hybridModerate risk

L&T Equity Savings Fund - Direct Plan-Growth

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

₹25.4455

▲ 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

₹1.04 L

▲ ₹3.6k gain · 3.6% / year

Invested 3 years ago

₹1.36 L

▲ ₹36.4k gain · 10.9% / year

Invested 5 years ago

₹1.44 L

▲ ₹43.9k gain · 7.5% / 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

8.3%

The value swings roughly 8% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-18.13%

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 year3.60%

CAGR — 3 years10.90%

CAGR — 5 years7.55%

CAGR — since launch8.74%

Volatility — 1 year (annualised)4.74%

Volatility — 3 years (annualised)8.28%

Max drawdown — 1 year-5.03%

Max drawdown — 3 years-18.13%

Sharpe ratio — 1 year (rf=6%)-0.51

Sharpe ratio — 3 years (rf=6%)0.53

Fund info

Fund house: L&T Mutual Fund
Category: Hybrid Scheme - Equity Savings
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 119802
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.