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

L&T Tax Advantage IDCW Reinvest Direct Plan

NAV
₹41.7324
+0.27%
(15 Sep)
AUM
4,021 Cr
TER
1.16%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above 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
+3.2%
-0.6%
-1.6%
-1.6%
-2.5%
-2.8%
3Y
+21.8%
+19.1%
+23.8%
+23.8%
+16.2%
+25.2%
5Y
+26.0%
+21.3%
+26.1%
+26.1%
+21.0%
+27.1%
ALL
+15.4%
+15.1%
+16.3%
+16.3%
+13.2%
+17.6%
VOL
18.8%
17.2%
17.4%
17.4%
-
18.1%
TER
1.1%
1.2%
0.9%
0.9%
-
0.7%
AUM
₹16,525 Cr
₹4,021 Cr
₹29,937 Cr
₹29,937 Cr
-
₹4,223 Cr
INFO
0.82
0.88
0.94
0.94
-
0.97
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 Reinvest (DR)
₹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 31st Aug
Top holdings
HDFC Bank Ltd
5.5%
ICICI Bank Ltd
4.0%
Reliance Industries Ltd
3.2%
Infosys Ltd
2.8%
Larsen & Toubro Ltd
2.7%
Eternal Ltd
2.5%
Bharti Airtel Ltd
2.2%
Amber Enterprises India Ltd Ordinary Shares
2.0%
Avalon Technologies Ltd
1.9%
Shriram Finance Ltd
1.9%
Top industry exposure
Financial Services
23.6%
Consumer Cyclical
22.1%
Industrials
17.1%
Technology
10.8%
Basic Materials
5.9%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
11%
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)
Sonal Gupta
Abhishek Gupta

FAQs