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L&T Emerging Businesses Fund - Direct Plan (G)

PLAN: OPTIONS:
28.215 0.21 (0.76%)

NAV as on 23 Feb, 2018

CRISIL MF RANK

Riskometer

HIGH

HIGH

  • Principal at high risk.
FUND FAMILY : L&T Mutual Fund FUND CLASS : Small & Mid Cap
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ranking by CRISIL

Very Good performance in the category

The scheme is ranked 1 in Small & Mid Cap category by Crisil (for quarter ended Dec 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested.

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Benchmark Index:
 
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Returns (NAV as on 23 Feb, 2018)

Period Returns (%) Rank #
1 mth -6.5 35
3 mth 1.1 19
6 mth 14.2 31
1 year 39.7 5
2 year 45.9 1
3 year 25.0 3
5 year - -

# Moneycontrol Rank within Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 20.5 10.9 4.3 16.2 65.9
2016 -10.9 14.7 12.3 -7.4 10.2
2015 2.9 -4.7 4.0 6.4 12.0
2014 - 18.7 6.6 9.7 39.2

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 (Small & Mid Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -6.5 1.1 14.2 39.7 45.9 25.0 --
Category avg -7.5 -1.0 9.8 21.3 25.4 10.8 13.2
Difference of Fund returns and Category returns 1.0 2.1 4.4 18.4 20.5 14.2 --
Best of category -4.6 4.4 29.1 51.6 45.9 27.0 36.8
Worst of category -9.9 -6.0 -0.3 7.3 16.6 6.7 15.9
Benchmark returns # -8.4 0.3 15.5 32.4 35.5 -- --
Difference of Fund returns and Benchmark returns 1.9 0.8 -1.3 7.3 10.4 25.0 --
L&T Emerging Businesses Fund - Direct Plan (G) Review by Crisil - Rating: 5 (Rank 1 out of 5)
# Benchmark Index: S&P BSE SMALLCAP

Investment Info

Investment Objective

To generate long-term capital appreciation from a diversifi ed portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities. Emerging companies are businesses which are typically in the early stage of development and have the potential to grow their revenues and profi ts at a higher rate as compared to broader market.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date May 06, 2014
Benchmark S&P BSE SMALLCAP
Asset Size (Rs cr) 52.03 (Feb-02-2018)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager S. N. Lahiri / 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 of 1% For redemptions within 1 year 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 66554200
Email investor.line@lntmf.co.in
Website http://www.lntmf.com

Peer Comparison

Small & Mid Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC MidCap Opportunities (G) Rank 3
91.48 -1.3 8.5 20.6 15.7 26.0
HDFC MidCap Opport.- Direct (G) Rank 3
100.10 -1.0 9.0 21.8 16.8 27.0
Franklin (I) Smaller Co -Direct (G) Rank 2
98.53 -0.4 11.6 25.4 17.9 30.8
Franklin (I) Smaller Cos (G) Rank 3
92.82 -0.7 10.9 23.8 16.4 29.3
Franklin India Prima Fund (G) Rank 3
1,051.85 0.2 8.7 18.5 13.4 25.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 31, 18)

Equity Sector Value
(Rs cr)
Asset %
Sobha Retail & Real Estate 104.71 2.60
Rane Holdings Automotive 90.52 2.25
Carborundum Engineering 83.40 2.07
Ramco Cements Cement 83.36 2.07
Ipca Labs Pharmaceuticals 83.07 2.06
Lakshmi Machine Engineering 83.12 2.06
HEG Engineering 82.17 2.04
Future Supply Services 80.49 2.00
NOCIL Chemicals 74.01 1.84
Aarti Ind Chemicals 72.29 1.79

Full Portfolio

Sector Allocation (Jan 31, 18)

Sector %

1-Year

HighLow

Engineering 13.26 0.00 0.00
Manufacturing 12.41 0.00 0.00
Chemicals 10.02 0.00 0.00
Banking/Finance 8.34 0.00 0.00
Retail & Real Estate 8.32 0.00 0.00
Automotive 7.72 0.00 0.00

View All Sectors

Asset Allocation (%)(Jan 31, 18)

Equity 84.00
Others 0.84
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 15.16

View All

Concentration

Holdings (%)
Top 5 11.05
Top 10 20.78
Sector (%)
Top 3 35.69

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