L&T Business Cycle Fund - Growth - Regular Plan

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  • Net Change on 15-02-2019

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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

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  • 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 -2.96 -0.58 -1.14 15.71 14.86 9.28
S&P BSE SENSEX - TRI -1.34 1.65 5.69 16.54 13.50 13.03

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 12.05 17.10 13.68 2.52 470.76
Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option Sep 14, 2009 0.75 18.32 19.82 2.87 295.59
Invesco India PSU Equity Fund - Growth Nov 18, 2009 -20.54 7.84 13.04 2.75 59.92
Reliance Quant Fund -Growth Plan - Growth Option Apr 18, 2008 -4.12 13.03 10.84 0.98 26.07
Tata Ethical Fund Regular Plan - Growth May 24, 1996 -7.64 7.52 11.90 2.48 522.65

Fund Holdings as on 31-January-2019

  • HDFC Bank Limited

  • Larsen & Toubro Limited

  • ICICI Bank Limited

  • Titan Company Limited

  • The Ramco Cements Limited

  • Indian Hume Pipe Company Limited

  • Reliance Industries Limited

  • Finolex Cables Limited

  • Kotak Mahindra Bank Limited

  • Bajaj Finserv Limited

  • Ratnamani Metals & Tubes Limited

  • Engineers India Limited

  • KNR Constructions Limited

  • State Bank of India

  • UltraTech Cement Limited

  • Future Retail Limited

  • Sobha Limited

  • Trent Limited

  • Timken India Limited

  • Housing Development Finance Corporation Limited

  • Shree Cements Limited

  • Maruti Suzuki India Limited

  • IndusInd Bank Limited

  • Axis Bank Limited

  • Ahluwalia Contracts India Limited

  • AIA Engineering Limited

  • Aegis Logistics Limited

  • Schaeffler India Limited

  • Cholamandalam Investment and Finance Company Limited

  • Kajaria Ceramics Limited

  • Bharat Electronics Limited

  • V-Guard Industries Limited

  • Ashoka Buildcon Limited

  • Sundram Fasteners Limited

  • Coromandel International Limited

  • Johnson Controls - Hitachi Air Conditioning India Limited

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

  • Deepak Nitrite Limited

  • Graphite India Limited

  • Whirlpool of India Limited

  • UPL Limited

  • Adani Ports and Special Economic Zone Limited

  • Blue Star Limited

  • Carborundum Universal Limited

  • EIH Limited

  • Sadbhav Engineering Limited

  • Sterlite Technologies Limited

  • Ashok Leyland Limited

  • Amber Enterprises Limited

  • Birla Corporation Limited

  • Bajaj Auto Limited

  • Tata Steel Limited

  • Vedanta Limited

  • Phillips Carbon Black Limited

  • HEG Limited

  • Mahindra & Mahindra Limited

  • Vijaya Bank

  • MRF Limited

  • Thermax 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

  • Retailing

  • Construction - Real Estate

  • Bearings

  • Engineering - Industrial Equipments

  • Cable

  • Diamond & Jewellery

  • Bank - Public

  • Refineries

  • Air Conditioners

  • Finance - Investment

  • Castings/Forgings

  • Engineering

  • Automobiles - Passenger Cars

  • Finance - Housing

  • Logistics

  • Electrodes & Welding Equipment

  • Finance - NBFC

  • Ceramics/Marble/Granite/Sanitaryware

  • Electric Equipment

  • Trading

  • Fertilizers

  • Chemicals

  • Consumer Durables - Domestic Appliances

  • Miscellaneous

  • Pesticides & Agrochemicals

  • Port

  • Hotel, Resort & Restaurants

  • Abrasives

  • Automobiles-Trucks/Lcv

  • Diversified

  • Automobile Two & Three Wheelers

  • Steel & Iron Products

  • Metal - Non Ferrous

  • Carbon Black

  • 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 ₹741.47 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 ₹-0.08(-0.6%)yesterday to ₹13.50.

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