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	0.89%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 8,219
AMC AUM (in Crs.)	₹ 70,944
Min Addition Subscription	₹ 1,000

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
HDFC Hybrid Equity Fund - Direct Plan	1000	1000	8.59%
Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan	1000	1000	8.45%
ICICI Prudential Equity & Debt Fund - Direct Plan	1000	1000	10.92%
SBI Equity Hybrid Fund - Direct Plan	1000	1000	12.78%
Canara Robeco Equity Debt Hybrid Fund - Direct Plan	0	1000	12.95%
Mirae Asset Hybrid Equity Fund - Direct Plan	1000	1000	14.51%
Nippon India Equity Hybrid Fund - Direct Plan	500	500	9.37%
L&T Hybrid Equity Fund - Direct Plan	1000	1000	10.08%
Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan	1000	1000	8.45%
ICICI Prudential Equity & Debt Fund - Direct Plan	1000	1000	10.92%
Principal Hybrid Equity Fund - Direct Plan	1000	1000	12.16%
DSP Equity & Bond Fund - Direct Plan	1000	1000	11.68%

Top 10 Holdings

Company	Holding Type	Asset(%)
ICICI Bank Ltd	Equity	7
HDFC Bank Ltd	Equity	7
Tata Consultancy Services Ltd	Equity	5
Larsen & Toubro Ltd	Equity	5
Reliance Industries Ltd	Equity	4
Kotak Mahindra Bank Ltd	Equity	4
HCL Technologies Ltd	Equity	3
Axis Bank Ltd	Equity	3
Bharti Airtel Ltd	Equity	3
National Bank For Agriculture And Rural Development	Bond - Corporate Bond	2

Asset Allocation(%)

Asset	Percent
Equity	74
Bond - Corporate Bond	18
Bond - Gov't Treasury	5
Other Assets And Liabilities	1
Cash - Repurchase Agreement	1

Sector Allocation(%)

Sector	Percent
Banks - Regional - Asia	24
Bond - Corporate Bond	18
Information Technology Services	12
Engineering & Construction	6
Bond - Gov't Treasury	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.

Phone

1800 4190 200

Address

6th Floor, Brindavan, Plot No 177, CST Road, Kalina, Santacruz (E), Mumbai - 400098

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment Duration

Years

Months

Investment Amount

₹ 10000

Return Amount

₹ 4185

Return Rate

6 %

Duration

6y 0m

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