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

L&T Tax Advantage IDCW Payout Direct Plan

NAV
₹36.4608
-2.71%
(4 Apr)
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
+11.3%
+7.8%
+7.8%
+6.7%
+3.6%
+1.7%
3Y
+21.1%
+23.3%
+23.3%
+14.1%
+20.2%
+12.5%
5Y
+31.6%
+33.0%
+33.0%
+26.5%
+29.0%
+26.0%
ALL
+15.1%
+16.2%
+16.2%
+14.4%
+16.1%
+14.1%
VOL
19.0%
17.5%
17.5%
17.3%
18.0%
-
TER
1.1%
1.1%
1.1%
1.1%
0.7%
-
AUM
₹14,671 Cr
₹25,724 Cr
₹25,724 Cr
₹3,604 Cr
₹3,405 Cr
-
INFO
0.79
0.93
0.93
0.84
0.90
-
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 IDCW Payout (DP)
₹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