(As of 30 Apr, 2021)
NIFTY 50 Arbitrage PR INR
Investors understand that their principal will be at Moderately High Risk.
To generate regular income by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets and debt and money market instruments and to generate long-term capital appreciation through unhedged exposure to equity and equity related instruments.There is no assurance that the investment objective of the scheme will be realized.
1 %(If redeemed within 365 days)
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
7.32% Govt Stock 2024
5.22% GOI 2025
ICICI Bank Ltd
Housing Development Finance Corp Ltd
Equity Savings Mutual Funds are an open ended fund scheme which try to balance risk and returns by investing in equities, arbitrage trades and fixed income securities. These are low risk funds given that the use of derivatives reduces the net equity exposure to 35 percent, thereby protecting investors from volatility. These funds are treated at par with equity funds for taxation purposes, because their gross equity exposure is more than 65%. The equity portion of the scheme opens the scheme for higher returns, while its debt component outlays stability to the returns.
This fund is rated 3 stars by Morning Star Ratings.
L&T Investment Management Ltd We, at L&T Mutual Fund, follow a disciplined approach to investment and risk management for delivering superior long-term risk-adjusted performance. L&T Mutual Fund has a robust monitoring and risk management process that ensures checks and balances at every stage. Here’s a step-by-step process of our investment philosophy.