19.743
24.312
1
1 Lakh
Investment Grown to₹ 10000
Monthly SIP Grown toSuitability:
This is a fund that invests mainly in companies that adhere to the narrow investment mandate mentioned in its investment objective.
We believe that investors should avoid funds that have a narrowly defined investment focus such as this one. Instead, they should invest in flexi-cap funds which provide complete freedom to the fund management team to invest in companies from which it expects maximum gains.
But if you do invest, you must do so only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other thematic fund, if you need to redeem your investment in less than five years.
Taxability of earnings:
Capital gains
Dividends
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| YTD | 1-Day | 1-W | 1-M | 3-M | 6-M | 1-Y | 3-Y | 5-Y | 7-Y | 10-Y | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| L&T Business Cycles Reg-G | 5.29 | 0.26 | 2.13 | 11.34 | 14.80 | 6.84 | 13.03 | 18.99 | 9.00 | 9.67 | -- |
| S&P BSE 500 TRI | 4.08 | 0.67 | 2.70 | 11.86 | 11.28 | 5.39 | 10.65 | 21.35 | 13.80 | 13.25 | -- |
As on 17-Aug-2022
| Fund name | Rating | Launch Date | 1-Year Return | 3-Year Return | 5-Year Return | Expense Ratio | Assets (Cr) |
|---|---|---|---|---|---|---|---|
| L&T Business Cycles Fund - Regular Plan | Invest Online | Aug-14 | 13.03 | 18.99 | 9.00 | 2.52 | 544 | |
| ICICI Prudential Business Cycle Fund | Invest Now | Jan-21 | 15.27 | -- | -- | 1.90 | 5,565 | |
| ICICI Prudential India Opportunities Fund | Invest Now | Jan-19 | 22.88 | 26.27 | -- | 2.13 | 5,298 | |
| ICICI Prudential Housing Opportunities Fund | Invest Now | Apr-22 | -- | -- | -- | 1.93 | 3,223 | |
| Aditya Birla Sun Life Business Cycle Fund - Regular Plan | Invest Online | Dec-21 | -- | -- | -- | 2.00 | 2,352 |
| Best Performance | Worst Performance | |||
|---|---|---|---|---|
| Return (%) | Period | Return (%) | Period | |
| Week | 10.40 | 29-Jan-2021 - 05-Feb-2021 | -23.21 | 16-Mar-2020 - 23-Mar-2020 |
| Month | 18.97 | 22-May-2020 - 23-Jun-2020 | -40.16 | 20-Feb-2020 - 23-Mar-2020 |
| Quarter | 31.71 | 24-Mar-2020 - 23-Jun-2020 | -35.74 | 23-Dec-2019 - 23-Mar-2020 |
| Year | 91.93 | 23-Mar-2020 - 23-Mar-2021 | -33.90 | 22-Mar-2019 - 23-Mar-2020 |
| Mean | Std Dev | Sharpe | Sortino | Beta | Alpha | |
|---|---|---|---|---|---|---|
| L&T Business Cycles Reg-G | 19.15 | 25.87 | 0.61 | 0.62 | 1.11 | -2.93 |
| S&P BSE 500 TRI | 20.28 | 22.43 | 0.75 | 0.86 | -- | -- |
The Risk Measures have been calculated using calendar month returns for the last three years.
As on 31-Jul-2022
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| Number of Stocks | 52 |
| Top 10 Stocks (%) | 47.93 |
| Top 5 Stocks (%) | 30.46 |
| Top 3 Sectors (%) | 52.56 |
| Portfolio P/B Ratio | 3.28 |
| Portfolio P/E Ratio | 23.68 |
| Fund | Category | |
|---|---|---|
| Average Mkt Cap (Rs Cr) | 66,442 | 1,23,328 |
| Giant (%) | 37.96 | 43.63 |
| Large (%) | 7.39 | 27.30 |
| Mid (%) | 38.16 | 26.64 |
| Small (%) | 16.49 | 8.07 |
| Tiny (%) | -- | 0.12 |
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Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 31-Jul-2022
— Venugopal Manghat since 30-Jul-2014
Education: Mr. Manghat is a B.Sc (Mathematics) and MBA (Finance).
Experience: Prior to joining L&T Mutual Fund he has worked with Tata Asset Management Ltd.
Interviews:
Funds Managed:
— Cheenu Gupta since 02-Jul-2021
Education: Ms. Gupta is CFA Charter holder (USA), PGDBM (Finance) & B.E. (I.T)
Experience: Prior to joining L&T Mutual Fund, she has worked with Canara Robeco Mutual Fund, Tata AIA Life Insurance Company as Fund Manager, ING Investment Management as Senior Research Analyst and UTI AMC Ltd. as Research Analyst.
Funds Managed:
The scheme seeks to generate long term capital appreciation from a portfolio of 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 of business cycles in the economy.
| Min. Investment (₹) | 5,000 |
| Min. Addl Investment (₹) | 1,000 |
| Min. SIP Investment (₹) | 500 |
| Min. No of Cheques | 6 |
| Min. Withdrawal (₹) | 500 |
| Min. Balance (₹) | 500 |
| Lock-in Period | Not Applicable |
| Exit Load | For units in excess of 10% of the investment,1% will be charged for redemption within 365 days |
| Fund House: | L&T Mutual Fund |
| Launch Date: | 20-Aug-2014 |
| Return Since Launch: | 11.63% |
| Benchmark: | S&P BSE 500 TRI |
| Riskometer: | Very High |
| Type: | Open-ended |
| Assets: | ₹ 544 Cr (As on 31-Jul-2022) |
| Expense Ratio: | 2.52% (As on 31-Jul-2022) |
| Risk Grade: | -- |
| Return Grade: | -- |
| Turnover: | 10.74% |
| Plan | Record Date | Dividend (₹ / Unit) | |||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IDCW | 22-Jul-2022 | 1.1000 | |||||||||||||||||
| |||||||||||||||||||
AMC: L&T Investment Management Ltd
Address: Brindavan Plot No. 177, CST Road Kalina, Santacruz (East) Mumbai - 400098
Phone: 022-66554000 / 1800-2000-400
Fax: 022-66554002
Website: http://www.lntmf.com
Registrar & Transfer Agent: Computer Age Management Services Ltd.
Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai - 600002
Phone: 1800-3010-6767 / 1800-419-7676
Fax: 044-30407101
Email: [email protected]
Website: www.camsonline.com
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Fri, 19-Aug-2022
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