• Mutual Funds
  • L&T Mutual Fund
  • L&T Conservative Hybrid Fund (Growth)

Formerly L&T Monthly Income Plan Gr

L&T Mutual Fund

L&T Conservative Hybrid Fund (Growth)

HybridConservative Hybrid

Top Ranked

43.7318

NAV (Nov 25)

5.9%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within 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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

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

Rolling Returns

Satisfactory

The performance of the fund on a Rolling Returns metric has been Satisfactory

Invest in this fund

Scripbox Recommended Equity Funds

Want the equity funds that are right for your long term equity investment needs?

Learn more

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

43.7318

NAV (Nov 25)

Fund Returns

Last 1Y

0.7%

Last 3Y

6.1%

Last 5Y

5.9%

Last 10Y

7.1%

Since Inception

7.9%

6 Month CAGR

4.6%

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

39.715

ISIN

INF917K01056

Lock-in

No Lock-in

Benchmark

NIFTY 50 Hybrid Composite 15:85 TR INR

SIP Minimum

1000

Lumpsum Min.

10000

Standard Deviation (3yr)

5.3

Standard Deviation (5yr)

4.6

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.343

Sharpe Ratio (5yr)

0.149

YTM

7.11

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 2022-11-25

Top Stock Holdings

7.59% govt stock 2026

26.2%
26.2%

6.69% govt stock 2024

12.9%
12.9%

7.37% govt stock 2023

12.7%
12.7%

5.22% govt stock 2025

12.3%
12.3%

4.56% govt stock 2023

7.6%
7.6%
See all holdings

Allocation by Sector

consumer cyclical

5.9%
5.9%

financial services

5.9%
5.9%

industrials

3.7%
3.7%

technology

2.5%
2.5%

basic materials

1.8%
1.8%
See all sectors

Compare L&T Conservative Hybrid Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 21,109 cr

₹ 3,307 cr

₹ 761 cr

₹ 428 cr

₹ 406 cr

About the AMC

L&T Investment Management Ltd

L&T Investment Management Ltd manages assets worth 75,224 crores and was set up on 25 April 1996. It's current offering of mutual fund schemes includes 36 equity,77 debt and 18 hybrid funds.

amc-img

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

    6%

    7.3%

    4%

    5.6%

    6.1%

    7.9%

    5.3%

    6.2%

    3.8%

    5%

    L&T Conservative Hybrid Fund (G) Review

    L&T Conservative Hybrid Fund (G) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 7.9% over a period of 19 years. The fund was previously known as L&T Monthly Income Plan Gr. 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 (G) as of 11/25/2022 is ₹43.73 with the total AUM as of 11/26/2022 is ₹39.715. With Scripbox you can compare and check the latest nav for all mutual funds in India. L&T Conservative Hybrid Fund (G) was launched on Jul 31, 2003. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for L&T Conservative Hybrid Fund (G) 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 (G)?

    L&T Conservative Hybrid Fund (G) 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 (G)?

    You can invest in L&T Conservative Hybrid Fund (G) 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 (G)?

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

    Is L&T Conservative Hybrid Fund (G) good to invest in?

    As per Scripbox experts, L&T Conservative Hybrid Fund (G) is a Top Ranked fund. You can investL&T Conservative Hybrid Fund (G) 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 (G)?

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