Overview (as on 14 May 2021)

NAV

₹14.346

1y returns

43.77%

Fund AUM

₹5,335 Cr

Expense Ratio

1.9%

Min SIP

₹500

Min Lumpsum

₹5,000

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
30.13%
Basic Materials
16.12%
Tech
12.69%
Health
8.99%
Consumer
8.86%
Defensive
7.46%
Energy
5.53%
Industrials
5.02%
Communication
2.31%
Real Estate
2.16%
Utilities
0.73%
Size Breakup
Large Cap
73.73%
Mid Cap
24.11%
Small Cap
2.15%

Key Metrics

Yield to Maturity 

0.0%

Modified Duration 

0.0 yr

Sharpe Ratio 

0.39

Std deviation 

13.89%

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 Annual Reinvestment of Income Dis cum Cap Wrdl
Scheme Document
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
10 February, 2015
Fund Manager
Alok Ranjan
Fund House Details
Fund House
L&T Investment Management Ltd
Email
NA
Phone
+912266554070
Address
L&T Investment Management Limited,6th Floor, Mafatlal Centre,,Nariman Point

Other Related Plans

Peer Funds

L&T Hybrid Equity Fund Annual Reinvestment of I...

NAV

₹14.346

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
    warning

    Fund is in Top 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

Work Experience
"null"
Vihang Naik
Vihang Naik

manager

Work Experience
"null"
Venugopal Manghat
Venugopal Manghat

leader

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."

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