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Home>Mutual Funds>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 Hybrid
3.0star
INVEST NOW
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Tata Hybrid Equity Fund Direct Plan Growth

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

(38.0%)

Tata Hybrid Equity Fund Direct Plan Growth

(46.7%)
1Y
3Y
5Y
Fund Details
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RiskVery HighVery High-
Min SIP Amount₹500₹500-
Expense Ratio0.88%1.03%-
NAV₹41.4 (27-Oct-2021)₹337.8 (27-Oct-2021)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹5,460Cr₹3,451Cr-
Returns
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1Y
38.0%
46.7%
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3Y
17.4%
19.1%
-
5Y
12.8%
12.2%
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Pros & Cons
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Pros
1. 3Y and 5Y annualised returns higher than category average
2. Lower expense ratio: 0.88%
3. Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
1. 1Y and 3Y annualised returns higher than category average
2. Lower expense ratio: 1.03%
3. Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
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Cons
1. 1Y annualised returns lower than category average by 1.96%
1. 5Y annualised returns lower than category average by 0.13%
2. Low rating: 2
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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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P/B
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-
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Turnover
-
-
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Equity
-
-
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Cash
-
-
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Top Holdings

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Top 10 Holdings
Name
Assets
ICICI Bank Ltd.
6.6%
HDFC Bank Ltd.
5.0%
Infosys Ltd.
4.9%
State Bank of India
3.9%
Sun Pharmaceutical Industries Ltd.
3.4%
Housing Development Finance Corpn. Ltd.
2.8%
KPR Mills Ltd.
2.6%
GOI
2.5%
The Ramco Cements Ltd.
2.3%
Sona BLW Precision Forgings Ltd.
2.2%
Name
Assets
ICICI Bank Ltd.
8.8%
Reliance Industries Ltd.
8.0%
State Bank of India
6.2%
HDFC Bank Ltd.
5.8%
Tata Consultancy Services Ltd.
5.3%
Infosys Ltd.
4.4%
BASF India Ltd.
4.2%
Housing Development Finance Corpn. Ltd.
3.3%
Bharti Airtel Ltd.
3.0%
ITC Ltd.
2.7%
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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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