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L&T Short Term Opportunities Fund (QD)

PLAN: Regular OPTIONS: Quarterly Dividend
10.902 0 (0.02%)

NAV as on 20 Jan, 2017

CRISIL MF RANK

Riskometer

MODERATELY LOW

MODERATELY LOW

  • Principal at moderately low risk.
FUND FAMILY : L&T Mutual Fund FUND CLASS : Debt Short Term
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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Debt Short Term category by Crisil (for quarter ended Sep 2016) down from Rank 1 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 Short Term Debt Fund renamed as L&T Short Term Opportunities Fund w.e.f. November 16, 2012
View Historic Graph From     To     

Returns (NAV as on 20 Jan, 2017)

Period Returns (%) Rank #
1 mth 0.8 88
3 mth 2.0 92
6 mth 4.6 100
1 year 9.1 109
2 year 6.6 104
3 year 7.7 85
5 year - 35

# Moneycontrol Rank within 150 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -0.2 - - - -
2015 0.2 -0.5 0.7 -0.3 0.4
2014 0.4 - 0.2 0.9 1.6
2013 0.1 - -0.2 0.2 0.5
2012 1.9 0.8 0.7 - 3.9

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Debt Short Term)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -1.0 0.2 0.8 1.3 6.6 7.7 --
Category avg 0.8 2.1 4.8 9.7 8.4 8.0 7.3
Difference of Fund returns and Category returns -1.8 -1.9 -4.0 -8.4 -1.8 -0.3 --
Best of category 1.6 4.5 8.0 17.8 11.2 12.7 10.7
Worst of category 0.3 1.3 2.9 6.4 -1.5 2.2 2.8
L&T Short Term Opportunities Fund (QD) Review by Crisil - Rating: 3 (Rank 3 out of 5)

Investment Info

Investment Objective

The investment objective of the Scheme is to generate returns for investors with a short-term investment horizon by investing in fixed income securities of shorter term maturity.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Dec 21, 2011
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 677.93 (Dec-31-2016)
Minimum Investment Rs.5000
Last Dividend Rs.0.14 (Dec-28-2016)
Bonus N.A.
Fund Manager Shriram Ramanathan
View performance of schemes managed by the Fund Manager
Notes L&T Short Term Debt Fund renamed as L&T Short Term Opportunities Fund w.e.f. November 16, 2012

Load Details

Entry Load N.A
Exit Load 0.50%
Load Comments Exit load of 0.50% if redeemed on or before 1 month from the date of allotment. no exit load is charged for redemptions under the scheme. Effect from 21/6/2016

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

Debt Short Term Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Birla SL Short Term - Direct (G) Not Ranked
11,840.17 2.3 5.3 10.7 10.1 --
Reliance Short Term - Direct (G) Not Ranked
10,616.82 2.2 5.3 10.9 10.3 --
Birla SL Dynamic Bond -RP (G) Rank 1
9,466.69 1.8 6.6 15.2 12.0 10.7
HDFC Medium Term Opport. - DP (G) Not Ranked
6,122.20 2.4 5.7 11.5 10.3 --
ICICI Pru Banking & PSU-Direct (G) Not Ranked
6,522.12 2.8 6.6 13.4 11.0 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 30, 16)

Debt Rating Value
(Rs cr)
Asset %
Reliance JIO Infocomm Limited CRISIL AAA 46.57 6.36
Sun Pharma Laboratories Limited ICRA AAA 38.59 5.27
NTPC Limited CRISIL AAA 26.36 3.60
Mahindra & Mahindra Financial Services Limited IND AAA 25.63 3.50
LIC Housing Finance Limited CRISIL AAA 25.63 3.50
National Bank for Agriculture & Rural Development CRISIL AAA 22.04 3.01
National Highways Authority of India CRISIL AAA 20.36 2.78
Rural Electrification Corporation Limited CRISIL AAA 19.84 2.71
LIC Housing Finance Limited CARE AAA 19.18 2.62
Housing Development Finance Corporation Limited CRISIL AAA 19.04 2.60

Full Portfolio

Sector Allocation (Dec 30, 16)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Dec 30, 16)

Equity 0.00
Others 0.00
Debt 96.21
Mutual Funds N.A
Money Market 0.62
Cash / Call 3.17

View All

Concentration

Holdings (%)
Top 5 22.23
Top 10 35.95
Sector (%)
Top 3 N.A.

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