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  • L&T Mutual Fund
  • L&T Business Cycles fund (Growth)
L&T Mutual Fund

L&T Business Cycles fund (Growth)

EquitySectoral / Thematic - Special Situations

20.33

NAV (Jun 24)

6%
5 Year CAGR
Scripbox Opinion
Neutral
Scripbox recommends other funds for investment in sectoral / thematic - special situations.

Click here to see our recommendations.

Sectoral / thematic - special situations funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Track Record

8 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

520 Cr. Medium within the category

Category View

Positive. The category has a positive investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

20.33

NAV (Jun 24)

Fund Returns

Last 1Y

-0.3%

Last 3Y

9%

Last 5Y

6%

Last 10Y

NA

Since Inception

9.5%

6 Month CAGR

-8.7%

Scheme Information

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.There is no assurance that the investment objective of the scheme will be realized.

Expense Ratio

2.55

Launched (8y ago)

Aug 20, 2014

AUM in Crores

519.425

ISIN

INF917K01RF8

Lock-in

No Lock-in

Benchmark

S&P BSE 500 India TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Sonal Gupta

Fund Manager

Venugopal Manghat

Fund Manager

Cheenu Gupta

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-06-24

Top Stock Holdings

icici bank ltd

9.3%
9.3%

hdfc bank ltd

6.2%
6.2%

timken india ltd

5.1%
5.1%

reliance industries ltd

4.7%
4.7%

state bank of india

4.1%
4.1%
See all holdings

Allocation by Sector

industrials

27.8%
27.8%

financial services

24.4%
24.4%

consumer cyclical

18.2%
18.2%

basic materials

17.8%
17.8%

energy

6.5%
6.5%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,202 cr

5

₹ 13,023 cr

5

₹ 13,023 cr

5

₹ 4,202 cr

5

₹ 4,202 cr

5

About the AMC

L&T Investment Management Ltd

L&T Investment Management Ltd manages assets worth 74,382 crores and was set up on 25 April 1996. It's current offering of mutual fund schemes includes 36 equity,71 debt and 24 hybrid funds.

amc-img

  • 022-66554000
  • investor.line@lntmf.co.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.3%

    5.7%

    4%

    5.1%

    6.6%

    6.9%

    3.9%

    5.2%

    3.9%

    5.2%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    L&T Business Cycles fund (G) Review

    L&T Business Cycles fund (G) is a Sectoral / Thematic - Special Situations Equity fund and has delivered an annualised return of 9.5% over a period of 7 years. The fund is managed by L&T Investment Management Ltd. The fund managers are Cheenu Gupta, Sonal Gupta, Venugopal Manghat.

    Nav of L&T Business Cycles fund (G) as of 6/24/2022 is ₹20.33 with the total AUM as of 6/26/2022 is ₹519.425. With Scripbox you can compare and check the latest nav for all mutual funds in India. L&T Business Cycles fund (G) was launched on Aug 20, 2014. The category risk of the fund is Very High Risk.

    The minimum SIP amount for L&T Business Cycles fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    L&T Business Cycles fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500 India TR INR.

    L&T Business Cycles fund (G) is rated as a 2 fund in Equity and delivered -0.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with L&T Business Cycles fund (G).

    Frequently Asked Questions

    What is L&T Business Cycles fund (G)?

    L&T Business Cycles fund (G) is a Sectoral / Thematic - Special Situations Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in L&T Business Cycles fund (G)?

    You can invest in L&T Business Cycles fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of L&T Business Cycles fund (G)?

    The minimum sip amount for L&T Business Cycles fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is L&T Business Cycles fund (G) good to invest in?

    As per Scripbox experts, L&T Business Cycles fund (G) is a Neutral fund. You can investL&T Business Cycles fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the L&T Business Cycles fund (G)?

    The expense ratio of the L&T Business Cycles fund (G) is 2.55% for regular plan.