L&T Tax Advantage Fund-Regular Plan-Growth

Category: Equity: ELSS
Launch Date: 05-02-2006
Asset Class: Equity
Benchmark: S&P BSE 200 TRI
Expense Ratio: 2.02% As on (31-01-2020)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 3,406.17 Cr As on (31-01-2020)
Turn over: 24.60
NAV as on 20-02-2020

56.574

-0.12 (-0.205%)

CAGR Since Inception

13.19%

S&P BSE 200 TRI 11.72%

PERFORMANCE of L&T Tax Advantage Fund-Regular Plan-Growth

Scheme Performance (%) Data as on - 20-02-2020

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
L&T Tax Advantage Fund-Regular Plan-Growth 14.94 8.02 8.34 12.38 13.19
S&P BSE 200 TRI 14.17 11.12 8.26 11.07 11.72
Equity: ELSS 16.02 9.26 7.7 11.97 13.16

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Soumendra Nath Lahiri

Mr. Lahiri is a B.Tech and PGDM from IIM Bangalore. Prior to joining L&T Mutual Fund he has worked with Canara Robeco AMC Co. Ltd., Emkay Investment Managers Ltd, Fortuna Capital, DSP Black Rock Investment Managers Pvt. Ltd.

Investment Objective

The scheme aims to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities.

RETURNS CALCULATOR for L&T Tax Advantage Fund-Regular Plan-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of L&T Tax Advantage Fund-Regular Plan-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
L&T Tax Advantage Fund-Regular Plan-Growth 13.45 1.09 5.07 0.96 - -
Equity: ELSS - - - - - -

PEER COMPARISION of L&T Tax Advantage Fund-Regular Plan-Growth

Period
Data as on - 20-02-2020
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
L&T Tax Advantage Fund-Regular Plan-Growth 05-02-2006 14.94 1.11 8.02 8.34 12.38
BOI AXA Tax Advantage Fund-Regular Plan- Growth 25-02-2009 31.53 5.28 13.66 9.1 10.8
Axis Long Term Equity Fund - Regular Plan - Growth 29-12-2009 27.28 13.63 16.19 10.87 17.87
Motilal Oswal Long Term Equity Fund (MOFLTE) - Regular Plan - Growth Option 05-01-2015 24.27 5.1 11.23 13.12 0.0
BNP Paribas Long Term Equity Fund - Growth Option 05-01-2006 23.37 8.22 11.52 7.62 13.49
Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth 31-03-1993 23.29 12.49 14.36 8.91 13.19
LIC MF Tax Plan-Regular Plan-Growth 31-03-1997 23.25 9.23 12.88 8.05 11.39
JM Tax Gain Fund - Growth option 31-03-2008 23.2 9.47 13.06 9.87 11.18
Kotak Tax Saver-Scheme-Growth 23-11-2005 21.78 9.81 10.95 8.98 12.0
DSP Tax Saver Fund - Regular Plan - Growth 05-01-2007 21.26 7.43 10.04 10.1 13.83

PORTFOLIO ANALYSIS of L&T Tax Advantage Fund-Regular Plan-Growth

Asset Allocation (%)