Home>Mutual Funds>L&T Mutual Fund>L&T Hybrid Equity Fund Direct Growth
shareSHARE

L&T Hybrid Equity Fund Direct Growth+0.49%

16.40%
1 Year Return
Hybrid
Aggressive
3.0star
6M
1Y
3Y
5Y
All

Fund Details

L&T Hybrid Equity Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.78%
NAV₹34.47 (20 Jan 2021)
Fund Started01 Jan 2013
Fund Size5,721 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
16.4%
6.6%
12.4%
14.4%
Category Average
16.8%
6.8%
12.3%
-
Rank Within Category
28
24
16
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 16.4% returns per annum

Comparison

Data not available
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
Cons
1. Risk-adjusted returns are lower compared to the category

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity7.0%
ICICI Bank Ltd.FinancialEquity6.8%
Reliance Industries Ltd.EnergyEquity5.2%
Housing Development Finance Corpn. Ltd.FinancialEquity3.0%
Kotak Mahindra Bank Ltd.FinancialEquity2.8%
Tata Consultancy Services Ltd.TechnologyEquity2.6%
Infosys Ltd.TechnologyEquity2.5%
Divi's Laboratories Ltd.HealthcareEquity2.3%
Godrej Properties Ltd.ConstructionEquity2.2%
The Ramco Cements Ltd.ConstructionEquity2.2%
See All

Fund Managers

Shriram Ramanathan
keyboard_arrow_down
Venugopal Manghat
keyboard_arrow_down
Soumendra Nath Lahiri
keyboard_arrow_down
Vihang Naik
keyboard_arrow_down
Karan Desai
keyboard_arrow_down
Alok Ranjan
keyboard_arrow_down

L&T Hybrid Equity Fund Direct Growth Details

L&T Hybrid Equity Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by L&T Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Soumendra Nath Lahiri, Shriram Ramanathan, Karan Desai is the Current Fund Manager of L&T Hybrid Equity Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹5,721 Cr and the Latest NAV as of 20 Jan 2021 is ₹34.47.

The L&T Hybrid Equity Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 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

The scheme seeks 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 children's 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

Compare Funds

L&T Hybrid Equity Fund Direct Growth
VS
search

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,
Similar Funds