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L&T MIP - Wealth Builder Fund (G)

PLAN: Regular OPTIONS: Growth
14.341 0.07 (0.50%)

NAV as on 01 Apr, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  MEDIUM RISK

MEDIUM RISK

  • For investors looking at income with capital growth over short to medium term.
  • Ideal for those who seek diversification between debt and equity,with reduction in risk and optimal returns.
FUND FAMILY : L&T Mutual Fund FUND CLASS : MIP Aggressive
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close Fidelity Wealth Builder Fund - Plan B & Plan C has been merged with L&T MIP - Wealth Builder Fund w.e.f. November 16, 2012.
View Historic Graph From     To     

Returns (NAV as on 01 Apr, 2015)

Period Returns (%) Rank #
1 mth -0.1 44
3 mth 3.3 28
6 mth 9.8 16
1 year 21.7 21
2 year 14.2 32
3 year 11.8 18
5 year - -

# Moneycontrol Rank within 108 MIP Aggressive Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 3.2 - - - -
2014 2.7 7.3 2.8 5.7 -
2013 -1.1 1.4 -1.4 3.6 3.1
2012 0.8 1.3 3.2 2.4 8.6
2011 - - - 1.2 1.2

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (MIP Aggressive)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -0.1 3.3 9.8 21.7 14.2 11.8 --
Category avg -0.3 2.5 7.0 17.5 10.7 8.4 4.2
Difference of Fund returns and Category returns 0.2 0.8 2.8 4.2 3.5 3.4 --
Best of category 1.4 7.4 13.5 28.0 20.3 15.9 11.5
Worst of category -4.3 -0.3 3.0 7.7 7.3 7.3 5.5

Investment Info

Investment Objective

The primary investment objective is to generate monthly income through investments in a range of Debt Equity and Money Market Instruments.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Oct 11, 2011
Benchmark CRISIL MIP Blended Fund
Asset Size (Rs cr) 38.45 (Dec-31-2014)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Vikram Chopra / Venugopal Manghat
View performance of schemes managed by the Fund Manager
Notes Fidelity Wealth Builder Fund - Plan B & Plan C has been merged with L&T MIP - Wealth Builder Fund w.e.f. November 16, 2012.

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit load of 1% if redeemed within 1 year from the date of allotment.

Contact Details

Regd. Office 6th Floor, Mafatlal Centre Nariman Point Mumbai , 400021
Tel. No. 022 - 66554000
Fax No. 022-66554070
Email investor.line@lntmf.co.in
Website http://www.lntmf.com

Peer Comparison

MIP Aggressive Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC MIP - LTP - Direct (G) Not Ranked
108.40 1.5 7.8 21.7 -- --
HDFC MIP - LTP (G) Rank 2
3,532.97 1.4 7.5 21.1 12.4 10.2
Reliance MIP (G) Rank 2
2,277.26 3.6 10.4 23.3 13.0 10.5
Reliance MIP - Direct (G) Not Ranked
36.11 3.8 10.9 24.5 -- --
ICICI Prudential MIP 25 (G) Rank 1
901.28 3.6 10.5 23.7 14.0 10.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 15)

Equity Sector Value
(Rs cr)
Asset %
Lupin Pharmaceuticals 4.41 9.84
HDFC Bank Banking/Finance 4.19 9.36
Maruti Suzuki Automotive 3.85 8.60
Reliance Oil & Gas 3.76 8.40
IDFC Banking/Finance 2.55 5.69
IndusInd Bank Banking/Finance 1.28 2.86
Grasim Conglomerates 0.84 1.88
Infosys Technology 0.57 1.28
HCL Tech Technology 0.40 0.90
Axis Bank Banking/Finance 0.37 0.84

Full Portfolio

Sector Allocation (Feb 28, 15)

Sector %

1-Year

HighLow

Banking/Finance 23.68 24.54 6.88
Automotive 10.79 11.33 3.42
Pharmaceuticals 10.23 10.23 1.06
Oil & Gas 9.05 10.07 1.35
Engineering 3.88 4.11 1.93
Technology 3.45 4.27 2.63

View All Sectors

Asset Allocation (%)(Feb 28, 15)

Equity 70.07
Others 0.07
Debt 9.82
Mutual Funds N.A
Money Market 0.00
Cash / Call 20.04

View All

Concentration

Holdings (%)
Top 5 41.89
Top 10 49.65
Sector (%)
Top 3 44.70

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