L&T Tax Advantage Fund (IDCW)

L&T Tax Advantage Fund (IDCW)

Very HighEquityTax Saving
Not Rated
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Scheme Details

1.99%

Expense Ratio

₹4,253 cr

Fund Size

₹500

Minimum Lumpsum

₹500

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
37.97%
18.2%
19.07%
14.6%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
L&T Tax Advantage Fund (IDCW)
37.97%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
13.03%
S
SBI PSU Fund - Direct (G)
54.05%

Holdings

Holdings
Sector Wise
Reliance Industr
8.75%
ICICI Bank
7.74%
Infosys
7.52%
St Bk of India
5.05%
Bajaj Finance
3.97%

Fund Manager

V
Venugopal Manghat
S
Soumendra Nath Lahiri
V
Vihang Naik