• Mutual Funds
  • L&T Mutual Fund
  • L&T Conservative Hybrid Fund of (RIDCW-M)

Formerly L&T Monthly Income Plan Mn DR

L&T Mutual Fund

L&T Conservative Hybrid Fund of (RIDCW-M)

HybridConservative Hybrid

11.1289

NAV (Aug 05)

4.7%
5 Year CAGR
Scripbox Opinion
Neutral
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 ->

Fund Size

₹ 35 Cr

The performance of the fund on a Fund Size metric has been Poor

Rolling Returns

View all 8 analysis

View Less

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

11.1289

NAV (Aug 5)

Fund Returns

Last 1Y

2.6%

Last 3Y

6.4%

Last 5Y

4.7%

Last 10Y

5.6%

Since Inception

6.7%

6 Month CAGR

-1.1%

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.

Expense Ratio

2.24

Launched (19y ago)

Jul 31, 2003

AUM in Crores

35.376

ISIN

INF917K01049

Lock-in

No Lock-in

Benchmark

NIFTY 50 Hybrid Composite 15:85 TR INR

SIP Minimum

1000

Lumpsum Min.

10000

Fund Managers

Jalpan Shah

Fund Manager

Venugopal Manghat

Fund Manager

Cheenu Gupta

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-08-05

Top Stock Holdings

7.59% govt stock 2026

28.8%
28.8%

7.37% govt stock 2023

14.5%
14.5%

5.22% govt stock 2025

13.6%
13.6%

4.56% govt stock 2023

8.3%
8.3%

national bank for agriculture and rural development

5.9%
5.9%
See all holdings

Allocation by Sector

consumer cyclical

6.2%
6.2%

financial services

5.9%
5.9%

technology

3.6%
3.6%

basic materials

2.4%
2.4%

industrials

1.3%
1.3%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Kotak Equity Arbitrage Fund (G)
Kotak Equity Arbitrage Fund (G)

₹ 25,788 cr

₹ 25,788 cr

₹ 25,788 cr

₹ 25,788 cr

₹ 25,788 cr

About the AMC

L&T Investment Management Ltd

L&T Investment Management Ltd manages assets worth 72,101 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.

amc-img

  • 022-66554000
  • investor.line@lntmf.co.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.1%

    5.7%

    3.9%

    5%

    6.6%

    6.9%

    3.9%

    5.1%

    3.9%

    5.1%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    L&T Conservative Hybrid Fund of (RIDCW-M) Review

    L&T Conservative Hybrid Fund of (RIDCW-M) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 6.7% over a period of 19 years. The fund was previously known as L&T Monthly Income Plan Mn DR. The fund is managed by L&T Investment Management Ltd. The fund managers are Cheenu Gupta, Jalpan Shah, Venugopal Manghat.

    Nav of L&T Conservative Hybrid Fund of (RIDCW-M) as of 8/5/2022 is ₹11.13 with the total AUM as of 8/8/2022 is ₹35.376. With Scripbox you can compare and check the latest nav for all mutual funds in India. L&T Conservative Hybrid Fund of (RIDCW-M) was launched on Jul 31, 2003. The category risk of the fund is Moderately High risk.

    The minimum SIP amount for L&T Conservative Hybrid Fund of (RIDCW-M) 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. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

    What is L&T Conservative Hybrid Fund of (RIDCW-M)?

    L&T Conservative Hybrid Fund of (RIDCW-M) is a Conservative Hybrid Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    How to invest in L&T Conservative Hybrid Fund of (RIDCW-M)?

    You can invest in L&T Conservative Hybrid Fund of (RIDCW-M) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of L&T Conservative Hybrid Fund of (RIDCW-M)?

    The minimum sip amount for L&T Conservative Hybrid Fund of (RIDCW-M) is ₹1000. You can invest in multiples of ₹10000.

    Is L&T Conservative Hybrid Fund of (RIDCW-M) good to invest in?

    As per Scripbox experts, L&T Conservative Hybrid Fund of (RIDCW-M) is a Neutral fund. You can investL&T Conservative Hybrid Fund of (RIDCW-M) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the L&T Conservative Hybrid Fund of (RIDCW-M)?

    The expense ratio of the L&T Conservative Hybrid Fund of (RIDCW-M) is 2.24% for regular plan.