Lakson Equity Fund

Investment Objective

The investment objective of the Lakson Equity Fund is to provide long-term capital appreciation by investing mainly in equity and related listed securities. Investments will be made in companies of substance, financial strength and demonstrably superior management skills with some exposure given to smaller capitalized value stocks.

Investment & Suitability

The fund is best suited for investors seeking capital appreciation with a long term investment horizon.

Returns as on August 31, 2019



Returns as on August 31, 2019



Investment Committee

Rating by PACRA


3 Star

4 Star
PACRA has assigned 4 Star ranking to
Lakson Investment Limited
(trailing 12 months) and
4 Star (trailing 36 months)



* Updated Daily ** Updated Weekly *** Updated Monthly

Performance Analysis: Monthly Returns***

LEF vs. Benchmark***

As on August 31, 2019



As on August 31, 2019



Performance Comparison
Asset Allocation (%)

Sector wise Exposure (%)

Asset Allocation


Top Holdings (% of Net Assets)


As on August 31, 2019

Sector Wise Exposure


As on August 31, 2019







Disclaimer

All investments in Mutual Funds are subject to market risks. The NAV of units may go up or down based on the market conditions. Past performance is not necessarily indicative of future results. The investors are advised in their own interest to carefully read the Offering Document in particular the investment policies in Clause 2.2 and risk disclosures and warning statements in contained in Clause 2.11 and part 11 in the respective Offering Documents.

Lakson Investments