L&T Business Cycle Fund - Dividend - Regular Plan

  • Previous Nav

  • Net Change on 24-09-2020

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Dividend | 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

To seek to generate long-term capital appreciation from a portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian market with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages ofbusiness cycles in the economy.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
L&T Business Cycles Fund - Regular Plan - Dividend Option -1.37 6.58 -11.25 -4.87 3.04 5.24
S&P BSE 200 - TRI -5.64 5.46 -4.51 2.96 8.03 8.37
S&P BSE SENSEX - TRI -5.76 5.40 -5.46 5.83 8.51 12.31

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

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
L&T Business Cycles Fund - Regular Plan - Dividend Option Aug 20, 2014 -11.25 -4.87 3.04 2.57 504.47
SBI Magnum Equity ESG Fund - REGULAR PLAN - Dividend Jan 01, 1991 -5.50 4.26 7.33 2.04 2,772.36
Aditya Birla Sun Life India Gennext Fund-Dividend Option Aug 05, 2005 -5.81 2.79 9.21 2.32 1,550.94
Sundaram Rural and Consumption Fund- Regular Dividend May 12, 2006 -5.31 -1.68 9.03 2.23 1,535.47
DSP India T.I.G.E.R. Fund - Regular Plan - Dividend Jun 11, 2004 -22.19 -7.88 1.25 2.47 808.05
Tata Ethical Fund Regular Plan - Dividend Nov 03, 2003 8.06 4.45 5.45 2.50 598.68

Fund Holdings as on 31-August-2020

  • Reliance Industries Limited

  • HDFC Bank Limited

  • ICICI Bank Limited

  • Ratnamani Metals & Tubes Limited

  • Timken India Limited

  • Kotak Mahindra Bank Limited

  • Trent Limited

  • Deepak Nitrite Limited

  • UltraTech Cement Limited

  • Shree Cements Limited

  • AIA Engineering Limited

  • Larsen & Toubro Limited

  • Aegis Logistics Limited

  • The Ramco Cements Limited

  • Housing Development Finance Corporation Limited

  • Maruti Suzuki India Limited

  • Mahindra & Mahindra Limited

  • Atul Limited

  • Whirlpool of India Limited

  • Sundram Fasteners Limited

  • Godrej Properties Limited

  • Coromandel International Limited

  • Titan Company Limited

  • Bayer Cropscience Limited

  • Jindal Steel & Power Limited

  • Ahluwalia Contracts India Limited

  • KNR Constructions Limited

  • Indian Hume Pipe Company Limited

  • Aarti Industries Limited

  • Hero MotoCorp Limited

  • Birla Corporation Limited

  • Finolex Cables Limited

  • PI Industries Limited

  • Johnson Controls - Hitachi Air Conditioning India Limited

  • Blue Star Limited

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

  • Schaeffler India Limited

  • Bata India Limited

  • UPL Limited

  • Kajaria Ceramics Limited

  • EIH Limited

  • State Bank of India

  • Carborundum Universal Limited

  • Adani Ports and Special Economic Zone Limited

  • Engineers India Limited

  • Hindustan Petroleum Corporation Limited

  • Avenue Supermarts Limited

  • MRF Limited

  • Thermax Limited

  • ICICI Lombard General Insurance Company Limited

  • Honeywell Automation India Limited

  • ABB India Limited

  • Abb Power Products And Systems India Limited

  • Tata Steel Limited - Partly Paid Up

  • (b) Net Receivables/(Payables)

View More
  • Bank - Private

  • Cement & Construction Materials

  • Refineries

  • Chemicals

  • Bearings

  • Engineering - Construction

  • Castings/Forgings

  • Retailing

  • Automobiles - Passenger Cars

  • Pesticides & Agrochemicals

  • Construction - Real Estate

  • Engineering - Industrial Equipments

  • Logistics

  • Finance - Housing

  • Air Conditioners

  • Consumer Durables - Domestic Appliances

  • Trading

  • Fertilizers

  • Diamond & Jewellery

  • Steel/Sponge Iron/Pig Iron

  • Automobile Two & Three Wheelers

  • Diversified

  • Cable

  • Ceramics/Marble/Granite/Sanitaryware

  • Bank - Public

  • Hotel, Resort & Restaurants

  • Abrasives

  • Miscellaneous

  • Port

  • Engineering

  • Tyres & Allied

  • Insurance

  • Consumer Durables - Electronics

  • Electric Equipment

View More

Fund Manager

Most Recent Dividend

  • 04/10/2019

  • 23/07/2018

  • 17/07/2017

  • Cash

  • Equity

  • Rights

View More

About L&T Business Cycle Fund

Scheme Analysis

L&T Business Cycle Fund is a Equity - Thematic Fund - Other fund and belongs to L&T Mutual Fund. It was launched on 20-Aug-2014 and currently has an AUM of ₹504.47 crore. L&T Business Cycle Fund is benchmarked against S&P BSE 200 - TRI as primary index and S&P BSE SENSEX - TRI as secondary index.

The NAV of L&T Business Cycle Fund ended down ₹-0.28(-2.46%)yesterday to ₹11.198.

Among its top 3 holdings the fund has exposure to Reliance Industries Limited, and

The L&T Business Cycle Fund is managed by Venugopal Manghat and Vihang Naik.

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