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

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

Plan: Regular | Option: Growth | Type : Open-Ended | AMFI Code: 129223
Fact Sheet Buy
22.811 0.23 ( 1.01 %)
NAV as on 21 Feb, 2019
Crisil MF Rank
Riskometer
HIGH
FUND Family
FUND CLASS
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Good performance in the category

The scheme is ranked 2 in Small Cap Fund category by Crisil (for quarter ended Dec 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 Feb 21, 2019)
Period Returns(%) Rank#
1 Month -5.5 22
3 Months -6.3 40
6 Months -15.6 26
1 Year -16.6 21
2 Years 7.0 10
3 Years 19.9 3
5 Years - -

# Moneycontrol Rank within 59 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 -6.9 -6.1 -4.8 2.9 -13.7
2017 20.4 10.7 4.1 15.9 64.6
2016 -11.1 14.5 12.1 -7.6 9.3
2015 2.7 -4.8 3.8 6.2 11.3
2014 - 18.6 6.4 9.5 38.6

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 -5.5 -6.3 -15.6 -16.6 7 19.9 0
Category average -5.5 -4.9 -15.3 -20 1.2 12.4 20.1
Difference of Fund returns and Category returns 0 -1.4 -0.3 3.4 5.8 7.5 0
Best of Category 0.1 2.3 -6.1 -5.5 13.8 21.5 29.4
Worst of Category -7.9 -8.4 -20.7 -29 -5.6 6 10.8
Benchmark returns # -6.9 -6.9 -20.8 -24.6 -0.9 10.6 0
Difference of Fund returns and Benchmark returns 1.4 0.6 5.2 8 7.9 9.3 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. 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.

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 (G) 5,928.21 36 -8.7 -17.6 -20.5 16.2 25.0
Reliance Small Cap Fund - Direct Plan (G) 1,127.90 38.2 -8.5 -17.2 -19.5 17.6 26.3
Franklin India Smaller Companies Fund (G) 5,258.99 49.1 -5.2 -15.4 -18.2 11.3 20.8
Franklin India Smaller Companies Fund - Direct Plan (G) 1,471.85 52.5 -5.0 -14.9 -17.2 12.7 22.3
HDFC Small Cap Fund (G) 3,965.73 39.9 -4.8 -11.3 -12.1 19.8 19.3
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Jan 31, 2019
Company Sector Value %Assets
Mahanagar Gas Oil & Gas 113.91 2.48
Persistent Technology 122.27 2.33
Sanofi India Pharmaceuticals 118.77 2.24
Grindwell Norto Engineering 122.24 2.24
TI Financial Miscellaneous 127.38 2.19
Future Retail Retail & Real Estate 135.39 2.17
Carborundum Engineering 113.13 2.08
Ramco Cements Cement 119.90 2.07
BEML Engineering 106.92 1.97
Welspun India Manufacturing 107.55 1.96
Asset Allocation (%) As on Jan 31, 2019
Equity 91.69
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 8.31
Sector Allocation (%) As on Jan 31, 2019
Sector %
Engineering 15.44
Manufacturing 11.19
Chemicals 10.68
Banking/Finance 8.18
Retail & Real Estate 7.46
Cement 5.98
Concentration As on Jan 31, 2019
Holdings %
Top 5 11.48
Top 10 91.69
Sectors %
Top 3
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