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L&T Short Term Opportunities Fund (Bonus)

PLAN: Regular OPTIONS: Bonus
13.076 0 (0.04%)

NAV as on 19 Dec, 2014

CRISIL MF RANK

Scheme Risk Grade

  LOW RISK

LOW RISK

  • For investors looking at income with capital growth over short term.
  • Ideal for anyone looking for a fixed and safe source of income.
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 Mar 2014) . 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 19 Dec, 2014)

Period Returns (%) Rank #
1 mth 0.5 99
3 mth 2.7 72
6 mth 5.1 55
1 year 10.3 49
2 year 9.2 34
3 year 9.2 23
5 year - -

# Moneycontrol Rank within 125 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 2.3 2.5 2.2 - -
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 2.7 5.1 10.3 9.2 9.2 --
Category avg 0.7 2.7 4.8 8.9 7.3 4.5 3.0
Difference of Fund returns and Category returns -0.2 0.0 0.3 1.4 1.9 4.7 --
Best of category 2.4 6.0 8.2 14.8 10.7 10.5 9.5
Worst of category 0.4 1.7 3.7 7.7 7.4 7.6 4.5
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) 110.61 (Sep-30-2014)
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 -Direct (G) Not Ranked
1,493.59 6.0 8.2 14.8 -- --
Birla SL Dynamic Bond -RP (G) Not Ranked
7,172.94 5.9 8.0 14.4 10.5 9.3
Franklin (I) STIF - Inst. (G) Not Ranked
163.11 3.3 5.9 11.8 10.5 9.3
Birla SL Short Term Fund (DAP) Not Ranked
0.02 2.9 5.2 10.8 9.8 8.6
Birla SL Short Term - Direct (G) Not Ranked
3,768.25 3.0 5.2 10.9 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 28, 14)

Debt Rating Value
(Rs cr)
Asset %
Larsen & Toubro Limited CRISIL AAA 50.49 11.06
Rural Electrification Corporation Limited CRISIL AAA 45.38 9.94
Power Finance Corporation Limited CRISIL AAA 26.23 5.75
Bharat Petroleum Corporation Limited CRISIL AAA 25.05 5.49
Steel Authority of India Limited CARE AAA 25.00 5.48
National Housing Bank CRISIL AAA 24.97 5.47
Export-Import Bank of India CRISIL AAA 24.83 5.44
IDFC Limited ICRA AAA 20.83 4.56
UltraTech Cement Limited CRISIL AAA 20.15 4.42
Power Finance Corporation Limited CRISIL AAA 19.97 4.38

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 0.00
Others 0.00
Debt 106.21
Mutual Funds N.A
Money Market 0.66
Cash / Call -6.87

View All

Concentration

Holdings (%)
Top 5 37.72
Top 10 61.99
Sector (%)
Top 3 N.A.

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