Return

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  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹10000

AUM (Fund size)

40 Cr

Lock In Period

N/A

Expense Ratio

2.24

Benchmark

Nifty50 Hybrid Composite Debt 15:85 Index

Exit Load

1% if units in excess of 10% are redeemed or switched-out within 1 year.

Summary

Latest details for L&T Conservative Hybrid Fund - Growth include a 43.7318 NAV as of Nov 25,2022 and returns since inception of 19.35%. Minimum investments start at SIP ₹1000. The L&T Conservative Hybrid Fund - Growth AUM is ₹40 Cr, with a lock-in of N/A years, expense ratio of 2.24%, and benchmark Nifty50 Hybrid Composite Debt 15:85 Index. Exit load is - 1% if units in excess of 10% are redeemed or switched-out within 1 year.. In the growth review for 1M Month/Year, the fund recorded 0.75% returns, against a category average of 2.10% and a category best of 2.74%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.752.102.74
6M4.601.8611.03
1Y0.676.0014.16
3Y6.0717.2833.01

Portfolio Analysis

  • Equity: 22.59%
  • Debt: 77.41%
  • Others
As on: 2022-11-15
View allocation % by

1. ICICI Bank Limited1.81%
2. State Bank of India1.21%
3. Bajaj Finance Limited1.19%
4. Cholamandalam Investment and Finance Company Limited1.05%
5. IndusInd Bank Limited0.46%
6. Housing Development Finance Corporation Limited0.13%

1. Hindustan Aeronautics Limited0.95%
2. Bharat Electronics Limited0.81%
3. Schaeffler India Limited0.73%
4. GMM Pfaudler Limited0.69%

1. Indian Hotels Company Limited1.36%
2. Westlife Development Limited0.78%

1. Persistent Systems Limited0.96%
2. KPIT Technologies Limited0.87%
3. Infosys Limited0.29%

1. Hindustan Unilever Limited1.11%
2. Kansai Nerolac Paints Limited0.67%

1. Larsen & Toubro Limited1.26%

About Fund

L&T Conservative Hybrid Fund - Growth managed by L&T Mutual Fund,is a Conservative Fundsscheme with Assets Under Management of ₹40 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 15:85 Index while maintaining an expense ratio of 2.24. Under the expert guidance of Venugopal Manghat ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Venugopal Manghat

Mr. Venugopal holds B.Sc degree in Mathematics & MBA Finance. Prior this assignment, he was the Co-head Equities with Tata Asset Management Ltd. and was there from June 19, 1995 to January 20, 2012.

Peer Comparison

Fund Name1Y3Y
This FundNavi Conservative Hybrid Fund Growth9.38717.175
This FundSundaram Conservative Hybrid Fund Growth-0.757219.2009
This FundL&T Conservative Hybrid Fund - Growth0.962819.687
This FundSBI Conservative Hybrid Fund Growth5.982932.4113
This FundICICI Prudential Regular Savings Fund Growth5.579833.0106

FAQs

L&T Conservative Hybrid Fund - Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of L&T Conservative Hybrid Fund - Growth is 2.24. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

L&T Conservative Hybrid Fund - Growth’s fund performance is as follows:
  • 1 Month : 0.75%
  • 6 Months : 4.60%
  • 1 Year : 0.67%
  • 3 Years : 6.07%
Returns of L&T Conservative Hybrid Fund - Growth are updated daily based on NAV of ₹ 43.7318 as on Nov 25,2022. Since inception, the return has been 19.35%.

You can invest in L&T Conservative Hybrid Fund - Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of L&T Conservative Hybrid Fund - Growth is ₹40 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in L&T Conservative Hybrid Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500