Home>Mutual Funds>Compare>Compare L&T Hybrid Equity Fund Direct Growth with Tata Hybrid Equity Fund Direct Plan Growth
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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
(16.2%)
Tata Hybrid Equity Fund Direct Plan Growth
(14.9%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | Moderately High | Moderately High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹500 | - |
| Expense Ratio | 0.78% | 0.95% | - |
| NAV | ₹34.3 (21-Jan-2021) | ₹270.0 (21-Jan-2021) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹5,721Cr | ₹3,375Cr | - |
Returns
keyboard_arrow_up1Y
16.2%
14.9%
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3Y
6.5%
6.8%
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5Y
12.3%
11.1%
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Pros & Cons
keyboard_arrow_upPros
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
keyboard_arrow_upTop 5
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Top 20
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P/E
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P/B
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Turn Over
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Equity
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Cash
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Top Holdings
keyboard_arrow_upTop 10 Holdings
Name
Assets
HDFC Bank Ltd.
7.0%
ICICI Bank Ltd.
6.8%
Reliance Industries Ltd.
5.2%
Housing Development Finance Corpn. Ltd.
3.0%
Kotak Mahindra Bank Ltd.
2.8%
Tata Consultancy Services Ltd.
2.6%
Infosys Ltd.
2.5%
Divi's Laboratories Ltd.
2.3%
Godrej Properties Ltd.
2.2%
The Ramco Cements Ltd.
2.2%
Name
Assets
HDFC Bank Ltd.
8.7%
ICICI Bank Ltd.
8.4%
Reliance Industries Ltd.
7.3%
State Bank of India
5.4%
Tata Consultancy Services Ltd.
4.7%
Infosys Ltd.
3.7%
Varun Beverages Ltd.
3.2%
Bharti Airtel Ltd.
3.1%
Housing Development Finance Corpn. Ltd.
3.1%
ITC Ltd.
2.7%
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Fund Manager
keyboard_arrow_upName
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
keyboard_arrow_upDescription
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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