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Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – L&T Special Situations

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Name of the Fund: L&T Special Situations (G)

Ranked #2 by CRISIL

Category: Diversified – Equity

Expense Ratio: 2.62%

Risk Level: Medium

Benchmark: S&P BSE 200

Objective:  To generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities including equity derivatives.

Returns (Annualized)

1-Year3-Year5-Year
23.2%8.33%23.78%

Our Review

L&T special situations fund has made its inception in the year 2006. Since launch, it has delivered a return of 12% annualized. It has also consistently beaten its benchmark as well as category average.

Top holdings of the fund include HCL, Reliance, Infosys, TCS and Hero MotoCorp. Consistency is one factor which makes this fund a winner. If you looking to invest in slightly higher risk funds, this can be one of them.

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