L&T Tax Advantage Fund Regular Plan Growth | Pros & Cons NAV(70.6)

L&T Tax Advantage Fund Regular Plan Growth

Equity: ELSS

Fund Information

Objective

Equity: ELSS

Category

Nifty 200

Benchmark

Launched On

Type

--

Min SIP

Min Investment

AUM in Crores

Expense Ratio

Exit Load

L&T Investment Management Limited

Fund House

Fund Managers

L&T Tax Advantage Fund Regular Plan Pros & Cons

Pros

  • L&T Tax Advantage Fund Regular Plan Growth has over performed index in 2012-2015, 2013-2016, 2014-2017, 2015-2018 years

Cons

  • L&T Tax Advantage Fund Regular Plan Growth has under performed index in 2016-2019, 2017-2020 years
  • Higher Expense Ratio
  • L&T Tax Advantage Fund Regular Plan Growth is ranking 60th in last 5 years

Average Returns

Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
L&T Tax Advantage Fund Regular Plan Growth 
15.0415.6611.310.59
Nifty 200
16.9519.415.0811.6713.7811.43

L&T Tax Advantage Fund Regular Plan Rolling Returns

Fund Name3 Year (%)5 Year (%)
AverageMaxMinAverageMaxMin
L&T Tax Advantage Fund Regular Plan Growth 
12.1826.52-7.6812.922.57-0.76
Nifty 200
13.5950.6-8.712.4826.37-1.27

Risk Parameters

Fund NameMeanStdSharpeBetaAlpha
L&T Tax Advantage Fund Regular Plan Growth 
139.2341.033.278-0.32188.83
Nifty 200
174.516.810.105--
Risk Parameters are calculated for the last 3 years data.

Calender Year Returns

Portfolio

Stock NameSector% of Total Holdings
ICICI Bank Ltd.Financials3.94
Infosys Ltd.Technology3.87
State Bank Of IndiaFinancials3.49
Emami Ltd.FMCG3.35
Larsen & Toubro Ltd.Infrastructure3.27
HCL Technologies Ltd.Technology3.26
K.P.R. Mill Ltd.Textile3.12
Reliance Industries Ltd.Energy3.01
The Ramco Cements Ltd.Construction2.96
Tata Consultancy Services Ltd.Technology2.85
Tube Investments of India Ltd.Automobile and Ancillaries2.84
HDFC Bank Ltd.Financials2.79
Jubilant FoodWorks Ltd.FMCG2.6
ICICI Lombard General Insurance Company Ltd.Financials2.57
Shree Cement Ltd.Construction2.56
ITC Ltd.FMCG2.43
Tata Steel Ltd.Metals2.42
Titan Company Ltd.Retail and Other Services2.39
Trent Ltd.Retail and Other Services2.34
Housing Development Finance Corporation Ltd.Financials2.32
Abbott India Ltd.Healthcare2.29
Berger Paints India Ltd.Chemicals2.16
Cholamandalam Investment and Finance Company Ltd.Financials2.12
Kotak Mahindra Bank Ltd.Financials2.09
Bharti Airtel Ltd.Media and Communications2.09
Maruti Suzuki India Ltd.Automobile and Ancillaries1.95
ACC Ltd.Construction1.72
Sanofi India Ltd.Healthcare1.7
Alkem Laboratories Ltd.Healthcare1.7
Asian Paints Ltd.Chemicals1.67
Greaves Cotton Ltd.Automobile and Ancillaries1.57
Ipca Laboratories Ltd.Healthcare1.52
Dr. Reddy's Laboratories Ltd.Healthcare1.48
Aegis Logistics Ltd.Logistics1.25
HDFC Life Insurance Co Ltd.Financials1.24
Oracle Financial Services Software Ltd.Technology1.2
Ratnamani Metals & Tubes Ltd.Metals1.15
Hindustan Unilever Ltd.FMCG0.97
General Insurance Corporation of IndiaFinancials0.9
Ultratech Cement Ltd.Construction0.9
Sun Pharmaceutical Industries Ltd.Healthcare0.85
Finolex Cables Ltd.Capital Goods0.78
TVS Srichakra Ltd.Automobile and Ancillaries0.77
Bharat Electronics Ltd.Capital Goods0.73
Engineers India Ltd.Capital Goods0.66
Ashoka Buildcon Ltd.Infrastructure0.57
Techno Electric & Engineering Company Ltd.Infrastructure0.54
Sharda Cropchem Ltd.Chemicals0.5
Emami Paper Mills Ltd.FMCG0.49
Nestle India Ltd.FMCG0.48
Somany Ceramics Ltd.Construction0.47
Atul Ltd.Chemicals0.38
Wim Plast Ltd.Consumer Durables0.27
City Union Bank Ltd.Financials0.17
Aarti Surfactants Ltd.FMCG0.02
IndusInd Bank Ltd.Financials0.01
Lupin Ltd.Healthcare0
Affle (India) Ltd.Media and Communications0
Pfizer Ltd.Healthcare0

AUM Yearly

L&T Tax Advantage Fund Regular Plan Details

L&T Tax Advantage Fund Regular Plan Growth is a mutual fund scheme launched by L&T Investment Management Limited.. crores of assets under management (AUM)


L&T Tax Advantage Fund Regular Plan Growth has given returns of 15.04% in the last 1 year and 15.66% in the last 3 years. And since launch the fund has given 12.67% returns.


This fund invests in companies which are fundamentally strong and having growth potential.


The top holdings of the fund are ICICI Bank Ltd. , Infosys Ltd. , State Bank Of India , Emami Ltd. , Larsen & Toubro Ltd.

Frquently Asked Questions

1. What is the NAV of L&T Tax Advantage Fund Regular Plan ?

The current Net Asset Value (NAV) of the L&T Tax Advantage Fund Regular Plan is 70.6

2. L&T Tax Advantage Fund Regular Plan Rolling Returns

The 3 year rolling returns of the L&T Tax Advantage Fund Regular Plan :

  • Mean : 12.18%
  • Max : 26.52%
  • Min : -7.68%

3. How do I invest in L&T Tax Advantage Fund Regular Plan ?

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L&T Tax Advantage Fund Regular Plan Growth



Investment Duration 3 years

Disclaimer

Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.