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L&T Hybrid Equity Fund

L&T Hybrid Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

11.52

as on 09 Dec 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,873 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

  • ₹ 37.202

    as on 09 Dec 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 ₹ 37.202 as on 09 Dec 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 3.06% 4.76% 17.00% 27.10% 32.66% 31.81% 19.25% 17.76% 22.52% 23.17% 32.93% 26.51% 19.64%
Category Average 1.38% 1.97% 10.74% 4.99% 16.21% 14.96% 10.17% 12.74% 11.27% 10.57% 16.26% 13.89% 12.62%
L&T Hybrid Equity Fund 0.37%₹ 10,036 0.82%₹ 10,081 9.04%₹ 10,904 -0.99%₹ 9,901 5.32%₹ 12,342 10.97%₹ 12,314 5.66%₹ 25,427 11.52%₹ 13,873 11.56%₹ 42,803 7.43%₹ 14,314 10.09%₹ 77,342 12.71%₹ 33,118 11.00%₹ 2,12,473
ICICI Prudential Equity & Debt Fund 1.06%₹ 10,106 3.60%₹ 10,360 10.39%₹ 11,039 12.05%₹ 11,204 14.97%₹ 12,950 27.70%₹ 16,306 19.19%₹ 28,958 21.36%₹ 17,882 25.44%₹ 52,038 13.67%₹ 18,994 19.46%₹ 97,426 16.05%₹ 44,391 16.10%₹ 2,79,143
Kotak Equity Hybrid 1.16%₹ 10,115 1.23%₹ 10,122 10.90%₹ 11,090 6.06%₹ 10,605 11.92%₹ 12,760 18.25%₹ 13,982 12.11%₹ 27,092 17.42%₹ 16,194 18.91%₹ 47,546 11.68%₹ 17,383 16.08%₹ 89,691 - -
Canara Robeco Equity Hybrid Fund 1.10%₹ 10,109 1.71%₹ 10,170 10.85%₹ 11,085 3.49%₹ 10,348 10.04%₹ 12,642 13.81%₹ 12,952 9.17%₹ 26,329 15.27%₹ 15,321 14.51%₹ 44,669 11.77%₹ 17,455 13.85%₹ 84,916 13.55%₹ 35,671 13.44%₹ 2,42,035
DSP Equity And Bond Fund 1.11%₹ 10,111 0.47%₹ 10,046 10.61%₹ 11,061 -1.33%₹ 9,866 6.61%₹ 12,425 12.12%₹ 12,570 6.13%₹ 25,547 13.46%₹ 14,610 12.57%₹ 43,437 9.78%₹ 15,954 12.32%₹ 81,749 12.59%₹ 32,768 12.51%₹ 2,30,237
Mirae Asset Hybrid - Equity Fund 1.56%₹ 10,156 2.32%₹ 10,232 10.54%₹ 11,053 3.30%₹ 10,329 10.52%₹ 12,672 14.49%₹ 13,107 9.60%₹ 26,440 14.16%₹ 14,885 15.07%₹ 45,027 11.05%₹ 16,894 13.50%₹ 84,182 - -

Portfolio Holdings

Portfolio holdings pattern of L&T Hybrid Equity Fund as on 10 Dec 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%