debtLow risk

L&T Ultra Short Term Fund - Direct Plan - Bonus

Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals. From L&T Mutual Fund. It's been running since 21 May 2014.

Latest price per unit

₹20.4635

▲ 0.02% today

As of 24 Nov 2022 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.04 L

▲ ₹4.4k gain · 4.4% / year

Invested 3 years ago

₹1.14 L

▲ ₹14.5k gain · 4.6% / year

Invested 5 years ago

₹1.33 L

▲ ₹33.2k gain · 5.9% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

0.8%

The value swings roughly 1% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-45.44%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year4.37%

CAGR — 3 years4.61%

CAGR — 5 years5.91%

CAGR — since launch-0.37%

Volatility — 1 year (annualised)0.34%

Volatility — 3 years (annualised)0.78%

Max drawdown — 1 year-0.19%

Max drawdown — 3 years-1.01%

Sharpe ratio — 1 year (rf=6%)-4.64

Sharpe ratio — 3 years (rf=6%)-1.71

Fund info

Fund house: L&T Mutual Fund
Category: Debt Scheme - Ultra Short Duration Fund
Plan: Direct
Option: Bonus
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 129925
First price on record: 21 May 2014 · 2,056 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.