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L&T Short Term Opportunities Fund (G)

PLAN: Regular OPTIONS: Growth
16.132 0.01 (0.05%)

NAV as on 18 Aug, 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
View Historic Graph From     To     

Returns (NAV as on 18 Aug, 2017)

Period Returns (%) Rank #
1 mth 0.7 86
3 mth 2.3 83
6 mth 3.7 112
1 year 7.7 111
2 year 8.1 112
3 year 8.6 102
5 year 8.7 36

# 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 - - -
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 0.7 2.3 3.7 7.7 8.1 8.6 8.7
Category avg 0.6 2.2 4.0 8.1 8.3 8.4 7.0
Difference of Fund returns and Category returns 0.1 0.1 -0.3 -0.4 -0.2 0.2 1.7
Best of category 1.6 4.5 8.0 17.8 11.6 12.1 10.2
Worst of category 0.1 0.9 2.8 6.4 -2.0 1.8 2.8
L&T Short Term Opportunities Fund (G) 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 Growth
Launch date Dec 21, 2011
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 636.19 (Mar-31-2017)
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 (%)
Reliance Short Term - Direct (G) Rank 4
11,033.92 2.7 4.4 8.7 9.9 --
HDFC Medium Term Opport. - DP (G) Rank 2
6,908.92 2.9 4.4 9.0 9.8 --
Birla SL Short Term - Direct (G) Rank 3
12,566.77 2.6 4.4 8.8 9.7 --
HDFC Short Term Opp.- Direct (G) Rank 3
6,852.34 2.3 3.9 8.3 9.2 --
HDFC Short Term Opportunities (G) Rank 2
2,516.34 2.2 3.9 8.1 9.0 9.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 17)

Debt Rating Value
(Rs cr)
Asset %
08.20% GOI 15-FEB-2022 SOVEREIGN 302.33 7.84
08.15% GOI 11-JUN-2022 SOVEREIGN 222.77 5.78
Reliance JIO Infocomm Limited CRISIL AAA 152.46 3.96
National Bank for Agriculture & Rural Development CRISIL AAA 152.36 3.95
Bajaj Finance Limited CRISIL AA+ 127.71 3.31
Export-Import Bank of India CRISIL AAA 121.57 3.15
Rural Electrification Corporation Limited CRISIL AAA 103.03 2.67
LIC Housing Finance Limited CRISIL AAA 101.22 2.63
HDB Financial Services Limited CARE AAA 100.87 2.62
Indian Railway Finance Corporation Limited CRISIL AAA 100.43 2.61

Full Portfolio

Sector Allocation (Jul 31, 17)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Jul 31, 17)

Equity 0.00
Others 0.00
Debt 94.76
Mutual Funds N.A
Money Market 0.00
Cash / Call 5.24

View All

Concentration

Holdings (%)
Top 5 24.84
Top 10 38.52
Sector (%)
Top 3 N.A.

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