• Mutual Funds
  • L&T Mutual Fund
  • L&T Short Term Bond Fund (RIDCW-M)

Formerly L&T Short Term Bond DR

L&T Mutual Fund

L&T Short Term Bond Fund (RIDCW-M)

DebtShort Term

11.0691

NAV (Aug 05)

5.1%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in 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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 3,910 Cr

The performance of the fund on a Fund Size metric has been Satisfactory

Rolling Returns

Good

The performance of the fund on a Rolling Returns metric has been Good

View all 8 analysis

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Invest in this fund

Scripbox Recommended Debt Funds

Want the ultra short term debt funds that are right for your short term investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

11.0691

NAV (Aug 5)

Fund Returns

Last 1Y

2%

Last 3Y

5.1%

Last 5Y

5.1%

Last 10Y

5.9%

Since Inception

6.1%

6 Month CAGR

1%

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

3910.206

ISIN

INF917K01CI4

Lock-in

No Lock-in

Benchmark

Nifty Short Duration Debt TR INR

SIP Minimum

1000

Lumpsum Min.

10000

Fund Managers

Shriram Ramanathan

Fund Manager

Jalpan Shah

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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.

Asset allocation and Holdings

Last updated on 2022-08-05

Top Debt Holdings

05.27 gj sdl 2024

10.3%
10.3%

7.16% govt stock 2023

7.8%
7.8%

7.35% govt stock 2024

6.6%
6.6%

6.3% govt stock 2023

5.2%
5.2%

07.89 gj sdl 2025

5.2%
5.2%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 49,911 cr

₹ 14,870 cr

₹ 15,889 cr

₹ 14,702 cr

₹ 49,911 cr

About the AMC

L&T Investment Management Ltd

L&T Investment Management Ltd manages assets worth 72,101 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.

amc-img

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

    4.1%

    5.7%

    3.9%

    5%

    6.6%

    6.9%

    3.9%

    5.1%

    3.9%

    5.1%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    L&T Short Term Bond Fund (RIDCW-M) Review

    L&T Short Term Bond Fund (RIDCW-M) is a Short Term Debt fund and has delivered an annualised return of 6.1% over a period of 10 years. The fund was previously known as L&T Short Term Bond DR. 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 (RIDCW-M) as of 8/5/2022 is ₹11.07 with the total AUM as of 8/6/2022 is ₹3910.206. With Scripbox you can compare and check the latest nav for all mutual funds in India. L&T Short Term Bond Fund (RIDCW-M) 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 (RIDCW-M) 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 (RIDCW-M) 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 (RIDCW-M) is rated as a 3 fund in Debt and delivered 2% 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 (RIDCW-M).

    Frequently Asked Questions

    What is L&T Short Term Bond Fund (RIDCW-M)?

    L&T Short Term Bond Fund (RIDCW-M) is a Short Term Debt scheme predominantly investing across Debt stocks with an investment objective to generate wealth over the long term.

    How to invest in L&T Short Term Bond Fund (RIDCW-M)?

    You can invest in L&T Short Term Bond Fund (RIDCW-M) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

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

    The minimum sip amount for L&T Short Term Bond Fund (RIDCW-M) is ₹1000. You can invest in multiples of ₹10000.

    Is L&T Short Term Bond Fund (RIDCW-M) good to invest in?

    As per Scripbox experts, L&T Short Term Bond Fund (RIDCW-M) is a Neutral fund. You can investL&T Short Term Bond Fund (RIDCW-M) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

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

    The expense ratio of the L&T Short Term Bond Fund (RIDCW-M) is 0.75% for regular plan.