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 of November 30, 2017

For Past 3 Months returns *** as of November 30, 2017

Investment Committee

Rating by PACRA

3 Star

PACRA has assigned 3 Star ranking to Lakson Equity Fund being managed by Lakson Investment Limited based on performance for the year ended June 30, 2017 (trailing 12 months for normal star rankings). And 3 Star ranking for the period ended June 30, 2017 (trailing 36 months for long term star rankings).

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

Performance Analysis: Monthly Returns***

LEF vs. Benchmark***

As on November 30, 2017

As on November 30, 2017

Performance Comparison

Asset Allocation (%)

Sector wise Exposure (%)

Asset Allocation

Top Holdings (% of Net Assets) 

As on November 30, 2017

Sector Wise Exposure

As on November 30, 2017


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.