L&T Arbitrage Opportunities Fund Regular Bonus+0.11%

5.07%
1 Year Return
Hybrid
Arbitrage
4.0star
6M
1Y
3Y
5Y
All

Fund Details

L&T Arbitrage Opportunities Fund Regular Bonus

RiskModerately Low
Min SIP AmountNot Supported
Expense Ratio0.94%
NAV12.69 (31 Jan 2018)
Fund Started30 Jun 2014
Fund Size1,417 Cr

Returns

1Y
3Y*
5Y*
Since inception*
L&T Arbitrage Opportunities Fund Regular Bonus
5.1%
5.8%
5.9%
6.4%
Category Average
4.0%
5.3%
5.7%
-
Rank within category
2
2
4
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 5.1% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. Lower expense ratio
    3. 1Y Returns are higher than the benchmark
    4. 3Y Returns are higher than the benchmark
    5. Age is more than 5 years
    6. Lower expense ratio - 0.94%
    7. 1Y Returns are higher than the category average returns
    8. 3Y Returns are higher than the category average returns
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    L&T Liquid Plan Direct-GrowthFinancialMutual Fund12.1%
    HDFC Bank Ltd.FinancialFixed Deposits8.8%
    Bharti Airtel Ltd.CommunicationEquity6.2%
    ICICI Bank Ltd.FinancialEquity5.7%
    ICICI Bank Ltd.FinancialFixed Deposits5.2%
    Housing Development Finance Corpn. Ltd.FinancialEquity4.7%
    Reliance Industries Ltd.EnergyEquity4.5%
    Axis Bank Ltd.FinancialEquity3.1%
    State Bank of IndiaFinancialEquity3.1%
    Tata Consumer Products Ltd.FMCGEquity2.5%
    See All

    Fund Managers

    addVenugopal Manghat
    Education
    Mr. Manghat is a B.Sc (Mathematics) and MBA (Finance).
    Experience
    Prior to joining L&T Mutual Fund he has worked with Tata Asset Management Ltd.
    Funds Managed
    addJalpan Shah
    Education
    Mr. Shah is a B.E. (Mechanical) and holds a PGDM.
    Experience
    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.
    Funds Managed
    addKaran Desai
    Education
    Mr. Desai has done Bcom from Mumbai University and Msc Investments from University of Birmingham.
    Experience
    Prior to this he was working with L&TInvestment Management,HNI & Institutional and Accounts & Taxation
    Funds Managed
    addAlok Ranjan
    Education
    Mr. Ranjan has done PGDM (MBA) from IIM Calcutta, B.Tech in Mechanical Engineering from NIT Warangal.
    Experience
    Prior to joining L&T Mutual Fund, he has worked with L&T Investment Management Ltd.- As Equity Research Analyst (From November 2017 – September 2019), Shell India Private Ltd. - Senior Specialist - Market risk (From October 2017 – November 2017), JM Financial Ltd. - Equity Research Analyst (From March 2017 – September 2017), Kotak Mahindra Bank - Treasury Sales (From December 2015 – March 2017), American Express - Business Analyst (From April 2015 – December 2015), NTPC Ltd. - Assistant Manager (From August 2011 – May 2013).
    Funds Managed

    L&T Arbitrage Opportunities Fund Regular Bonus Details

    L&T Arbitrage Opportunities Fund Regular Bonus is a Hybrid Mutual Fund Scheme launched by L&T Mutual Fund. This scheme was made available to investors on 30 Jun 2014. Venugopal Manghat, Praveen Ayathan, Karan Desai is the Current Fund Manager of L&T Arbitrage Opportunities Fund Regular Bonus fund.The fund currently has an Asset Under Management(AUM) of ₹1,417 Cr and the Latest NAV as of 31 Jan 2018 is ₹12.69.

    The L&T Arbitrage Opportunities Fund Regular Bonus is rated Moderately Low risk. Minimum SIP Investment is set to 500. Exit load of 0.50% if redeemed within 1 month

    Investment Objective

    The scheme seeks to generate reasonable returns by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets and by investing balance in debt and money market instruments.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    Exit load of 0.50% if redeemed within 1 month
    Exit Load

    Compare Funds

    L&T Arbitrage Opportunities Fund Regular Bonus
    VS
    search

    About L&T Mutual Fund

    Address
    6th Floor, Brindavan, Plot No 177, CST Road, Kalina, Santacruz (E), Mumbai 400098
    Phone
    022-66554000
    Launch Date
    03 Jan 1997
    L&T Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Similar Funds
    Data not available