L&T FMP - Series XVII - Plan B Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

L&T FMP - Series XVII - Plan B Growth Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

298 Cr

Lock In Period

N/A

Expense Ratio

0.55

Exit Load

Nil

Benchmark

CRISIL Composite Bond Fund Index

Summary

L&T FMP - Series XVII - Plan B Growth NAV is ₹13.3839 as of 2 Jun, 2026. L&T FMP - Series XVII - Plan B Growth has delivered 22.49% returns since its launch. The minimum SIP investment amount in L&T FMP - Series XVII - Plan B Growth is ₹0. The AUM of L&T FMP - Series XVII - Plan B Growth is ₹298 Cr. The expense ratio of the fund is 0.55%, and its benchmark is CRISIL Composite Bond Fund Index. The current exit load of the fund is Nil. In the last 1M months, L&T FMP - Series XVII - Plan B Growth has delivered 0.33% returns.

L&T FMP - Series XVII - Plan B Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.33-1.684.54
6M1.780.2712.55
1Y3.592.5316.20
3Y7.008.4836.71

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2022-05-31
View allocation % by

1. Tri Party Repo Dealing System (TREPS)53.70%
2. Sundaram Finance Limited 10-06-202210.04%
3. 8.9499% L&T Finance Limited 10-06-20225.63%
4. 9.95% Indian Railway Finance Corporation Limited 07-06-20223.40%
5. Net Receivables / (Payables)0.23%

1. 8.15% Rec Limited 10-06-20229.05%
2. 7.28% Power Finance Corporation Limited 10-06-20228.97%

1. 7.27% National Highways Authority of India 06-06-20228.98%

About Fund L&T FMP - Series XVII - Plan B Growth

L&T FMP - Series XVII - Plan B Growth managed by L&T Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹298 Crore. The fund benchmarks its performance against the CRISIL Composite Bond Fund Index while maintaining an expense ratio of 0.55. Under the expert guidance of Jalpan Shah ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Jalpan Shah

Mr. Jalpan Shah holds B.E. (Mechanical), PGDM. His prior Assignments are FIL Fund Management Private Ltd. as Research Associate from December 2007 till November 2012. Lotus India Asset Management Co. Pvt. Ltd as Research Analyst from September 2007 to November 2007. UTI Asset Management Co. Pvt. Ltd. from May 2004 till August 2007.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
HDFC FMP 1158D July 2022 Growth0168.71 CR0.37
L&T FMP - Series XVII - Plan B Growth0298.44 CR0.55
Fund Name1Y3Y
This FundHDFC FMP 1158D July 2022 Growth6.255122.4744
This FundL&T FMP - Series XVII - Plan B Growth3.593822.4892

L&T FMP - Series XVII - Plan B Growth FAQs

L&T FMP - Series XVII - Plan B Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of L&T FMP - Series XVII - Plan B Growth is 0.55. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

L&T FMP - Series XVII - Plan B Growth’s fund performance is as follows:
  • 1 Month : 0.33%
  • 6 Months : 1.78%
  • 1 Year : 3.59%
  • 3 Years : 7.00%
Returns of L&T FMP - Series XVII - Plan B Growth are updated daily based on NAV of ₹ 13.3839 as on Jun 13,2022. Since inception, the return has been 22.49%.

You can invest in L&T FMP - Series XVII - Plan B Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of L&T FMP - Series XVII - Plan B Growth is ₹298 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in L&T FMP - Series XVII - Plan B Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.