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
17.495 0.01 (0.06%)

NAV as on 11 Dec, 2017

CRISIL MF RANK

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

Average performance in the category

The scheme is ranked 3 in Diversified Equity category by Crisil (for quarter ended Sep 2017) . If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 11 Dec, 2017)

Period Returns (%) Rank #
1 mth 1.5 97
3 mth 5.9 108
6 mth 11.2 72
1 year 35.3 35
2 year 23.3 55
3 year 15.4 52
5 year - -

# Moneycontrol Rank within 259 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 1.5 5.9 11.2 35.3 23.3 15.4 --
Category avg 1.3 5.4 9.0 25.2 17.1 9.9 10.0
Difference of Fund returns and Category returns 0.2 0.5 2.2 10.1 6.2 5.5 --
Best of category 7.5 16.9 21.3 50.0 35.2 23.9 27.1
Worst of category -8.8 -7.7 -11.5 -7.6 -0.1 2.8 1.4
Benchmark returns # 1.4 4.1 9.2 29.4 18.9 10.2 13.7
Difference of Fund returns and Benchmark returns 0.1 1.8 2.0 5.9 4.4 5.2 --
L&T Business Cycles Fund - Direct Plan (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# 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 (%)
Franklin (I) Prima Plus -Direct (G) Rank 3
1,952.41 4.4 8.3 25.9 13.9 --
HDFC Equity Fund - Direct (G) Rank 3
5,313.63 7.6 10.6 31.1 11.9 --
Reliance Equity Oppor -Direct (G) Rank 5
1,146.35 9.6 12.4 33.5 9.7 --
Franklin India Prima Plus (G) Rank 3
9,426.19 4.1 7.7 24.5 12.7 18.7
ICICI Pru Value Discovery Fund (G) Rank 5
14,542.94 4.3 6.0 18.2 10.7 20.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 48.16 4.74
Maruti Suzuki Automotive 35.31 3.48
Larsen Engineering 33.79 3.33
Indian Hume Cement 31.96 3.15
Bharat Forge Manufacturing 31.22 3.07
EngineersInd Engineering 30.58 3.01
Finolex Cables Telecom 28.77 2.83
Hindalco Metals & Mining 28.34 2.79
KNR Construct Cement 26.73 2.63
Ramco Cements Cement 26.65 2.62

Full Portfolio

Sector Allocation (Oct 31, 17)

Sector %

1-Year

HighLow

Cement 20.32 0.00 0.00
Banking/Finance 17.93 0.00 0.00
Engineering 17.57 0.00 0.00
Metals & Mining 6.90 0.00 0.00
Automotive 6.34 0.00 0.00
Manufacturing 6.08 0.00 0.00

View All Sectors

Asset Allocation (%)(Oct 31, 17)

Equity 98.71
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.29

View All

Concentration

Holdings (%)
Top 5 17.77
Top 10 31.65
Sector (%)
Top 3 55.82

News & Videos

News

Messages & Community

Sections
Follow us on
Available On