CEO Speak

Kailash Kulkarni

As we have seen the Assets under Management (AUM) base of the mutual fund industry in India surge to over Rs 23 lakh Crores in FY 17-18, a lot of focus has been attributed to the market performance and the positives in the economy and the world markets in general. However, in India a crucial factor in increased investor confidence and increased base of investor has been the constant ...


Football Fever 2018

Look at the best football teams in the world and you will see one characteristic dominating everything else teamwork amongst players. In this article, we take a look at how a football team's structure could help you develop a sound investment strategy. Different paert of the team-Defenders, Midfielders and Forwards-play together to achieve victory. Getting the right mix as per the situation of the game could turn the tide of the game.


Investment Basics

SWP: A smart option to generate regular income

Reduction in interest rates has been a dampenerfor all those who preferdepending on regular interest credit as their key source of income. Historically, a common practiced method to secure a regular income has been those traditional product options that offer both guarantee and timely credit. The above scenario has therefore now created a space for innovative Mutual Fund based automations like Systematic Withdrawal Plans (SWP) that also provide a similar income credit based on a pre-determined value.


Distributor Corner

RBI rate hike and the changes to come

India’s Monetary Policy Committee (MPC) voted 6-0 to hike policy rates by 25 bps at today’s review, taking the Repo Rate to 6.25%. Interestingly, however, the RBI did not formally tighten its monetary policy stance from “neutral” to a “withdrawal of accommodation” as had been expected and hinted at in the April MPC minutes. Inflation forecast for H2 FY19 was hiked by a somewhat lower than expected 30 bps from 4.4% to 4.7%, while growth projection was retained at 7.4% for FY19.


Fund of the month

L&T Emerging Opportunities Fund - Series II

The smallest are often the fiercest! The all new L&T Emerging Opportunities Fund - Series II is our latest offering that includes some of the choicest stocks in the small cap space. Turm to small and make it big impact on your portfolio.



Media Update

Value Research published an interview with Soumendra Nath Lahiri, CIO, L&T Mutual Fund on May 31, 2018. In this interview Mr. Lahiri takes us through the stock selection process, investment strategies and key principle of the fund house.


Did You Know?

Sebi lowers expenses charged by Mutual Funds to increase penetration

Markets regulator Sebi has drastically slashed the additional expense charged by mutual funds to just 5 basis points to help increase the penetration of such products among investors. The move will help reduce the cost of investing in mutual funds and industry players believe that it may result in lower commissions for distributors. The additional expense of 20 basis points has been reduced to 5 basis points across all mutual fund schemes, the Securities and Exchange Board of India (Sebi) said in a notification dated May 29.


L&T Emerging Opportunities Fund - Series II - An close-ended equity scheme

The product is suitable for investors who are seeking*:

  • Long term capital appreciation
  • Investment in a basket of equity and equity-related instruments, investing predominantly in the small cap 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.