• Mutual Funds
  • L&T Mutual Fund
  • L&T Short Term Bond Fund (Growth)

Formerly L&T Short Term Opportunities Gr

L&T Mutual Fund

L&T Short Term Bond Fund (Growth)

DebtShort Term

Top Ranked

21.4948

NAV (Jan 20)

7.2%
3 Year CAGR
Scripbox Opinion

Top Ranked

These are the top-ranked funds within short term mutual funds.However, Scripbox does not recommend investing in short term mutual funds.Short Term Funds invest in debt and money market instruments such that the duration of the portfolio is between 1 to 3 years.This exposes them to higher variations when interest rates change.

The category is one of the largest categories within the Debt Segment (9% of the total assets).

We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.

Our analysis of this fundLearn how we rate funds ->

Track Record

11 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

3,976 Cr. Large within the category

Impact of Interest Rate Changes

Moderate Interest Rate Risk. The impact on fund value is moderate when interest rates change

Credit Quality Of Fund's Portfolio

Low Credit Risk. The fund has a high credit quality compared to other debt funds

Invest in this fund
Explore similar funds with a Scripbox plan. Explore the plan below.
Short Term Money

Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

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    Historical growth rate of 6.5% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only, Car, Down Payment

No single fund can achieve what a plan can. Learn why

Historical NAV

21.4948

NAV (Jan 20)

Fund Returns

Last 1Y

3.4%

Last 3Y

7.2%

Last 5Y

6.7%

Last 10Y

7.9%

Since Inception

7.9%

6 Month CAGR

1.5%

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Scheme Information

Investment Objective

To generate regular returns and capital appreciation by investing in debt,government and money market securities.There is no assurance that the investment objective of the scheme will be realized.

Expense Ratio

0.75

Launched (11y ago)

Dec 27, 2011

AUM in Crores

3975.326

ISIN

INF917K01CL8

Lock-in

No Lock-in

Benchmark

Nifty Short Duration Debt TR INR

SIP Minimum

1000

Lumpsum Min.

10000

Fund Managers
user-avatar

Jalpan Shah

Fund Manager

user-avatar

Shriram Ramanathan

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

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

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Savings Fund (G)
Kotak Savings Fund (G)

₹ 11,223 cr

5

₹ 28,408 cr

5

₹ 9,119 cr

5

₹ 23,456 cr

5

₹ 26,625 cr

5

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About the AMC

L&T Investment Management Ltd

L&T Investment Management Ltd manages assets worth 79,223 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.

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  • tel-amc-about
    022-66554000
  • mail-amc-about
    investor.line@lntmf.co.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    9.4%

    7.5%

    3.7%

    6.5%

    18%

    10.6%

    5.4%

    7.1%

    7.2%

    7.9%

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

    L&T Short Term Bond Fund (G) Review

    L&T Short Term Bond Fund (G) is a Short Term Debt fund and has delivered an annualised return of 7.9% over a period of 10 years. The fund was previously known as L&T Short Term Opportunities Gr. The fund is managed by L&T Investment Management Ltd. The fund managers are Jalpan Shah, Shriram Ramanathan.

    Nav of L&T Short Term Bond Fund (G) as of 20/01/2022 is ₹21.49 with the total AUM as of 21/01/2022 is ₹3975.326. With Scripbox you can compare and check the latest nav for all mutual funds in India. L&T Short Term Bond Fund (G) was launched on Dec 27, 2011. The category risk of the fund is Low to Moderate Risk.

    The minimum SIP amount for L&T Short Term Bond Fund (G) 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 ₹10000. Check your estimated returns on mutual funds by using sip calculator.

    L&T Short Term Bond Fund (G) 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 Nifty Short Duration Debt TR INR.

    L&T Short Term Bond Fund (G) is rated as a 4 fund in Debt and delivered 3.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with L&T Short Term Bond Fund (G).

    Frequently Asked Questions

    What is L&T Short Term Bond Fund (G)?

    How to invest in L&T Short Term Bond Fund (G)?

    What is the minimum sip amount of L&T Short Term Bond Fund (G)?

    Is L&T Short Term Bond Fund (G) good to invest in?

    What is the expense ratio of the L&T Short Term Bond Fund (G)?