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Looking for an opportunity to invest in equities of specific sector’s companies? Invest via MySIPonline in L&T Infrastructure Fund that helps you make an investment in the owner’s fund of companies that belong to infrastructure sector. It was launched on September 27th, 2007 with an investment objective to help investors earn capital growth by investing mainly in the equity and equity related instruments of infrastructural companies. The principal amount of this scheme is under high risk so only those investors should invest who can bear such risk.
Allocation of L&T Infrastructure Fund’s Assets
It invests in Equity and Equity related instruments including equity derivative instruments within a range of 80% to 100% with risk involved being medium to high. In debt and money market instruments, it invests up to a maximum of 20% of its assets with low to medium risk involvement.
Allocation as on June 30th, 2018
The assets under management were Rs. 1945 crores out of which it has invested 91.71% in equity and 8.24% in debt instruments with assets allocated in giant-cap, large-cap, mid-cap, and small-cap equity being 15.31, 20.58, 45.62, and 18.21 percentage, respectively.
Sector Allocation
Its benchmark is NIFTY Infrastructure TRI, in comparison to which this scheme has invested more in sectors such as Construction, Engineering, Metals, etc., and less in sectors such as Communication, Services, Energy, etc.
Major Allocation
The top ten companies in which it has invested majorly as on June 30th, 2018 is mentioned below in the table.
The Mastermind Behind L&T Infrastructure Fund Growth
This fund is managed by Mr. Soumendra Nath Lahiri who has done B.Tech and holds a Post Graduate Diploma in Management from IIM Bangalore. Before joining L&T Mutual Fund, he has worked with companies such as Emkay Investment Managers Ltd., Canara Robeco AMC Co. Ltd., Fortuna Capital, and DSP Black Rock Investment Managers Pvt. Ltd. He has been managing this fund since November 2012. Along with this scheme, he is simultaneously managing many other schemes as well such as L&T Dynamic Equity Fund, L&T Hybrid Equity Fund, L&T Tax Advantage Fund, L&T Emerging Businesses Fund, etc.
Fund Facts
The net asset value of L&T Infrastructure Fund Growth as on July 11th, 2018 was Rs. 16.58. The minimum initial application amount with which an investor may start investing in this scheme is Rs. 5000 and the minimum additional application amount is Rs. 1000. An exit load of 1% is payable, in case, an investor redeems within one year of investment from the date of allocation.
Performance Of This Fund
As on July 11th, 2018, the trailing returns that it has provided for one year is 5.81%, three years is 13.94%, and five years is 24.63%. There is a continuous rise in the rate of returns that this scheme is generating. Experts at MySIPonline advise the people to invest in this scheme for long-term so as to yield better returns on the principal that they have invested.
For more information, log on to MySIPonline, in case, you need clarification regarding selecting the right investment scheme, consult the financial experts free of cost. You may even compare L&T Infrastructure Fund G with other such schemes to select the right one for your portfolio.