hybridHigh risk

L&T Hybrid Equity Fund - Direct Plan - Annual 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 10 Feb 2015.

Latest price per unit

₹16.7697

▲ 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

₹94.9k

▼ ₹5.1k loss · -5.1% / year

Invested 3 years ago

₹1.29 L

▲ ₹28.8k gain · 8.8% / year

Invested 5 years ago

₹1.19 L

▲ ₹18.5k gain · 3.5% / 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

17.0%

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

Worst drop ever

-35.68%

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-5.15%

CAGR — 3 years8.79%

CAGR — 5 years3.46%

CAGR — since launch6.81%

Volatility — 1 year (annualised)15.34%

Volatility — 3 years (annualised)16.99%

Max drawdown — 1 year-22.14%

Max drawdown — 3 years-30.00%

Sharpe ratio — 1 year (rf=6%)-0.74

Sharpe ratio — 3 years (rf=6%)0.13

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: 133871
First price on record: 10 Feb 2015 · 1,916 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.