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
₹42.5461
+0.49%
(19 Nov)
AUM
4,215 Cr
TER
1.15%
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
+12.1%
+8.0%
+8.0%
+7.8%
+7.1%
+6.4%
3Y
+23.0%
+24.4%
+24.4%
+18.7%
+17.3%
+26.2%
5Y
NA
+24.5%
+24.5%
+19.2%
+19.2%
+24.3%
ALL
+23.1%
+16.3%
+16.3%
+15.0%
+13.4%
+17.5%
VOL
12.8%
17.3%
17.3%
17.1%
-
18.1%
TER
0.7%
0.9%
0.9%
1.1%
-
0.6%
AUM
₹438 Cr
₹31,783 Cr
₹31,783 Cr
₹4,215 Cr
-
₹4,515 Cr
INFO
1.80
0.94
0.94
0.88
-
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 Oct
Top holdings
HDFC Bank Ltd
5.4%
ICICI Bank Ltd
3.7%
Reliance Industries Ltd
3.4%
Larsen & Toubro Ltd
2.9%
Infosys Ltd
2.7%
Avalon Technologies Ltd
2.6%
Eternal Ltd
2.4%
Bharti Airtel Ltd
2.3%
Amber Enterprises India Ltd Ordinary Shares
2.1%
State Bank of India
1.9%
Top industry exposure
Financial Services
24.0%
Consumer Cyclical
20.7%
Industrials
15.5%
Technology
13.3%
Basic Materials
5.5%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
7%
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