L&T Tax Advantage Growth Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

L&T Tax Advantage Growth Direct Plan

NAV
₹133.5997
-0.33%
(28 Mar)
AUM
3,604 Cr
TER
1.14%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+15.2%
+14.1%
+13.8%
+11.6%
+7.0%
+6.6%
3Y
+17.3%
+22.8%
+24.3%
+24.8%
+15.2%
+20.7%
5Y
+26.8%
+31.2%
+29.1%
+32.5%
+25.5%
+26.7%
ALL
+15.2%
+15.3%
+17.6%
+16.6%
+14.4%
+17.6%
VOL
16.1%
16.4%
17.5%
15.5%
-
18.3%
TER
1.1%
1.1%
0.7%
1.1%
-
0.6%
AUM
₹3,604 Cr
₹14,671 Cr
₹3,405 Cr
₹25,724 Cr
-
₹343 Cr
INFO
0.95
0.93
1.01
1.07
-
0.96
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
L&T Tax Advantage (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
HDFC Bank Ltd
5.6%
ICICI Bank Ltd
3.9%
Infosys Ltd
3.6%
Reliance Industries Ltd
3.2%
Larsen & Toubro Ltd
2.6%
Shriram Finance Ltd
2.2%
Bharti Airtel Ltd
2.0%
Persistent Systems Ltd
2.0%
Zomato Ltd
1.9%
State Bank of India
1.9%
Top industry exposure
Financial Services
24.8%
Consumer Cyclical
19.3%
Industrials
16.4%
Technology
11.5%
Basic Materials
6.7%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
28%
Lock-in period
3Y
Exit load
No exit load
Fund objective
To generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities.There is no assurance that the investment objective of the scheme will be realized.
Fund manager(s)
Gautam Bhupal
Sonal Gupta
Abhishek Gupta

FAQs