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
₹40.9801
+1.51%
(20 Jun)
AUM
4,129 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
+5.5%
+4.0%
+4.0%
+3.5%
+2.8%
+2.7%
3Y
+26.5%
+31.4%
+31.4%
+22.9%
+31.3%
+29.0%
5Y
+23.8%
+29.0%
+29.0%
+23.5%
+27.0%
+24.4%
ALL
+15.3%
+16.6%
+16.6%
+14.4%
+17.2%
+19.2%
VOL
17.3%
17.5%
17.5%
-
18.2%
18.6%
TER
1.1%
0.9%
0.9%
-
0.6%
0.6%
AUM
₹4,129 Cr
₹29,667 Cr
₹29,667 Cr
-
₹4,360 Cr
₹419 Cr
INFO
0.88
0.95
0.95
-
0.94
1.03
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 30th Apr
Top holdings
HDFC Bank Ltd
5.7%
ICICI Bank Ltd
4.2%
Reliance Industries Ltd
3.4%
Infosys Ltd
3.0%
Larsen & Toubro Ltd
2.6%
Bharti Airtel Ltd
2.2%
Shriram Finance Ltd
2.0%
State Bank of India
2.0%
Eternal Ltd
1.9%
Persistent Systems Ltd
1.8%
Top industry exposure
Financial Services
26.2%
Consumer Cyclical
18.8%
Industrials
17.0%
Technology
10.6%
Basic Materials
6.0%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
15%
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