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  • L&T Conservative Hybrid Fund of Income Dis cum Cap wdrl (PIDCW-M)

Formerly L&T Monthly Income Plan Mn DP

L&T Conservative Hybrid Fund of Income Dis cum Cap wdrl (PIDCW-M)

L&t Conservative Hybrid Fund Of Income Dis Cum Cap Wdrl (Pidcw-m)

HybridConservative Hybrid

11.1974

NAV (May 11)

Scripbox Opinion

Not Recommended

Click here for top ranked funds in conservative hybrid mutual funds.

However, Scripbox does not recommend investing in conservative hybrid mutual funds.

Conservative hybrid funds are primarily debt funds which invest a small amount in Equity instruments.

They will tend to fluctuate a little in line with market movements - providing marginal extra gains when the market moves up and marginally lower returns when the market is down.It’ s better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

18 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

37 Cr. Medium within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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Scheme Information

Investment Objective

To generate regular income through investments in a range of Debt,Equity and Money Market Instruments. Income will be distributed only if the same is earned by the Scheme and there can be no assurance that the objective of the Scheme will be realized.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Moderate Risk

2.24 %

Expense Ratio

Jul 31, 2003

Launched (18y ago)

₹ 37

AUM in Crores

INF917K01031

ISIN

No Lock-in

Lock-in

CRISIL Hybrid 85+15 - ConservativeTR INR

Benchmark

₹ 1,000

SIP Minimum

₹ 10,000

Lumpsum Min.

Fund Managers
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Jalpan Shah

Fund Manager

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Venugopal Manghat

Fund Manager

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Vihang Naik

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
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    One click investing tracking
comparison

Comparison with Hybrid Funds

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aggressive Hybrid

26 Years

Age

5

Track Record

ICICI Prudential Equity & Debt Fund (G)

ICICI Prudential Equity & Debt Fund (G)

Aggressive Hybrid

22 Years

Age

5

Track Record

Quant Absolute Fund (G)

Quant Absolute Fund (G)

Aggressive Hybrid

20 Years

Age

5

Track Record

HDFC Hybrid Debt Fund (G)

HDFC Hybrid Debt Fund (G)

Conservative Hybrid

18 Years

Age

5

Track Record

HDFC Multi Asset fund (G)

HDFC Multi Asset fund (G)

Multi Asset Allocation

16 Years

Age

5

Track Record

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About the AMC

L&T Investment Management Ltd

L&T Investment Management Ltd manages assets worth 75,002 crores and was set up on 25 April 1996. It's current offering of mutual fund schemes includes 36 equity,71 debt and 24 hybrid funds.

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  • tel-amc-about
    022-66554000
  • mail-amc-about
    investor.line@lntmf.co.in
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    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

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    How does Scripbox rate funds?

    Proprietary system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Equity Funds

    Debt Funds

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    About L&T Conservative Hybrid Fund of Income Dis cum Cap wdrl (PIDCW-M)

    About L&T Conservative Hybrid Fund of Income Dis cum Cap wdrl (PIDCW-M)

    L&T Conservative Hybrid Fund of Income Dis cum Cap wdrl (PIDCW-M) is a conservative hybrid hybrid fund and has delivered an annualised return of 6.8% over a period of 18 years .The fund was previously known as L&T Monthly Income Plan Mn DP.The fund is managed by L&T Investment Management Ltd.The fund managers are Jalpan Shah, Venugopal Manghat, Vihang Naik

    L&T Conservative Hybrid Fund of Income Dis cum Cap wdrl (PIDCW-M) Investment Objective

    To generate regular income through investments in a range of Debt,Equity and Money Market Instruments. Income will be distributed only if the same is earned by the Scheme and there can be no assurance that the objective of the Scheme will be realized. However, there is no assurance that the objective of the scheme will be realized.

    L&T Conservative Hybrid Fund of Income Dis cum Cap wdrl (PIDCW-M) NAV,AUM,Risk

    The L&T Conservative Hybrid Fund of Income Dis cum Cap wdrl (PIDCW-M) fund was launched on Jul 31, 2003. The NAV (Net Asset Value) of this conservative hybrid hybrid as of 2021-05-11 is ₹ 11.1974. The total AUM (Asset Under Management) of the fund as of 2021-05-12 is ₹ 36.944. The category risk of the L&T Conservative Hybrid Fund of Income Dis cum Cap wdrl (PIDCW-M) fund is Moderate Risk. The fund charges 2.24 % as expense ratio.

    L&T Conservative Hybrid Fund of Income Dis cum Cap wdrl (PIDCW-M) Holdings

    The fund’s highest allocation is towards debt and has invested 66.7% in this asset class. The top three holdings of the fund are 7.59% govt stock 2026,7.37% govt stock 2023 and rural electrification corporation limited

    L&T Conservative Hybrid Fund of Income Dis cum Cap wdrl (PIDCW-M) SIP

    The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 10000.

    L&T Conservative Hybrid Fund of Income Dis cum Cap wdrl (PIDCW-M) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 85+15 - ConservativeTR INR

    L&T Conservative Hybrid Fund of Income Dis cum Cap wdrl (PIDCW-M) Review

    L&T Conservative Hybrid Fund of Income Dis cum Cap wdrl (PIDCW-M) has a score of 1 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, L&T Conservative Hybrid Fund of Income Dis cum Cap wdrl (PIDCW-M) has a score of 3 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

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