L&T Business Cycle Fund - IDCW - Regular Plan

  • Previous Nav

  • Net Change on 03-10-2022

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview IDCW | 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
L&T Business Cycles Fund - Regular Plan - IDCW -2.77 15.43 4.78 16.04 8.30 11.05
S&P BSE 500 - TRI -3.67 9.80 -0.89 18.43 12.60 10.86
S&P BSE SENSEX - TRI -3.43 7.67 -2.14 15.52 13.82 13.29

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 - IDCW Aug 20, 2014 4.78 16.04 8.30 2.51 570.11
SBI Magnum Equity ESG Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 1991 -1.86 13.83 12.30 1.96 4,670.40
TATA Ethical Fund Regular Plan - Payout of Income Distribution cum capital withdrawal option Nov 03, 2003 -0.78 20.51 13.30 2.23 1,412.45
Aditya Birla Sun Life Manufacturing Equity Fund - Regular - IDCW Feb 03, 2015 -5.44 14.50 7.30 2.51 707.03
Franklin INDIA OPPORTUNITIES FUND - IDCW Feb 21, 2000 Unrated -2.13 18.10 10.56 2.53 681.97
SBI Magnum Comma Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Aug 08, 2005 -7.68 23.18 12.34 2.57 467.97

Fund Holdings as on 31-August-2022

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Timken India Limited

  • Reliance Industries Limited

  • Schaeffler India Limited

  • Larsen & Toubro Limited

  • State Bank of India

  • Ratnamani Metals & Tubes Limited

  • ABB India Limited

  • KNR Constructions Limited

  • Trent Limited

  • UltraTech Cement Limited

  • Carborundum Universal Limited

  • Ahluwalia Contracts India Limited

  • The Ramco Cements Limited

  • Gujarat Fluorochemicals Limited

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

  • Mahindra & Mahindra Limited

  • Birla Corporation Limited

  • Century Plyboards (India) Limited

  • Kotak Mahindra Bank Limited

  • Godrej Properties Limited

  • Maruti Suzuki India Limited

  • EIH Limited

  • Kajaria Ceramics Limited

  • Hindalco Industries Limited

  • Titan Company Limited

  • Thermax Limited

  • Container Corporation of India Limited

  • PI Industries Limited

  • AIA Engineering Limited

  • Housing Development Finance Corporation Limited

  • Blue Star Limited

  • Sundram Fasteners Limited

  • Aegis Logistics Limited

  • Tata Motors Limited

  • Jindal Steel & Power Limited

  • Indian Hume Pipe Company Limited

  • Greenpanel Industries Limited

  • Deepak Nitrite Limited

  • Mahindra Lifespace Developers Limited

  • Gokaldas Exports Limited

  • Hindustan Petroleum Corporation Limited

  • Shree Cements Limited

  • Avenue Supermarts Limited

  • Cholamandalam Investment and Finance Company Limited

  • Canara Bank

  • Honeywell Automation India Limited

  • PNC Infratech Limited

  • Sona BLW Precision Forgings Limited

  • Nitin Spinners Limited

  • VRL Logistics Limited

  • (b) Net Receivables/(Payables)

View More
  • Bank - Private

  • Bearings

  • Engineering - Construction

  • Refineries

  • Cement & Construction Materials

  • Construction - Real Estate

  • Bank - Public

  • Steel & Iron Products

  • Retailing

  • Electric Equipment

  • Automobiles - Passenger Cars

  • Chemicals

  • Logistics

  • Wood & Wood Products

  • Engineering - Industrial Equipments

  • Abrasives

  • Diversified

  • Miscellaneous

  • Hotel, Resort & Restaurants

  • Metal - Non Ferrous

  • Ceramics/Marble/Granite/Sanitaryware

  • Diamond & Jewellery

  • Pesticides & Agrochemicals

  • Finance - Housing

  • Air Conditioners

  • Fasteners

  • Automobiles-Trucks/Lcv

  • Steel/Sponge Iron/Pig Iron

  • Textile

  • Finance - NBFC

  • Consumer Durables - Electronics

  • Auto Ancillary

  • Textile - Spinning

View More

Fund Manager

Most Recent Dividend

  • 25/07/2022

  • 26/07/2021

  • 04/10/2019

  • 23/07/2018

  • 17/07/2017

  • Cash

  • Equity

View More

About L&T Business Cycles Fund

Scheme Analysis

L&T Business Cycles 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 ₹570.11 crore. L&T Business Cycles Fund is benchmarked against S&P BSE 500 - TRI as primary index and S&P BSE SENSEX - TRI as secondary index.

The NAV of L&T Business Cycles Fund ended down ₹-0.15(-0.88%)yesterday to ₹17.246.

Among its top 3 holdings the fund has exposure to ICICI Bank Limited, and

The L&T Business Cycles Fund is managed by Venugopal Manghat and Cheenu Gupta.

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