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 Type
Open-ended
Scheme Category
Aggressive Allocation
Benchmark Type
S&P BSE 200
Scheme AUM (in Crs.)
₹ 9748.53
Expense Ratio
0.93%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 70944
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Aggressive Allocation |
| Benchmark Type | S&P BSE 200 |
| Scheme AUM (in Crs.) | ₹ 9748.53 |
| Expense Ratio | 0.93% |
| Scheme Class | Hybrid |
| AMC AUM (in Crs.) | ₹ 70944 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
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(%)
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.
Launch Date
03 Jan 1997
Sponsor
NA
Email
Phone
1800 4190 200
Address
6th Floor, Brindavan, Plot No 177, CST Road, Kalina, Santacruz (E), Mumbai - 400098
L&T Investment Mutual Fund
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.