L&T India Large Cap Fund performance review analysis for December | Stock Market News
L&T India Large Cap Fund Direct Plan Growth Option performance review analysis for December: L&T India Large Cap Fund Direct Plan Growth Option, managed by the seasoned fund managers Venugopal Manghat,Cheenu Gupta,Sonal Gupta, remains a prominent player in the Large-Cap. L&T India Large Cap Fund boasts an impressive AUM of ₹757.87 crore. Under the guidance of Venugopal Manghat,Cheenu Gupta,Sonal Gupta, the fund adheres to its objective of to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets. The Scheme will predominantly invest in large cap stocks. The Scheme could also additionally invest in Foreign Securities.There is no assurance that the investment objective of the scheme will be realized.
Performance Analysis:
Over the past week, L&T India Large Cap Fund returned 1.21%, showing a positive delta of 2.52%. The one-month performance shows a negative trend, with the fund delivering 2.18%.
The performance over the longer durations is mentioned below:
Below is the list of top holdings in the fund:
Risk Measurement
Understanding the risk associated with the fund is crucial for investors. The Sharpe Ratio, which measures risk-adjusted returns, is a key indicator of how well the fund compensates investors for the risk taken. Over the past year, the fund’s Sharpe Ratio stands at -0.04, while the three-year and five-year ratios are 0.56 and 0.42, respectively. Sharpe ratio values above 1 are considered good, whereas values below 1 are considered bad.
In terms of volatility, the standard deviation over the same periods— 16.25% for one year, 21.47% for three years, and 18.56% for five years. Higher standard deviations indicate greater volatility, while lower ones suggest more stable returns.
The fund has increased its position in the following stocks:
The fund has reduced its holding in the following stocks:
Disclaimer: This is an AI-generated live story and has not been edited by LiveMint staff.
