• Mutual Funds
  • L&T Mutual Fund
  • L&T Hybrid Equity Fund of Income Dis cum Cap Wrdl (RIDCW-M)

Formerly L&T Hybrid Equity DR

L&T Mutual Fund

L&T Hybrid Equity Fund of Income Dis cum Cap Wrdl (RIDCW-M)

HybridAggressive Hybrid

25.638

NAV (Jan 21)

11.9%
5 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in aggressive hybrid mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Track Record

11 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

5,339 Cr. Large within the category

Category View

Neutral. The category has a neutral 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

25.638

NAV (Jan 21)

Fund Returns

Last 1Y

19.6%

Last 3Y

14.7%

Last 5Y

11.9%

Last 10Y

14.5%

Since Inception

12.5%

6 Month CAGR

8.9%

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Scheme Information

Investment Objective

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.

Expense Ratio

1.9

Launched (11y ago)

Feb 07, 2011

AUM in Crores

5338.305

ISIN

INF917K01LA2

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
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Cheenu Gupta

Fund Manager

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Shriram Ramanathan

Fund Manager

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Sonal Gupta

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.

comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,042 cr

5

₹ 18,456 cr

5

₹ 1,954 cr

5

₹ 3,412 cr

5

₹ 136 cr

5

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About the AMC

L&T Investment Management Ltd

L&T Investment Management Ltd manages assets worth 78,953 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

    3.7%

    6.5%

    9.5%

    7.5%

    17.1%

    10.4%

    5.4%

    7.1%

    7.2%

    7.9%

    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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    L&T Hybrid Equity Fund of Income Dis cum Cap Wrdl (RIDCW-M) Review

    L&T Hybrid Equity Fund of Income Dis cum Cap Wrdl (RIDCW-M) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 12.5% over a period of 10 years. The fund was previously known as L&T Hybrid Equity DR. The fund is managed by L&T Investment Management Ltd. The fund managers are Cheenu Gupta, Shriram Ramanathan, Sonal Gupta, Venugopal Manghat.

    Nav of L&T Hybrid Equity Fund of Income Dis cum Cap Wrdl (RIDCW-M) as of 21/01/2022 is ₹25.64 with the total AUM as of 24/01/2022 is ₹5338.305. With Scripbox you can compare and check the latest nav for all mutual funds in India. L&T Hybrid Equity Fund of Income Dis cum Cap Wrdl (RIDCW-M) was launched on Feb 07, 2011. The category risk of the fund is Very High Risk.

    The minimum SIP amount for L&T Hybrid Equity Fund of Income Dis cum Cap Wrdl (RIDCW-M) 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. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

    What is L&T Hybrid Equity Fund of Income Dis cum Cap Wrdl (RIDCW-M)?

    How to invest in L&T Hybrid Equity Fund of Income Dis cum Cap Wrdl (RIDCW-M)?

    What is the minimum sip amount of L&T Hybrid Equity Fund of Income Dis cum Cap Wrdl (RIDCW-M)?

    Is L&T Hybrid Equity Fund of Income Dis cum Cap Wrdl (RIDCW-M) good to invest in?

    What is the expense ratio of the L&T Hybrid Equity Fund of Income Dis cum Cap Wrdl (RIDCW-M)?