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L&T Income Opportunities Fund - Institutional Plan (G)

PLAN: Institutional Plan OPTIONS: Growth
15.427 0 (0.02%)

NAV as on 27 Feb, 2015

CRISIL MF RANK

Scheme Risk Grade

  MEDIUM RISK

MEDIUM RISK

  • For investors looking at income with capital growth over short to medium term.
  • Ideal for those who seek diversification between debt and equity,with reduction in risk and optimal returns.
FUND FAMILY : L&T Mutual Fund FUND CLASS : Credit Opportunities Funds
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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Credit Opportunities Funds category by Crisil (for quarter ended Mar 2014) down from Rank 2 last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Close L&T Select Income Fund - Flexi Debt Plan renamed as L&T Income Opportunities Fund w.e.f. November 16, 2012
View Historic Graph From     To     

Returns (NAV as on 27 Feb, 2015)

Period Returns (%) Rank #
1 mth 0.5 28
3 mth 2.4 26
6 mth 6.0 28
1 year 12.0 23
2 year 9.0 33
3 year 9.0 18
5 year 8.6 10

# Moneycontrol Rank within 37 Credit Opportunities Funds Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 2.5 2.9 2.3 3.1 -
2013 1.8 1.1 -0.2 2.6 5.8
2012 2.3 2.4 2.1 1.9 9.3
2011 2.2 2.2 2.3 2.3 9.6
2010 1.3 1.2 1.4 1.7 5.8

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Credit Opportunities Funds)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.5 2.4 6.0 12.0 9.0 9.0 8.6
Category avg 0.5 2.4 6.0 11.1 9.2 8.7 6.2
Difference of Fund returns and Category returns 0.0 0.0 0.0 0.9 -0.2 0.3 2.4
Best of category 0.8 3.3 7.9 15.0 12.1 11.2 9.9
Worst of category 0.4 2.2 5.4 11.2 8.9 8.8 8.3
L&T Income Opportunities Fund - Institutional Plan (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)

Investment Info

Investment Objective

The Scheme seeks to generate regular returns and capital appreciation by investing in debt (including securitised debt), government and money market securities.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Oct 08, 2009
Benchmark CRISIL Composite Bond Fund
Asset Size (Rs cr) 587.20 (Dec-31-2014)
Minimum Investment Rs.5000000
Last Dividend N.A.
Bonus N.A.
Fund Manager Shriram Ramanathan
View performance of schemes managed by the Fund Manager
Notes L&T Select Income Fund - Flexi Debt Plan renamed as L&T Income Opportunities Fund w.e.f. November 16, 2012

Load Details

Entry Load N.A
Exit Load 2.00%
Load Comments Exit load 2% for redemptions within 1 year from the date of allotment or purchase applying first in first out basis and Exit load of 1% for redemptions after 1 year but on or before 2 years from the date of allotment or purchase applying first in first out basis.

Contact Details

Regd. Office 6th Floor, Mafatlal Centre Nariman Point Mumbai , 400021
Tel. No. 022 - 66554000
Fax No. 022-66554070
Email investor.line@lntmf.co.in
Website http://www.lntmf.com

Peer Comparison

Credit Opportunities Funds Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Franklin (I) ST Income -Retail (G) Rank 1
8,509.72 2.6 6.5 12.3 10.4 9.3
Franklin (I) ST Income -Direct (G) Not Ranked
1,232.97 2.8 7.0 13.3 -- --
Franklin Corporate Bond Opp. (G) Rank 2
7,228.48 2.5 6.3 12.5 10.5 --
Franklin Corporate Bond-Direct (G) Not Ranked
98.40 2.7 6.8 13.4 -- --
Reliance RSF - Debt - IP (G) Not Ranked
102.95 2.3 5.7 11.6 9.9 8.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 30, 15)

Debt Rating Value
(Rs cr)
Asset %
Intime Properties Limited IND AAA(SO) 75.73 10.25
India Infoline Finance Limited ICRA AA 51.48 6.96
Kalpataru Power Transmissions Limited CRISIL AA 50.96 6.90
ILandFS Transportation Networks ICRA A 42.02 5.68
HPCL-Mittal Energy Limited ICRA AA- 39.02 5.28
Tata Housing Development Company Limited ICRA AA 35.54 4.81
Adani Ports and Special Economic Zone Limited ICRA AA- 31.34 4.24
L&T Halol Shamlaji Tollway Limited CRISIL AA(SO) 30.02 4.06
Power Grid Corporation of India Limited CRISIL AAA 26.21 3.55
Shriram Transport Finance Company Limited CARE AA+ 25.60 3.46

Full Portfolio

Sector Allocation (Jan 30, 15)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Jan 30, 15)

Equity 0.00
Others 0.00
Debt 93.56
Mutual Funds N.A
Money Market 2.15
Cash / Call 4.29

View All

Concentration

Holdings (%)
Top 5 35.07
Top 10 55.19
Sector (%)
Top 3 N.A.

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