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).
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Historical NAV
₹ 22.675
NAV (Sep 23)
Fund Returns
Last 1Y
63.6%
Last 3Y
15.5%
Last 5Y
11%
Last 10Y
NA
Since Inception
12.2%
6 Month CAGR
19.7%
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.
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.
L&T Investment Management Ltd manages assets worth 80,260 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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About L&T Business Cycles fund (G)
About L&T Business Cycles fund (G)
L&T Business Cycles fund (G) is a Sectoral / Thematic - Special Situations Equity fund and has delivered an annualised return of 12.2% 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
L&T Business Cycles fund (G) 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. . However, there is no assurance that the objective of the scheme will be realized.
L&T Business Cycles fund (G) NAV,AUM,Risk
The L&T Business Cycles fund (G) fund was launched on Aug 20, 2014. The NAV (Net Asset Value) of this Sectoral / Thematic - Special Situations Equity fund as of 2021-09-23 is ₹22.68. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹567.051. The category risk of the L&T Business Cycles fund (G) fund is Very High Risk. The fund charges 2.55 % as expense ratio.
L&T Business Cycles fund (G) Holdings
The fund’s highest allocation is towards Equity and has invested 99.4% in this asset class. The top three holdings of the fund are , icici bank ltd , hdfc bank ltd , ultratech cement ltd , knr constructions ltd , ratnamani metals & tubes ltd , larsen & toubro ltd , timken india ltd , state bank of india , reliance industries ltd , deepak nitrite ltd , ramco cements ltd , godrej properties ltd , birla corp ltd , abb india ltd , housing development finance corp ltd , jindal steel & power ltd , carborundum universal ltd , kajaria ceramics ltd , shree cement ltd , trent ltd , mahindra & mahindra ltd , ahluwalia contracts (india) ltd , schaeffler india ltd , kotak mahindra bank ltd , pi industries ltd , aarti industries ltd , atul ltd , hindalco industries ltd , sundaram fasteners ltd , indian hume pipe co ltd , aia engineering ltd , sona blw precision forgings ltd , finolex cables ltd , container corporation of india ltd , aegis logistics ltd , whirlpool of india ltd , titan co ltd , coromandel international ltd , eih ltd , hindustan petroleum corp ltd , blue star ltd , avenue supermarts ltd , (a) tri party repo dealing system (treps) , thermax ltd , pnc infratech ltd , honeywell automation india ltd , maruti suzuki india ltd , century plyboards (india) ltd , johnson controls - hitachi air conditioning india ltd , net receivable/payable , abb power products and systems india ltd ordinary shares
L&T Business Cycles fund (G) Sip
The minimum SIP (Systematic Investment Plan) amount for this 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.
L&T Business Cycles fund (G) Investment volatility and Horizon
This fund 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 200 India TR INR
L&T Business Cycles fund (G) Review
L&T Business Cycles fund (G) has a score of 2 on a scale of 5. The fund scores 3 out of 5 based on historical performance.
As compared to the other funds in its category, L&T Business Cycles fund (G) has a score of 3 out of 5
Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.
