L&L&T MF

L&T Hedged Equity Fund - Cumulative

Large Cap FundEquity - Large Cap FundBenchmark: NIFTY 50
NAV · 23 Nov 2012₹13.460.00%
AUM₹7 Cr
Expense Ratio2.53%
CAGR
Exit Load1% on or before 1Y,Nil-after 1Y
Min SIP₹1,000
Launched2007

Investment Objective

To generate long term capital appreciation by investing in equity, equity related and derivative instruments. The fund seeks to minimize risk by use of hedging instruments such as index and stock derivative instruments. The aim is to generate returns with a lower volatility.

Fund Mandate

Debt0%–15%
Equity85%–100%
MMI0%–15%
Others0%–15%
Asset Allocation
Domestic Equity92.0%
Cash & Equivalents6.8%
Other1.2%
Fund Managers
AD
Anant Deep Katare
Fund Manager
Key Information
2.53%
₹1,000
₹5,000
1% on or before 1Y,Nil-after 1Y
Nil
Inception19 Apr 2007
AMCL&T MF
Top Holdings As of 31 Oct 2012
1COLLATERALISED BORROWING AND LENDING OBLIGATIONOthers11.37%
2HDFC Bank Ltd.Bank7.04%
3Housing Development Finance Corporation Ltd. - (Amalgamated)Finance6.67%
4ICICI Bank Ltd.Bank6.14%
5ITC Ltd.FMCG5.70%
6Reliance Industries Ltd.Crude Oil5.65%
7Infosys Ltd.IT5.03%
8Larsen & Toubro Ltd.Infrastructure4.35%
9Grasim Industries Ltd.Diversified4.00%
10Tata Consultancy Services Ltd.IT3.78%
Sector Allocation
Bank17.6%
IT11.2%
Crude Oil10.6%
Finance10.1%
FMCG9.5%
Automobile & Ancillaries6.9%
Others6.8%
Infrastructure6.6%
Healthcare5.3%
Power4.1%
Diversified4.0%
Capital Goods2.0%
Construction Materials2.0%
Non - Ferrous Metals1.4%
Gas Transmission1.0%
Iron & Steel0.7%
Latest News

No recent news found for L&T Hedged Equity Fund - Cumulative.

L&T MF Latest News

Trailing Returns
PeriodReturns
1 Day0.00%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.53%
1% on or before 1Y,Nil-after 1Y
Nil
₹1,000
₹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