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Aim Your Financial Goals With L&T Infrastructure Fund

L&T Infrastructure Fund is one of the best scheme of L&T Mutual Fund. It is an open ended growth oriented mutual fund scheme in Thematic Infrastructure category. The L&T Infrastructure Fund Growth is also very worthy and attractive. Go through the document and get all the details of L&T Infrastructure Fund.

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Aim Your Financial Goals With L&T Infrastructure Fund

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  1. L&T Infrastructure Fund Exceptional Gains Through Infrastructure Businesses

  2. Basic Details

  3. Investment Strategy • L&T Infrastructure Fund is a sectoral mutual fund which invests in the stocks of companies based on infrastructure development. • The fund can invest in companies of any size. • Growth style of investment strategy is followed by the fund manager. • A residual proportion of the corpus is also invested in debt securities.

  4. Sector Allocation The allocation on the construction stocks have been increased in the recent years due to supportive market and continuous attention by the Governement of India.

  5. Top Holdings

  6. Performance Analysis • L&T Infrastructure Fund has performed well in the positive market cycles due to aggressive portfolio. • It has delivered annual returns of 65% and 61% returns in the calendar year of 2014 and 2017 respectively beating the benchmark and category average by a great margin. • In negative market trends, it has been highly volatile.

  7. Fund Manager Mr Saumendra Nath Lahiri (Cheif Investment Officer at L&T Mutual Fund) B.Tech, MBA (IIM Bangalore) • Mr Lahiri has been managing L&T Infrastructure Fund since November 2012 • He has previously worked with Canara Robeco AMC, Emkay Investment, Fortuna Capital, and DSP Mutual Fund. • He also handles the investments for L&T Emerging Businesses Fund, L&T Dynamic Equity Fund, L&T Equity Fund, L&T Hybrid Equity Fund, and many more funds at L&T Mutual Fund.

  8. Interesting Facts About the Fund Due to the higher allocation in the mid and small-cap stocks, it possess high risk but is less volatile than most of the peers. The risk to reward ratio of L&T Infrastructure Fund is best in the category. The fund manager select stocks which have potential to grow in the next 3-4 years. It is one of the most chosen ThematicInfrastructure Funds in India. The expense ratio of the fund is lower than majority of the schemes in the category. It has delivered highest gains in the positive market cycles many times in the past.

  9. Who Should Invest? Sectoral funds are most suitable to the experienced investors who can track the trends of the market to make better calls. L&T Infrastructure Fund has a high risk portfolio due to higher allocation in the high risk stocks hence investors must be ready to face heavy fluctuations. It must be chosen for long-term investments and not for trading or short term goals. Those investors who seek long term capital gains from the stocks of infrastructure development theme can invest in L&T Infrastructure Fund. New investors and investors with low risk appetite must avoid investing in this scheme.

  10. Give Your Portfolio a Flavor of Infrastructure Disclaimer: The information and suggestions of the funds in the presentation are for informative purpose only. The facts and figures in the presentation are as per the sources which include ValueResearch and Moneycontrol as on 22-4-2019. Mutual fund investments are subject to market risk. Read all the scheme related documents carefully.

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