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L&T Ultra Short Term Fund Growth Return

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

L&T Ultra Short Term Fund Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹10000

AUM (Fund size)

₹1,487 Cr

Lock In Period

N/A

Expense Ratio

0.39

Exit Load

Nil

Benchmark

NIFTY Ultra Short Duration Debt Index

L&T Ultra Short Term Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.57-0.25265.31
6M2.601.32195.09
1Y4.224.14195.09
3Y4.4111.7531.95

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2022-11-15
View allocation % by

About Fund L&T Ultra Short Term Fund Growth

L&T Ultra Short Term Fund Growth managed by L&T Mutual Fund,is a Ultra Short Term Planscheme with Assets Under Management of ₹1,487 Crore. The fund benchmarks its performance against the NIFTY Ultra Short Duration Debt Index while maintaining an expense ratio of 0.39. 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
JM Ultra Short Duration Fund Growth034 CR0.97
L&T Ultra Short Term Fund Growth21,486 CR0.39
Franklin India Ultra Short Bond Fund - Institutional Plan Growth0296 CR0.66
Franklin India Ultra Short Bond Fund - Super Institutional Growth0296 CR0.52
Fund Name1Y3Y
This FundJM Ultra Short Duration Fund Growth5.338813.2581
This FundL&T Ultra Short Term Fund Growth4.204313.8323
This FundFranklin India Ultra Short Bond Fund - Institutional Plan Growth13.688828.4789
This FundFranklin India Ultra Short Bond Fund - Super Institutional Growth13.688628.6768

L&T Ultra Short Term Fund Growth FAQs

L&T Ultra Short Term Fund 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 Ultra Short Term Fund Growth is 0.39. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

L&T Ultra Short Term Fund Growth’s fund performance is as follows:
  • 1 Month : 0.57%
  • 6 Months : 2.60%
  • 1 Year : 4.22%
  • 3 Years : 4.41%
Returns of L&T Ultra Short Term Fund Growth are updated daily based on NAV of ₹ 36.4526 as on Nov 25,2022. Since inception, the return has been 13.81%.

You can invest in L&T Ultra Short Term Fund 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 Ultra Short Term Fund Growth is ₹1,487 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in L&T Ultra Short Term Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.