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L&T Focused Equity Fund

L&T Focused Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

11.06

as on 20 May 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,703 today.

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NAV Performance

L&T Focused Equity Fund performance graph for last 3 years
Performance of L&T Focused Equity Fund for last 3 Years

Fund Information

  • ₹ 14.779

    as on 20 May 2022
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 989 Cr.

    as on 31 Dec 2021
  • 2.34%

  • 05 Nov 2018

  • Equity - Focused Fund

  • Nifty 500 TRI

  • L&T Mutual Fund

    Show All Funds
  • L&T Focused Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

L&T Focused Equity Fund is an Open-ended Equity Fund. The fund belongs to Focused Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 05 Nov 2018. This fund is offered by one of the top AMC (Assets Management Company) L&T Mutual Fund. You can also view here all other Equity funds offered by L&T Mutual Fund.

Latest NAV of the fund is ₹ 14.779 as on 20 May 2022.

This fund has 3 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.34%. Ideally you shoulds compare this fund with the benchmark Nifty 500 TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

The investment objective of the scheme is to provide capital appreciation by investing in equity and equity related instruments of maximum 30 stocks.

List of Fund Managers of L&T Focused Equity Fund

  • About Venugopal M

    Picture of Venugopal M
  • About Vihang Naik

    Picture of Vihang NaikVihang Naik is fund manager at L&T Investment Management with an overall experience of 11 years in equity research. He manages L&T Long Term Advantage Fund, L&T Emerging Opportunities Fund and co-manages L&T Midcap Fund.Prior to this, he was a Research Analyst with MF Global Sify Securities. His previous assignments include research analyst in Motilal Oswal Securities and SBI Cap Limited. Vihang is a Certified Financial Analyst and a Bachelor of Management Studies from Mumbai University.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best -2.60% 0.85% 8.49% 24.49% 43.98% 19.00% 17.27% 19.58% 10.18% 28.43% 24.06% 17.13% 16.94%
Category Average -6.46% -6.64% -10.51% 8.20% 31.80% 13.08% 11.06% 15.04% -8.58% 13.95% 15.37% 12.33% 13.24%
L&T Focused Equity Fund -4.10%₹ 9,589 -4.68%₹ 9,532 -9.98%₹ 9,001 3.84%₹ 10,384 -9.18%₹ 11,399 24.66%₹ 15,540 9.27%₹ 26,348 11.06%₹ 13,703 11.72%₹ 42,891 - - - -
SBI Focused Equity Fund -9.00%₹ 9,099 -8.27%₹ 9,172 -16.90%₹ 8,310 8.65%₹ 10,864 -12.37%₹ 11,186 31.19%₹ 17,211 13.85%₹ 27,536 14.16%₹ 14,883 15.69%₹ 45,413 14.27%₹ 19,494 14.06%₹ 85,327 16.85%₹ 47,549 15.24%₹ 2,66,387
IIFL Focused Equity Fund -7.45%₹ 9,255 -9.86%₹ 9,013 -14.34%₹ 8,565 9.13%₹ 10,913 -12.10%₹ 11,203 35.80%₹ 18,441 14.12%₹ 27,606 17.38%₹ 16,180 17.76%₹ 46,765 14.82%₹ 19,975 16.58%₹ 90,776 - -
Principal Focused Multicap Fund -8.81%₹ 9,118 -8.87%₹ 9,113 -13.38%₹ 8,661 5.24%₹ 10,524 -12.44%₹ 11,181 31.42%₹ 17,271 12.99%₹ 27,310 14.99%₹ 15,211 16.15%₹ 45,707 12.12%₹ 17,731 13.80%₹ 84,781 14.69%₹ 39,426 13.44%₹ 2,41,992
Nippon India Focused Equity Fund -6.74%₹ 9,326 -5.43%₹ 9,457 -8.92%₹ 9,108 10.95%₹ 11,095 -3.74%₹ 11,758 43.98%₹ 20,729 21.97%₹ 29,688 14.61%₹ 15,060 21.87%₹ 49,528 11.03%₹ 16,882 15.11%₹ 87,563 17.88%₹ 51,880 16.01%₹ 2,77,719
Franklin India Focused Equity Fund -5.88%₹ 9,412 -7.16%₹ 9,283 -9.68%₹ 9,032 9.72%₹ 10,971 -5.57%₹ 11,637 40.49%₹ 19,737 21.05%₹ 29,439 13.40%₹ 14,585 19.75%₹ 48,087 10.97%₹ 16,836 14.55%₹ 86,352 18.25%₹ 53,573 15.39%₹ 2,68,589

Portfolio Holdings

Portfolio holdings pattern of L&T Focused Equity Fund as on 23 May 2022 are listed below:

  • Equity Holdings:

    91.05%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    8.95%

Top Sector Holdings of L&T Focused Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Computers - Software 17.90% ₹ 181.43 Cr.
Logistics solution provider 7.27% ₹ 73.73 Cr.
Pharmaceuticals 7.07% ₹ 71.59 Cr.
Refineries/Marketing 6.31% ₹ 63.96 Cr.
Cement 6.10% ₹ 61.90 Cr.
Others 55.35% -

Top Stock Holdings of L&T Focused Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 7.61% ₹ 77.13 Cr.
Tata Consultancy Services Ltd. 6.39% ₹ 64.79 Cr.
Reliance Industries Ltd. 6.31% ₹ 63.96 Cr.
Avenue Supermarts Ltd. 4.84% ₹ 49.05 Cr.
Larsen & Toubro Ltd. 4.64% ₹ 47.06 Cr.
Others 70.21% -

Other Holdings

Holding TypeHolding Percentage
TREPS 9.20%
Net Receivables -0.25%