L&T Short Term Bond Fund Growth+0.03%

4Groww
10.15%
1 Year Return
Debt
Short Duration
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

L&T Short Term Bond Fund Growth

RiskModerately Low
Min SIP Amount₹1000
Expense Ratio0.73%
NAV18.63 (13 Sep 2019)
Fund Started27 Dec 2011
Fund Size4,192 Cr

Returns

1Y
3Y*
5Y*
Since inception*
L&T Short Term Bond Fund Growth
10.2%
7.3%
8.0%
8.4%
Category Average
9.0%
NA
NA
-
Rank within category
6
9
13
-
*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 10.2% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the benchmark
    2. Exit load is zero
    Cons
    1. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec7.5%
    National Thermal Power Corp. Ltd.EnergyNCD4.1%
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture3.7%
    State Bank of IndiaFinancialNCD3.6%
    Kotak Mahindra Prime Ltd.FinancialDebenture3.6%
    LIC Housing Finance Ltd.FinancialDebenture2.4%
    Housing Development Finance Corpn. Ltd.FinancialDebenture2.4%
    Small Industries Devp. Bank of India Ltd.FinancialDebenture2.4%
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture2.3%
    Sikka Ports and Terminals Ltd.EnergyDebenture2.1%
    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
    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

    Other Details

    L&T Short Term Bond Fund Growth is a Debt Mutual Fund Scheme launched by L&T Mutual Fund. This scheme was introduced to investors on 27 Dec 2011. Shriram Ramanathan, Jalpan Shah is the Current Fund Manager of L&T Short Term Bond Fund Growth.The fund currently has an Asset Under Management(AUM) of ₹4,192 Cr and the Latest NAV as of 13 Sep 2019 is ₹18.63.

    The L&T Short Term Bond Fund Growth is rated Moderately Low risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 10000. Nil.

    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.

    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
    Nil
    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,
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