L&T Business Cycle Fund - Growth - Regular Plan

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  • Net Change on 27-11-2020

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Fund Overview Growth | Regular Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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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 12.22 11.45 5.93 -1.87 6.32 8.02
S&P BSE 200 - TRI 9.76 12.15 9.93 7.47 11.67 9.82
S&P BSE SENSEX - TRI 9.00 13.11 8.91 10.68 12.46 13.10

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 5.93 -1.87 6.32 2.56 480.46
SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth Jan 01, 1991 6.21 7.94 9.98 2.14 2,796.36
Aditya Birla Sun Life India Gennext Fund-Growth Option Aug 05, 2005 7.91 7.54 13.05 2.31 1,561.31
Sundaram Rural and Consumption Regular Growth May 12, 2006 7.44 1.74 11.39 2.23 1,428.01
DSP India T.I.G.E.R. Fund - Regular Plan - Growth Jun 11, 2004 -4.08 -4.68 5.07 2.49 758.78
Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan Jan 15, 2000 45.08 23.61 16.59 2.67 683.71

Fund Holdings as on 31-October-2020

  • HDFC Bank Limited

  • Reliance Industries Limited

  • Ratnamani Metals & Tubes Limited

  • ICICI Bank Limited

  • Timken India Limited

  • UltraTech Cement Limited

  • Kotak Mahindra Bank Limited

  • Shree Cements Limited

  • Deepak Nitrite Limited

  • The Ramco Cements Limited

  • Trent Limited

  • AIA Engineering Limited

  • Larsen & Toubro Limited

  • Godrej Properties Limited

  • Atul Limited

  • Mahindra & Mahindra Limited

  • Maruti Suzuki India Limited

  • Whirlpool of India Limited

  • Aegis Logistics Limited

  • Housing Development Finance Corporation Limited

  • Bayer Cropscience Limited

  • Coromandel International Limited

  • Titan Company Limited

  • Sundram Fasteners Limited

  • KNR Constructions Limited

  • Jindal Steel & Power Limited

  • Aarti Industries Limited

  • PI Industries Limited

  • Birla Corporation Limited

  • Ahluwalia Contracts India Limited

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

  • Indian Hume Pipe Company Limited

  • Kajaria Ceramics Limited

  • Finolex Cables Limited

  • UPL Limited

  • Johnson Controls - Hitachi Air Conditioning India Limited

  • Blue Star Limited

  • Bata India Limited

  • Hero MotoCorp Limited

  • Schaeffler India Limited

  • Carborundum Universal Limited

  • EIH Limited

  • State Bank of India

  • Adani Ports and Special Economic Zone Limited

  • MRF Limited

  • Avenue Supermarts Limited

  • Hindustan Petroleum Corporation Limited

  • Thermax Limited

  • ICICI Lombard General Insurance Company Limited

  • Honeywell Automation India Limited

  • Balkrishna Industries Limited

  • ABB India Limited

  • Abb Power Products And Systems India Limited

  • Tata Steel Limited - Partly Paid Up

  • (b) Net Receivables/(Payables)

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  • Bank - Private

  • Cement & Construction Materials

  • Refineries

  • Chemicals

  • Castings/Forgings

  • Bearings

  • Engineering - Construction

  • Retailing

  • Automobiles - Passenger Cars

  • Pesticides & Agrochemicals

  • Construction - Real Estate

  • Engineering - Industrial Equipments

  • Air Conditioners

  • Consumer Durables - Domestic Appliances

  • Logistics

  • Finance - Housing

  • Fertilizers

  • Diamond & Jewellery

  • Trading

  • Steel/Sponge Iron/Pig Iron

  • Diversified

  • Ceramics/Marble/Granite/Sanitaryware

  • Cable

  • Automobile Two & Three Wheelers

  • Abrasives

  • Hotel, Resort & Restaurants

  • Tyres & Allied

  • Bank - Public

  • Port

  • Miscellaneous

  • Insurance

  • Consumer Durables - Electronics

  • Electric Equipment

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Fund Manager

  • Cash

  • Equity

  • Rights

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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 ₹480.46 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 ₹0.19(1.2%)yesterday to ₹16.228.

Among its top 3 holdings the fund has exposure to HDFC Bank 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