L&T Business Cycle Fund - Growth - Regular Plan

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  • Net Change on 29-05-2020

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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 -1.60 -24.51 -27.46 -8.32 -1.01 2.69
S&P BSE 200 - TRI 0.55 -13.98 -17.42 0.48 4.11 7.43
S&P BSE SENSEX - TRI -0.80 -15.03 -16.92 2.68 4.48 11.89

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 -27.46 -8.32 -1.01 2.58 473.66
SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth Jan 01, 1991 -17.58 0.30 3.44 2.28 2,323.67
Sundaram Rural and Consumption Regular Growth May 12, 2006 -16.09 -3.12 6.60 2.23 1,440.11
Aditya Birla Sun Life India Gennext Fund-Growth Option Aug 05, 2005 -9.69 2.53 6.60 2.46 1,335.18
DSP India T.I.G.E.R. Fund - Regular Plan - Growth Jun 11, 2004 -31.76 -9.37 -1.11 2.50 737.87
Tata Ethical Fund Regular Plan - Growth May 24, 1996 -7.98 1.64 2.28 2.53 526.89

Fund Holdings as on 30-April-2020

  • HDFC Bank Limited

  • Reliance Industries Limited

  • ICICI Bank Limited

  • Timken India Limited

  • Deepak Nitrite Limited

  • Kotak Mahindra Bank Limited

  • Ratnamani Metals & Tubes Limited

  • Trent Limited

  • Shree Cements Limited

  • Housing Development Finance Corporation Limited

  • UltraTech Cement Limited

  • Larsen & Toubro Limited

  • AIA Engineering Limited

  • KNR Constructions Limited

  • Aegis Logistics Limited

  • Whirlpool of India Limited

  • Maruti Suzuki India Limited

  • The Ramco Cements Limited

  • Titan Company Limited

  • Atul Limited

  • State Bank of India

  • Indian Hume Pipe Company Limited

  • Sundram Fasteners Limited

  • Godrej Properties Limited

  • Coromandel International Limited

  • Finolex Cables Limited

  • Ahluwalia Contracts India Limited

  • Cholamandalam Investment and Finance Company Limited

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

  • Johnson Controls - Hitachi Air Conditioning India Limited

  • Axis Bank Limited

  • Bata India Limited

  • Blue Star Limited

  • Kajaria Ceramics Limited

  • Schaeffler India Limited

  • Birla Corporation Limited

  • Carborundum Universal Limited

  • EIH Limited

  • Avenue Supermarts Limited

  • Jindal Steel & Power Limited

  • Bajaj Finserv Limited

  • MRF Limited

  • Engineers India Limited

  • Ashoka Buildcon Limited

  • UPL Limited

  • Adani Ports and Special Economic Zone Limited

  • Aarti Industries Limited

  • Thermax Limited

  • Sobha Limited

  • Prestige Estates Projects 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

  • Engineering - Construction

  • Refineries

  • Chemicals

  • Retailing

  • Bearings

  • Castings/Forgings

  • Finance - Housing

  • Construction - Real Estate

  • Engineering - Industrial Equipments

  • Air Conditioners

  • Logistics

  • Consumer Durables - Domestic Appliances

  • Automobiles - Passenger Cars

  • Diamond & Jewellery

  • Bank - Public

  • Trading

  • Fertilizers

  • Cable

  • Finance - NBFC

  • Miscellaneous

  • Ceramics/Marble/Granite/Sanitaryware

  • Diversified

  • Abrasives

  • Hotel, Resort & Restaurants

  • Steel/Sponge Iron/Pig Iron

  • Finance - Investment

  • Tyres & Allied

  • Engineering

  • Pesticides & Agrochemicals

  • Port

  • Electric Equipment

  • Unspecified

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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 ₹473.66 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 ₹0.13(1.08%)yesterday to ₹11.657.

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