FUND PICK: L&T India Value Fund

Investors are increasing finding it difficult to pick up quality stocks because of their high valuations. In such a situation, it makes sense to be with mutual fund schemes that follow value theme and have high focus on large-sized companies. One such scheme is L&T India Value Fund.

L&T Value India Growth Fund


L&T India Value Growth Fund is an open ended scheme launched in January 2009. This belongs to a Diversified category as the fund has exposure across large cap, Midcap and Smallcap.

Portfolio Analysis:As per the sectoral holdings Banking/Finance have been most favored sector for thisfund as it is contributing 19.54% to the entire portfolio followed by Retail & Real Estate Sector.

Top Holdings and Sector Allocation for this fund are shown below:

Top Holdings:

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Risk Profile:This fund belongs to the high risk category given complete exposure only to equity. However, by way of SIP the risk can be reduced and also prudent asset allocation across different scheme including debt and balanced fund can provide optimum mix and reduce the risk. Also as we think long term trend for Nifty is on upside this fund offers good opportunity to ride the next wave on upside.

Technical Perspective:The above weekly chart of NAV suggests that since mid-2013 this fund has showed impulsive rise. The impulsive move from 27 to 40 suggests that long term trend for this fund remains on upside. In the start of 2018 NAV has completed minute wave 3 and since then wave (3) is ongoing. One can continue to remain stay invested or can start investing through SIP as this fund is in impulsive wave (3). Looking at the Nifty, some pressure cannot be ruled out but it is advisable to stick to the ongoing trend. Currently wave 4 of (3) seems to be ongoing.

Investment Perspective: One can continue to invest in this fund in staggered fashion.

Invest NOW in L&T Value India Growth Fund online – Click here

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