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Business News/Market/Market Stats/    L&T Long Term Advantage I Growth

L&T Long Term Advantage I Growth

+
  • Equity
  • ELSS (Tax Savings)
  • Rating N.A.
  • Plan
51.10 +0.00 (0.00%) NAV as on 26 Mar, 2019
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)2.03
  • CAGR 2.04%
  • Exit Load0.00%
  • Expense ratio2.67%
  • CategoryEquity
  • Min Investment500
  • Min SIP0
  • Launch Date2009-03-27

Morning Star Rating N.A.

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 25 July 2024

  • Name
  • Value (Cr)
  • Holding %
  • ITC
  • 0.10
  • 4.58%
View More

Risk & Volitility

  • Alpha -0.45%
  • Beta 1.03
  • Sharpe Ratio0.71
  • Std Deviation 14.70%
  • Tracking Error 4.70%

About Fund

The fund aims to enable investors to get income tax rebate as per the prevailing tax laws and subject to applicable conditions.

 

The L&T Long Term Advantage I Growth has an AUM of 2.03 crores & has delivered CAGR of 16.13% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.67%. The minimum investment in L&T Long Term Advantage I Growth is Rs 500 and the minimum SIP is Rs 0.

 

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

 

The top holdings of the fund include Bajaj Finance, Kotak Mahindra Bank, ICICI Bank & Infosys.

 

The major sectors where the fund is invested are Regional Banks, Chemical Manufacturing, Consumer Financial Services & Misc. Fabricated Products.

 

L&T Long Term Advantage I Growth has a sharpe ratio of 0.71 & a standard deviation of 14.70%.

FAQs about L&T Long Term Advantage I Growth

According to the morning star rating L&T Long Term Advantage I Growth has a Medium risk & Exceptional return.
L&T Long Term Advantage I Growth is managed by Vihang Naik.
The expense ratio of L&T Long Term Advantage I Growth is 2.67%.
The 5 year annualized return on L&T Long Term Advantage I Growth is 16.13% & it has generated 2.04% in the last 1 year.
The minimum investment in L&T Long Term Advantage I Growth is 500 Rs.
L&T Long Term Advantage I Growth has an AUM of 2.03 crores.
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