L&T Hybrid Equity Fund Growth - Latest NAV ₹27.424, Returns, Performance & Portfolio

L&T Hybrid Equity Fund Growth

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Min amount: ₹500

Calculate Returns

Rs. 2,000 invested monthly becomes Rs. 9.95 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years6.57%
3 Years2.53%
1 Year4.18%
6 Months21.1%
Fund Details
RiskModerately High risk
Fund TypeAggressive Allocation
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Reliance Industries Ltd6.48%
HDFC Bank Ltd6.26%
Infosys Ltd6.11%
ICICI Bank Ltd4.53%
Kotak Mahindra Bank Ltd3.39%
Ipca Laboratories Ltd3.18%
Tata Consultancy Services Ltd3.08%
Divi's Laboratories Ltd2.94%
HCL Technologies Ltd2.89%
Housing Development Finance Corp Ltd2.4%

About L&T Hybrid Equity Fund

L&T Hybrid Equity Fund is an open-ended scheme which invests in equity and equity-related instruments. Investments will also be made in debt and money market instruments. The target is to generate reasonable returns and long-term capital appreciation. A maximum of 75 % will be invested in equities, whereas a maximum of 35% will be invested in debt & money market instruments. The fund was previously known as L&T India Prudence Fund.

Pros & Cons of L&T Hybrid Equity Fund

L&T Hybrid Equity Fund offers the following benefits:

  1. The fund empowers the investors to protect their investments against sudden volatile moves when compared with equity-only funds.
  2. It offers an opportunity to built a capital for long-term goals such as buying a house or children’s education.
  3. The five-year return is higher than the average category return.

Fund Information and Statistics of Hybrid L&T Equity Fund

i) Inception / Launch date

The L&T Hybrid Equity Fund was launched on February 07, 2011, L&T financial services.

ii) Risk level

L&T Hybrid Equity Fund is a moderately high-risk bet and suitable for investors who want and reasonable long-term capital appreciation by exposing their investments to both aggressive and defensive instruments.

iii) Redemption

Redemption of Units will be done at applicable NAV prices on every business day. Under normal circumstances, your fund house will dispatch the redemption proceeds within 3 business days.

iv) Fund Manager

L&T Hybrid Equity Fund is jointly managed by Mr S.N. Lahiri since November 24, 2012, Mr Shriram Ramanathan since May 30, 2016 (investments in debt and debt-related instruments) and Mr Karan Desai since February 2, 2017 (investments in foreign securities).

v) Entry / Exit load

The fund house does not charge any entry load or exit load if ten percent of the investment is redeemed within a year from the date of allotment. If the rest of the investment is redeemed within a year, 1% exit load is applicable. There is no exit load if redeemed after one year.

Tax benefits of investing in L&T Hybrid Equity Fund

The Short-term capital gain tax of 15% is levied if sold before one year from the date of allotment. Long-term capital gains, in excess of Rs 1 lakh, will be taxed at 10% without indexation if redeemed after one year.

About L&T Mutual Fund

L&T Mutual Fund was launched in 1997 and is one of the biggest mutual fund house in country providing a variety of schemes such as sector specific equity schemes, fund of funds, hybrid, debt and treasury products. Mr. Kailash Kulkarni is the CEO and MD of the fund house currently.

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Frequently Asked Questions

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Start your investment

Min amount: ₹500

Calculate Returns

Rs. 2,000 invested monthly becomes Rs. 9.95 Lakhs in a period of 20 years
Moderately High risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns