation

L&T India Value Fund Growth has provided the best returns in the category and the long term trailing returns are much higher than the benchmark and category average. It has achieved the financial objectives of thousands of investors and in recent years, a large number of investors have opted for L&T India Value Fund for long term wealth creation. Due to the tremendously consistent performance of this equity scheme, the AUM of Fund has grown by nearly 6 times from 2016 to 2019. Despite having a moderately high risk factor, investors are choosing L&T India Value Fund due to expert management, past performance, and the trust of L&T Mutual Fund. Any investment done in L&T India Value G online must be accumulated for 5 years or more to gain better rewards. For a long term investment, buyers can expect anywhere between 12% to 15% gains which can even extend up to 20% if the market conditions support the growth. The SIP calculator at MySIPonline can be used to calculate the expected capital gains for a known tenure and expected rate of return.

L&T India Value Fund- Portfolio Analysis

Portfolio of L&T India Value Fund Growth is decently diversified as the number of stocks are more than 75. These are selected from more than 12 sectors to reduce the volatility in the NAV. The fund possesses moderately high risk as the fund manager prefers decent allocation in the small and mid-cap segment. Value investing is a risky strategy and going for value buys in the mid and small-cap section further increases the risk. However, the stock selection strategy of Mr Manghat has been fruitful for the scheme as it has delivered better gains than most of the peers at a consistent rate. The cyclicity of the market is well utilised by the fund manager as he remains highly overweight in the Construction sector. The diversification in the portfolio allows the fund to reduce volatility incurred by small and mid-cap stocks. The basic strategy of investment is value style but stocks with better growth potential are selected to promote long term gains. 

Who Should Invest Online in L&T India Value Fund Growth?

L&T India Value Fund is also not suitable for short term investors with low-risk appetite. Suitable investors can earn better gains through SIP in L&T India Value Fund online investment. The fund has a well-diversified portfolio and contains quality stocks from multiple sectors which makes it an ideal choice for long term investment. L&T India Value Fund G follows a high-risk mandate to provide long term capital appreciation to the investors. However, the gains provided are quite impressive in the long term and are enough to overlook the risk factor if the investment tenure is more than 5 years. L&T India Value Fund G is suitable for investors with moderate to high-risk appetite who prefer to invest in a value-oriented mutual fund. The fund has been consistent over the years and the same can be expected in the future. Those who do not prefer value investing can skip this scheme.

It is a top of the mind scheme in the value-oriented category of equity mutual fund. It has earned the respect of being one of the best in the category due to the impressive track record. To know the latest details of the scheme or to know whether you should invest or not, connect with the financial experts at MySIPonline.

Summarised L&T India Value Fund Review

A growth-oriented L&T India Value Fund online investment plan makes sure to appreciate the value of monies in the long run. L&T value India 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 value fund Growth 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.

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Meet Our Clients
L&T India Value Fund Growth has given best returns in the category of value funds in the long term. Value investing is a tough job but the experts at L&T Mutual Fund have done it well as the returns of the scheme are quite higher than the benchmark. This fund has a nice variety of stocks in the portfolio and I am thankful to the experts who suggested me to invest in this scheme.
Shekhar RathoreAhemdabad
A year ago, I invested in L&T India Value Fund g by using the investment website MySIPonline. When I broke this news to my friends, they all started hooting as if I had made the worst decision of my life. But as they saw my funds progressing and making more money than theirs, it was me who had the last laugh. I want to thank MySIPonline for providing an invaluable piece of advise for my investments.
Shamita DavePatna
I am a teacher and I heard about mutual fund investments through my colleagues and thought of investing. They suggested me to approach MySIPonline for the same. I am so fascinated with the portal that I am bound to say I have never experience this much user friendly investment portal. I invested some amount online in L&T India Value Fund growth scheme in lump sum mode on my own without being from the financial background. Highly impressed with the development team.
Drishti AcharyaPune
I found schemes at L&t company matching all my investment objectives. All thanks to the experts at MySIPonline who helped me in selecting the L&T india value fund scheme as per my financial goals. My investments are showing healthy growth considering the time till now. Its customer support desk is also very supportive as it solved all my queries and confusions. Great job guys!
Jagriti Sachdev
I am thankful to you guys as you helped me in making my future secure. Now, I don’t need to think about my future any more because L&T India Value Fund growth is doing the same for me. I always used to have doubts in my mind regarding mutual fund investment programme. But, you people have helped me in attaining the most of it.
Prathmesh Dehradun
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