L&T Hybrid Equity Fund- Regular Plan - Growth

(Erstwhile L&T India Prudence Fund- Regular Plan - Growth)

Category: Hybrid: Aggressive
Launch Date: 05-01-2011
Asset Class: Mixed Asset
Benchmark: NIFTY 50 TRI
Expense Ratio: 1.85% As on (30-11-2020)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 5,720.75 Cr As on (31-12-2020)
Turn over: 78.09
NAV as on 15-01-2021

31.564

-0.3 (-0.9631%)

CAGR Since Inception

12.23%

NIFTY 50 TRI 13.87%

PERFORMANCE of L&T Hybrid Equity Fund- Regular Plan - Growth

Scheme Performance (%) Data as on - 15-01-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
L&T Hybrid Equity Fund- Regular Plan - Growth 14.19 5.26 10.62 - 12.23
NIFTY 50 TRI 20.1 12.3 15.63 10.88 13.87
Hybrid: Aggressive 15.86 6.97 11.62 10.67 12.1

Yearly Performance (%)

Nav Movement

Fund Managers

Shriram Ramanathan,Alok Ranjan,Venugopal Manghat,Vihang Naik

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

RETURNS CALCULATOR for L&T Hybrid Equity Fund- Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of L&T Hybrid Equity Fund- Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
L&T Hybrid Equity Fund- Regular Plan - Growth 10.18 1.34 0.51 1.22 - -
Hybrid: Aggressive - - - - - -

PEER COMPARISION of L&T Hybrid Equity Fund- Regular Plan - Growth

Period
Data as on - 15-01-2021
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
L&T Hybrid Equity Fund- Regular Plan - Growth 05-01-2011 14.19 11.86 5.26 10.62 0.0
Quant Absolute Fund-Growth Option 21-03-2001 41.99 23.35 13.71 15.65 12.6
JM Equity Hybrid Fund-Growth 01-04-1995 35.42 11.85 7.82 10.14 9.53
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth 01-02-1993 20.19 16.76 11.1 13.78 13.08
BARODA HYBRID EQUITY FUND - Plan A - Growth Option 12-09-2003 18.9 11.83 4.72 10.68 8.74
Mahindra Manulife Hybrid Equity Nivesh Yojana - Regular Plan - Growth 19-07-2019 18.54 0.0 0.0 0.0 0.0
Franklin India Equity Hybrid Fund - Growth Plan 10-12-1999 18.07 13.86 8.17 11.4 11.99
DSP Equity & Bond Fund- Regular Plan - Growth 27-05-1999 17.52 17.28 8.78 13.44 11.58
Kotak Equity Hybrid - Growth 05-11-2014 17.45 16.94 8.14 12.94 0.0
Principal Hybrid Equity Fund-Growth 14-01-2000 17.32 10.24 5.21 13.78 11.6

PORTFOLIO ANALYSIS of L&T Hybrid Equity Fund- Regular Plan - Growth

Asset Allocation (%)