L&T Hybrid Equity Fund – Analyse AUM, NAV, Returns and more

L&T Hybrid Equity Fund is an Open-ended, hybrid-cap category fund launched in 2011 by Aditya Birla Sun Life. The fund manager name is Soumendra Nath Lahiri. The risk in this fund is below average but the returns are average. In this article, we will do a detailed analysis of the L&T Hybrid Equity Fund, we will dig deep into its AUM, NAV Returns & more.

L&T Hybrid Equity Fund


L&T Hybrid Equity Fund Ranking

Crisil MF Rank 3

Background of L&T Hybrid Equity Fund

Name of Fund L&T Hybrid Equity Fund
Type of Fund ( Open / Close) Open-ended
Category of Fund Equity: Hybrid
Fund Manager Soumendra Nath Lahiri
Launch Date 1-Jan-2011

Invest in L&T Hybrid Equity Fund – Fill up the Form Below

Fill Your Details Here
  1. Invest in Mutual FundOpen Demat Account


L&T Hybrid Equity Fund Performance

Risk Grade Below Average
Return Grade  Average
NAV (as on current Date) Rs. 25.35 as on Dec 14, 2018
Net Asset (as on current date) Rs. 10202.9 crore as on Nov 30, 2018

L&T Hybrid Equity Fund Portfolio Characteristics

Total Stock/Securities 57
Total Bonds 59
Avg Market Cap (in cr) 3.34
Portfolio P/B Ratio 24.23
Portfolio P/E Ratio 75132
3Y Earning Growth (%) 18.28
Average Matuarity
Avg 52 Week High
Avg 52 Week Low
Average Credit Rating

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L&T Hybrid Equity Fund Composition

Equity 74.34%
Debt 22.40%
Cash 3.26%
Debentures
Bonds
NON Converitbles
Zero Coupons
Bonds (short term)
Repo

L&T Hybrid Equity Fund Risk Analysis

Standard Deviation 11.15
Sharpe Ratio 0.24
Beta 0.87
R Square 0.85
Alpha -1.88

L&T Hybrid Equity Fund NAV – Yearly

2018 25.35
2017 26.5
2016 20.74
2015 19.88
2014 18.08
52 Week High (NAV) 27.24
52 Week Low (NAV) 24.11

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L&T Hybrid Equity Fund Returns – Yearly

2018 -4.340%
2017 27.790%
2016 20.740%
2015 19.880%
2014 44.000%

L&T Hybrid Equity Fund AUM

2018 10769
2017 8052
2016 2934
2015 1008
2014 127

 Fund Expense Ratio

2018
2017 2.430%
2016 2.540%
2015 2.760%
2014 3.030%

L&T Hybrid Equity Fund Quarterly Returns

2018 Q1 -3.510%
2018 Q2 1.080%
2018 Q3 -2.040%
2018 Q4
2017 Q1 11.610%
2017 Q2 6.170%
2017 Q3 1.890%
2017 Q4 5.850%
2016 Q1 -2.930%
2016 Q2 5.870%
2016 Q3 5.270%
2016 Q4 -3.550%
2015 Q1 6.640%
2015 Q2 0.530%
2015 Q3 2.370%
2015 Q4 1.250%
2014 Q1 5.650%
2014 Q2 19.410%
2014 Q3 6.240%
2014 Q4 8.040%

Find details on other Mutual Funds

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Weightage by Sector

1 Financial (23.46%)
2 Technology (8.17%)
3 Construction (7.99%)
4 FMCG (5.66%)
5 Automobile (4.87%)
6 Engineering (4.34%)
7 Services (4.33%)
8 Healthcare (3.74%)
9 Energy (3.50%)
10 Chemicals (2.94%)

Weightage by Securities Holding

1 ICICI Bank (5.04%)
2 HDFC Bank (4.34%)
3 Larsen & Toubro (4.08%)
4 HDFC (3.86%)
5 Tata Consultancy (3.84%)
6 Axis Bank (2.59%)
7 Reliance Industries (2.52%)
8 Future Retail (2.46%)
9 ITC (2.27%)
10 Mphasis (2.19%)

Fund Investment Information

AMC L&T Investment Management Ltd
Registrar Computer Age Management Services Ltd.
Minimum Investment 5000
Minimum SIP Investment 500
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within
365 days

Conclusion:

“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.”


Invest in L&T Hybrid Equity Fund – Fill up the Form Below

Fill Your Details Here
  1. Invest in Mutual FundOpen Demat Account


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