Moneycontrol
SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Diversified Equity > L&T Mutual Fund > L&T Business Cycles Fund - Direct Plan (G)

L&T Business Cycles Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
16.602 0.02 (0.11%)

NAV as on 18 Oct, 2017

CRISIL MF RANK

Not Ranked

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : L&T Mutual Fund FUND CLASS : Diversified Equity
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Jun 2017) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 18 Oct, 2017)

Period Returns (%) Rank #
1 mth -0.3 174
3 mth 5.0 70
6 mth 10.4 109
1 year 20.1 76
2 year 15.7 100
3 year 18.2 46
5 year - -

# Moneycontrol Rank within Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 16.6 3.4 3.2 - -
2016 -7.8 9.9 8.9 -9.8 2.9
2015 7.4 -2.7 -4.4 0.5 4.0
2014 - - 1.6 13.4 14.9

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -0.3 5.0 10.4 20.1 15.7 18.2 --
Category avg 0.9 3.1 8.7 16.4 13.4 11.1 9.8
Difference of Fund returns and Category returns -1.2 1.9 1.7 3.7 2.3 7.1 --
Best of category 7.5 16.9 21.3 32.6 27.6 27.1 27.8
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -1.7 1.4
Benchmark returns # 0.3 4.4 12.2 18.5 13.2 11.6 14.0
Difference of Fund returns and Benchmark returns -0.6 0.6 -1.8 1.6 2.5 6.6 --
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

To seek to generate long-term capital appreciation from a diversified 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 of business cycles in the economy.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Aug 13, 2014
Benchmark S&P BSE 200
Asset Size (Rs cr) 25.56 (Sep-30-2017)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Venugopal Manghat / Abhijeet Dakshikar
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load - 1.00% if exit within 18 months from the date of allotment or Purchase applying First in First Out basis

Contact Details

Regd. Office 6th Floor, Brindavan, Plot No 177, CST Road, Kalina, Santacruz (E), 400098
Tel. No. 022 - 66554000
Fax No. 022-66554070
Email investor.line@lntmf.co.in
Website http://www.lntmf.com

Peer Comparison

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
ICICI Pru Value Discovery Fund (G) Rank 4
14,542.94 2.2 5.8 10.4 12.9 20.8
HDFC Equity Fund (G) Rank 3
14,575.34 -0.7 7.8 15.2 10.7 16.0
ICICI Pru Value Discovery - DP (G) Rank 4
2,695.17 2.4 6.4 11.7 14.2 --
Franklin India Prima Plus (G) Rank 3
9,426.19 1.6 9.0 14.5 15.0 18.8
Motilal Focused Multicap 35 -RP (G) Rank 1
4,970.70 6.5 12.3 27.3 25.9 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Sep 29, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 1.27 4.97
Maruti Suzuki Automotive 0.90 3.54
ICICI Bank Banking/Finance 0.84 3.27
Larsen Engineering 0.83 3.26
Indian Hume Cement 0.82 3.21
IndusInd Bank Banking/Finance 0.68 2.67
Finolex Cables Telecom 0.68 2.66
Ramco Cements Cement 0.67 2.64
Hindalco Metals & Mining 0.67 2.63
EngineersInd Engineering 0.65 2.53

Full Portfolio

Sector Allocation (Sep 29, 17)

Sector %

1-Year

HighLow

Banking/Finance 20.07 0.00 0.00
Cement 19.78 0.00 0.00
Engineering 16.97 0.00 0.00
Automotive 6.99 0.00 0.00
Metals & Mining 6.50 0.00 0.00
Cons Durable 4.60 0.00 0.00

View All Sectors

Asset Allocation (%)(Sep 29, 17)

Equity 96.72
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.28

View All

Concentration

Holdings (%)
Top 5 18.25
Top 10 31.38
Sector (%)
Top 3 56.82

News & Videos

News

Messages & Community

Sections
Follow us on
Available On