L&T Monthly Income Plan - Bonus - Regular Plan

This Scheme L&T Monthly Income Plan - Bonus - Regular Plan is Suspended
Other Plans and Options

Fund Overview Bonus | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The scheme seeks to generate monthly income through investment in a range of Debt, Money Market and instruments.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
CRISIL Hybrid 85+15 - Conservative Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Fund Holdings as on 31-October-2022

  • 07.59% GOI 11-01-2026

  • 6.69% GOI - 27-06-2024

  • 07.37% GOI 16-04-2023

  • 05.22% GOI 15-06-2025

  • 04.56% GOI 29-11-2023

  • (a) Tri Party Repo Dealing System (TREPS)/Reverse Repo

  • ICICI Bank Limited

  • Indian Hotels Company Limited

  • Larsen & Toubro Limited

  • Bajaj Finance Limited

  • Hindustan Unilever Limited

  • State Bank of India

  • Cholamandalam Investment and Finance Company Limited

  • Hindustan Aeronautics Limited

  • Shoppers Stop Limited

  • Persistent Systems Limited

  • KPIT Technologies Limited

  • Bharat Electronics Limited

  • Brigade Enterprises Limited

  • Westlife Development Limited

  • Kansai Nerolac Paints Limited

  • Mayur Uniquoters Ltd

  • GMM Pfaudler Limited

  • Schaeffler India Limited

  • APL Apollo Tubes Limited

  • UNO Minda Limited

  • Titan Company Limited

  • Reliance Industries Limited

  • Sun Pharmaceutical Industries Limited

  • IndusInd Bank Limited

  • Navin Fluorine International Limited

  • Happiest Minds Technologies Limited

  • Maruti Suzuki India Limited

  • Infosys Limited

  • (c) Net Receivables/(Payables)

  • Housing Development Finance Corporation Limited

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  • Miscellaneous

  • IT - Software

  • Bank - Private

  • Finance - NBFC

  • Hotel, Resort & Restaurants

  • Engineering - Industrial Equipments

  • Engineering - Construction

  • Household & Personal Products

  • Bank - Public

  • Airlines

  • Retailing

  • Construction - Real Estate

  • Paints

  • Textile

  • Bearings

  • Steel & Iron Products

  • Auto Ancillary

  • Diamond & Jewellery

  • Refineries

  • Pharmaceuticals & Drugs

  • Chemicals

  • Automobiles - Passenger Cars

  • Finance - Housing

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Fund Manager

  • Education:B.E (Electrical), PGDBA, C.F.A
  • Experience:11 Year
  • Basic Details:Mr.Anant Deep Katare is working with L&T Mutual Fund and working as Fund Manager from Feb 2007 till date
  • Funds Managed:
  • Education:B.A. & PGDM degree
  • Experience:10 Years
  • Basic Details:Ms.Bekxy Kuriakose is a Associate VP and Sr. Fund manager - Fixed Income from Dec 2008 till date
  • Funds Managed:

  • Cash

  • Equity

  • SOVEREIGN

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About L&T Monthly Income Plan

Scheme Analysis

L&T Monthly Income Plan is a Hybrid - Conservative Hybrid Fund fund and belongs to L&T Mutual Fund. and currently has an AUM of ₹39.67 crore. L&T Monthly Income Plan is benchmarked against CRISIL Hybrid 85+15 - Conservative Index as primary index.

The NAV of L&T Monthly Income Plan ended up ₹(%)yesterday to ₹0.

Among its top 3 holdings the fund has exposure to 07.59% GOI 11-01-2026, and

The L&T Monthly Income Plan is managed by Anant Deep Katare and Bekxy Kuriakose.

Fund House Contact

309, 3rd floor, Trade Centre, Bandra Kurla Complex, Bandra (East), Mumbai - 400 051

+91 (22) 61366600
ltmf@lntmf.com
+91 (22) 61366603/04
www.lntmf.com