Lotus India Short Term Plan - Institutional - Monthly Dividend Payout
Expense Ratio: 1.05
Risk: Moderate
Debt Scheme - Short Duration Fund
Plan: Regular
Benchmark: NIFTY Short Duration Debt Index A-II
Inception: 21-03-2007
Exit Load: Nil
Fund Size:₹1,123.52 Cr
Performance
1Y
FundN/A
Cat. Avg.3.76%
2Y
FundN/A
Cat. Avg.6.55%
3Y
FundN/A
Cat. Avg.6.52%
5Y
FundN/A
Cat. Avg.5.87%
10Y
FundN/A
Cat. Avg.6.41%
SI
FundN/A
Cat. Avg.8.93%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Debt Ratings
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Debt Instruments
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Asset Class
Debt Ratings
Debt Instruments
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | 7.96% Pipeline Infrastructure Private Limited 2029 | 40.39 | 5.68% |
| 2 | 8.18% National Bank For Agriculture and Rural Development 2028 | 25.45 | 3.58% |
| 3 | 8.65% Bharti Telecom Limited 2027 | 25.22 | 3.54% |
| 4 | 8.9267% Shriram Finance Limited 2027 | 25.21 | 3.54% |
| 5 | 8.20% Can Fin Homes Limited 2027 | 25.10 | 3.53% |
| 6 | 9.15% Piramal Finance Limited 2027 | 25.09 | 3.53% |
| 7 | 7.8461% Aditya Birla Housing Finance Limited 2028 | 25.02 | 3.52% |
| 8 | 7.90% Torrent Investments Limited 2028 | 24.94 | 3.50% |
| 9 | 7.2337% Bajaj Finance Limited 2027 | 24.83 | 3.49% |
| 10 | 6.92% State Government Securities 2030 | 24.81 | 3.49% |
