L&T Hybrid Equity Fund Direct Plan
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 Info
| Scheme Class | Hybrid |
| Scheme Category | Aggressive Allocation |
| Benchmark Type | S&P BSE 200 |
| Expense Ratio | 0.93% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 9,749 |
| AMC AUM (in Crs.) | ₹ 70,944 |
| Min Addition Subscription | ₹ 1,000 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 5.46% | |
| 1000 | 1000 | 5.36% | |
| 1000 | 1000 | 8.5% | |
| 1000 | 1000 | 9.54% | |
| 0 | 1000 | 8.88% | |
| 1000 | 1000 | 11.19% | |
| 500 | 500 | 5.55% | |
| 1000 | 1000 | 6.67% | |
| 1000 | 1000 | 5.36% | |
| 1000 | 1000 | 8.5% | |
| 1000 | 1000 | 9.05% | |
| 1000 | 1000 | 7.73% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| ICICI Bank Ltd | Equity | 6 |
| HDFC Bank Ltd | Equity | 6 |
| (D) Net Receivables/(Payables) | Other Assets And Liabilities | 6 |
| Larsen & Toubro Ltd | Equity | 4 |
| Tata Consultancy Services Ltd | Equity | 4 |
| Reliance Industries Ltd | Equity | 4 |
| Axis Bank Ltd | Equity | 3 |
| Housing Development Finance Corp Ltd | Equity | 3 |
| HCL Technologies Ltd | Equity | 3 |
| Ramco Cements Ltd | Equity | 2 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 74 |
| Bond - Corporate Bond | 15 |
| Other Assets And Liabilities | 6 |
| Bond - Gov't Treasury | 4 |
| Cash - Repurchase Agreement | 1 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Banks - Regional - Asia | 23 |
| Bond - Corporate Bond | 15 |
| Information Technology Services | 10 |
| Other Assets And Liabilities | 6 |
| Engineering & Construction | 5 |
L&T Investment Mutual Fund
AUM
₹70,944 Cr
About
L&T Mutual Fund offers a bouquet of mutual fund schemes for investors of various investing ideologies. It is one of the pioneering asset management companies of India that has made a mark of its own in the financial industry. L&T Investment Management Limited is the Asset Management Company for all L&T Mutual Fund schemes.##The fund was launched in January 1997 and as of June 2018, it has an asset under management of Rs.71118.29 crores. Being a well-known brand in India, this AMC maintains a reputation to giving consistent returns to investors and has funds performing brilliantly across different categories.
Email
Phone
1800 4190 200
Address
6th Floor, Brindavan, Plot No 177, CST Road, Kalina, Santacruz (E), Mumbai - 400098
L&T Investment Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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