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L&T Equity Savings Fund - Direct Plan-Growth (defunct)

L&T Mutual Fund · Hybrid · mandate: equity + arbitrage + debt · benchmark: —
AUM (all plans)
CAGR (full)
9.1%
Sharpe (full)
0.63
Sharpe (bull ≤Sep-24)
Sharpe (sideways Oct-24→)
Max drawdown
-14.7%
Months of data
118
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Equity curve

201320142015201620172018201920202021202297163229Fund (NAV=100)Risk-free 6%/yrCategory median (Equity Savings)

Drawdown

2013201420152016201720182019202020212022-15-70Drawdown %

Fiscal-year record

FYReturnvs categorySharpemonths
FY2213.9%4.2%1.7612
FY23*1.6%-3.1%-0.738
FY240
FY250
FY260
FY27*0
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2013-1.7+0.2+1.8+1.0-0.8-2.2-0.9+2.0+3.1-0.7+1.5+3.2
2014-0.8+0.9+2.8+0.7+4.3+2.7+0.4+1.7+1.4+2.2+2.3+1.3+22.1
2015+2.5+0.6+0.2-0.7+1.1+0.1+2.0-0.9+0.1+0.3+0.2+0.6+6.0
2016-1.6-2.8+3.6+0.9+1.1+1.4+2.3+0.9+0.6+0.8-1.3-0.4+5.4
2017+2.3+1.0+1.5+1.3+0.7+0.4+1.4+0.5-0.2+2.4+0.8+1.7+14.8
2018+0.3-0.4-0.9+2.2-0.9-0.6+1.9+0.7-3.0-0.6+1.3+0.3+0.1
2019-0.4+0.1+4.0+0.4+1.5-2.6-2.6-0.4+2.2+1.5+0.5+0.6+4.7
2020+1.4-2.8-12.2+4.3-0.3+4.5+4.7+2.5+0.7+1.1+5.6+3.1+11.8
2021-0.7+4.0+1.0+0.3+3.6+1.7+1.7+2.4+0.4+0.7-0.1+0.9+17.1
2022+0.2-0.5+1.7-0.7-1.5-1.3+2.7+1.4+0.1+0.8+0.0+3.0

Quarterly average AUM & estimated net flows

201320142015201620172018201920202021202238138238AUM (quarter avg), ₹cr
-3580
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.