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L&T Hybrid Equity Fund

L&T Hybrid Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

13.58

as on 08 Dec 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,651 today.

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NAV Performance

L&T Hybrid Equity Fund performance graph for last 3 years
Performance of L&T Hybrid Equity Fund for last 3 Years

Fund Information

  • ₹ 44.085

    as on 08 Dec 2023
  • Regular - Growth

  • 14 / 33

  • ₹ 5,000

  • ₹ 4,601 Cr.

    as on 31 May 2023
  • 1.91%

  • 07 Feb 2011

  • Hybrid - Aggressive Hybrid Fund

  • Nifty 50

  • L&T Mutual Fund

    Show All Funds

Highlights of this fund

L&T Hybrid Equity Fund is an Open-ended Hybrid Fund. The fund belongs to Aggressive Hybrid Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 07 Feb 2011. This fund is offered by one of the top AMC (Assets Management Company) L&T Mutual Fund. You can also view here all other Hybrid funds offered by L&T Mutual Fund.

Latest NAV of the fund is ₹ 44.085 as on 08 Dec 2023.

This fund has 12 years of track record. Since 31 Mar 2023 expense ratio of this fund is 1.91%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

To seek long term capital growth and income through investments in equity and equity related securities and fixed income instruments.

List of Fund Managers of L&T Hybrid Equity Fund

  • About Cheenu Gupta

    Picture of Cheenu Gupta
  • About Shriram Ramanathan

    Picture of Shriram RamanathanShriram Ramanathan is Head – Fixed Income at L&T Investment Management and has over 16 years of experience in the fixed income markets in India.He manages L&T Income Opportunities Fund, L&T Low Duration Fund, L&TTriple Ace Bond Fund, L&T Money Market Fund and L&T Resurgent India BondFund. Shriram is the co-manager for L&T Liquid Fund, L&T Short TermOpportunities Fund and L&T Flexi Bond Fund and also manages the debtportion of L&T India Prudence Fund.Prior to joining L&T Investment Management, Sriram was a Portfolio Manager at FIL Fund Management. In his previous roles, he was a Senior Investment Manager – Global Emerging Market Debt (Asia) at ING Investment Management Asia Pacific in Hong Kong, and a fixed income fund manager in India. His earlier assignments were with Zurich Asset Management Company in fixed income research and with the Treasury department of ICICI Bank, where he started his career in investments in 2000.Shriram is a Chartered Financial Analyst and holds a Post Graduate Diploma in Business Management from XLRI Jamshedpur along with an engineering degree from the university of mumbai B.E (Electrical), PGDBM-XLRI, CFA.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 7.19% 8.80% 25.93% 28.92% 27.59% 26.37% 22.13% 18.68% 45.36% 28.74% 22.85% 24.64% 18.04%
Category Average 5.01% 4.39% 12.69% 15.39% 10.85% 15.95% 13.63% 13.64% 25.04% 16.97% 14.49% 15.90% 12.83%
L&T Hybrid Equity Fund 5.64%₹ 10,564 3.61%₹ 10,361 12.61%₹ 11,260 18.15%₹ 11,815 26.46%₹ 13,656 8.34%₹ 11,738 16.77%₹ 28,315 13.58%₹ 14,651 13.22%₹ 43,847 11.95%₹ 17,596 13.97%₹ 85,148 13.73%₹ 36,244 11.54%₹ 2,18,698
ICICI Prudential Equity & Debt Fund 6.15%₹ 10,615 6.95%₹ 10,694 18.23%₹ 11,823 22.45%₹ 12,245 32.89%₹ 14,042 17.54%₹ 13,815 23.13%₹ 30,019 26.37%₹ 20,179 22.22%₹ 49,789 19.34%₹ 24,225 22.96%₹ 1,06,030 17.40%₹ 49,811 17.05%₹ 2,93,764
Kotak Equity Hybrid 5.21%₹ 10,520 3.69%₹ 10,368 12.58%₹ 11,257 15.18%₹ 11,517 23.16%₹ 13,456 10.76%₹ 12,267 16.43%₹ 28,226 17.47%₹ 16,209 14.73%₹ 44,805 16.37%₹ 21,359 17.44%₹ 92,743 - -
HDFC Hybrid Equity Fund 5.05%₹ 10,505 3.07%₹ 10,307 9.09%₹ 10,908 12.83%₹ 11,283 18.72%₹ 13,183 11.62%₹ 12,458 15.80%₹ 28,058 17.58%₹ 16,254 14.57%₹ 44,705 14.34%₹ 19,559 16.44%₹ 90,481 13.27%₹ 34,824 12.33%₹ 2,28,086
Sundaram Equity Hybrid Fund 1.80%₹ 10,179 0.49%₹ 10,048 10.54%₹ 11,054 - - - - - - - - - -
Canara Robeco Equity Hybrid Fund 6.43%₹ 10,642 5.22%₹ 10,521 12.60%₹ 11,259 14.83%₹ 11,483 24.23%₹ 13,520 9.27%₹ 11,938 16.05%₹ 28,126 14.49%₹ 15,006 13.36%₹ 43,933 14.59%₹ 19,776 15.21%₹ 87,785 14.98%₹ 40,449 13.42%₹ 2,41,803

Portfolio Holdings

Portfolio holdings pattern of L&T Hybrid Equity Fund as on 10 Dec 2023 are listed below:

  • Equity Holdings:

    77.19%
  • Debt Holdings:

    19.98%
  • Others Holdings:

    2.83%

Top Sector Holdings of L&T Hybrid Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 16.12% ₹ 773.84 Cr.
Computers - Software 7.25% ₹ 348.20 Cr.
Power equipment 5.43% ₹ 260.77 Cr.
NBFC 3.86% ₹ 185.40 Cr.
Hotels/resorts 3.72% ₹ 178.44 Cr.
Others 63.62% -

Top Stock Holdings of L&T Hybrid Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
HDFC Bank Ltd. 6.67% ₹ 320.01 Cr.
ICICI Bank Ltd. 4.58% ₹ 219.64 Cr.
Larsen & Toubro Ltd. 3.47% ₹ 166.57 Cr.
Reliance Industries Ltd. 3.30% ₹ 158.25 Cr.
Hindustan Unilever Ltd. 3.00% ₹ 143.83 Cr.
Others 78.98% -

Top Debt Instrument Type holdings of L&T Hybrid Equity Fund

Instrument TypeHolding PercentageHolding Values in Crore
GOI 16.07% ₹ 771.16 Cr.
NCD & Bonds 3.31% ₹ 158.82 Cr.
CP 0.60% ₹ 28.49 Cr.
Others 80.02% -

Top Debt Holdings of L&T Hybrid Equity Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 16.07% ₹ 771.16 Cr.
Bond - Jamnagar Utilities & Power Pvt. Ltd. 1.05% ₹ 50.50 Cr.
Bond - National Bank for Agriculture & Rural Development 0.97% ₹ 46.71 Cr.
Bond - Bajaj Finance Ltd. 0.74% ₹ 35.31 Cr.
Bond - Power Finance Corporation Ltd. 0.55% ₹ 26.30 Cr.
Others 80.62%

Other Holdings

Holding TypeHolding Percentage
TREPS 1.78%
Net Receivables 1.05%