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L&T Hybrid Equity Fund

L&T Hybrid Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

12.97

as on 16 Aug 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,422 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

  • ₹ 36.617

    as on 16 Aug 2022
  • Regular - Growth

  • 14 / 33

  • ₹ 5,000

  • ₹ 5,226 Cr.

    as on 31 Dec 2021
  • 1.9%

  • 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 ₹ 36.617 as on 16 Aug 2022.

This fund has 11 years of track record. Since 30 Nov 2021 expense ratio of this fund is 1.9%. 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 to generate long-term capital appreciation from a diversifi ed portfolio of predominantly equity and equity related securities and to generate reasonable returns through a portfolio of debt and money market instruments.

List of Fund Managers of L&T Hybrid Equity Fund

  • About Sonal Gupta

    Picture of Sonal  Gupta
  • About Venugopal M

    Picture of Venugopal M
  • About Cheenu Gupta

    Picture of Cheenu Gupta

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 8.67% 12.16% 10.54% 27.10% 38.52% 30.19% 18.76% 17.53% 13.97% 27.47% 33.61% 25.29% 19.11%
Category Average 7.32% 9.16% 2.17% 6.59% 22.48% 16.03% 10.48% 13.27% 5.96% 14.01% 17.32% 13.69% 12.80%
L&T Hybrid Equity Fund 8.04%₹ 10,803 9.51%₹ 10,950 -0.32%₹ 9,967 1.80%₹ 10,179 1.73%₹ 12,112 17.91%₹ 13,916 9.44%₹ 26,395 12.97%₹ 14,422 13.42%₹ 43,965 7.82%₹ 14,577 10.43%₹ 77,997 - -
ICICI Prudential Equity & Debt Fund 7.61%₹ 10,760 8.04%₹ 10,803 3.68%₹ 10,368 17.00%₹ 11,700 12.69%₹ 12,807 33.76%₹ 17,921 25.82%₹ 30,744 21.76%₹ 18,061 26.56%₹ 52,829 13.97%₹ 19,237 19.05%₹ 96,445 16.71%₹ 46,914 16.15%₹ 2,79,872
Kotak Equity Hybrid 7.48%₹ 10,748 9.54%₹ 10,953 3.71%₹ 10,370 9.95%₹ 10,995 9.30%₹ 12,594 27.38%₹ 16,246 17.22%₹ 28,431 19.31%₹ 16,991 20.88%₹ 48,868 12.08%₹ 17,688 16.22%₹ 89,998 - -
Canara Robeco Equity Hybrid Fund 8.10%₹ 10,809 10.34%₹ 11,034 1.42%₹ 10,142 4.78%₹ 10,477 5.82%₹ 12,373 20.32%₹ 14,491 12.69%₹ 27,239 17.30%₹ 16,148 16.46%₹ 45,920 11.88%₹ 17,533 14.24%₹ 85,718 14.34%₹ 38,212 13.80%₹ 2,46,716
DSP Equity And Bond Fund 8.49%₹ 10,848 10.90%₹ 11,090 0.68%₹ 10,067 1.36%₹ 10,135 3.20%₹ 12,206 20.70%₹ 14,582 11.23%₹ 26,860 15.89%₹ 15,570 15.18%₹ 45,092 10.77%₹ 16,683 13.14%₹ 83,428 13.50%₹ 35,501 13.09%₹ 2,37,459
Mirae Asset Hybrid - Equity Fund 7.78%₹ 10,778 9.99%₹ 10,998 2.36%₹ 10,235 4.82%₹ 10,481 6.04%₹ 12,387 20.91%₹ 14,635 13.23%₹ 27,381 15.58%₹ 15,447 16.64%₹ 46,038 11.42%₹ 17,174 13.75%₹ 84,680 - -

Portfolio Holdings

Portfolio holdings pattern of L&T Hybrid Equity Fund as on 17 Aug 2022 are listed below:

  • Equity Holdings:

    73.53%
  • Debt Holdings:

    22.89%
  • Others Holdings:

    3.58%

Top Sector Holdings of L&T Hybrid Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 13.24% ₹ 706.81 Cr.
Computers - Software 11.45% ₹ 610.92 Cr.
Auto ancillaries 6.85% ₹ 365.67 Cr.
Fabrics and garments 5.04% ₹ 268.85 Cr.
Pharmaceuticals 4.24% ₹ 226.55 Cr.
Others 59.18% -

Top Stock Holdings of L&T Hybrid Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 6.06% ₹ 323.62 Cr.
Infosys Ltd. 5.61% ₹ 299.34 Cr.
K.P.R. Mill Ltd. 4.16% ₹ 221.96 Cr.
Reliance Industries Ltd. 3.63% ₹ 194.05 Cr.
HDFC Bank Ltd. 3.59% ₹ 191.64 Cr.
Others 76.95% -

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

Instrument TypeHolding PercentageHolding Values in Crore
GOI 14.07% ₹ 751.34 Cr.
NCD & Bonds 8.45% ₹ 452.13 Cr.
CP 0.19% ₹ 9.93 Cr.
CD 0.18% ₹ 9.37 Cr.
Others 77.11% -

Top Debt Holdings of L&T Hybrid Equity Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 14.07% ₹ 751.34 Cr.
Bond - Power Finance Corporation Ltd. 2.03% ₹ 108.44 Cr.
Bond - Jamnagar Utilities & Power Pvt. Ltd. 1.88% ₹ 100.38 Cr.
Bond - Housing Development Finance Corporation Ltd. 1.56% ₹ 83.32 Cr.
Bond - National Bank for Agriculture & Rural Development 1.10% ₹ 59.02 Cr.
Others 79.36%

Other Holdings

Holding TypeHolding Percentage
TREPS 3.76%
Net Receivables -0.18%