Overview (as on 25 Sep 2020)

NAV

₹21.473

1y returns

-0.306%

Fund AUM

₹5,837 Cr

Expense Ratio

0.79%

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Financial Services
30.01%
Health
14.26%
Tech
12.84%
Basic Materials
9.87%
Defensive
9.52%
Consumer
7.96%
Energy
7.64%
Communication
3.74%
Industrials
3.48%
Utilities
0.68%
Size Breakup
Large Cap
77.46%
Mid Cap
19.94%
Small Cap
2.60%

Key Metrics

Yield to Maturity 

NA

Modified Duration 

NA

Sharpe Ratio 

0.12

Std deviation 

14.21%

Top 10 Holdings

Fund Details

Investment Objectives
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.There is no assurance that the investment objective of the scheme will be realized.
Scheme Name
L&T Hybrid Equity Fund Direct Plan Dividend Reinvestment Option
Scheme Document
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
01 January, 2013
Fund Manager
Alok Ranjan
Fund House Details
Fund House
L&T Investment Management Ltd
Email
NA
Phone
NA
Address
L&T Investment Management Limited,6th Floor, Mafatlal Centre,,Nariman Point

Other Related Plans

Peer Funds

L&T Hybrid Equity Fund Direct Plan Dividend Rei...

NAV

₹21.473

INDmoney Analysis

    warning

    Fund is in Top 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    success

    Fund has high quality bonds and commercial papers

    Credit Quality is based upon:

    Long term credit rating
    Credit rating outlook
    Probability of default

    Based on credit rating and modified duration of underlying instruments

Fund Managers

Alok Ranjan
Alok Ranjan

Manager

Vihang Naik
Vihang Naik

Manager

Venugopal Manghat
Venugopal Manghat

Manager

Qualifications
B. Sc, MBA
Work Experience
Tata Asset Management Ltd - From June 95 to date, joined as management trainee, Currently as Head Equities (Domestic Funds) Reporting to Managing Director.
Shriram Ramanathan
Shriram Ramanathan

Manager

Qualifications
CFA (CFA Institute), PGDBM ((XLRI, Jamshedpur) Bachelor’s Degree in Electrical Engineering (Sardar Patel College of Engineering, Mumbai)
Work Experience
Head Investment - Fixed Income (from July 6, 2012) FIL Fund Management Private Limited (Portfolio Manager - Fixed Income) December 2009 to June 2012 ING Investment Management Asia Pacific Hong Kong (Senior Investment Manager , Global Emerging Market Debt (Asia) 2005 , 2009 ING Investment Management (India) Private Limited (Portfolio Manager, Fixed Income (India) 2003-2005 Zurich (India) Asset Management Company 2001 , 2003 ICICI Bank Limited Treasury 2000 ,€“ 2001 Larsen & Toubro Limited- Design Department, Switchgear Group 1997

Finzoom Investment Advisors Private Limited (Brand Name - INDmoney, INDwealth, IND.app, IND.money, INDsave.com) makes no warranties or representations, express or implied, on products and services offered through the platform. It accepts no liability for any damages or losses, however, caused in connection with the use of, or on the reliance of its advisory or related services.

Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs. Performance and returns of any investment portfolio can neither be predicted nor guaranteed.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

INDmoney, INDwealth, IND.app are brand and product of Finzoom Investment Advisors (P) Limited.

© Finzoom Investment Advisors Private Limited

[SEBI RIA Registration No : INA100012190] [ARN - 151913] [Platform Partner : BSE (Member code-24801)] [CIN - U67190HR2018PTC073294] [GST No : 06AADCF3538Q1Z8]