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Prudential Technology Bluechip Fund
Find out how much and how long you should invest in it to suit your overall portfolio
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刀塔2入口
NAV as of ( Sep 09, 2022 )
₹ 40.7 0.25 % 1-D Change
Returns
13.83% p.a.
You get upto 1.02% extra returns
ET Money's Fund Report Card - L&T Hybrid Equity Fund
ET Money Rank
27
Out of 30
Performance Quality
Poor
Generated returns consistently
2/5
Increased returns for each unit of additional risk
2/5
Downside Protection
Good
Controlled losses during market corrections
2/5
Delivered returns without frequent ups and downs
3/5
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Monthly SIP
Monthly SIP is not available for this fund
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Lumpsum
Lumpsum is not available for this fund
₹
Minimum SIP amount is ₹
₹
Minimum Lumpsum amount is ₹
Fresh Investments closed in this fund!
This fund is no longer available to invest
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Scheme Details
| ET Money Rank | 27 Out of 30 |
| VRO Rating | |
| Expense ratio | 0.89% As on Aug 31, 2022 |
| Exit Load |
1.0%
|
| AUM (Fund Size) | ₹ 4,686 Crs |
| Lock-in | No Lockin |
| Age | 9 yrs 8 m Since Jan 01, 2013 |
| Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 |
| Min. Investment |
SIP ₹ 500 & Lumpsum ₹ 5000 |
About L&T Hybrid Equity Fund
L&T Hybrid Equity Fund Direct-Growth is a Aggressive Hybrid mutual fund scheme from
L&t Mutual Fund
. This fund has been in existence for 9 yrs 8 m, having been launched on 01/01/2013. L&T Hybrid Equity Fund Direct-Growth has ₹4,686 Crores worth of assets under management (AUM) as on 30/06/2022 and is medium-sized fund of its category. The fund has an expense ratio of 0.89%, which is close to what most other
Aggressive Hybrid
funds charge. Currently, the fund has a 74.36% allocation to equity and 22.63% to Debt.
.....
- L&T Hybrid Equity Fund Direct-Growth returns of last 1-year are 0.57%. Since launch, it has delivered 13.85% average annual returns. The fund has doubled the money invested in it every 7 yrs.
- L&T Hybrid Equity Fund Direct-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is below average.
- The fund's equity portion is primarily invested in Financial, Automobile, Technology, Textiles, Consumer Staples sectors. It has taken less exposure in Financial, Automobile sectors compared to other funds in the category.
- The debt portion of the fund has low credit quality indicating the quality of borrowers it has lent it to is not too great.
- The fund's top 5 holdings are in GOI, ICICI Bank Ltd., Infosys Ltd., KPR Mills Ltd., State Bank of India.
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Investment Returns Calculator
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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. Past performance is not an indicator of future returns.
Latest Asset & Portfolio Allocation
as on Aug 31, 2022
Top Stock Holdings
Allocation by Market Cap
Large Cap 49.28%
Mid Cap 22.87%
Small Cap 2.21%
Other Cap 0%
Allocation by Sector
Financial 21.33%
Automobile 10.58%
Technology 7.36%
Textiles 5.21%
Top Debt Holdings
GOI 13.5%
Reliance Utilities and Power Pvt. Ltd 2.17%
Power Finance Corpn. Ltd. 1.14%
Bank Of Baroda 1.03%
Allocation by Credit Quality
SOV 13.94%
AAA 6.93%
Cash & Call Money 3.01%
A1+ 1.76%
Allocation by Instruments
GOI Securities 13.5%
Non Convertible Debenture 3.83%
Repo 3.23%
Debenture 2.32%
Other Holdings
Others 3.23%
Comparison with aggressive hybrid Funds
as on Sep 12, 2022| Fund name | Annual Return % | Consistency | Value Research Rating |
|---|---|---|---|
| Quant Absolute Fund | 19.95% | ||
| ICICI Prudential Equity & Debt Fund | 14.88% | ||
| ICICI Prudential Thematic Advantage Fund (FOF) | 14.51% | ||
| Baroda BNP Paribas Aggressive Hybrid Fund | 13.84% | ||
| Canara Robeco Equity Hybrid Fund | 12.97% | ||
| Edelweiss Aggressive Hybrid Fund | 12.67% | ||
| L&T Hybrid Equity Fund | 8.57% |
Trailing Returns and Ranks
as on Sep 12, 2022| Period | Trailing returns | Category average | Rank within category |
|---|---|---|---|
| 1 month | 1.8% | 2.01% | 17 / 31 |
| 3 months | 11.91% | 12.49% | 21 / 31 |
| 6 months | 3.18% | 7.17% | 30 / 31 |
| 1 year | 0.56% | 4.85% | 26 / 31 |
| 3 years | 14.71% | 17.81% | 24 / 29 |
| 5 years | 8.57% | 11.6% | 21 / 23 |
Riskometer
Level of Risk in the Scheme
Investors understand that their principal will be at Very High risk
L&T Hybrid Equity Fund
HYBRID AGGRESSIVE HYBRID
The scheme seeks 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 to help generating funds in the long term to save for the cost of children's education.
- Std. Dev : 16.95
- Alpha : -0.74
- Beta : 0.89
- Sharpe : 0.67
- Sortino : 0.73
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Shriram Ramanathan
Shriram is a B.E. (Electrical), PGDBM from XLRI Jamshedpur and CFA.
Prior to joining L&T Mutual Fund he has worked with FIL Fund Management Pvt. Ltd., ING Investment Management, Zurich Asset Management Co., ICICI Ltd., and L&T Ltd.
-
Venugopal Manghat
Mr. Manghat is a B.Sc (Mathematics) and MBA (Finance).
Prior to joining L&T Mutual Fund he has worked with Tata Asset Management Ltd.
-
Cheenu Gupta
Ms. Gupta is CFA Charter holder (USA), PGDBM (Finance) & B.E. (I.T)
Prior to joining L&T Mutual Fund, she has worked with Canara Robeco Mutual Fund, Tata AIA Life Insurance Company as Fund Manager, ING Investment Management as Senior Research Analyst and UTI AMC Ltd. as Research Analyst.
L&T Mutual Fund
TOTAL AUM:
₹71,571 Crs
As on Jun 30, 2022
- Phone: 022-66554000 / 1800-2000-400
-
Address: Brindavan
Plot No. 177, CST Road
Kalina, Santacruz (East)
Mumbai, 400098
