L&T Credit Risk Fund - Regular Plan - Growth

(Erstwhile L&T Income Opportunities Fund - Regular Plan - Growth)

Category: Debt: Credit Risk
Launch Date: 08-10-2009
Asset Class: Fixed Interest
Benchmark: Crisil Short Term Bond Fund Index
Expense Ratio: 1.8% As on ( 31-10-2018)
Status: Open Ended Schemes(Debt Scheme - Credit Risk Fund) for subscription
Minimum Investment: 10000.0
Minimum Topup: 1000.0
Total Assets: 3,725.2 Cr As on ( 30-11-2018)
Turn over: 0.0
NAV as on 12-12-2018

20.5501

0.02 ( 0.1022% )

CAGR Since Inception

8.16%

PERFORMANCE of L&T Credit Risk Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 11-12-2018

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
L&T Credit Risk Fund - Regular Plan - Growth 5.05 7.55 8.67 - 8.16
Benchmark - - - - -
Debt: Credit Risk 4.79 7.56 8.5 7.59 7.66

Yearly Performance (%)

Fund Managers

Mr. Shriram Ramanathan, Mr.. Vikas Garg

Shriram is a B.E. (Electrical), PGDBM from XLRI Jamshedpur and CFA. Prior to joining L&T Mutual Fund he has worked with FIL Fund Management Pvt. Ltd., ING Investment Management, Zurich Asset Management Co., ICICI Ltd., and L&T Ltd.

Investment Objective

The scheme aims to generate reasonable returns by investing predominantly in well diversified and highly liquid portfolio of money market instruments, government securities and corporate debt.

RETURNS CALCULATOR for L&T Credit Risk Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Invest Now

Key Performance and Risk Statistics of L&T Credit Risk Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
L&T Credit Risk Fund - Regular Plan - Growth 1.31 4.9 -0.88 1.09 8.36 2.9
Debt: Credit Risk - - - - - -

PEER COMPARISION of L&T Credit Risk Fund - Regular Plan - Growth

Period
Data as on - 11-12-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
L&T Credit Risk Fund - Regular Plan - Growth 08-10-2009 5.05 6.2 7.55 8.67 0.0
Franklin India Credit Risk Fund - Growth 07-12-2011 7.45 8.06 8.35 9.21 0.0
Sundaram Short Term Credit Risk Fund-Appreciation 19-07-2002 6.67 6.66 6.82 8.02 6.33
Baroda Credit Risk Fund -Plan B-Growth Option 08-01-2015 6.37 8.22 9.76 0.0 0.0
Principal Credit Risk Fund - Regular Plan - Growth Option 14-09-2004 6.16 6.87 7.43 8.21 7.69
ICICI Prudential Credit Risk Fund - Growth 03-12-2010 6.05 6.57 7.62 8.56 0.0
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth 01-04-2015 5.93 7.11 8.3 0.0 0.0
SBI CREDIT RISK FUND - REGULAR PLAN - GROWTH 14-07-2004 5.56 6.36 7.82 8.75 8.34
Kotak Credit Risk Fund - Growth 11-05-2010 5.54 6.11 7.72 8.59 0.0
Baroda Credit Risk Fund -Plan A -Growth Option 23-01-2015 5.37 7.02 8.52 0.0 0.0

PORTFOLIO ANALYSIS of L&T Credit Risk Fund - Regular Plan - Growth

Asset Allocation (%)

Start Investing NowSign Up