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L&T India Special Situations Fund-Regular Plan-Growth

Category: Equity Funds Diversified
Launch Date: 22-05-2006
Asset Class: Equity
Benchmark: S&P BSE 200
Expense Ratio: 2.25% As on (30-09-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,090 Cr As on (30-09-2017)
Turn over: 75.88
NAV as on 16-02-2018

49.866

-0.41 (-0.8322%)

CAGR Since Inception

14.66%

S&P BSE 200 14.02%

PERFORMANCE of L&T India Special Situations Fund-Regular Plan-Growth

Scheme Performance (%)

Data as on - 16-02-2018

Yearly Performance (%)

Fund Managers

Mr. Soumendra Nath Lahiri, Mr.. Karan Desai

Mr. Lahiri is a B.Tech and PGDM from IIM Bangalore. Prior to joining L&T Mutual Fund he has worked with Canara Robeco AMC Co. Ltd., Emkay Investment Managers Ltd, Fortuna Capital, DSP Black Rock Investment Managers Pvt. Ltd.

Investment Objective

The scheme aims to invest in undervalued companies for long term investment with key theme focus being 'Special Situations' - these are situations that are out-of-the-ordinary and which therefore present interesting stock picking opportunities

RETURNS CALCULATOR for L&T India Special Situations Fund-Regular Plan-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of L&T India Special Situations Fund-Regular Plan-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
L&T India Special Situations Fund-Regular Plan-Growth 13.65 0.99 7.04 0.88 - -
Equity Funds Diversified - - - - - -

PEER COMPARISION of L&T India Special Situations Fund-Regular Plan-Growth

Period
Data as on - 16-02-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
L&T India Special Situations Fund-Regular Plan-Growth 22-05-2006 25.68 28.34 11.07 18.88 12.04
Principal Growth Fund-Growth Option 25-10-2000 30.71 34.99 14.51 21.09 8.76
Invesco India Contra Fund - Growth 11-04-2007 29.59 30.92 13.58 22.65 14.35
Principal Dividend Yield Fund-Growth Plan 15-10-2004 28.9 33.24 13.15 15.92 10.44
ICICI Prudential Indo Asia Equity Fund - Growth 18-10-2007 28.22 29.16 12.25 19.32 11.95
HDFC Capital Builder Fund - Growth Option 01-02-1994 27.49 30.07 12.72 20.44 12.77
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 01-11-2011 26.62 30.9 13.46 19.51 0.0
Axis Focused 25 Fund - Growth Option 29-06-2012 26.44 28.78 11.96 16.54 0.0
SBI Contra - Regular Plan -Growth 14-07-1999 26.2 25.4 9.31 14.93 8.6
BOI AXA Equity Fund Eco Plan- Growth 21-10-2008 26.0 25.77 9.24 16.44 0.0

PORTFOLIO ANALYSIS of L&T India Special Situations Fund-Regular Plan-Growth

Asset Allocation (%)

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