L&T Business Cycle Fund - Growth - Regular Plan

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  • Net Change on 20-09-2019

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Fund Overview Growth | Regular Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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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 - Growth Option -2.43 -10.03 -5.82 1.77 6.11 6.89
S&P BSE 200 - TRI 3.14 -3.42 -0.51 9.30 8.75 9.34
S&P BSE SENSEX - TRI 1.85 -3.60 3.69 11.41 8.41 13.02

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 - Growth Option Aug 20, 2014 Unrated -5.82 1.77 6.11 2.50 664.17
SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth Jan 01, 1991 Unrated 0.08 5.79 8.04 2.28 2,350.76
Sundaram Rural and Consumption Regular Growth May 12, 2006 Unrated -8.58 3.79 10.22 2.16 2,051.88
Aditya Birla Sun Life India Gennext Fund-Growth Option Aug 05, 2005 Unrated 0.29 7.42 12.20 2.55 1,102.67
DSP India T.I.G.E.R. Fund - Regular Plan - Growth Jun 11, 2004 Unrated -3.57 3.31 6.22 2.39 1,012.30
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated -9.35 2.59 6.07 2.59 545.33

Fund Holdings as on 31-August-2019

  • HDFC Bank Limited

  • ICICI Bank Limited

  • Larsen & Toubro Limited

  • The Ramco Cements Limited

  • Reliance Industries Limited

  • Kotak Mahindra Bank Limited

  • State Bank of India

  • Sobha Limited

  • UltraTech Cement Limited

  • Ratnamani Metals & Tubes Limited

  • Timken India Limited

  • Bajaj Finserv Limited

  • Shree Cements Limited

  • Housing Development Finance Corporation Limited

  • Engineers India Limited

  • KNR Constructions Limited

  • Titan Company Limited

  • Trent Limited

  • Future Retail Limited

  • Indian Hume Pipe Company Limited

  • Ahluwalia Contracts India Limited

  • Cholamandalam Investment and Finance Company Limited

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

  • Bharat Electronics Limited

  • AIA Engineering Limited

  • Deepak Nitrite Limited

  • Finolex Cables Limited

  • Aegis Logistics Limited

  • Axis Bank Limited

  • Ashoka Buildcon Limited

  • Sundram Fasteners Limited

  • EIH Limited

  • UPL Limited

  • Whirlpool of India Limited

  • Blue Star Limited

  • Kajaria Ceramics Limited

  • Birla Corporation Limited

  • V-Guard Industries Limited

  • Carborundum Universal Limited

  • Schaeffler India Limited

  • Johnson Controls - Hitachi Air Conditioning India Limited

  • Sadbhav Engineering Limited

  • Maruti Suzuki India Limited

  • Coromandel International Limited

  • Atul Limited

  • Adani Ports and Special Economic Zone Limited

  • MRF Limited

  • Mahindra & Mahindra Limited

  • Thermax Limited

  • Godrej Properties Limited

  • Prestige Estates Projects Limited

  • (b) Net Receivables/(Payables)

  • Bank of Baroda

  • Container Corporation of India Limited

  • Cummins India Limited

  • Tata Steel Limited - Partly Paid Up

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  • Bank - Private

  • Engineering - Construction

  • Cement & Construction Materials

  • Construction - Real Estate

  • Retailing

  • Engineering - Industrial Equipments

  • Refineries

  • Bank - Public

  • Bearings

  • Castings/Forgings

  • Finance - Investment

  • Finance - Housing

  • Engineering

  • Diamond & Jewellery

  • Chemicals

  • Miscellaneous

  • Finance - NBFC

  • Logistics

  • Cable

  • Air Conditioners

  • Trading

  • Hotel, Resort & Restaurants

  • Pesticides & Agrochemicals

  • Consumer Durables - Domestic Appliances

  • Automobiles - Passenger Cars

  • Ceramics/Marble/Granite/Sanitaryware

  • Diversified

  • Electric Equipment

  • Abrasives

  • Fertilizers

  • Port

  • Tyres & Allied

  • Diesel Engines

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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 ₹664.17 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 up ₹0.88(6.27%)yesterday to ₹14.91.

Among its top 3 holdings the fund has exposure to HDFC Bank Limited, ICICI Bank Limited and Larsen & Toubro Limited

The L&T Business Cycle Fund is managed by Venugopal M. and Karan Desai.

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

Fund Manager

  • Cash

  • Equity

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