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 | CRISIL Hybrid 85+15 - ConservativeTR INR |
| Expense Ratio | 0.69% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 7,895 |
| AMC AUM (in Crs.) | ₹ 70,944 |
| Min Addition Subscription | ₹ 1,000 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 7.52% | |
| 1000 | 1000 | 7.43% | |
| 1000 | 1000 | 10.46% | |
| 1000 | 1000 | 13.47% | |
| 0 | 1000 | 12.76% | |
| 1000 | 1000 | 13.54% | |
| 500 | 500 | 8.55% | |
| 1000 | 1000 | 9.53% | |
| 1000 | 1000 | 7.43% | |
| 1000 | 1000 | 10.46% | |
| 1000 | 1000 | 11.4% | |
| 1000 | 1000 | 11.17% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| ICICI Bank Ltd | Equity | 8 |
| HDFC Bank Ltd | Equity | 7 |
| Kotak Mahindra Bank Ltd | Equity | 5 |
| Larsen & Toubro Ltd | Equity | 4 |
| Tata Consultancy Services Ltd | Equity | 4 |
| Reliance Industries Ltd | Equity | 4 |
| Axis Bank Ltd | Equity | 4 |
| HCL Technologies Ltd | Equity | 3 |
| GOVT STOCK | Bond - Gov't Treasury | 3 |
| Bharti Airtel Ltd | Equity | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 74 |
| Bond - Corporate Bond | 12 |
| Bond - Gov't Treasury | 7 |
| Cash - Commercial Paper | 3 |
| Cash - Repurchase Agreement | 2 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Financial Services | 32 |
| Bond - Corporate Bond | 12 |
| Technology | 11 |
| Bond - Gov't Treasury | 7 |
| Industrials | 7 |
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.
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AddressCalculate Returns
Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m