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L&T Mid Cap Fund-Regular Plan-Growth

Equity: Mid Cap | Open Ended Scheme

NAV : 120.97

-0.56 (-0.46 %)

10-07-2020

Investment Objective

The scheme aims to generate capital appreciation by investing primarily in midcap stocks. The investment universe would primarily comprise of companies that have a market capitalisation ranging from Rs 300 to Rs 3000 crore.

One Time Monthly
One Time Amount
Min Investment ₹500
Min Investment ₹5000.0

Returns (since Aug 09, 2004)

16.94%

10 Year Returns

11.93 %

Doubled Money

1 Years 3 Months

Sharp Ratio

1.52 %

Volatility

15.42 %

FUND PERFORMANCE

Fund's historical return comparison with other asset classes

₹ 1,00,000 Invested for
3m
6m
1y
3y
5y
10y
FUND
₹2.51L (20.25%)
FD
₹2.51L (20.25%)
GOLD
₹2.51L (20.25%)
NIFTY
₹2.51L (20.25%)

3 and 6 Months returns are absolute

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply
2x
4x
5x
10x
FUND
1 Years 3 Months
3 Years 3 Months
9 Years 8 Months
12 Years 0 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

FUND INFORMATION

Basic Details
Fund House:
L&T Mutual Fund
Launch Date:
Aug 09, 2004
Expense Ratio:
1.97%
Fund Category Risk:
HIGH
Asset Size:
5,325.58 Cr
Fund Manager(s):
Vihang Naik
Investment Details
Status:
Open Ended Scheme
Minimum Investment:
5000.0
Minimum Topup:
1000.0
Return since Launch:
16.94%

PERFORMANCE

Scheme Performance (%)

Data as on - 10-07-2020

Yearly Performance (%)

RETURNS CALCULATOR

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.

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
L&T Mid Cap Fund-Regular Plan-Growth 09-08-2004 -5.14 -6.91 -3.1 6.77 11.93
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option 02-12-2013 10.56 -0.8 0.42 3.88 0.0
Axis Midcap Fund - Regular Plan - Growth 05-02-2011 7.85 4.26 8.49 7.92 0.0
Quant Mid Cap Fund-Growth 26-02-2001 6.88 -0.61 3.14 3.99 7.47
DSP Midcap Fund - Regular Plan - Growth 05-11-2006 3.04 0.17 1.69 8.17 12.31
Taurus Discovery (Midcap) Fund - Regular Plan - Growth Option 05-09-1994 3.02 -2.79 1.51 6.32 10.57
Invesco India Midcap Fund - Growth Option 19-04-2007 2.53 -0.17 3.02 6.63 13.34
BOI AXA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 13-07-2016 2.16 -7.76 -1.05 0.0 0.0
UTI Mid Cap Fund-Growth Option 01-08-2005 0.69 -4.8 -1.8 3.48 11.72
Mahindra Manulife Mid Cap Unnati Yojana - Regular Plan - Growth 05-01-2018 0.33 -2.4 0.0 0.0 0.0

PORTFOLIO ANALYSIS

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