Formerly L&T Monthly Income Plan Qt DR
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.
18 Years. The fund has an Extended history for analysis and the track record is excellent.
37 Cr. Medium within the category
Relatively Poor. The category has a relatively poor investment outlook
Consistency Of Performance
Poor. The historical performance of the fund has been poor
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 to Moderate
Jul 31, 2003
Launched (18y ago)
AUM in Crores
CRISIL Hybrid 85+15 - ConservativeTR INR
Returns Calculator Comparison
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 965,796||₹ 233,184||11.25%|
|EPF||₹ 900,761||₹ 168,149||8.50%|
|Property||₹ 867,662||₹ 135,050||7.00%|
|PPF||₹ 869,819||₹ 137,207||7.10%|
|Bank FD||₹ 846,471||₹ 113,859||6.00%|
|Gold||₹ 846,471||₹ 113,859||6.00%|
|Savings Bank||₹ 825,950||₹ 93,338||5.00%|
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.
Comparison with Hybrid Funds
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.
₹ 6,395 Cr
₹ 7,532 Cr
₹ 626 Cr
₹ 2,997 Cr
₹ 5,038 Cr
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L&T Conservative Hybrid Fund of Income Dis cum Cap wdrl (RIDCW-Q) is a conservative hybrid hybrid fund and has delivered an annualised return of 6.9% over a period of 18 years .The fund was previously known as L&T Monthly Income Plan Qt DR.The fund is managed by L&T Investment Management Ltd.The fund managers are Jalpan Shah, Venugopal Manghat, Vihang Naik
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.
The L&T Conservative Hybrid Fund of Income Dis cum Cap wdrl (RIDCW-Q) fund was launched on Jul 31, 2003. The NAV (Net Asset Value) of this conservative hybrid hybrid as of 2021-05-17 is ₹ 11.1156. The total AUM (Asset Under Management) of the fund as of 2021-05-18 is ₹ 36.944. The category risk of the L&T Conservative Hybrid Fund of Income Dis cum Cap wdrl (RIDCW-Q) fund is Moderate Risk. The fund charges 2.24 % as expense ratio.
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
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.
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 (RIDCW-Q) 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 (RIDCW-Q) 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.