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L&T Hybrid Equity Fund - Direct Plan-Growth (defunct)

L&T Mutual Fund · Hybrid · mandate: 65–80% equity, rest debt · benchmark: —
AUM (all plans)
CAGR (full)
10.0%
Sharpe (full)
0.37
Sharpe (bull ≤Sep-24)
Sharpe (sideways Oct-24→)
Max drawdown
-21.3%
Months of data
118
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Equity curve

201320142015201620172018201920202021202291226360Fund (NAV=100)Risk-free 6%/yrCategory median (Aggressive Hybrid Fund)

Drawdown

2013201420152016201720182019202020212022-21-110Drawdown %

Fiscal-year record

FYReturnvs categorySharpemonths
FY2215.8%-1.4%1.0712
FY23*1.2%-5.3%-0.218
FY240
FY250
FY260
FY27*0
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2013-5.1-0.8+3.0+2.2-2.1-0.7-2.4+3.9+7.1+0.4+4.0+9.3
2014-2.4+2.4+5.9+1.5+9.6+7.4+0.2+4.2+2.1+3.4+3.9+0.8+45.8
2015+5.5+1.5-0.2-1.8+2.5-0.9+4.7-2.6+0.6+0.2+0.8+0.5+11.1
2016-3.4-6.8+8.1+0.7+2.2+3.1+4.8+0.8-0.1+2.1-3.4-1.9+5.5
2017+5.0+3.4+3.1+3.5+2.2+0.6+3.3-0.0-1.1+3.7+0.1+2.2+29.2
2018+1.4-2.7-1.8+5.1-1.7-2.0+3.2+1.7-6.5-1.9+2.7+0.1-2.8
2019-2.4-0.7+6.0+0.4+2.3-0.5-4.5-0.2+2.7+3.6+0.5+0.6+7.6
2020+0.5-3.3-18.6+10.5-1.4+6.0+5.3+2.2+0.6+3.2+7.7+4.7+14.8
2021-1.7+5.7+0.7+1.1+4.6+1.0+3.5+3.5+1.2+0.9-1.4+3.3+24.4
2022-2.3-3.1+2.9-2.0-4.0-4.9+8.2+3.1-1.3+2.6+0.3-1.4

Quarterly average AUM & estimated net flows

2013201420152016201720182019202020212022275,39810,769AUM (quarter avg), ₹cr
-2,3621,751
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.