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

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

PLAN: Regular OPTIONS: Growth
14.063 0.07 (0.49%)

NAV as on 24 Mar, 2017

CRISIL MF RANK

Not Ranked

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
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 Dec 2016) 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 24 Mar, 2017)

Period Returns (%) Rank #
1 mth 2.2 92
3 mth 16.5 42
6 mth 4.4 111
1 year 27.8 82
2 year 7.2 132
3 year - -
5 year - -

# Moneycontrol Rank within 268 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -8.0 9.8 8.7 -9.9 2.2
2015 7.2 -2.8 -4.6 0.4 3.3
2014 - - 1.6 13.2 14.6

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 2.2 16.5 4.4 27.8 7.2 -- --
Category avg 1.9 12.4 3.8 21.1 6.8 13.6 9.1
Difference of Fund returns and Category returns 0.3 4.1 0.6 6.7 0.4 -- --
Best of category 7.5 25.7 18.9 43.6 25.4 76.8 27.1
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -1.7 1.4
Benchmark returns # 2.4 16.8 5.1 23.5 5.5 14.8 13.4
Difference of Fund returns and Benchmark returns -0.2 -0.3 -0.7 4.3 1.7 -- --
# 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) 1,011.14 (Dec-31-2016)
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 2
12,934.99 11.7 2.7 20.6 25.6 22.1
HDFC Equity Fund - Direct (G) Rank 4
3,289.85 14.3 5.8 30.2 19.6 --
Franklin (I) Prima Plus -Direct (G) Rank 3
1,432.63 15.3 5.0 21.2 23.6 --
ICICI Pru Value Discovery - DP (G) Rank 2
1,799.92 12.0 3.4 22.2 27.0 --
Franklin India Prima Plus (G) Rank 3
7,912.19 15.0 4.4 19.8 22.3 18.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 17)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance 39.49 3.92
Ramco Cements Cement 31.19 3.10
HDFC Bank Banking/Finance 31.18 3.10
IndusInd Bank Banking/Finance 30.62 3.04
EngineersInd Engineering 30.20 3.00
Maruti Suzuki Automotive 26.47 2.63
Indian Hume Cement 25.59 2.54
Bharat Elec Manufacturing 25.52 2.54
Finolex Cables Telecom 23.51 2.34
Larsen Engineering 23.33 2.32

Full Portfolio

Sector Allocation (Feb 28, 17)

Sector %

1-Year

HighLow

Banking/Finance 23.00 24.64 21.61
Cement 19.91 20.89 20.61
Engineering 15.90 20.01 18.84
Automotive 6.75 12.40 11.50
Metals & Mining 5.49 2.52 2.09
Manufacturing 4.31 2.69 2.33

View All Sectors

Asset Allocation (%)(Feb 28, 17)

Equity 98.50
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.50

View All

Concentration

Holdings (%)
Top 5 16.16
Top 10 28.53
Sector (%)
Top 3 58.81

News & Videos

News

Messages & Community

Sections
Follow us on
Available On