Formerly L&T Resurgent India Bond Ann DR
However, Scripbox does not recommend investing in medium term mutual funds.
Medium Duration Funds invest in debt and money market instruments such that the duration of the portfolio is between 3 to 4 years.This exposes them to higher variation when interest rates change.
This is a small category (less than 2% of the total debt fund assets).We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category because of the higher credit risk and higher interest rate risk.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
6 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.
756 Cr. Medium within the category
Impact of Interest Rate Changes
High Interest Rate Risk. The impact on fund value is high when interest rates change
Credit Quality Of Fund's Portfolio
Moderate Credit Risk. The fund has a moderate credit quality compared to other debt funds
To seek to generate income by investing primarily in debt and money market securities.There is no assurance that the investment objective of the scheme will be realized.
Low to Moderate
Apr 28, 2015
Launched (6y ago)
AUM in Crores
CRISIL Medium Term Debt TR INR
Returns Calculator Comparison
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 965,796||₹ 233,184||11.25%|
|EPF||₹ 900,761||₹ 168,149||8.50%|
|Property||₹ 867,662||₹ 135,050||7.00%|
|PPF||₹ 869,819||₹ 137,207||7.10%|
|Bank FD||₹ 846,471||₹ 113,859||6.00%|
|Gold||₹ 846,471||₹ 113,859||6.00%|
|Savings Bank||₹ 825,950||₹ 93,338||5.00%|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Comparison with Debt Funds
About the AMC
L&T Investment Management Ltd
L&T Investment Management Ltd manages assets worth 74,468 crores and was set up on 25 April 1996. It's current offering of mutual fund schemes includes 36 equity,71 debt and 24 hybrid funds.
₹ 6,395 Cr
₹ 7,532 Cr
₹ 626 Cr
₹ 2,997 Cr
₹ 5,038 Cr
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L&T Resurgent India Bond Fund of Income Distribution cum Cap Wrdl (RIDCW-A) is a medium term debt fund and has delivered an annualised return of 6.4% over a period of 6 years .The fund was previously known as L&T Resurgent India Bond Ann DR.The fund is managed by L&T Investment Management Ltd.The fund managers are Jalpan Shah, Shriram Ramanathan, Vikas Garg
To seek to generate income by investing primarily in debt and money market securities.There is no assurance that the investment objective of the scheme will be realized. However, there is no assurance that the objective of the scheme will be realized.
The L&T Resurgent India Bond Fund of Income Distribution cum Cap Wrdl (RIDCW-A) fund was launched on Apr 28, 2015. The NAV (Net Asset Value) of this medium term debt as of 2021-05-10 is ₹ 11.4847. The total AUM (Asset Under Management) of the fund as of 2021-05-11 is ₹ 755.703. The category risk of the L&T Resurgent India Bond Fund of Income Distribution cum Cap Wrdl (RIDCW-A) fund is Moderate Risk. The fund charges 1.5 % as expense ratio.
The fund’s highest allocation is towards debt and has invested 97.8% in this asset class. The top three holdings of the fund are coastal gujarat power limited,6.97% govt stock 2026 and 6.79% govt stock 2027
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
This fund is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Medium Term Debt TR INR.
L&T Resurgent India Bond Fund of Income Distribution cum Cap Wrdl (RIDCW-A) has a score of 2 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, L&T Resurgent India Bond Fund of Income Distribution cum Cap Wrdl (RIDCW-A) has a score of 3 out of 5. The credit risk of the fund is 3 out of 5 as compared to other debt funds.