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Mutual Fund Review – L&T India Prudence

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Fund Name: L&T India Prudence (G)


Category: Equity – Hybrid

Expense Ratio: 2.97%

Risk Level: Average

Benchmark: S&P BSE 200

Objective: To seek 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.

Returns (Annualized)


Our Review

L&T India Prudence (G) has made its inception in the year 2011. Since inception, it has produced annualized returns of 9.53%. It has managed to beat the benchmark index as well as category average comprehensively in the 1 and 3 year returns.

Top 5 holdings of the fund include ICICI bank, TCS, Hero Motocorp, L&T and Shree Cement . The fund invests 70% in equity instruments and rest in debt instruments.

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