L&T Hybrid Equity Fund Growth-0.49%

3Groww
6.42%
1 Year Return
Hybrid
Aggressive
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

L&T Hybrid Equity Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.79%
NAV26.73 (22 Nov 2019)
Fund Started07 Feb 2011
Fund Size8,241 Cr

Returns

1Y
3Y*
5Y*
Since inception*
L&T Hybrid Equity Fund Growth
6.4%
9.1%
8.5%
11.8%
Category Average
0.5%
6.2%
7.7%
-
Rank within category
29
16
10
-
*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 6.4% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity7.1%
    ICICI Bank Ltd.FinancialEquity7.0%
    Larsen & Toubro Ltd.ConstructionEquity4.7%
    Tata Consultancy Services Ltd.TechnologyEquity4.6%
    Kotak Mahindra Bank Ltd.FinancialEquity4.4%
    Reliance Industries Ltd.EnergyEquity3.6%
    Axis Bank Ltd.FinancialEquity3.5%
    HCL Technologies Ltd.TechnologyEquity3.5%
    Bharti Airtel Ltd.CommunicationEquity3.0%
    Tata Power Co. Ltd.EnergyCP2.4%
    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
    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
    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
    add
    Education
    Experience
    Funds Managed

    Other Details

    L&T Hybrid Equity Fund Growth is a Hybrid Mutual Fund Scheme launched by L&T Mutual Fund. This scheme was introduced to investors on 07 Feb 2011. Soumendra Nath Lahiri, Shriram Ramanathan, Karan Desai is the Current Fund Manager of L&T Hybrid Equity Fund Growth.The fund currently has an Asset Under Management(AUM) of ₹8,241 Cr and the Latest NAV as of 22 Nov 2019 is ₹26.73.

    The L&T Hybrid Equity Fund Growth 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
    02 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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