L&T Hybrid Equity Fund- Regular Plan - Growth

3
Aggressive NAV 32.885 0.77 24 June, 2022
L&T Hybrid Equity Fund- Regular Plan - Growth was previously known as

L&T India Prudence Fund (G)

Fund Details

Category Aggressive
Fund Type Open Ended
Investment Plan Growth
Launch Date 05 January, 2011
Benchmark S&P BSE 200 (70), CRISIL Short-Term Bond (30)
Asset Size(Cr) 5020.11 (As on 31-03-2022)
Turn over 67.71%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 1.92% (As on 31-03-2022)
Fund Manager Shriram Ramanathan,Alok Ranjan,Venugopal Manghat,Cheenu Gupta

Investment Returns (As on 24 Jun, 2022)

Duration Returns Benchmark Category
1 W 1.45% -0.57% -0.72%
1 M -2.31% -0.65% 0.01%
3 M -10.12% -0.23% -0.86%
6 M -11.49% -6.15% -4.45%
1 Y -3.93% 17.63% 14.58%
2 Y 25.3% 36.94% 28.94%
3 Y 7.66% 14.5% 12.89%
5 Y 5.98% 14.17% 10.3%

Risk Mesasures (As on 24 Jun, 2022)

Std Dev Sharpe Beta Alpha
Fund 10.18 1.34 0.51 1.22
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 3.04%

Return Calculator

  • ₹0 (0.0)
  • ₹0 (0.0)
  • ₹0 (0.0)

Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
L&T Hybrid Equity Fund- Regular Plan - Growth -3.93% 7.66% 5.98%
ICICI Prudential Equity & Debt Fund - Growth 13.39% 15.9% 12.41%
SBI Equity Hybrid Fund - Regular Plan -Growth 1.24% 11.01% 10.39%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth -1.06% 8.81% 6.68%
Nippon India Equity Hybrid Fund - Growth Plan -0.14% 4.4% 4.11%

Fill this form now to make an investment!

L&T Hybrid Equity Fund : Balancing Growth & Stability

The L&T India Prudence Fund is a programme designed by the highly-qualified fund managers of L&T Mutual Fund. It is a growth-oriented balanced scheme which seeks to generate long-term capital appreciation from a well-diversified portfolio. L&T India Prudence Fund Growth invests in the equity and related securities along with debt and money market instruments to provide balanced growth to the capital. It is best suited to the investors who are seeking long-term capital appreciation with the generation of reasonable returns, and want to avail the combined benefits of equity and debt market.

L&T Hybrid Equity Fund Growth provides various key advantages to the investors which include

  • Investment in Two Asset Classes
  • Balance Between Growth And Stability
  • 360-Degree Research
  • SIP Investments

An investor always desires to achieve financial soundness by making a worthy investment. And for that, it is quite essential to make an apt choice. MySIPonline recommends the L&T India Prudence Fund Online Investment because it believes that this scheme of l&t mutual fund has all the requisite features which are required to be among the top performing schemes in the mutual fund industry. So, let us evaluate the synopsis of this plan, and know how l&t india prudence fund growth performing and yielding amazingly in the market.

L&T Hybrid Equity Fund Growth: Portfolio Analysis

The l&t india prudence fund growth scheme holds asset under management(AUM) amounted to Rs.2,513 crore as on August 31, 2016. The scheme has invested 72.31% in equity, 21.20% in debt and 6.49% in the cash/call instruments. The majority of the funds are allotted in the financial, engineering and automotive sectors providing diversification. The top holdings of L&T Hybrid Equity Fund Growth include ITC, HDFC Bank, Grasim Industries, ICICI Bank and IndusInd Bank.

The L&T India Prudence Fund is among the best-performing schemes in India which aim to offer capital growth to the investors. It has achieved its objective by performing immensely in the market and yielding higher returns. With a well-diversified and maintained portfolio, L&T Equity Hybrid Fund has been successful in providing the best-balanced solutions across the country and helped many investors in growing wealth for their future.

L&T India Prudence Fund Growth : Performance

This strategy holds an efficient position in the market. L&T India Prudence Fund is ranked second under the ‘Balanced Fund’ category by CRISIL for the quarter ended June 2016. In addition, it holds four-star rating. Apart from this, the following is some data specific evaluation of this scheme:

  1. The annualised returns generated by the L&T Prudence Fund in the long-term horizon are highly appreciable. They are around 24.3% and 18.4% for three- and five-year investment period, respectively.
  2. Its performance as against the set benchmark, i.e., S&P BSE 200 is remarkable which makes it popular among all.
  3. L&T Equity Hybrid Fund NAV has also been appreciating the worth of investment values and helped many investors in building wealth. It amounted to Rs. 21.76 as on 23rd September 2016.

We are sure enough that this is capable of making a worthwhile investment and shall offer humongous returns to you. You can add L&T India Prudence Fund to attain balanced growth with financial stability.

Add to Cart Successfully
Add to Cart Successfully