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 Rank3

Background of L&T Hybrid Equity Fund

Name of FundL&T Hybrid Equity Fund
Type of Fund ( Open / Close)Open-ended
Category of FundEquity: Hybrid
Fund ManagerSoumendra Nath Lahiri
Launch Date1-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 GradeBelow 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/Securities57
Total Bonds59
Avg Market Cap (in cr)3.34
Portfolio P/B Ratio24.23
Portfolio P/E Ratio75132
3Y Earning Growth (%)18.28
Average Matuarity
Avg 52 Week High
Avg 52 Week Low
Average Credit Rating

Know about other Mutual Funds

Aditya Birla Sun Life Liquid FundInvesco India Money Market FundReliance Etf Sensex
Aditya Birla Sun Life Tax PlanInvesco India Tax PlanReliance Large Cap Fund
Aditya Birla Sun Life Tax Relief 96Jm Core 11 FundReliance Multi Cap Fund

L&T Hybrid Equity Fund Composition

Equity74.34%
Debt22.40%
Cash3.26%
Debentures
Bonds
NON Converitbles
Zero Coupons
Bonds (short term)
Repo

L&T Hybrid Equity Fund Risk Analysis

Standard Deviation11.15
Sharpe Ratio0.24
Beta0.87
R Square0.85
Alpha-1.88

L&T Hybrid Equity Fund NAV – Yearly

201825.35
201726.5
201620.74
201519.88
201418.08
52 Week High (NAV)27.24
52 Week Low (NAV)24.11

Get detailed analysis of other Mutual Funds

Axis Bluechip FundJm Tax Gain FundReliance Power Infra Fund
Axis Focused 25 FundKotak Emerging Equity Scheme Regular PlanReliance Small Cap Fund
Axis Long Term Equity FundKotak Equity Savings Fund Regular PlanSbi Bluechip Fund

L&T Hybrid Equity Fund Returns – Yearly

2018-4.340%
201727.790%
201620.740%
201519.880%
201444.000%

L&T Hybrid Equity Fund AUM

201810769
20178052
20162934
20151008
2014127

 Fund Expense Ratio

2018
20172.430%
20162.540%
20152.760%
20143.030%

L&T Hybrid Equity Fund Quarterly Returns

2018 Q1-3.510%
2018 Q21.080%
2018 Q3-2.040%
2018 Q4
2017 Q111.610%
2017 Q26.170%
2017 Q31.890%
2017 Q45.850%
2016 Q1-2.930%
2016 Q25.870%
2016 Q35.270%
2016 Q4-3.550%
2015 Q16.640%
2015 Q20.530%
2015 Q32.370%
2015 Q41.250%
2014 Q15.650%
2014 Q219.410%
2014 Q36.240%
2014 Q48.040%

Find details on other Mutual Funds

Axis Strategic Bond FundKotak Medium Term Fund Regular PlanSbi Dynamic Bond Fund
Bnp Paribas Short Term FundKotak Standard Multicap Fund Regular PlanSbi Etf Nifty 50
Canara Robeco Bluechip Equity FundLic Mf Etf Nifty 50Sbi Etf Sensex

Weightage by Sector

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

Weightage by Securities Holding

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

Fund Investment Information

AMCL&T Investment Management Ltd
RegistrarComputer Age Management Services Ltd.
Minimum Investment5000
Minimum SIP Investment500
Exit LoadFor 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


More on Mutual Funds

Top 10 Aggressive Hybrid Funds In IndiaTop 10 Large Cap Equity Funds In India
Top 10 Arbitrage Funds In IndiaTop 10 Liquid Funds In India
Top 10 Conservative Funds In IndiaTop 10 Medium Duration Funds In India
Top 10 Dividend Stocks In IndiaTop 10 Medium To Long Duration Funds In India
Top 10 Dynamic Asset Allocation FundsTop 10 Multi Cap Equity Funds In India
Top 10 Dynamic Bond Funds In IndiaTop 10 Mutual Funds In India
Top 10 Elss Funds In IndiaTop 10 Sectoral Funds In India
Top 10 Gilt Funds In IndiaTop 10 Short Duration Funds In India

Most Read Articles:

Make Profit from Intraday Trading
Intraday Trading Strategies
Intraday Tips
What is Intraday Trading?
How to Start Trading Online?
Online Trading
Trading Account
Full Service Broker vs Discount Broker

Leave a Reply

Your email address will not be published. Required fields are marked *

Start your Mutual Fund Investment Now! Open an Account
×

Share your details & Become Sub Broker Now!

  1. Become Sub BrokerOpen Demat Account

Offer valid for limited time.

×

Share your details & Open Demat A/C Now!

  1. Open Demat AccountBecome Sub Broker

Offer valid for limited time.

×

Share your details & Get IPO Allotment Now!

  1. Invest in IPOOpen Demat Account

Offer valid for limited time.

×

Share your details & Invest in PMS Now!

  1. Invest in PMSOpen Demat Account

Offer valid for limited time.