| Inception Date | 7 Feb 2011 |
| Category | Hybrid Hybrid Equity |
| Type | Open Ended Fund |
| Benchmark | Hybrid Equity Peer Index |
| Category Rank | 5 th in Hybrid Equity Hybrid |
| Formerly known as L&T India Prudence Fund | |
| Min Investment Amount | ₹5,000 |
| Min SIP Investment | ₹500 |
| Alpha | - |
| Expense Ratio | 1.9% |
| Sharpe Ratio | 1.1 |
| Information Ratio | - |
| Exit Load | 0-1 Years (1%),1 Years and above(NIL) |
Note: Data shown as on : 31 Jul 2023
Return (Compounded Annualised)
| 1 Year | 3 Year | 5 Year | Since Inception |
| 13.9% | 15.4% | 8.9% | 11.9% |
Past Return (Absolute)
| 2022 | 2021 | 2020 | 2019 | 2018 |
| -3.7% | 23.1% | 13.6% | 6.5% | -3.8% |
Investors understand that their principal will be at Moderately High risk