L&T Credit Risk Fund Direct Dividend Yearly+0.11%

3Groww
3.15%
1 Year Return
Debt
Credit Risk
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

L&T Credit Risk Fund Direct Dividend Yearly

RiskModerate
Min SIP Amount₹1000
Expense Ratio1.04%
NAV11.37 (22 Oct 2019)
Fund Started20 Mar 2015
Fund Size2,207 Cr

Returns

1Y
3Y*
5Y*
Since inception*
L&T Credit Risk Fund Direct Dividend Yearly
3.1%
5.5%
7.6%
7.8%
Category Average
0.6%
4.1%
7.2%
-
Rank within category
12
10
8
-
*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
    30
    with 3.1% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. 1Y Returns are lower than the benchmark
    4. 3Y Returns are lower than the benchmark

    Top Holdings

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    Syndicate BankFinancialBonds4.6%
    Vizag General Cargo Berth Pvt Ltd.ServicesSO4.5%
    Tata Power Renewable Energy Ltd.EngineeringSO4.4%
    Jhajjar Power Ltd.EngineeringDebenture4.1%
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture3.8%
    Indian Railway Finance Corpn. Ltd.FinancialDebenture2.4%
    See All

    Fund Managers

    addShriram Ramanathan
    Education
    Shriram is a B.E. (Electrical), PGDBM from XLRI Jamshedpur and CFA.
    Experience
    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.
    Funds Managed
    addVikas Garg
    Education
    Mr. Garg is CFA MBA Finance, B-Tech and M- Tech
    Experience
    Prior to joining L&T Mutual Fund he has worked with Fidelity International as Credit analyst and Research Associate- Credit, ICRA as Sr Analyst and Indian Oil Corporation Ltd as Project manager
    Funds Managed

    Other Details

    L&T Credit Risk Fund Direct Dividend Yearly is a Debt Mutual Fund Scheme launched by L&T Mutual Fund. This scheme was introduced to investors on 20 Mar 2015. Shriram Ramanathan, Vikas Garg is the Current Fund Manager of L&T Credit Risk Fund Direct Dividend Yearly.The fund currently has an Asset Under Management(AUM) of ₹2,207 Cr and the Latest NAV as of 22 Oct 2019 is ₹11.37.

    The L&T Credit Risk Fund Direct Dividend Yearly is rated Moderate risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 10000. Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year.

    Investment Objective

    The Scheme seeks to generate regular returns and capital appreciation by investing in debt (including securitised debt), government and money market securities.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    ₹10000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year
    Exit Load

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    About L&T Mutual Fund

    Address
    6th Floor, Brindavan, Plot No 177, CST Road, Kalina, Santacruz (E), Mumbai 400098
    Phone
    022-66554000
    Launch Date
    02 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,
    Invest Now
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