An open-ended scheme, L&T Low Duration Fund predominantly invests in the fixed income securities and money market instruments. The fund keeps Macaulay duration of the portfolio in between 6 months to 12 months. L&T Low Duration Fund G is suitable for investors who have a moderate risk appetite and seeking reasonable returns over a short period.
|Fund Type||Open Ended|
|Benchmark||CRISIL Short-Term Bond|
|Asset Size(Cr)||1252.3 (As on Dec 31, 2018)|
|Fund Manager||Shriram Ramanathan , Vikas Garg|
|Min SIP Investment||1000|
|Min Addl Investment||1000|
|Exit Load||1 % For 270 Days|
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
|Fund Name||Ratings||1 Yr Rtn.||3 Yr Rtn.||5 Yr Rtn.|
|Franklin India Low Duration Fund (G)||8.8%||8.91%||9.31%|
|Kotak Low Duration Fund (G)||7.54%||7.86%||8.41%|
|ICICI Prudential Savings Fund (G)||7.46%||7.84%||8.33%|
|UTI Treasury Advantage Fund (G)||7.42%||7.75%||8.25%|
|IDFC Low Duration Fund (G)||7.35%||7.69%||8.2%|
|No. of Investment||Amount Invested||Investment Value As on date||Units Purchased||CAGR|
| No. of Investment
|| Amount Invested
|| Investment Value As on date
|| Units Purchased || CAGR
The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
|Total Amount Invested||Investment Value As on Date||Total Units Purchased||Abs. Return|
| Total Amount Invested
|| Investment Value As on Date
|| Total Units Purchased || Abs. Return
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon.
|Sector||Value(In Cr)||Allocation (%)|
|Holdings||Instrument||Industry||Rating||Market Value||% to NAV|
A simple investment philosophy, extensive research analytics, and a highly effective decision-making process have been adopted by L&T Low Duration Fund. The L&T mutual fund has launched the scheme on Dec 04, 2010, for such investors who want to generate income in a short-term with lower risk. The fund significantly invests in the debt instruments and money market securities which mature after 91 days but within 12 months.
L&T Low Duration Fund- Growth Plan is following the three key principles which include:
So, if you are also looking for investing your surplus cash for a short-term, then you must read the in-depth details of the fund.
Investors who are looking for a way to get a good rate of return on investment without the interest rate risk of bond funds should consider investing in L&T Low Duration Fund G. The fund has generated the returns of approximately 8% since its launch. It has always outperformed the benchmark as well as peers to deliver high returns to the investors.
L&T Low Duration has delivered the highest returns of 10.23% in the year 2014. Besides this, the compounded annualised returns growth of the fund for the past three, five, and seven years was 8.00%, 8.66%, and 8.63%, respectively. The fund generated the alpha of 7.55% in the past three years (as provided on Sept 30, 2018). However, L&T Low Duration Plan is riskier than its benchmark as well as peers, because it has higher Standard Deviation as compared to other funds in the category and index. This investment vehicle enhanced returns over cash and lower volatility than longer maturity bonds. These all make the fund a good plan to invest the cash for a short-term duration.
L&T Low Duration Fund Growth Plan invests in the ultra short-term fixed income securities as well money market instruments, and the fund offers various benefits to its investors. They can make a good percent of returns in a short-term, and its other features which make it more beneficial for investors are discussed below:
The credit quality of L&T Low Duration Fund Regular Option may vary from A to AAA depending upon the outlook of the fund management team on interest rate and quality. Various analytical capabilities are used to determine value and risk characteristics of every individual security as well as of the aggregate portfolio. So, if you want to grow your corpus in a short-term, invest now in L&T Low Duration Scheme.
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