Overview (as on 30 Sep 2020)

NAV

₹41.31

1y returns

9.028%

Fund AUM

₹5,791 Cr

Expense Ratio

0.74%

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Basic Materials
24.09%
Financial Services
16.74%
Health
15.78%
Industrials
12.17%
Consumer
11.07%
Tech
6.92%
Defensive
5.41%
Real Estate
3.22%
Communication
2.27%
Utilities
1.84%
Energy
0.48%
Size Breakup
Mid Cap
79.97%
Small Cap
11.57%
Large Cap
8.46%

Key Metrics

Beta 

0.86

Std deviation 

21.07%

Sharpe Ratio 

0.21

Top 10 Holdings

Fund Details

Investment Objectives
To generate capital appreciation by investing primarily in midcap stocks.There is no assurance that the investment objective of the scheme will be realized.
Scheme Name
L&T Midcap Fund Direct Plan Dividend Reinvestment
Scheme Document
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
01 January, 2013
Fund Manager
Venugopal Manghat
Fund House Details
Fund House
L&T Investment Management Ltd
Email
NA
Phone
NA
Address
L&T Investment Management Limited,6th Floor, Mafatlal Centre,,Nariman Point

Other Related Plans

Fund NamePlan TypeExpense Ratio1yr Returns
L&T Midcap Fund Direct Plan Growth
Direct0.74%9.28%
L&T Midcap Fund Direct Plan Dividend Payout
Direct0.74%9.03%
L&T Midcap Fund Growth
Regular1.93%7.96%
L&T Midcap Fund Dividend Reinvestment
Regular1.93%7.82%
L&T Midcap Fund Dividend Payout
Regular1.93%7.82%

Peer Funds

L&T Midcap Fund Direct Plan Dividend Reinvestment

NAV

₹41.31

INDmoney Analysis

    success

    Fund is in Top 30 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    success

    Fund is in Top 20 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Venugopal Manghat
Venugopal Manghat

Manager

Qualifications
B. Sc, MBA
Work Experience
Tata Asset Management Ltd - From June 95 to date, joined as management trainee, Currently as Head Equities (Domestic Funds) Reporting to Managing Director.
Vihang Naik
Vihang Naik

Manager

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