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  • 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

26.384

NAV (Oct 13)

12%
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

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

Relative Size

5,460 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

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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

26.384

NAV (Oct 13)

Fund Returns

Last 1Y
39%
Last 3Y
15.9%
Last 5Y
12%
Last 10Y
14.6%
Since Inception
13%
6 Month CAGR
18.7%
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Very High Risk

Expense Ratio
1.89
Launched (10y ago)
Feb 07, 2011
AUM in Crores
5459.505
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.

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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.

  • Inflation beating returns
    Inflation beating returns
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comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,153 cr

5

₹ 18,652 cr

5

₹ 3,380 cr

5

₹ 1,957 cr

5

₹ 2,661 cr

5

amc-icon

About the AMC

L&T Investment Management Ltd

L&T Investment Management Ltd manages assets worth 82,961 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
    top-ranked-badge

    10.6%

    7.6%

    top-ranked-badge

    3.9%

    6.6%

    top-ranked-badge

    20%

    10.9%

    top-ranked-badge

    5.9%

    7.2%

    top-ranked-badge

    8%

    8.1%

    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
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step 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.

    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

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

    Sub-asset Class View

    Sub-asset Class View

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

    Fund Performance

    Fund Performance

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

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

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

    Impact of Interest Rates

    Impact of Interest Rates

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

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    Create an Account

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    04

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

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

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

    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 13% 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

    L&T Hybrid Equity Fund of Income Dis cum Cap Wrdl (RIDCW-M) 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. . However, there is no assurance that the objective of the scheme will be realized.

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

    The L&T Hybrid Equity Fund of Income Dis cum Cap Wrdl (RIDCW-M) fund was launched on Feb 07, 2011. The NAV (Net Asset Value) of this Aggressive Hybrid Hybrid fund as of 2021-10-13 is ₹26.38. The total AUM (Asset Under Management) of the fund as of 14/10/2021 is ₹5459.505. The category risk of the L&T Hybrid Equity Fund of Income Dis cum Cap Wrdl (RIDCW-M) fund is Very High Risk. The fund charges 1.89 % as expense ratio.

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

    The fund’s highest allocation is towards Equity and has invested 72.2% in this asset class. The top three holdings of the fund are , icici bank ltd , (c) tri party repo dealing system (treps) , hdfc bank ltd , infosys ltd , state bank of india , sun pharmaceuticals industries ltd , housing development finance corp ltd , k.p.r. mill ltd , 6.18% govt stock 2024 , ramco cements ltd , sona blw precision forgings ltd , ultratech cement ltd , 7.32% govt stock 2024 , tata steel ltd , 7.27% govt stock 2026 , 4.26% govt stock 2023 , 5.22% goi 2025 , 5.15% govt stock 2025 , 182 dtb 30122021 , bajaj finance ltd , tata consultancy services ltd , varun beverages ltd , pi industries ltd , oracle financial services software ltd , motherson sumi systems ltd , honeywell automation india ltd , gland pharma ltd , godrej properties ltd , coforge ltd , hindalco industries ltd , divi's laboratories ltd , minda industries ltd , reliance industries ltd , bajaj finserv ltd , supreme industries ltd , (d) net receivables/(payables) , atul ltd , oil & natural gas corp ltd , power finance corporation limited , max healthcare institute ltd ordinary shares , sbi cards and payment services ltd ordinary shares , tata consumer products ltd , page industries ltd , container corporation of india ltd , birlasoft ltd , avenue supermarts ltd , mindtree ltd , housing development finance corporation limited , zee entertainment enterprises ltd , power finance corporation limited , sbi life insurance company limited , lic housing finance limited , 5.79% govt stock 2030 , export-import bank of india , national bank for agriculture and rural development , 7.17% govt stock 2028 , housing development finance corporation limited , power finance corporation limited , persistent systems ltd , 06.70 tn sdl 2024 , housing development finance corporation limited , national bank for agriculture and rural development , rural electrification corporation limited , uti asset management co ltd , somany ceramics ltd , 7.26% govt stock 2029 , hdfc bank limited , reliance ports and terminals limited , 6.79% govt stock 2027 , national bank for agriculture and rural development , reliance industries limited , export-import bank of india , national bank for agriculture and rural development , power finance corporation limited , export-import bank of india , 05.60 mh sdl 2024

    L&T Hybrid Equity Fund of Income Dis cum Cap Wrdl (RIDCW-M) 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 ₹ 5000.

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