hybridHigh risk

L&T Hybrid Equity Fund - Direct Plan -IDCW

Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From L&T Mutual Fund. It's been running since 2 Jan 2013.

Latest price per unit

₹27.0428

▲ 0.63% today

As of 24 Nov 2022 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹93.4k

▼ ₹6.6k loss · -6.6% / year

Invested 3 years ago

₹1.24 L

▲ ₹24.5k gain · 7.6% / year

Invested 5 years ago

₹1.20 L

▲ ₹20.2k gain · 3.8% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

16.7%

The value swings roughly 17% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-31.75%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year-6.58%

CAGR — 3 years7.57%

CAGR — 5 years3.75%

CAGR — since launch8.95%

Volatility — 1 year (annualised)14.61%

Volatility — 3 years (annualised)16.71%

Max drawdown — 1 year-20.03%

Max drawdown — 3 years-30.00%

Sharpe ratio — 1 year (rf=6%)-0.88

Sharpe ratio — 3 years (rf=6%)0.07

Fund info

Fund house: L&T Mutual Fund
Category: Hybrid Scheme - Aggressive Hybrid Fund
Plan: Direct
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 119348
First price on record: 2 Jan 2013 · 2,420 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.