Best L&T Hybrid Mutual Funds

L&T Mutual Fund offers a bouquet of mutual fund schemes for investors of various investing ideologies. It is one of the pioneering asset management companies of India that has made a mark of its own in the financial industry. L&T Investment Management Limited is the Asset Management Company for all L&T Mutual Fund schemes.

The fund was launched on 3rd January 1997 and as of June 2018, it has an asset under management of Rs.71118.29 crores. Being a well-known brand in India, this AMC maintains a reputation to giving consistent returns to investors and has funds performing brilliantly across different categories.

Over the last twenty one years, this fund has put investor needs to the forefront and will continue to do so in the future as well.

Equity Savings Fund typically invests the total capital in three segments- pure equity, arbitrage and debt funds. Generally, one-third of the total capital in pure equity, one-third in debt funds and the balance in arbitrage funds. However, the composition varies from fund to fund. The equity component can vary from 20-40% approx and depends on the type of mutual fund.

These funds outperform debt funds over taxation and treated as equity funds for taxation. If sold before a year, short term capital gains are taxed at 15% and if sold after a year, no tax is levied on the gains.

Purpose: Invest here for your longer duration to get higher returns than debt funds.

If we allocate 65 to 80 percent of a fund to equity and assign remaining to debt and similar instruments, then what we get in return is a Hybrid-Equity fund. These funds allow you to enjoy good returns and low-risk rates courtesy their significant allocation in debt funds. Market gurus believe that it is better to invest in these than to go for an equity-debt portfolio as there is no tax imposed on the debt funds in the mix. It has returns that are taxed at 15% if sold before one year, post this period a 10% tax is applicable on the gains.

Purpose: Invest in these funds instead of buying a different kind of equity-debt funds with 60-40 allocations. These funds are best to moderate your risk with a fair return in the high-risk portfolio.

Why invest with Groww?

— Registered with SEBI, AMFI & BSE

— Paperless sign up on web & app

— Expert recommendations

— ZERO fees !

Sign Up

Top 10 Lt Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
L&T Emerging Businesses FundEquityHigh1.1%4star5,941
L&T Midcap FundEquityHigh8.3%5star5,992
L&T India Value FundEquityModerately High9.7%4star7,759
L&T Infrastructure FundEquityHigh6.9%5star1,625
L&T Low Duration FundDebtModerate5.7%3star913
L&T Tax Advantage FundEquityModerately High9.8%3star3,382
L&T Hybrid Equity FundHybridModerately High11.1%3star7,628
L&T Money Market FundDebtModerately Low8.6%4star902
L&T Liquid FundDebtLow6.5%3star9,774
L&T Short Term Bond FundDebtModerately Low9.9%3star4,866
L&T India Large Cap FundEquityModerately High15.4%2star537
L&T Ultra Short Term FundDebtModerately Low7.7%3star2,454
L&T Large and Midcap FundEquityModerately High12.0%3star1,351
L&T Equity FundEquityModerately High9.3%2star2,679
L&T Business Cycles FundEquityHigh12.3%2star668
View All Top 10 Lt Mutual Funds

Let's have a closer look

Now let us jump and check about these top 10 mutual fund schemes.

L&T Emerging Businesses Fund Direct Growth

Fund Performance: This fund has given 10.58% annualized returns in the last three years. In the last year, its returns were 1.15%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 1.15% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM5,941Cr
1Y Returns1.1%

L&T Midcap Fund Direct Growth

Fund Performance: This fund has given 11.16% annualized returns in the last three years. In the last year, its returns were 8.3%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 8.3% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM5,992Cr
1Y Returns8.3%

L&T India Value Fund Direct Growth

Fund Performance: This fund has given 9.43% annualized returns in the last three years. In the last year, its returns were 9.73%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 9.73% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM7,759Cr
1Y Returns9.7%

L&T Infrastructure Fund Direct Growth

Fund Performance: This fund has given 9.82% annualized returns in the last three years. In the last year, its returns were 6.93%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 6.93% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM1,625Cr
1Y Returns6.9%

L&T Low Duration Fund Direct Growth

Fund Performance: This fund has given 6.95% annualized returns in the last three years. In the last year, its returns were 5.66%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 5.66% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹10,000. Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹10,000
AUM913Cr
1Y Returns5.7%

L&T Tax Advantage Fund Direct Growth

Fund Performance: This fund has given 11.29% annualized returns in the last three years. In the last year, its returns were 9.85%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 9.85% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹500
AUM3,382Cr
1Y Returns9.8%

L&T Hybrid Equity Fund Direct Growth

Fund Performance: This fund has given 9.87% annualized returns in the last three years. In the last year, its returns were 11.07%. It has continually hit its benchmark in the Hybrid segment.

Why to invest: It is one of the most remarkable Hybrid mutual funds in India. This fund has constantly outperformed other similar funds, providing 11.07% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM7,628Cr
1Y Returns11.1%

L&T Money Market Fund Direct Growth

Fund Performance: This fund has given 8.11% annualized returns in the last three years. In the last year, its returns were 8.56%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 8.56% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹10,000. Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹10,000
AUM902Cr
1Y Returns8.6%

L&T Liquid Plan Direct Growth

Fund Performance: This fund has given 6.91% annualized returns in the last three years. In the last year, its returns were 6.45%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 6.45% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹10,000. Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹10,000
AUM9,774Cr
1Y Returns6.5%

L&T Short Term Bond Fund Direct Growth

Fund Performance: This fund has given 7.65% annualized returns in the last three years. In the last year, its returns were 9.92%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 9.92% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹10,000. Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹10,000
AUM4,866Cr
1Y Returns9.9%

L&T India Large Cap Fund Direct Growth

Fund Performance: This fund has given 12.62% annualized returns in the last three years. In the last year, its returns were 15.4%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 15.4% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM537Cr
1Y Returns15.4%

L&T Ultra Short Term Fund Direct Growth

Fund Performance: This fund has given 7.53% annualized returns in the last three years. In the last year, its returns were 7.72%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 7.72% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹10,000. Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹10,000
AUM2,454Cr
1Y Returns7.7%

L&T Large and Midcap Fund Direct Growth

Fund Performance: This fund has given 10.45% annualized returns in the last three years. In the last year, its returns were 12.02%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 12.02% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM1,351Cr
1Y Returns12.0%

L&T Equity Fund Direct Growth

Fund Performance: This fund has given 10.19% annualized returns in the last three years. In the last year, its returns were 9.28%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 9.28% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM2,679Cr
1Y Returns9.3%

L&T Business Cycles Fund Direct Growth

Fund Performance: This fund has given 8.35% annualized returns in the last three years. In the last year, its returns were 12.34%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 12.34% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM668Cr
1Y Returns12.3%

Explore all Mutual Funds on Groww

Explore Mutual Funds
ⓒ 2020 Billionbrains Garage Ventures Private Limited