|Fund Type||Open Ended|
|Benchmark||S&P BSE 200 TRI|
|Asset Size(Cr)||3176.42 (As on Oct 31, 2018)|
|Fund Manager||Soumendra Nath Lahiri|
|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 SIP Investment||500|
|Min Addl Investment||500|
|Last Dividend||1.2000 (Nov-24-2015)|
|Period||Returns(%)||Benchmark Returns (%)|
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
- All the returns are calculated as against the performance of Nifty Free Float Midcap 100.
- The benchmark for the funds falling in small- and mid-cap category is Nifty Free Float Midcap 100.
|Fund Name||Ratings||1 Yr Rtn.||3 Yr Rtn.||5 Yr Rtn.|
|HDFC Long Term Advantage Fund (G)||-2.02%||13.94%||15.88%|
|Motilal Oswal Long Term Equity Fund (G)||-6.46%||13.9%||%|
|Aditya Birla Sun Life Tax Relief 96 (G)||-2.01%||12.32%||19.29%|
|L&T Tax Advantage Fund (G)||-5.31%||12.12%||16.3%|
|Axis Long Term Equity Fund (G)||4.7%||12.01%||19.93%|
|Period||Returns (%)||BSE 200 (%)|
|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.
|Sector||Value(In Cr)||Allocation (%)|
|Holdings||Instrument||Industry||Rating||Market Value||% to NAV|
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