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L&T Short Term Opportunities Fund (Bonus)

PLAN: Regular OPTIONS: Bonus
16.274 0 (0.01%)

NAV as on 18 Oct, 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 Jun 2017) rank unchanged from 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
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Returns (NAV as on 18 Oct, 2017)

Period Returns (%) Rank #
1 mth 0.5 55
3 mth 1.5 80
6 mth 3.7 91
1 year 6.8 108
2 year 7.7 116
3 year 8.2 104
5 year 8.5 37

# Moneycontrol Rank within 146 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 0.5 1.5 3.7 6.8 7.7 8.2 8.5
Category avg 0.4 1.5 3.8 7.3 8.1 8.3 6.9
Difference of Fund returns and Category returns 0.1 0.0 -0.1 -0.5 -0.4 -0.1 1.6
Best of category 1.6 4.5 8.0 17.8 11.2 11.0 10.0
Worst of category -0.4 0.2 2.7 4.7 6.2 1.6 2.8
L&T Short Term Opportunities Fund (Bonus) 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 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 (%)
ICICI Pru Short Term Plan (G) Rank 3
6,262.35 1.4 4.0 7.6 9.2 9.0
ICICI Pru Short Term Plan-IP (G) Not Ranked
75.14 1.4 4.0 7.6 9.3 9.2
ICICI Pru STP - Direct (G) Rank 2
5,445.72 1.6 4.4 8.4 10.0 --
ABSL Short Term - Direct (G) Rank 3
15,550.77 1.7 4.1 7.7 9.3 --
Reliance Short Term - Direct (G) Rank 4
10,553.39 1.7 4.2 7.6 9.4 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Sep 29, 17)

Debt Rating Value
(Rs cr)
Asset %
Reliance Industries Limited CRISIL AAA 34.93 4.99
Bajaj Finance Limited CRISIL AAA 29.75 4.25
Export-Import Bank of India CRISIL AAA 28.35 4.05
Indiabulls Housing Finance Limited CARE AAA 28.28 4.04
Rural Electrification Corporation Limited CRISIL AAA 24.01 3.43
LIC Housing Finance Limited CRISIL AAA 23.59 3.37
HDB Financial Services Limited CARE AAA 23.52 3.36
Kotak Mahindra Prime Limited CRISIL AAA 23.45 3.35
National Bank for Agriculture & Rural Development IND AAA 23.45 3.35
Reliance Industries Limited CRISIL AAA 23.31 3.33

Full Portfolio

Sector Allocation (Sep 29, 17)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Sep 29, 17)

Equity 0.00
Others 0.00
Debt 100.77
Mutual Funds N.A
Money Market 0.00
Cash / Call -0.77

View All

Concentration

Holdings (%)
Top 5 20.76
Top 10 37.52
Sector (%)
Top 3 N.A.

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