L&T Short Term Bond Fund - Regular Plan - Growth

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

Category: Debt: Short Duration
Launch Date: 27-12-2011
Asset Class: Fixed Interest
Benchmark: Crisil Short Term Bond Fund Index
Expense Ratio: 0.7% As on ( 31-10-2018)
Status: Open Ended Schemes(Debt Scheme - Short Duration Fund) for subscription
Minimum Investment: 10000.0
Minimum Topup: 1000.0
Total Assets: 2,615.48 Cr As on ( 30-11-2018)
Turn over: 0.0
NAV as on 12-12-2018

17.2887

0.02 ( 0.1377% )

CAGR Since Inception

8.18%

PERFORMANCE of L&T Short Term Bond 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 Short Term Bond Fund - Regular Plan - Growth 5.77 6.92 7.86 - 8.18
Benchmark - - - - -
Debt: Short Duration 5.28 7.05 7.89 7.85 7.42

Yearly Performance (%)

Fund Managers

Mr. Jalpan Shah, Mr. Shriram Ramanathan

Mr. Shah is a B.E. (Mechanical) and holds a PGDM. Prior to joining L&T, he was associated with FIL Fund Management Private Limited (Dec 2007-Nov 2012), Lotus India Asset Management Company Private Limited (Sep 2007-Nov 2007) as a Research Analyst, UTI Asset Management Company Private Limited (July 2006-Aug 2007) as a Research Analyst and UTI Asset Management Company Private Limited(May 2004-June 2006) as a Sales & Marketing Manager.

Investment Objective

The scheme seeks to generate returns for investors with a short-term investment horizon by investing in fixed income securities of shorter term maturity.

RETURNS CALCULATOR for L&T Short Term Bond Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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.

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Key Performance and Risk Statistics of L&T Short Term Bond Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
L&T Short Term Bond Fund - Regular Plan - Growth 1.26 4.03 -0.32 1.0 6.94 2.22
Debt: Short Duration - - - - - -

PEER COMPARISION of L&T Short Term Bond 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 Short Term Bond Fund - Regular Plan - Growth 27-12-2011 5.77 5.92 6.92 7.86 0.0
Franklin India Short-Term Income Plan-Growth 31-01-2002 7.72 8.38 8.39 9.16 9.2
Indiabulls Short Term Fund - Regular Plan - Growth Option 13-09-2013 6.55 6.5 7.19 7.93 0.0
Baroda Short Term Bond Fund - Plan A - Growth Option 30-06-2010 6.54 7.27 8.02 8.42 0.0
HDFC Short Term Debt Fund - Normal Dividend Option 18-12-2014 6.23 6.56 7.51 0.0 0.0
HDFC Short Term Debt Fund - Growth Option 25-06-2010 6.22 6.56 7.51 8.34 0.0
BNP PARIBAS Short Term Fund-Regular Plan-Growth Option 13-09-2004 6.04 6.06 7.25 7.98 7.8
BNP PARIBAS SHORT TERM FUND GROWTH OPTION 13-09-2004 5.92 5.99 7.14 7.88 5.11
Union Short Term Fund - Growth Option 24-04-2012 5.8 5.85 6.26 7.25 0.0
Aditya Birla Sun Life Short Term Opportunities Fund - Growth - Regular Plan 09-05-2003 5.72 5.66 7.67 8.56 8.81

PORTFOLIO ANALYSIS of L&T Short Term Bond Fund - Regular Plan - Growth

Asset Allocation (%)

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