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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

  • ₹ 14.931

    as on 10 Jun 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 819 Cr.

    as on 10 Jun 2021
  • 2.44%

    since 31 Dec 2020
  • 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 ₹ 14.931 as on 10 Jun 2021.

This fund has 2 years of track record. Since 31 Dec 2020 expense ratio of this fund is 2.44%. 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 8.58% 17.51% 33.40% 77.38% 26.35% 20.59% 18.94% 17.45% 79.03% 47.48% 31.71% 21.19% 19.20%
Category Average 6.33% 6.09% 20.21% 56.85% 17.93% 13.04% 14.87% 13.33% 52.41% 33.06% 23.14% 16.48% 15.05%
L&T Focused Equity Fund 5.30%₹ 10,530 5.33%₹ 10,533 16.72%₹ 11,672 47.61%₹ 14,761 42.25%₹ 14,586 16.59%₹ 13,599 28.21%₹ 31,398 - - - - - -
IIFL Focused Equity Fund 6.99%₹ 10,698 5.65%₹ 10,565 19.64%₹ 11,963 62.90%₹ 16,290 54.99%₹ 15,319 24.82%₹ 15,588 37.88%₹ 34,098 20.59%₹ 17,564 29.80%₹ 55,193 18.94%₹ 23,816 21.19%₹ 1,01,601 - -
Axis Focused 25 Fund 5.39%₹ 10,539 5.66%₹ 10,566 15.08%₹ 11,507 56.30%₹ 15,629 48.11%₹ 14,925 19.62%₹ 14,316 31.71%₹ 32,365 14.06%₹ 14,855 23.55%₹ 50,709 17.93%₹ 22,823 18.61%₹ 95,416 - -
SBI Focused Equity Fund 7.81%₹ 10,781 9.70%₹ 10,969 21.68%₹ 12,167 54.45%₹ 15,444 57.22%₹ 15,446 20.01%₹ 14,410 34.47%₹ 33,138 15.53%₹ 15,439 25.45%₹ 52,044 16.79%₹ 21,741 19.02%₹ 96,379 17.45%₹ 50,002 17.74%₹ 3,04,932
Principal Focused Multicap Fund 6.75%₹ 10,675 7.42%₹ 10,741 24.50%₹ 12,450 61.03%₹ 16,102 59.01%₹ 15,547 22.59%₹ 15,035 37.92%₹ 34,111 17.16%₹ 16,102 27.32%₹ 53,382 16.41%₹ 21,383 19.13%₹ 96,635 13.38%₹ 35,155 15.86%₹ 2,75,522
Motilal Oswal Focused 25 Fund 5.54%₹ 10,554 3.23%₹ 10,323 14.68%₹ 11,467 47.96%₹ 14,796 41.47%₹ 14,540 18.27%₹ 13,993 29.02%₹ 31,622 13.26%₹ 14,543 22.04%₹ 49,662 15.30%₹ 20,389 16.01%₹ 89,535 - -

Portfolio Holdings

Portfolio holdings pattern of L&T Focused Equity Fund as on 12 Jun 2021 are listed below:

  • Equity Holdings:

    88.33%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    11.67%

Top Sector Holdings of L&T Focused Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Computers - software 18.46% ₹ 158.42 Cr.
Pharmaceuticals 9.13% ₹ 78.33 Cr.
Logistics solution provider 6.36% ₹ 54.58 Cr.
It enabled services – software 4.15% ₹ 53.32 Cr.
Cement 5.80% ₹ 49.77 Cr.
Others 56.10% -

Top Stock Holdings of L&T Focused Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
Tata Consultancy Services Ltd. 8.52% ₹ 73.09 Cr.
Infosys Ltd. 6.51% ₹ 55.90 Cr.
Reliance Industries Ltd. 4.84% ₹ 41.54 Cr.
The Ramco Cements Ltd. 4.79% ₹ 41.11 Cr.
Affle India Ltd. 4.15% ₹ 35.59 Cr.
Others 71.19% -

Other Holdings

Holding TypeHolding Percentage
TREPS 10.00%
Net Receivables 1.67%