L&T Conservative Hybrid Fund- Regular Plan - Growth

L&T Conservative Hybrid Fund- Regular Plan - Growth

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Category: Hybrid: Conservative
Launch Date: 31-07-2003
Asset Class: Mixed Asset
Benchmark: S&P BSE India 10 Year Sovereign Bond
Expense Ratio: 2.26% As on (30-11-2021)
Status: Open Ended Schemes for subscription
Minimum Investment: 10000.0
Minimum Topup: 1000.0
Total Assets: 38.09 Cr As on (30-11-2021)
Turn over: 0.0
NAV as on 21-01-2022

43.8802

-0.25 (-0.5688%)

CAGR Since Inception

8.33%

S&P BSE India 10 Year Sovereign Bond 6.19%

PERFORMANCE of L&T Conservative Hybrid Fund- Regular Plan - Growth

Scheme Performance (%) Data as on - 21-01-2022

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
L&T Conservative Hybrid Fund- Regular Plan - Growth 9.85 9.12 7.34 7.96 8.33
S&P BSE India 10 Year Sovereign Bond 0.29 7.19 5.07 6.81 6.19
Hybrid: Conservative 9.17 8.4 6.99 8.79 8.32

Yearly Performance (%)

Nav Movement

Fund Managers

Venugopal Manghat,Jalpan Shah,Cheenu Gupta

Investment Objective

The scheme aims to generate monthly income with minimum investments in debt instruments to the extent of 80 percent. Equity and money market instruments can constitute a maximum of 20 per cent of the portfolio.

RETURNS CALCULATOR for L&T Conservative Hybrid Fund- Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of L&T Conservative Hybrid Fund- Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
L&T Conservative Hybrid Fund- Regular Plan - Growth 4.42 1.35 1.38 0.97 4.94 2.54
Hybrid: Conservative - - - - - -

PEER COMPARISION of L&T Conservative Hybrid Fund- Regular Plan - Growth

Period
Data as on - 21-01-2022
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
L&T Conservative Hybrid Fund- Regular Plan - Growth 31-07-2003 9.85 9.1 9.12 7.34 7.96
Sundaram Debt Oriented Hybrid Fund Regular Plan - Growth 01-03-2010 13.39 10.66 7.39 6.26 8.61
SBI Conservative Hybrid Fund - Regular Plan - Growth 25-03-2001 13.18 13.67 12.05 8.44 9.91
HDFC Hybrid Debt Fund - Growth Plan 01-12-2003 12.74 11.59 10.39 7.96 9.77
UTI - Regular Savings Fund - Regular Plan - Growth Option 16-12-2003 12.35 12.77 8.67 8.07 9.7
Kotak Debt Hybrid - Growth 02-12-2003 12.29 13.65 12.91 9.3 10.28
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 22-05-2004 10.62 11.86 9.7 7.64 10.66
Axis Regular Saver Fund - Regular Plan - Growth Option 16-07-2010 10.54 12.02 8.83 8.12 8.82
ICICI Prudential Regular Savings Fund - Plan - Growth 10-03-2004 9.87 10.57 10.33 9.46 10.7
Nippon India Hybrid Bond Fund-Growth Plan 29-12-2003 9.86 2.57 1.15 3.2 7.01

PORTFOLIO ANALYSIS of L&T Conservative Hybrid Fund- Regular Plan - Growth

Asset Allocation (%)

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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BSE
Member Code: 32262
AMFI
ARN: 160300