L&T Business Cycle Fund - Growth - Regular Plan

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  • Net Change on 19-10-2018

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Fund Overview Growth | 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
S&P BSE 200 - TRI -9.10 -5.87 -0.16 9.33 13.88 9.26
S&P BSE SENSEX - TRI -7.56 -5.44 7.16 9.23 11.95 13.00

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

Peer Fund Comparison

Scheme Name Launch Date 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan Jan 15, 2000 31.75 11.94 14.61 2.89 471.69
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option Sep 14, 2009 -2.79 9.56 17.35 2.91 253.97
Invesco India PSU Equity Fund - Growth Nov 18, 2009 -21.56 3.65 12.91 2.73 62.62
Reliance Quant Fund -Growth Plan - Growth Option Apr 18, 2008 -5.09 6.84 10.18 0.94 26.47
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 -26.01 1.16 6.32 2.83 160.39

Fund Holdings as on 30-September-2018

  • HDFC Bank Limited

  • Larsen & Toubro Limited

  • IndusInd Bank Limited

  • Kotak Mahindra Bank Limited

  • Maruti Suzuki India Limited

  • ICICI Bank Limited

  • UltraTech Cement Limited

  • Finolex Cables Limited

  • The Ramco Cements Limited

  • Titan Company Limited

  • Engineers India Limited

  • Shree Cements Limited

  • Reliance Industries Limited

  • Bajaj Finserv Limited

  • Ratnamani Metals & Tubes Limited

  • Timken India Limited

  • KNR Constructions Limited

  • Trent Limited

  • Sobha Limited

  • Indian Hume Pipe Company Limited

  • Housing Development Finance Corporation Limited

  • Coromandel International Limited

  • Future Retail Limited

  • AIA Engineering Limited

  • (b) Net Receivables/(Payables)

  • Ashoka Buildcon Limited

  • Graphite India Limited

  • Ahluwalia Contracts India Limited

  • State Bank of India

  • Aegis Logistics Limited

  • Schaeffler India Limited

  • Bharat Forge Limited

  • Deepak Nitrite Limited

  • Whirlpool of India Limited

  • Sundram Fasteners Limited

  • Cholamandalam Investment and Finance Company Limited

  • Bharat Electronics Limited

  • V-Guard Industries Limited

  • Johnson Controls - Hitachi Air Conditioning India Limited

  • Blue Star Limited

  • Ashok Leyland Limited

  • Kajaria Ceramics Limited

  • Carborundum Universal Limited

  • Adani Ports and Special Economic Zone Limited

  • Birla Corporation Limited

  • UPL Limited

  • Amber Enterprises Limited

  • Sadbhav Engineering Limited

  • Tata Steel Limited

  • Vedanta Limited

  • Bajaj Auto Limited

  • Axis Bank Limited

  • EIH Limited

  • Sterlite Technologies Limited

  • Phillips Carbon Black Limited

  • Mahindra & Mahindra Limited

  • Vijaya Bank

  • MRF Limited

  • Thermax Limited

  • HEG Limited

  • Tata Steel Limited - Partly Paid Up

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  • Bank - Private

  • Engineering - Construction

  • Cement & Construction Materials

  • Automobiles - Passenger Cars

  • Retailing

  • Cable

  • Bearings

  • Construction - Real Estate

  • Engineering - Industrial Equipments

  • Air Conditioners

  • Diamond & Jewellery

  • Engineering

  • Refineries

  • Finance - Investment

  • Castings/Forgings

  • Bank - Public

  • Finance - Housing

  • Electrodes & Welding Equipment

  • Fertilizers

  • Miscellaneous

  • Logistics

  • Forgings

  • Chemicals

  • Consumer Durables - Domestic Appliances

  • Trading

  • Finance - NBFC

  • Electric Equipment

  • Automobiles-Trucks/Lcv

  • Ceramics/Marble/Granite/Sanitaryware

  • Abrasives

  • Port

  • Diversified

  • Pesticides & Agrochemicals

  • Steel & Iron Products

  • Metal - Non Ferrous

  • Automobile Two & Three Wheelers

  • Hotel, Resort & Restaurants

  • Carbon Black

  • Tyres & Allied

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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 ₹783.12 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 ₹-0.13(-0.93%)yesterday to ₹13.75.

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

  • Rights

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