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Prudential Technology Bluechip Fund
Find out how much and how long you should invest in it to suit your overall portfolio
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NAV as of ( Sep 09, 2022 )
₹ 78.49 0.41 % 1-D Change
Returns
14.17% p.a.
You get upto 1.01% extra returns
ET Money's Fund Report Card - L&T Large and Midcap Fund
ET Money Rank
18
Out of 21
Performance Quality
Poor
Generated returns consistently
1/5
Increased returns for each unit of additional risk
2/5
Downside Protection
Good
Controlled losses during market corrections
2/5
Delivered returns without frequent ups and downs
4/5
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Monthly SIP
Monthly SIP is not available for this fund
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Lumpsum
Lumpsum is not available for this fund
₹
Minimum SIP amount is ₹
₹
Minimum Lumpsum amount is ₹
Fresh Investments closed in this fund!
This fund is no longer available to invest
This fund
vs
Show performance of:
Scheme Details
| ET Money Rank | 18 Out of 21 |
| VRO Rating | |
| Expense ratio | 1.22% As on Aug 31, 2022 |
| Exit Load |
1.0%
|
| AUM (Fund Size) | ₹ 1,576 Crs |
| Lock-in | No Lockin |
| Age | 9 yrs 8 m Since Jan 01, 2013 |
| Benchmark | Nifty Large Midcap 250 TRI |
| Min. Investment |
SIP ₹ 500 & Lumpsum ₹ 5000 |
About L&T Large and Midcap Fund
L&T Large and Midcap Fund Direct-Growth is a Large & MidCap mutual fund scheme from
L&t Mutual Fund
. This fund has been in existence for 9 yrs 8 m, having been launched on 01/01/2013. L&T Large and Midcap Fund Direct-Growth has ₹1,576 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 1.22%, which is higher than what most other
Large & Midcap
funds charge.
.....
- L&T Large and Midcap Fund Direct-Growth returns of last 1-year are 4.94%. Since launch, it has delivered 14.19% average annual returns. The fund has doubled the money invested in it every 3 yrs.
- L&T Large and Midcap Fund Direct-Growth scheme's ability to deliver returns consistently is lower than most funds of its category. Its ability to control losses in a falling market is below average.
- The fund has the majority of its money invested in Financial, Automobile, Capital Goods, Technology, Services sectors. It has taken less exposure in Financial, Automobile sectors compared to other funds in the category.
- The fund's top 5 holdings are in ICICI Bank Ltd., Indian Hotels Co. Ltd., Infosys Ltd., State Bank of India, Persistent Systems Ltd..
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Investment Returns Calculator
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Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
Latest Asset & Portfolio Allocation
as on Aug 31, 2022
Top Stock Holdings
Allocation by Market Cap
Large Cap 51.24%
Mid Cap 36.78%
Small Cap 10.39%
Other Cap 0%
Allocation by Sector
Financial 22.96%
Automobile 15.55%
Capital Goods 10.39%
Technology 9.39%
Top Debt Holdings
Bifurcation by Holding is not available for this fund
Allocation by Credit Quality
Bifurcation by Credit Quality is not available for this fund
Allocation by Instruments
Repo 1.77%
Other Holdings
Others 1.77%
Know in detail about the portfolio of this fund See detailed Portfolio Analysis
Comparison with large & midcap Funds
as on Sep 12, 2022| Fund name | Annual Return % | Consistency | Value Research Rating |
|---|---|---|---|
| Mirae Asset Emerging Bluechip Fund | 16.0% | ||
| Edelweiss Large & Mid Cap Fund | 15.44% | ||
| SBI Large & Midcap Fund | 14.94% | ||
| Quant Large and Mid Cap Fund | 14.79% | ||
| Sundaram Large and Mid Cap Fund | 14.69% | ||
| Canara Robeco Emerging Equities Fund | 14.32% | ||
| Tata Large & Mid Cap Fund | 14.29% | ||
| Aditya Birla Sun Life Equity Advantage Fund | 8.23% | ||
| Kotak Equity Opportunities Fund | 14.03% | ||
| UTI Core Equity Fund | 11.42% | ||
| HDFC Large and Mid Cap Fund | 13.65% | ||
| L&T Large and Midcap Fund | 9.66% |
Trailing Returns and Ranks
as on Sep 12, 2022| Period | Trailing returns | Category average | Rank within category |
|---|---|---|---|
| 1 month | 3.46% | 2.78% | 5 / 23 |
| 3 months | 18.93% | 17.08% | 3 / 23 |
| 6 months | 8.22% | 9.8% | 18 / 23 |
| 1 year | 4.21% | 6.17% | 13 / 21 |
| 3 years | 19.42% | 22.75% | 19 / 20 |
| 5 years | 9.66% | 12.96% | 17 / 19 |
Know in detail about the returns of this fund See detailed Return Analysis
Riskometer
Level of Risk in the Scheme
Investors understand that their principal will be at Very High risk
L&T Large and Midcap Fund
EQUITY LARGE & MIDCAP
The scheme aims to invest in undervalued companies for long term investment with key theme focus being 'Special Situations' - these are situations that are out-of-the-ordinary and which therefore present interesting stock picking opportunities.
- Std. Dev : 21.51
- Alpha : -0.32
- Beta : 0.92
- Sharpe : 0.76
- Sortino : 0.75
-
Vihang Naik
Mr. Naik is a CFA & BMS.
Prior to joining L&T Mutual Fund, he was associated with MF Global, Motilal Oswal Securities and SBICAP Securities.
-
Cheenu Gupta
Ms. Gupta is CFA Charter holder (USA), PGDBM (Finance) & B.E. (I.T)
Prior to joining L&T Mutual Fund, she has worked with Canara Robeco Mutual Fund, Tata AIA Life Insurance Company as Fund Manager, ING Investment Management as Senior Research Analyst and UTI AMC Ltd. as Research Analyst.
L&T Mutual Fund
TOTAL AUM:
₹71,571 Crs
As on Jun 30, 2022
- Phone: 022-66554000 / 1800-2000-400
-
Address: Brindavan
Plot No. 177, CST Road
Kalina, Santacruz (East)
Mumbai, 400098
