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Asset Size:8397Cr
Expense Ratio:1.82%
Fund Manager(s):S.N. Lahiri,Shriram Ramanathan,Karan Desai,
5year Returns:9.84%

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L&T Hybrid Equity Fund Growth

L&T Finance       

Balanced Equity
Aggressive Allocation

Nav : 25.388 ( 0.17%) August 16th, 2019

People currently viewing this : 1

Rank (of 245)

15

Annualized Returns(5 yrs)

9.84%

Investment Horizon

>3 Yr

Doubled Money

7yrs 5m

Returns since February 7th, 2011

11.56%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

53.1L

Projected Maturity Amount

1.1Cr

L&T Finance     

Balanced Equity
Aggressive Allocation

Nav : 25.388 ( 0.17%) August 16th, 2019

People currently viewing this : 1

Upwardly's Take :

These funds invest predominantly in Equity (65-80%) with rest allocation in debt. Investors looking for exposure to equity but wanting more stability than pure Equity funds should invest in this fund. Only 10% long-term tax on capital gains above 1 lakh.

Invest in these funds with minimum of 3 years horizon for your medium to long term goals like Retirement, Children's education etc

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

53.1L

Projected Maturity Amount

1.1Cr

Rank (of 245)

15

Annualized Returns(5 yrs)

9.84%

Investment Horizon

>3 Yr

Doubled Money

7yrs 5m

Returns since February 7th, 2011

11.56%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

To seek 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

Basic Details
Fund House
L&T Finance
Launch Date
February 7th, 2011
Expense Ratio
1.82%
Fund Category Risk
Moderate
Std Dev (1Yr)
11.575
Std Dev (3Yr)
9.81
Std Dev (5Yr)
10.352
Asset Size
8397Cr
Investment Details
Investment Plan
Growth
Return since Launch
11.56 %
Exit Load
1% if withdrawn within 1 Year(s)
No exit load if withdrawn after 1 Year(s)
Contact Details
Phone No.
+91 22 66554000
Website