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NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
L&L&T MFDirect · IDCW

L&T Focused Equity Fund - IDCW - Direct Plan

equityEquity - Focused FundBenchmark: NIFTY 500 - TRI
NAV · 25 Nov 2022₹16.15+0.30%
AUM₹946 Crfrom this fund's primary plan
Expense Ratio1.09%
CAGR—
Exit LoadNil upto 10% of units and 1% for above the limits on or before 1Y, Nil after 1Y
Min SIP—
Launched2018

Investment Objective

The investment objective of the scheme is to provide capital appreciation by investing in equity and equity related instruments of maximum 30 stocks.There is no assurance that the objective of the Scheme will be realised and the Scheme does not assure or guarantee any returns.

Fund Mandate

Debt & MMI0%–35%
Equity & Equity related sec including derivatives65%–100%
Units issued by REITs and InvITs0%–10%
Fund Managers
VN
Vihang Naik
Fund Manager
Key Information
1.09%
—
₹5,000
Nil upto 10% of units and 1% for above the limits on or before 1Y, Nil after 1Y
Nil
Inception05 Nov 2018
AMCL&T MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

On This Page
NAV growthTop holdings
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Latest News

No recent news found for L&T Focused Equity Fund - IDCW - Direct Plan.

L&T MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.30%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.09%
Nil upto 10% of units and 1% for above the limits on or before 1Y, Nil after 1Y
Nil
—
₹5,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme