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L&T Conservative Hybrid Fund (Growth)

Hybrid

Conservative Hybrid

₹ 37.75

NAV (SEP 29)

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.

Our analysis of this fund Learn how we rate funds ->
Our analysis of this fund Learn how we rate funds ->

Track Record

17 Years

The fund has an extended history for analysis and the track record is excellent

Relative Size

33 Cr

Small within the category

Category View

Relatively Poor

The category has a relatively poor investment outlook

Consistency Of Performance

Good

The historical performance of the fund has been good

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  • Historical growth rate of 9.00% per annum
  • Recommended Duration 1-5 years
  • No Lock-in
  • Expert investing only
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Historical NAV

37.75

NAV (SEP 29)

SIP Calculator

Investing Duration 5 years

Total Investment

Wealth Gained

Total Corpus Created

With assumed returns of 11.25%
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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

Moderately Low

Moderate

Moderately High

High

Moderately High risk

2.24%

Expense Ratio

31st Jul, 2003

Launched (17y ago)

₹ 33

AUM in Crores

INF917K01056

No Lock-in

CRISIL Hybrid 85+15 - ConservativeTR INR

Benchmark

₹ 1000

SIP Minimum

₹ 10000

Lumpsum Min.

Fund Managers

Jalpan Shah

Fund Manager

Venugopal Manghat

Fund Manager

Vihang Naik

Fund Manager

Returns Calculator Comparison

of

for

Instrument Returns Total Corpus Gains Annualised %
Mutual Fund 70% 11.25%
EPF 70%
Property 70%
PPF 70%
Bank FD 70%
Gold 70%
Savings Bank 70%

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 29th September 2020

Top Stock Holdings

7.59% Govt Stock 2026

33%

7.37% Govt Stock 2023

16%

Rural Electrification Corporation Limited

8%

National Bank For Agriculture And Rural Development

7%

6.45% Govt Stock 2029

6%
See all holdings
allocation by market cap

Allocation by Sector

Financial Services

4%

Consumer Cyclical

3%

Technology

3%

Basic Materials

2%

Healthcare

2%
See all sectors

Comparison with Hybrid Funds

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

  • Indicative returns of 9.00% annually
  • Recommended Duration 1-5 years
  • No Lock-in
  • Expert investing only
  • One-click investing and tracking
  • Zero fees for all your investments

SIP Calculator

Investment Duration 5 years

₹12,37,295

Total Investment

₹12,37,295

Wealth Gained

₹12,37,295

Total Corpus Created

With assumed returns of 11.25%
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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.

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.

Top Ranked

These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.

Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.

calender

Track Record

We look at consistent and long historical performance for our analysis

calender

Relative Size

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

calender

Category View

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

calender

Consistency Of Performance

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

calender

Track Record

We look at consistent and long historical performance for our analysis

calender

Relative Size

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

calender

Impact of Interest Rates

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

calender

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 (Growth)

About L&T Conservative Hybrid Fund (Growth)

L&T Conservative Hybrid Fund (Growth) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 8.05% over a period of 17 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 Jalpan Shah, Venugopal Manghat, Vihang Naik.

L&T Conservative Hybrid Fund (Growth) 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 (Growth) NAV, AUM and Risk

The fund was launched on 2003-07-31. The NAV of the fund as of 2020-09-29 is ₹ 37.75. The total AUM of the fund as of 2020-09-29 is ₹ 33 Cr. The category risk of the fund is Moderately High risk

The fund charges 2.24 % as expense ratio.

L&T Conservative Hybrid Fund (Growth) Holdings

The fund’s highest allocation is towards debt and has invested 75.05% 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 (Growth) 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 (Growth) 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.