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you are here: Moneycontrol Mutual Funds Small & Mid Cap L&T Mutual Fund L&T Emerging Businesses Fund - Direct Plan (G)

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

Plan: Direct | Option: Growth | Type : Open-Ended | AMFI Code: 129220
Buy
26.098 0.05 ( 0.20 %)
NAV as on 20 Jul, 2018
Crisil MF Rank
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HIGH
FUND Family
FUND CLASS
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Good performance in the category

The scheme is ranked 2 in Small & Mid Cap category by Crisil (for quarter ended Mar 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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Returns (NAV as on Jul 20, 2018)
Period Returns(%) Rank#
1 Month -4.4 81
3 Months -10.5 90
6 Months -12.4 68
1 Year 3.6 38
2 Years 24.0 5
3 Years 20.4 1
5 Years - -

# Moneycontrol Rank within 143 Small & Mid Cap Schemes

*Returns over 1 year are Annualised

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

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -6.7 -6.0 - - -
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

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Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns -4.4 -10.5 -12.4 3.6 24 20.4 0
Category average -4.3 -10.2 -13.2 -0.2 11 7.6 13
Difference of Fund returns and Category returns -0.1 -0.3 0.8 3.8 13 12.8 0
Best of Category 1.7 0.1 11.7 29.8 34.2 20.4 34.9
Worst of Category -9.6 -20.8 -24.3 -14.1 3.3 3.7 14
Benchmark returns # -5.6 -13.5 -19.8 -1.7 14.3 10.2 0
Difference of Fund returns and Benchmark returns 1.2 3 7.4 5.3 9.7 10.2 0
# Benchmark Index: S&P BSE SMALLCAP

Investment Information

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.rnEmerging 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.

Registrars
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
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
HDFC Mid-Cap Opportunities Fund (G) 17,969.28 55.3 -6.4 -8.1 3.3 12.7 25.8
Sundaram Mid Cap Fund - Direct Plan (G) 553.30 486.6 -9.9 -12.7 -1.0 10.4 25.4
Sundaram Mid Cap Fund - Institutional Plan (G) 0.17 496.7 -9.9 -12.7 -1.0 10.4 25.4
Sundaram Mid Cap Fund - Regular Plan (G) 5,736.06 472.3 -10.0 -13.0 -1.7 9.8 24.7
Reliance Small Cap Fund (G) 5,855.32 39.8 -13.9 -17.8 1.4 15.6 33.6
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on May 31, 2018
Company Sector Value %Assets
HEG Engineering 170.93 3.38
Lakshmi Machine Engineering 156.44 3.09
Ramco Cements Cement 111.36 2.78
Future Retail Retail & Real Estate 92.81 2.20
Bharat Fin Banking/Finance 95.19 1.99
CARE Miscellaneous 98.28 1.95
Ipca Labs Pharmaceuticals 140.73 1.94
Future Supply Services 100.47 1.92
EIH Services 97.25 1.88
Carborundum Engineering 98.78 1.84
Asset Allocation (%) As on May 31, 2018
Equity 90.64
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 9.36
Sector Allocation (%) As on May 31, 2018
Sector %
Engineering 17.29
Chemicals 12.55
Manufacturing 10.97
Banking/Finance 9.00
Retail & Real Estate 8.14
Automotive 6.75
Concentration As on May 31, 2018
Holdings %
Top 5 13.44
Top 10 90.64
Sectors %
Top 3 40.81
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