Formerly L&T India Prudence Ann DR
₹ 14.313
NAV (Apr 16)
Neutral
However, Scripbox does not recommend investing in aggressive hybrid mutual funds.
Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is also high.It is 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.
Track Record
6 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
5,469 Cr. Category leader in size
Category View
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Scheme Information
To seek to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities and to generate reasonable returns through a portfolio of debt and money market instruments.There is no assurance that the investment objective of the scheme will be realized.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
1.88 %
Expense Ratio
Feb 10, 2015
Launched (6y ago)
₹ 5,469
AUM in Crores
INF917K01TV1
ISIN
No Lock-in
Lock-in
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Hybrid Funds
Aggressive Hybrid
26 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
Aggressive Hybrid
21 Years
Age
Track Record
Conservative Hybrid
18 Years
Age
Track Record
Multi Asset Allocation
16 Years
Age
Track Record
About the AMC
L&T Investment Management Ltd
L&T Investment Management Ltd manages assets worth 72,102 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.
Corporate Bond
Top Ranked
₹ 6,150 Cr
Fund Size
9.4%
3Y returns
Overnight
Top Ranked
₹ 1,399 Cr
Fund Size
4.3%
3Y returns
Diversified
Top Ranked
₹ 1,257 Cr
Fund Size
4.6%
3Y returns
Mid Cap
Top Ranked
₹ 6,286 Cr
Fund Size
6.4%
3Y returns
Large Cap
Top Ranked
₹ 618 Cr
Fund Size
9.5%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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L&T Hybrid Equity Fund (DR-A) is a aggressive hybrid hybrid fund and has delivered an annualised return of 9.0% over a period of 6 years .The fund was previously known as L&T India Prudence Ann DR.The fund is managed by L&T Investment Management Ltd.The fund managers are Alok Ranjan, Shriram Ramanathan, Venugopal Manghat, Vihang Naik
To seek to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities and to generate reasonable returns through a portfolio of debt and money market instruments.There is no assurance that the investment objective of the scheme will be realized. However, there is no assurance that the objective of the scheme will be realized.
The L&T Hybrid Equity Fund (DR-A) fund was launched on Feb 10, 2015. The NAV (Net Asset Value) of this aggressive hybrid hybrid as of 2021-04-16 is ₹ 14.313. The total AUM (Asset Under Management) of the fund as of 2021-04-18 is ₹ 5468.544. The category risk of the L&T Hybrid Equity Fund (DR-A) fund is Very High Risk. The fund charges 1.88 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 74.9% in this asset class. The top three holdings of the fund are 6.45% govt stock 2029,7.32% govt stock 2024 and 6.18% govt stock 2024
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 ₹ 5000.
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
L&T Hybrid Equity Fund (DR-A) has a score of 3 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, L&T Hybrid Equity Fund (DR-A) has a score of 5 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.