L&T Hybrid Equity Fund Direct Dividend Yearly-2.53%

3Groww
-19.31%
1 Year Return
Hybrid
Aggressive
3.0star
6M
1Y
3Y
5Y
All

Fund Details

L&T Hybrid Equity Fund Direct Dividend Yearly

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.49%
NAV10.19 (30 Mar 2020)
Fund Started09 Feb 2015
Fund Size6,870 Cr

Returns

1Y
3Y*
5Y*
Since inception*
L&T Hybrid Equity Fund Direct Dividend Yearly
-19.3%
-2.3%
2.6%
9.5%
Category Average
10.0%
8.1%
6.9%
-
Rank within category
18
18
11
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -19.3% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. 1Y Returns are lower than the benchmark
    4. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity7.5%
    ICICI Bank Ltd.FinancialEquity7.0%
    Kotak Mahindra Bank Ltd.FinancialEquity4.8%
    Bharti Airtel Ltd.CommunicationEquity4.2%
    Larsen & Toubro Ltd.ConstructionEquity3.9%
    GOISovereignGOI Sec3.9%
    Reliance Industries Ltd.EnergyEquity3.8%
    Axis Bank Ltd.FinancialEquity3.4%
    Infosys Ltd.TechnologyEquity2.7%
    Hindustan Unilever Ltd.FMCGEquity2.5%
    See All

    Fund Managers

    addShriram Ramanathan
    Education
    Shriram is a B.E. (Electrical), PGDBM from XLRI Jamshedpur and CFA.
    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.
    Funds Managed
    addVenugopal Manghat
    Education
    Mr. Manghat is a B.Sc (Mathematics) and MBA (Finance).
    Experience
    Prior to joining L&T Mutual Fund he has worked with Tata Asset Management Ltd.
    Funds Managed
    addSoumendra Nath Lahiri
    Education
    Mr. Lahiri is a B.Tech and PGDM from IIM Bangalore.
    Experience
    Prior to joining L&T Mutual Fund he has worked with Canara Robeco AMC Co. Ltd., Emkay Investment Managers Ltd, Fortuna Capital, DSP Mutual Fund.
    Funds Managed
    addVihang Naik
    Education
    Mr. Naik is a CFA and TYBMS.
    Experience
    Prior to joining L&T Mutual Fund he was associated with L&T Investment Management Limited (Jul 2012-Jun 2016) as an Analyst and with MF Global Sify securities (Mar 2010-Jul 2012, Motilal Oswal Securities (May 2008-Mar 2010), SBICAP Securities (Oct 2006-Apr 2008) as Research Analyst.
    Funds Managed
    addKaran Desai
    Education
    Mr. Desai has done Bcom from Mumbai University and Msc Investments from University of Birmingham.
    Experience
    Prior to this he was working with L&TInvestment Management,HNI & Institutional and Accounts & Taxation
    Funds Managed
    addAlok Ranjan
    Education
    Mr. Ranjan has done PGDM (MBA) from IIM Calcutta, B.Tech in Mechanical Engineering from NIT Warangal.
    Experience
    Prior to joining L&T Mutual Fund, he has worked with L&T Investment Management Ltd.- As Equity Research Analyst (From November 2017 – September 2019), Shell India Private Ltd. - Senior Specialist - Market risk (From October 2017 – November 2017), JM Financial Ltd. - Equity Research Analyst (From March 2017 – September 2017), Kotak Mahindra Bank - Treasury Sales (From December 2015 – March 2017), American Express - Business Analyst (From April 2015 – December 2015), NTPC Ltd. - Assistant Manager (From August 2011 – May 2013).
    Funds Managed

    Other Details

    L&T Hybrid Equity Fund Direct Dividend Yearly is a Hybrid Mutual Fund Scheme launched by L&T Mutual Fund. This scheme was introduced to investors on 09 Feb 2015. Soumendra Nath Lahiri, Shriram Ramanathan, Karan Desai is the Current Fund Manager of L&T Hybrid Equity Fund Direct Dividend Yearly.The fund currently has an Asset Under Management(AUM) of ₹6,870 Cr and the Latest NAV as of 30 Mar 2020 is ₹10.19.

    The L&T Hybrid Equity Fund Direct Dividend Yearly is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year.

    Investment Objective

    To seek to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities and to generate reasonable returns through a portfolio of debt and money market instruments to help generating funds in the long term to save for the cost of childrens education.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year
    Exit Load

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    About L&T Mutual Fund

    Address
    6th Floor, Brindavan, Plot No 177, CST Road, Kalina, Santacruz (E), Mumbai 400098
    Phone
    022-66554000
    Launch Date
    03 Jan 1997
    L&T Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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