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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

L&T Hybrid Equity Fund Direct Growth

Hybrid
Aggressive Hybrid
3.0
INVEST NOW

Tata Hybrid Equity Fund Direct Plan Growth

Hybrid
Aggressive Hybrid
2.0
INVEST NOW

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L&T Hybrid Equity Fund Direct Growth

(3.7%)

Tata Hybrid Equity Fund Direct Plan Growth

(9.7%)
1Y
3Y
5Y
Fund Details
RiskVery HighVery High-
Min SIP Amount₹500₹150-
Expense Ratio0.91%1.05%-
NAV₹36.8 (16-May-2022)₹306.0 (16-May-2022)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹5,020Cr₹3,172Cr-
Exit LoadExit load of 1% if units in excess of 10% are redeemed or switched-out within 1 yearFor units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.-
Returns
1Y
3.7%
9.7%
-
3Y
10.8%
11.7%
-
5Y
7.6%
8.5%
-
Pros & Cons
Pros
1. Lower expense ratio: 0.91%
2. Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
1. Lower expense ratio: 1.05%
2. Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
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Cons
1. Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
1. Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
2. Low rating: 2
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Holding Analysis

Top 5
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-
-
Top 20
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-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
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Top Holdings

Top 10 Holdings
Name
Assets
Infosys Ltd.
6.0%
ICICI Bank Ltd.
5.9%
Reliance Industries Ltd.
4.3%
KPR Mills Ltd.
4.1%
State Bank of India
3.1%
Sona BLW Precision Forgings Ltd.
3.0%
GOI
2.7%
The Indian Hotels Company Ltd.
2.7%
HDFC Bank Ltd.
2.6%
Tata Motors Ltd.
2.4%
Name
Assets
ICICI Bank Ltd.
8.7%
Reliance Industries Ltd.
7.4%
State Bank of India
7.3%
HDFC Bank Ltd.
5.7%
Tata Consultancy Services Ltd.
5.3%
Infosys Ltd.
5.2%
BASF India Ltd.
4.0%
Bharti Airtel Ltd.
3.5%
Housing Development Finance Corpn. Ltd.
3.0%
ITC Ltd.
3.0%
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Fund Manager
Name
Shriram Ramanathan
Murthy Nagarajan
-
Education
Shriram is a B.E. (Electrical), PGDBM from XLRI Jamshedpur and CFA.
Mr. Nagarajan is a M.Com, ICWA and PGPMS.
-
Experience
Prior to joining L&T Mutual Fund he has worked with FIL Fund Management Pvt. Ltd., ING Investment Management, Zurich Asset Management Co., ICICI Ltd., and L&T Ltd.
Prior to joining Tata AMC he has worked with Quantum AMC as head fixed income, Mirae Asset Global Investment India Ltd..
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About Fund
Description

L&T Mutual Fund started their mutual fund on 03/01/1997 and its managing total assets of ₹52,749 Cr. Its ranked at 12 as per total assets at end of 30th Sep 2017.

Tata Mutual Fund started their mutual fund on 30/06/1995 and its managing total assets of ₹44,897 Cr. Its ranked at 13 as per total assets at end of 30th Sep 2017.

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Launch Date

25 Apr 1996

30 Jun 1995

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Custodian

Citibank NA

HDFC Bank

-

Registrar & Transfer Agent

Cams

Cams

-

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