L&T Business Cycle Fund - Growth - Regular Plan

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  • Net Change on 23-05-2019

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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
S&P BSE 200 - TRI -0.08 7.25 8.87 15.59 11.55 9.83
S&P BSE SENSEX - TRI 0.77 8.47 14.56 16.97 11.01 13.28

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 4.43 12.61 14.53 2.83 491.45
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option Sep 14, 2009 4.50 16.52 14.97 2.48 326.61
Invesco India PSU Equity Fund - Growth Nov 18, 2009 -0.29 11.49 7.17 2.47 61.63
Reliance Quant Fund -Growth Plan - Growth Option Apr 18, 2008 4.38 13.00 7.80 0.98 27.12
SBI PSU Fund - REGULAR PLAN -Growth Jul 07, 2010 -3.05 9.15 0.65 2.57 164.61

Fund Holdings as on 30-April-2019

  • HDFC Bank Limited

  • ICICI Bank Limited

  • Larsen & Toubro Limited

  • Reliance Industries Limited

  • The Ramco Cements Limited

  • State Bank of India

  • UltraTech Cement Limited

  • Kotak Mahindra Bank Limited

  • KNR Constructions Limited

  • Axis Bank Limited

  • Titan Company Limited

  • Finolex Cables Limited

  • Bajaj Finserv Limited

  • Ratnamani Metals & Tubes Limited

  • Shree Cements Limited

  • Engineers India Limited

  • Sobha Limited

  • Future Retail Limited

  • Indian Hume Pipe Company Limited

  • Housing Development Finance Corporation Limited

  • Ahluwalia Contracts India Limited

  • Timken India Limited

  • AIA Engineering Limited

  • Cholamandalam Investment and Finance Company Limited

  • Maruti Suzuki India Limited

  • Trent Limited

  • Kajaria Ceramics Limited

  • Schaeffler India Limited

  • Bharat Electronics Limited

  • Aegis Logistics Limited

  • Ashoka Buildcon Limited

  • Sundram Fasteners Limited

  • Deepak Nitrite Limited

  • Coromandel International Limited

  • UPL Limited

  • EIH Limited

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

  • Sadbhav Engineering Limited

  • Blue Star Limited

  • Carborundum Universal Limited

  • Whirlpool of India Limited

  • Johnson Controls - Hitachi Air Conditioning India Limited

  • Graphite India Limited

  • Birla Corporation Limited

  • V-Guard Industries Limited

  • Tata Steel Limited

  • Sterlite Technologies Limited

  • Adani Ports and Special Economic Zone Limited

  • Bank of Baroda

  • Mahindra & Mahindra Limited

  • MRF Limited

  • Thermax Limited

  • Bajaj Auto Limited

  • Godrej Properties Limited

  • Phillips Carbon Black Limited

  • Vedanta Limited

  • Cummins India Limited

  • Container Corporation of India Limited

  • Tata Steel Limited - Partly Paid Up

  • (b) Net Receivables/(Payables)

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  • Bank - Private

  • Engineering - Construction

  • Cement & Construction Materials

  • Construction - Real Estate

  • Refineries

  • Retailing

  • Engineering - Industrial Equipments

  • Bank - Public

  • Bearings

  • Cable

  • Diamond & Jewellery

  • Finance - Investment

  • Castings/Forgings

  • Engineering

  • Automobiles - Passenger Cars

  • Finance - Housing

  • Finance - NBFC

  • Air Conditioners

  • Ceramics/Marble/Granite/Sanitaryware

  • Logistics

  • Trading

  • Chemicals

  • Fertilizers

  • Hotel, Resort & Restaurants

  • Pesticides & Agrochemicals

  • Miscellaneous

  • Abrasives

  • Consumer Durables - Domestic Appliances

  • Electrodes & Welding Equipment

  • Diversified

  • Electric Equipment

  • Steel & Iron Products

  • Port

  • Tyres & Allied

  • Automobile Two & Three Wheelers

  • Carbon Black

  • Metal - Non Ferrous

  • 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 ₹752.68 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 ₹0.07(0.44%)yesterday to ₹15.42.

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

  • Rights

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