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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
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L&T Hybrid Equity Fund Direct Growth

Hybrid
Aggressive
3.0 star
INVEST NOW
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Tata Hybrid Equity Fund Direct Plan Growth

Hybrid
Aggressive
2.0 star
INVEST NOW
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L&T Hybrid Equity Fund Direct Growth

(2.8%)

Tata Hybrid Equity Fund Direct Plan Growth

(-2.4%)
1Y
3Y
5Y
Fund Details
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RiskModerately HighModerately High-
Min SIP Amount₹500₹500-
Expense Ratio0.79%0.95%-
NAV₹28.7 (29-Sep-2020)₹221.2 (29-Sep-2020)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹5,837Cr₹3,302Cr-
Returns
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1Y
2.8%
-2.4%
-
3Y
3.0%
2.5%
-
5Y
7.6%
5.4%
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Pros & Cons
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Pros
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
1. 3Y Returns are higher than the category average returns
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Cons
1. Risk-adjusted returns are lower compared to the category
1. Risk-adjusted returns are lower compared to the category
2. 1Y Returns are lower than the category average returns
3. 5Y Returns are lower than the category average returns
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Holding Analysis

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Top 5
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-
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Top 20
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-
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P/E
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-
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P/B
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-
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Turn Over
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-
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Equity
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-
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Cash
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Top Holdings

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Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
6.5%
Reliance Industries Ltd.
5.6%
ICICI Bank Ltd.
4.9%
Infosys Ltd.
4.6%
Kotak Mahindra Bank Ltd.
3.9%
Divi's Laboratories Ltd.
2.9%
Ipca Laboratories Ltd.
2.8%
Bharti Airtel Ltd.
2.8%
Tata Consultancy Services Ltd.
2.7%
Housing Development Finance Corpn. Ltd.
2.4%
Name
Assets
Reliance Industries Ltd.
10.1%
HDFC Bank Ltd.
8.4%
ICICI Bank Ltd.
7.1%
State Bank of India
4.8%
Tata Consultancy Services Ltd.
4.1%
Infosys Ltd.
3.4%
Housing Development Finance Corpn. Ltd.
2.9%
ITC Ltd.
2.8%
Varun Beverages Ltd.
2.7%
Gujarat State Petronet Ltd.
2.5%
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Fund Manager
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Name
Shriram Ramanathan
Murthy Nagarajan
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Education

Shriram is a B.E. (Electrical), PGDBM from XLRI Jamshedpur and CFA.

Mr. Nagarajan is a M.Com, ICWA and PGPMS.

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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
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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
03 Jan 1997
30 Jun 1995
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Custodian
Citibank NA
HDFC Bank
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Registrar & Transfer Agent
Cams
Cams
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