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L&T Short Term Opportunities Fund (Bonus)

PLAN: Regular OPTIONS: Bonus
16.350 0 (0.03%)

NAV as on 08 Dec, 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

Good performance in the category

The scheme is ranked 2 in Debt Short Term category by Crisil (for quarter ended Sep 2017) up from Rank 3 last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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
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Returns (NAV as on 08 Dec, 2017)

Period Returns (%) Rank #
1 mth 0.2 82
3 mth 1.0 70
6 mth 2.9 81
1 year 6.2 92
2 year 7.5 115
3 year 7.7 105
5 year 8.4 36

# Moneycontrol Rank within 140 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 1.2 1.7 1.8 - -
2016 1.7 1.7 2.6 1.8 8.7
2015 2.0 1.4 2.6 1.6 8.1
2014 2.3 2.5 2.2 2.9 10.4
2013 2.0 2.3 0.6 2.5 8.0
2012 1.9 2.3 2.7 2.0 9.5

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 0.2 1.0 2.9 6.2 7.5 7.7 8.4
Category avg 0.3 1.0 3.1 6.7 8.1 7.9 7.0
Difference of Fund returns and Category returns -0.1 0.0 -0.2 -0.5 -0.6 -0.2 1.4
Best of category 1.6 4.5 8.0 17.8 11.2 10.1 9.9
Worst of category -0.4 -1.4 -0.1 1.0 6.2 1.1 4.3
L&T Short Term Opportunities Fund (Bonus) Review by Crisil - Rating: 4 (Rank 2 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 Bonus
Launch date Dec 21, 2011
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 642.90 (Sep-30-2017)
Minimum Investment Rs.10000
Last Dividend N.A.
Bonus N.A.
Fund Manager Shriram Ramanathan / Jalpan Shah
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 0.00%
Load Comments N.A.

Contact Details

Regd. Office 6th Floor, Brindavan, Plot No 177, CST Road, Kalina, Santacruz (E), 400098
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 (%)
Kotak Bond-Short Term Plan - Regular (G) Rank 4
1,332.12 0.7 2.5 5.7 7.9 8.3
ABSL Dynamic Bond -RP (G) Rank 3
8,432.52 -1.4 -0.1 1.0 8.4 9.3
HDFC Medium Term Opport. - DP (G) Rank 2
8,203.74 1.0 3.3 7.1 8.9 --
Reliance Short Term - Direct (G) Rank 3
10,553.39 0.9 3.1 6.8 8.7 --
Reliance Short Term Fund (G) Rank 3
3,465.18 0.7 2.8 6.1 8.1 8.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 17)

Debt Rating Value
(Rs cr)
Asset %
Power Finance Corporation Limited CRISIL AAA 206.44 5.15
Bajaj Finance Limited CRISIL AAA 127.14 3.17
Export-Import Bank of India CRISIL AAA 121.23 3.03
Indiabulls Housing Finance Limited CARE AAA 120.99 3.02
Rural Electrification Corporation Limited CRISIL AAA 102.44 2.56
HDB Financial Services Limited CARE AAA 102.01 2.55
National Bank for Agriculture & Rural Development CRISIL AAA 101.42 2.53
HDB Financial Services Limited CARE AAA 100.66 2.51
Rural Electrification Corporation Limited CRISIL AAA 100.00 2.50
Kotak Mahindra Prime Limited CRISIL AAA 100.16 2.50

Full Portfolio

Sector Allocation (Oct 31, 17)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Oct 31, 17)

Equity 0.00
Others 0.00
Debt 85.64
Mutual Funds N.A
Money Market 2.49
Cash / Call 11.87

View All

Concentration

Holdings (%)
Top 5 16.93
Top 10 29.52
Sector (%)
Top 3 N.A.

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