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L&T Focused Equity Fund

L&T Focused Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

3 Years

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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

  • ₹ 16.392

    as on 17 Sep 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 957 Cr.

    as on 17 Sep 2021
  • 2.37%

    since 31 May 2021
  • 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 ₹ 16.392 as on 17 Sep 2021.

This fund has 2 years of track record. Since 31 May 2021 expense ratio of this fund is 2.37%. 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 9.32% 15.27% 28.26% 76.70% 37.95% 24.68% 18.93% 18.94% 65.29% 51.08% 37.75% 25.73% 19.57%
Category Average 5.75% 11.79% 21.41% 55.38% 29.94% 16.31% 14.76% 15.20% 53.07% 41.73% 29.20% 19.55% 16.35%
L&T Focused Equity Fund 3.83%₹ 10,383 8.59%₹ 10,859 18.38%₹ 11,837 39.95%₹ 13,994 41.71%₹ 14,563 26.47%₹ 16,004 34.56%₹ 33,186 - - - - - -
IIFL Focused Equity Fund 5.98%₹ 10,597 14.98%₹ 11,497 25.38%₹ 12,537 61.13%₹ 16,113 61.35%₹ 15,692 37.95%₹ 19,046 49.20%₹ 37,403 24.68%₹ 19,394 37.75%₹ 61,312 18.66%₹ 23,542 25.73%₹ 1,13,370 - -
Axis Focused 25 Fund 9.32%₹ 10,932 15.27%₹ 11,526 24.87%₹ 12,487 59.68%₹ 15,968 58.71%₹ 15,543 32.77%₹ 17,641 44.24%₹ 35,954 18.63%₹ 16,704 32.43%₹ 57,192 18.93%₹ 23,816 23.03%₹ 1,06,254 - -
SBI Focused Equity Fund 8.65%₹ 10,865 14.63%₹ 11,462 28.26%₹ 12,826 62.23%₹ 16,223 65.29%₹ 15,914 32.99%₹ 17,700 45.69%₹ 36,375 20.47%₹ 17,493 33.23%₹ 57,799 17.71%₹ 22,619 23.21%₹ 1,06,715 18.40%₹ 54,247 19.57%₹ 3,36,726
Principal Focused Multicap Fund 4.71%₹ 10,470 10.81%₹ 11,080 22.26%₹ 12,226 59.85%₹ 15,985 55.44%₹ 15,357 34.30%₹ 18,052 44.44%₹ 36,010 19.91%₹ 17,248 32.46%₹ 57,216 16.22%₹ 21,220 21.98%₹ 1,03,587 15.64%₹ 42,815 17.22%₹ 2,96,511
ICICI Prudential Focused Equity Fund 4.44%₹ 10,443 11.99%₹ 11,199 21.36%₹ 12,136 56.32%₹ 15,631 57.70%₹ 15,483 31.75%₹ 17,369 46.46%₹ 36,596 15.28%₹ 15,327 31.51%₹ 56,492 13.61%₹ 18,942 20.24%₹ 99,320 14.35%₹ 38,287 15.54%₹ 2,70,956

Portfolio Holdings

Portfolio holdings pattern of L&T Focused Equity Fund as on 20 Sep 2021 are listed below:

  • Equity Holdings:

    94.72%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    5.28%

Top Sector Holdings of L&T Focused Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Computers - software 17.87% ₹ 171.00 Cr.
Pharmaceuticals 10.00% ₹ 95.71 Cr.
Cement 8.41% ₹ 80.51 Cr.
Logistics solution provider 7.82% ₹ 74.86 Cr.
Pesticides and agrochemicals 5.28% ₹ 50.53 Cr.
Others 50.62% -

Top Stock Holdings of L&T Focused Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
Tata Consultancy Services Ltd. 8.04% ₹ 76.95 Cr.
Infosys Ltd. 6.75% ₹ 64.59 Cr.
Reliance Industries Ltd. 4.57% ₹ 43.78 Cr.
The Ramco Cements Ltd. 4.39% ₹ 42.06 Cr.
Greaves Cotton Ltd. 4.34% ₹ 41.50 Cr.
Others 71.91% -

Other Holdings

Holding TypeHolding Percentage
TREPS 5.43%
Net Receivables -0.15%