L&T Hybrid Equity Fund Direct Plan Growth | Pros & Cons NAV(37.42)

L&T Hybrid Equity Fund Direct Plan Growth

Hybrid: Aggressive

Fund Information

Objective

To seek to generate long-term capital appreciation from a diversifi ed portfolio of predominantly equity and equity related securities and to generate reasonable returns through a portfolio of debt and money market instruments.

Very High Risk

Nifty 50

Benchmark

2013-01-01

Launched On

Type

Min SIP

5000

Min Investment

5367

AUM in Crores

0.88

Expense Ratio

1.00

Exit Load

L&T Investment Management Limited

Fund House

Cheenu Gupta, Venugopal Manghat, Shriram Ramanathan

Fund Managers

L&T Hybrid Equity Fund Direct Plan Pros & Cons

Pros

  • L&T Hybrid Equity Fund Direct Plan Growth has over performed index in 2012-2015, 2013-2016, 2014-2017 years

Cons

  • L&T Hybrid Equity Fund Direct Plan Growth has under performed index in 2015-2018, 2016-2019, 2017-2020 years
  • Higher Expense Ratio
  • L&T Hybrid Equity Fund Direct Plan Growth is ranking 46th in last 5 years

Average Returns

Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
L&T Hybrid Equity Fund Direct Plan Growth 
12.5615.1111.0810.56
Nifty 50
15.718.9415.6911.3813.3111.27

L&T Hybrid Equity Fund Direct Plan Rolling Returns

Fund Name3 Year (%)5 Year (%)
AverageMaxMinAverageMaxMin
L&T Hybrid Equity Fund Direct Plan Growth 
12.7827.96-4.0512.9121.851.27
Nifty 50
1561.7-15.2215.5147.66-1.03

Risk Parameters

Fund NameMeanStdSharpeBetaAlpha
L&T Hybrid Equity Fund Direct Plan Growth 
27.89.672.3860.1119.92
Nifty 50
33.3722.21.29--
Risk Parameters are calculated for the last 3 years data.

Calender Year Returns

Performance

Best PerformanceWorst Performance
PeriodReturnsPeriodReturns
Week2020-04-03 - 2020-04-10
9.18
2020-03-11 - 2020-03-18
-15.03
Month2020-03-23 - 2020-04-23
18.1
2020-02-24 - 2020-03-24
-27.71
Quarter2020-03-23 - 2020-07-23
33.4
2019-12-04 - 2020-04-04
-24.17
Year2020-03-23 - 2021-03-23
67.59
2019-04-03 - 2020-04-03
-21.09

Portfolio

Stock NameSector% of Total Holdings
ICICI Bank Ltd.Financials9.37
HDFC Bank Ltd.Financials5.83
Infosys Ltd.Technology4.13
Reliance Industries Ltd.Energy3.61
Larsen & Toubro Ltd.Infrastructure3
State Bank Of IndiaFinancials2.91
The Ramco Cements Ltd.Construction2.48
Sun Pharmaceutical Industries Ltd.Healthcare2.28
Housing Development Finance Corporation Ltd.Financials2.11
HCL Technologies Ltd.Technology2.1
Ultratech Cement Ltd.Construction2
Emami Ltd.FMCG1.93
K.P.R. Mill Ltd.Textile1.92
Ipca Laboratories Ltd.Healthcare1.9
Mahindra & Mahindra Ltd.Automobile and Ancillaries1.84
Jindal Steel & Power Ltd.Metals1.63
Godrej Properties Ltd.Construction1.49
Tata Consultancy Services Ltd.Technology1.49
Oracle Financial Services Software Ltd.Technology1.38
Bharti Airtel Ltd.Media and Communications1.19
Supreme Industries Ltd.Consumer Durables1.12
Dabur India Ltd.FMCG1.07
Divi's Laboratories Ltd.Healthcare1.07
PI Industries Ltd.Chemicals1.06
Shree Cement Ltd.Construction0.95
Trent Ltd.Retail and Other Services0.94
Atul Ltd.Chemicals0.92
Tata Steel Ltd.Metals0.85
SBI Cards And Payment Services Ltd.Financials0.8
ICICI Lombard General Insurance Company Ltd.Financials0.77
Nestle India Ltd.FMCG0.73
Varun Beverages Ltd.FMCG0.71
Axis Bank Ltd.Financials0.68
Container Corporation Of India Ltd.Logistics0.66
Tata Consumer Products Ltd.FMCG0.65
Page Industries Ltd.Textile0.65
Gland Pharma Ltd.Healthcare0.64
Mahindra & Mahindra Financial Services Ltd.Financials0.61
Maruti Suzuki India Ltd.Automobile and Ancillaries0.6
Mahanagar Gas Ltd.Energy0.54
Avenue Supermarts Ltd.Retail and Other Services0.53
Chambal Fertilisers and Chemicals Ltd.Chemicals0.52
Sharda Cropchem Ltd.Chemicals0.51
Techno Electric & Engineering Company Ltd.Infrastructure0.49
Apollo Hospitals Enterprise Ltd.Healthcare0.42
Apar Industries Ltd.Capital Goods0.4
Kotak Mahindra Bank Ltd.Financials0.4
SBI Life Insurance Company Ltd.Financials0.38
Alkem Laboratories Ltd.Healthcare0.31
Dollar Industries Ltd.Textile0.23
Somany Ceramics Ltd.Construction0.19
Hindalco Industries Ltd.Metals0.12

AUM Yearly

YearScheme Total AumCategory Total Aum
20215475.920.00
20205720.750.00
20197628.34156110.37

L&T Hybrid Equity Fund Direct Plan Details

L&T Hybrid Equity Fund Direct Plan Growth is a mutual fund scheme launched by L&T Investment Management Limited.This fund has been launched on 2013-01-01. L&T Hybrid Equity Fund Direct Plan Growth currently has 5367 crores of assets under management (AUM) and has an expense ratio of 0.88 which is higher than what most other Large Cap funds charge.


L&T Hybrid Equity Fund Direct Plan Growth has given returns of 12.56% in the last 1 year and 15.11% in the last 3 years. And since launch the fund has given 14.7% returns.


This fund invests in companies which are fundamentally strong and having growth potential.


Min sip to invest in this fund is Rs. and lumpsum investment is Rs.5000.

The top holdings of the fund are ICICI Bank Ltd. , HDFC Bank Ltd. , Infosys Ltd. , Reliance Industries Ltd. , Larsen & Toubro Ltd.

Frquently Asked Questions

1. What is the NAV of L&T Hybrid Equity Fund Direct Plan ?

The current Net Asset Value (NAV) of the L&T Hybrid Equity Fund Direct Plan is 37.42

2. L&T Hybrid Equity Fund Direct Plan Rolling Returns

The 3 year rolling returns of the L&T Hybrid Equity Fund Direct Plan :

  • Mean : 12.78%
  • Max : 27.96%
  • Min : -4.05%

3. How do I invest in L&T Hybrid Equity Fund Direct Plan ?

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L&T Hybrid Equity Fund Direct Plan Growth



Investment Duration 3 years

Disclaimer

Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.