L&T Focused Equity NFOL&T Focused Equity Fund – NFO, An open ended equity scheme investing in maximum 30 stocks in large, mid and small cap companies. The (Mutual fund) NFO will be launching on 15th October 2018 – 29th October 2018.

Risk FactorL&T Focused equity fund NFO riskometer

This product is suitable for investors who are seeking*

  • Long term capital appreciation
  • Investment in a concentrated portfolio of equity and equity related instrumentsof maximum 30 stocks.

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Summary of Scheme:

Scheme  Profile
Name of the scheme L&T Focused Equity Fund
Nature of the Scheme An open ended equity scheme investing in maximum 30 stocks in large, mid and small cap companies
Investment Objective To provide capital appreciation by investing in equity and equity related instruments of maximum 30 stocks.There is no assurance that the investment objective of the scheme will be realized.
Opening Date October 15,  2018
Closing Date October 29,  2018
Catagory large, mid and small cap
Entry Load NIL
Exit Load For redemption within 1 year from the date of allotment or Purchase applying First in First Out basis 1.00% of applicable NAV.

A switch-out or a withdrawal under SWP may also attract an Exit Load like any Redemption. No Exit Loads/CDSC will be chargeable in case of switches made between different options of the Scheme.

No Exit loads will be chargeable in case of; (i) Units allotted on account of dividend re-investment; and (ii) Units issued by way of bonus, if any.

Minimum Application Investment Rs. 5,000/– and multiples of Rs. 1/- thereafter
Minimum Additional Purchase Investment Rs. 1000/– and multiples of Rs. 1/- thereafter
Minimum Investment / Number of Units for Redemption Min SIP Amount Rs.500 or 500 Units
Options under the Scheme Growth & Dividend (Payout and Reinvestment Facility)
Benchmark Index Nifty 500 TRI Index
Fund Manager* Mr. S. N. Lahiri and Mr. Vihang Naik
Trustee Company L&T Mutual Fund Trustee Limited

Key Features of the Scheme’s Investment Strategy

Diversification: Subject to SEBI regulations, the Scheme will be well diversified across stocks and sectors. A limited exposure to various equity derivatives instruments is likely – for the purpose of hedging, portfolio re-balancing and optimizing returns.

Stock Selection: The fund managers will adopt a methodology of bottom-up stock selection, with an emphasis on first-hand research. They will favour companies that offer the best value relative to their respective long-term growth prospects, returns on capital and management quality. When assessing a company, the fund managers will focus on understanding how each of these factors will change over time.

Investments in Foreign Securities shall be subject to the investment restrictions specified by SEBI/RBI from time to time. The fund manager will consider all relevant risks before making any investment in Foreign Securities.

Further, the portfolio of the Scheme will be constructed in accordance with the investment restrictions specified under the Regulations which would help in mitigating certain risks relating to investments in securities market.

The Scheme may invest in equity derivatives instruments to the extent permitted under and in accordance with the applicable Regulations, including for the purposes of hedging, portfolio balancing and optimizing returns. Hedging does not mean maximization of returns but only attempts to reduce systemic or market risk that may be inherent in the investment.

L&T Focused Equity Fund NFO Asset Allocation:

Instruments Indicative allocations (% of total assets) Risk Profile
  Minimum Maximum High/ Medium/Low
Equity & equity related securities including derivatives 65 100 High
Units issued by REITs and InvITs 0 10 Medium to High
Debt and Money Market Instruments 0 35 Low to Medium

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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For More Details Contact us 011-42445800 / 9650901058


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