LT Gilt Fundamental Relationships

112428 -- India Fund  

INR 11.83  0.02  0.17%

The Drivers Module shows relationships between LT Gilt's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of LT Gilt Qt Div over time as well as its relative position and ranking within its peers. Check also Trending Equities.

LT Gilt Qt Bond Positions Weight vs. Five Year Return Fundamental Analysis

LT Gilt Qt Div is the top fund in five year return among similar funds. It is the top fund in bond positions weight among similar funds creating about  9.63  of Bond Positions Weight per Five Year Return.
Five Year Return is considered as one of the best measures to evaluate fund performance especially from the mid and long term prospective. It shows the total annualized return generated from holding a fund for the last 5 years and represents capital appreciation of fund investments including all dividends, losses, and capital gains distributions.
LT Gilt 
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
9.86 %
Although Five Year Fund Returns can give a sense of overall fund potential, it is recommended to compare fund performance with other similar funds for the same five year time interval. Similarly, comparing overall find performance over the last five year with appropriate market index is a great way to determine how this fund will perform during different market fluctuations.
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
LT Gilt 
Bond Percentage 
 = 
% of Bonds 
 
in the fund 
=
95.00 %
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.

LT Gilt Qt Bond Positions Weight Comparison

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