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  • L&T Conservative Hybrid Fund of Income Dis cum Cap wdrl (Dividend Payout - Quarterly)

Formerly L&T Monthly Income Plan Qt DP

L&T Mutual Fund

L&T Conservative Hybrid Fund of Income Dis cum Cap wdrl (Dividend Payout - Quarterly)

HybridConservative Hybrid

11.3126

NAV (Oct 25)

4.9%
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 ->

Track Record

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

Relative Size

40 Cr. Negligible within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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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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    Expert Investing Only

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Historical NAV

11.3126

NAV (Oct 25)

Fund Returns

Last 1Y
9.7%
Last 3Y
7.6%
Last 5Y
4.9%
Last 10Y
6%
Since Inception
7%
6 Month CAGR
4.7%
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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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Moderately High risk

Expense Ratio
2.25
Launched (18y ago)
Jul 31, 2003
AUM in Crores
39.519
ISIN
INF917K01064
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 85+15 - ConservativeTR INR
SIP Minimum
1000
Lumpsum Min.
10000
Fund Managers
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Cheenu Gupta

Fund Manager

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Jalpan Shah

Fund Manager

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Venugopal Manghat

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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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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.

  • Inflation beating returns
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comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,356 cr

5

₹ 18,652 cr

5

₹ 3,398 cr

5

₹ 96 cr

5

₹ 1,957 cr

5

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About the AMC

L&T Investment Management Ltd

L&T Investment Management Ltd manages assets worth 83,412 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
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    3.9%

    6.6%

    top-ranked-badge

    10.4%

    7.6%

    top-ranked-badge

    20.9%

    10.8%

    top-ranked-badge

    5.8%

    7.2%

    top-ranked-badge

    7.9%

    8%

    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
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    Equity

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    How does Scripbox rate funds?

    Proprietary 4-step 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.

    Fund Size

    Fund Size

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

    Sub-asset Class View

    Sub-asset Class View

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

    Fund Performance

    Fund 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.

    Fund Size

    Fund 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 Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

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    2. 2500+Cities
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    We manage to deliver better strategies to people who trust us.

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

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

    L&T Conservative Hybrid Fund of Income Dis cum Cap wdrl (D-Q) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 7% over a period of 18 years. The fund was previously known as L&T Monthly Income Plan Qt DP . The fund is managed by L&T Investment Management Ltd. The fund managers are Cheenu Gupta, Jalpan Shah, Venugopal Manghat

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

    The L&T Conservative Hybrid Fund of Income Dis cum Cap wdrl (D-Q) fund was launched on Jul 31, 2003. The NAV (Net Asset Value) of this Conservative Hybrid Hybrid fund as of 2021-10-25 is ₹11.31. The total AUM (Asset Under Management) of the fund as of 26/10/2021 is ₹39.519. The category risk of the L&T Conservative Hybrid Fund of Income Dis cum Cap wdrl (D-Q) fund is Moderately High risk. The fund charges 2.25 % as expense ratio.

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

    The fund’s highest allocation is towards Debt and has invested 63.8% in this asset class. The top three holdings of the fund are , 7.59% govt stock 2026 , 7.37% govt stock 2023 , 5.22% goi 2025 , rural electrification corporation limited , (a) tri party repo dealing system (treps)/reverse repo , national bank for agriculture and rural development , power finance corporation limited , infosys ltd , icici bank ltd , bajaj finance ltd , k.p.r. mill ltd , hdfc bank ltd , state bank of india , sona blw precision forgings ltd , tata steel ltd , minda industries ltd , sun pharmaceuticals industries ltd , brigade enterprises ltd , bajaj finserv ltd , hindalco industries ltd , vrl logistics ltd , ultratech cement ltd , clean science and technology ltd , godrej properties ltd , sobha ltd , greenpanel industries ltd ordinary shares , eclerx services ltd , uti asset management co ltd , reliance industries ltd , apl apollo tubes ltd , zee entertainment enterprises ltd , tata consultancy services ltd , happiest minds technologies ltd ordinary shares , computer age management services ltd ordinary shares , rolex rings ltd , gland pharma ltd , axis bank ltd , cholamandalam investment and finance co ltd , mindtree ltd , coforge ltd , container corporation of india ltd , housing development finance corp ltd

    L&T Conservative Hybrid Fund of Income Dis cum Cap wdrl (D-Q) 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.

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