L&T Hybrid Equity Fund Direct Plan
Scheme Type
Open-ended
Scheme Category
Aggressive Allocation
Benchmark Type
S&P BSE 200
Scheme AUM (in Crs.)
₹ 9974.83
Expense Ratio
1.19%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 69080
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
03 Jan 1997
Sponsor
NA
Email
Phone
022 - 66554000
Address
27th Floor, Unit 1, Centre 1,World Trade Centre,,Cuffe Parade,Colaba, Mumbai - 400 005
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
To seek to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities and to generate reasonable returns through a portfolio of debt and money market instruments
Suitability
This product is suitable for investors who are seeking
• - An open-ended equity growth fund
• Long term capital appreciation and generation of reasonable returns
• Investment in equity and equity-related securities and debt and money market instruments.
Fund Analysis
The fund has returned 3 to 6 % more than its benchmark but only 1 to 2 % by its peers in the 3 to 5 years period. The major allocation of equity portion into large caps explains about the conservative nature of the fund. The fund is maintaining low risk profile by investing in high rated bonds with low duration periods. Though this has resulted in underperformance of the fund to its peers in the short run it has maintained its consistency over longer durations.
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