L&T Dynamic Equity Fund-Direct Plan-Growth

L&T Dynamic Equity Fund-Direct Plan-Growth of L&T Mutual Fund has asset class type as Hybrid-Equity. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.69

Age

NA Years

Fund Manager

Jalpan Shah

AuM (Rs Crores)

544.3278

Asset Class

Hybrid-Equity

Net Asset Value:

24.895

Rating

2

Exit Load

0.01

Benchmark

Crisil Short-Term Bond Fund Index,S&P BSE 200 TRI

Fund Type

Balanced

SEBI Category

Dynamic Asset Allocation or Balanced Advantage

Turnover Ratio(Monthly)

6.97 Times

Fund Manager Details:

Jalpan Shah B.E. (Mechanical) and holds a PGDM. B.E. (Mechanical) and holds a PGDM Prior to joining L&T, he was associated with FIL Fund Management Private Limited (Dec 27 to Nov 212), Lotus India Asset Management Company Private Limited (Sep 27 to Nov 27) as a Research Analyst, UTI Asset Management Company Private Limited (July 26 to Aug 27) as a Research Analyst/as a sales & Marketing Manager (May 24 to June 26).

Objective:

To seek to generate long-term capital appreciation from a diversified portfolio of equity and equity related securities and to generate reasonable returns by investing a portfolio of debt and money market instruments and arbitrage opportunities in the cash and derivatives segments of the equity markets.

Top Holdings:

  • Finance (15.97)
  • Banks (15.84)
  • IT - Software (4.95)
  • Pharmaceuticals (4.67)
  • Textiles (2.81)
  • Infrastructure Developers & Operators (2.8)
  • Steel (2.37)
  • Capital Goods-Non Electrical Equipment (2.28)
  • Refineries (2.24)
  • Cement (1.93)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition