L&T Hybrid Equity Fund- Regular Plan - Growth

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

Category: Hybrid: Aggressive
Launch Date: 31-01-2011
Asset Class: Mixed Asset
Benchmark: 70% S&P BSE 200 TRI, 30% CRISIL Short Term Bond Fund Index
Expense Ratio: 1.81% As on ( 30-04-2019)
Status: Open Ended Schemes for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 9,490.27 Cr As on ( 30-04-2019)
Turn over: 101.19
NAV as on 22-05-2019

26.108

0.1 ( 0.3945% )

CAGR Since Inception

12.24%

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

Scheme Performance (%) Data as on - 22-05-2019

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
L&T Hybrid Equity Fund- Regular Plan - Growth 0.37 10.5 12.43 - 12.24
Benchmark - - - - -
Hybrid: Aggressive 3.61 10.93 10.47 11.81 9.88

Yearly Performance (%)

Fund Managers

Mr. Soumendra Nath Lahiri, Mr. Shriram Ramanathan, Mr.. Karan Desai

Mr. Lahiri is a B.Tech and PGDM from IIM Bangalore. Prior to joining L&T Mutual Fund he has worked with Canara Robeco AMC Co. Ltd., Emkay Investment Managers Ltd, Fortuna Capital, DSP Black Rock Investment Managers Pvt. Ltd.

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.

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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 - 11.14
Hybrid: Aggressive - - - - - -

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

Period
Data as on - 22-05-2019
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 31-01-2011 0.37 4.15 10.5 12.43 0.0
Mirae Asset Hybrid-Equity Fund -Regular Plan-Growth 29-07-2015 10.44 9.59 14.28 0.0 0.0
LIC MF Equity Hybrid Fund-Regular Plan-Growth 31-03-1991 8.46 5.05 9.77 7.18 7.9
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth 31-12-1995 8.38 10.74 12.51 13.63 13.22
BNP PARIBAS SUBSTANTIAL EQUITY HYBRID FUND- REGULAT PLAN -GROWTH OPTION 07-04-2017 8.12 7.71 0.0 0.0 0.0
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth 01-02-1993 7.63 8.42 13.03 12.74 13.8
Sundaram Equity Hybrid Fund Regular Growth 23-06-2000 7.55 8.55 12.77 9.53 10.05
Essel Equity Hybrid Fund - Regular Plan - Growth 23-04-2018 7.44 0.0 0.0 0.0 0.0
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 7.27 7.25 13.75 13.02 15.34
Tata Hybrid Equity Fund Regular Plan - Growth 08-10-1995 5.56 4.94 8.89 11.63 14.42

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

Asset Allocation (%)

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