hybridModerate risk

L&T Equity Savings Fund- Direct Plan-Quarterly IDCW

Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From L&T Mutual Fund. It's been running since 2 Jan 2013.

Latest price per unit

₹14.9371

▲ 0.17% today

As of 24 Nov 2022 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹98.4k

▼ ₹1.6k loss · -1.6% / year

Invested 3 years ago

₹1.20 L

▲ ₹20.3k gain · 6.3% / year

Invested 5 years ago

₹1.16 L

▲ ₹16.0k gain · 3.0% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

8.6%

The value swings roughly 9% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-20.45%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year-1.56%

CAGR — 3 years6.35%

CAGR — 5 years3.02%

CAGR — since launch3.36%

Volatility — 1 year (annualised)5.50%

Volatility — 3 years (annualised)8.56%

Max drawdown — 1 year-5.83%

Max drawdown — 3 years-18.13%

Sharpe ratio — 1 year (rf=6%)-1.38

Sharpe ratio — 3 years (rf=6%)0.01

Fund info

Fund house: L&T Mutual Fund
Category: Hybrid Scheme - Equity Savings
Plan: Direct
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 119801
First price on record: 2 Jan 2013 · 2,423 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.