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L&T Monthly Income Plan -Regular Plan -Quarterly Dividend

Category: Hybrid Debt Oriented Funds
Launch Date: 31-07-2003
Asset Class: Mixed Asset
Benchmark: Crisil MIP Blended Index
Expense Ratio: 2.43% As on (31-07-2017)
Status: Open Ended Schemes(Income) for subscription
Minimum Investment: 10000.0
Minimum Topup: 1000.0
Total Assets: 56.34 Cr As on (31-07-2017)
Turn over: -
NAV as on


CAGR Since Inception


PERFORMANCE of L&T Monthly Income Plan -Regular Plan -Quarterly Dividend

Scheme Performance (%)

Data as on - 20-03-2018

Yearly Performance (%)

Fund Managers

Mr. Venugopal Manghat, Mr. Jalpan Shah

Mr. Manghat is a B.Sc (Mathematics) and MBA (Finance). Prior to joining L&T Mutual Fund he has worked with Tata Asset Management Ltd.

Investment Objective

The scheme aims to generate monthly income with minimum investments in debt instruments to the extent of 80 percent. Equity and money market instruments can constitute a maximum of 20 per cent of the portfolio.

RETURNS CALCULATOR for L&T Monthly Income Plan -Regular Plan -Quarterly Dividend

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.



Key Performance and Risk Statistics of L&T Monthly Income Plan -Regular Plan -Quarterly Dividend

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
L&T Monthly Income Plan -Regular Plan -Quarterly Dividend 4.57 0.76 -2.52 1.16 6.98 5.71
Hybrid Debt Oriented Funds

PEER COMPARISION of L&T Monthly Income Plan -Regular Plan -Quarterly Dividend

Data as on - 20-03-2018
Scheme Name Launch
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PORTFOLIO ANALYSIS of L&T Monthly Income Plan -Regular Plan -Quarterly Dividend

Asset Allocation (%)

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