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L&T Short Term Opportunities Fund (Bonus)

PLAN: Regular OPTIONS: Bonus
14.566 0.01 (0.05%)

NAV as on 02 May, 2016

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

Very Good performance in the category

The scheme is ranked 1 in Debt Short Term category by Crisil (for quarter ended Dec 2015) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested.

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 02 May, 2016)

Period Returns (%) Rank #
1 mth 0.5 122
3 mth 2.1 118
6 mth 3.4 119
1 year 8.1 98
2 year 8.9 99
3 year 8.5 63
5 year - -

# Moneycontrol Rank within 149 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 1.7 - - - -
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

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 2.1 3.4 8.1 8.9 8.5 --
Category avg 0.6 2.4 3.7 7.9 8.4 7.0 6.9
Difference of Fund returns and Category returns -0.1 -0.3 -0.3 0.2 0.5 1.5 --
Best of category 1.2 6.3 14.0 12.1 12.1 10.6 10.1
Worst of category 0.4 0.7 2.0 -10.0 -0.6 2.4 2.8
L&T Short Term Opportunities Fund (Bonus) Review by Crisil - Rating: 5 (Rank 1 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) 374.33 (Dec-31-2015)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Vikram Chopra
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 0.25%
Load Comments Exit load of 0.25% if redeemed on or before 1 month from the date of allotment.

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 Dynamic Bond -RP (G) Not Ranked
8,211.09 5.0 3.8 8.6 9.7 10.1
Birla SL Short Term - Direct (G) Not Ranked
6,563.71 2.5 4.3 9.1 9.3 --
Reliance Short Term - Direct (G) Not Ranked
4,260.34 2.6 4.2 9.0 9.3 --
UTI Short Term Income - IP (G) Rank 4
2,382.67 2.2 3.5 8.3 8.8 9.9
Birla SL Dynamic Bond -Direct (G) Not Ranked
5,296.89 5.2 4.2 9.4 10.3 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 16)

Debt Rating Value
(Rs cr)
Asset %
08.12% GOI 10-DEC-2020 SOVEREIGN 51.03 11.16
Sun Pharma Laboratories Limited ICRA AAA 32.79 7.17
NTPC Limited CRISIL AAA 28.62 6.26
Rural Electrification Corporation Limited CRISIL AAA 23.14 5.06
08.27% GOI 09-JUN-2020 SOVEREIGN 20.53 4.49
National Bank for Agriculture & Rural Development CRISIL AAA 20.21 4.42
National Bank for Agriculture & Rural Development CRISIL AAA 17.06 3.73
06.35% GOI 02-JAN-2020 SOVEREIGN 16.51 3.61
Export-Import Bank of India CRISIL AAA 16.46 3.60
Small Industries Development Bank of India CRISIL AAA 14.31 3.13

Full Portfolio

Sector Allocation (Mar 31, 16)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Mar 31, 16)

Equity 0.00
Others 0.00
Debt 88.31
Mutual Funds N.A
Money Market 8.74
Cash / Call 2.95

View All

Concentration

Holdings (%)
Top 5 34.14
Top 10 52.63
Sector (%)
Top 3 N.A.

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