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you are here: Moneycontrol Mutual Funds Small Cap Fund 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
25.160 0.00 ( 0.02 %)
NAV as on 16 Nov, 2018
Crisil MF Rank
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HIGH
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Good performance in the category

The scheme is ranked 2 in Small Cap Fund category by Crisil (for quarter ended Sep 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 Nov 16, 2018)
Period Returns(%) Rank#
1 Month -1.5 62
3 Months -8.5 15
6 Months -12.2 15
1 Year -8.2 9
2 Years 19.7 3
3 Years 18.9 1
5 Years - -

# Moneycontrol Rank within 63 Small Cap Fund 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 -4.6 - -
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 (Small Cap Fund)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns -1.5 -8.5 -12.2 -8.2 19.7 18.9 0
Category average 1.1 -10 -16.3 -13.5 7.1 6.3 7.2
Difference of Fund returns and Category returns -2.6 1.5 4.1 5.3 12.6 12.6 0
Best of Category 2.8 -5.2 -6.5 1.5 22.5 18.9 31.8
Worst of Category -2 -12.4 -23.7 -23.7 3 3.5 12.4
Benchmark returns # -0.7 -13.3 -17.4 -17 10.3 9 0
Difference of Fund returns and Benchmark returns -0.8 4.8 5.2 8.8 9.4 9.9 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(%)
Reliance Small Cap Fund - Direct Plan (G) 1,001.82 42.1 -7.5 -10.8 -5.7 15.9 31.8
Reliance Small Cap Fund (G) 5,565.14 39.8 -7.8 -11.3 -6.8 14.6 30.4
Franklin India Smaller Companies Fund (G) 5,748.37 51.8 -10.0 -14.4 -11.7 10.1 23.8
Franklin India Smaller Companies Fund - Direct Plan (G) 1,472.67 55.3 -9.8 -14.0 -10.7 11.4 25.3
HDFC Small Cap Fund (G) 2,018.21 42 -5.6 -9.4 0.0 17.1 21.2
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Sep 29, 2018
Company Sector Value %Assets
Lakshmi Machine Engineering 28.80 2.36
Ramco Cements Cement 25.14 2.32
Ipca Labs Pharmaceuticals 28.31 2.32
Carborundum Engineering 24.89 2.28
Sterlite Techno Telecom 28.31 2.06
Sanofi India Pharmaceuticals 24.04 2.04
HEG Engineering 27.82 2.04
Persistent Technology 24.53 2.01
Welspun India Manufacturing 24.89 1.97
Bharat Fin Banking/Finance 24.04 1.97
Asset Allocation (%) As on Sep 29, 2018
Equity 93.22
Others 2.51
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 4.27
Sector Allocation (%) As on Sep 29, 2018
Sector %
Engineering 15.93
Chemicals 12.31
Manufacturing 11.96
Banking/Finance 7.17
Retail & Real Estate 7.00
Pharmaceuticals 5.99
Concentration As on Sep 29, 2018
Holdings %
Top 5 11.34
Top 10 93.22
Sectors %
Top 3
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