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

    L&T Business Cycles fund (Growth)

    EquitySectoral / Thematic - Special Situations

    22.675

    NAV (Sep 23)

    11%
    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

    7 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

    Relative Size

    568 Cr. Medium within the category

    Category View

    Positive. The category has a positive investment outlook

    Consistency Of Performance

    Good. The historical performance of the fund has been good

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      Historical growth rate of 12% per annum
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      Recommended Duration > 5 years
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      No Lock-in
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      Grow Wealth , Retirement , Kid's Education

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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%
    info-icon-blue

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.55
    Launched (7y ago)
    Aug 20, 2014
    AUM in Crores
    567.051
    ISIN
    INF917K01RF8
    Lock-in
    No Lock-in
    Benchmark
    S&P BSE 200 India TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Cheenu Gupta

    Fund Manager

    user-avatar

    Sonal Gupta

    Fund Manager

    user-avatar

    Venugopal Manghat

    Fund Manager

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    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.

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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Grow Wealth , Retirement , Kid's Education
      Grow Wealth , Retirement , Kid's Education
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    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    L&T Investment Management Ltd

    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.

    amc-img

  • tel-amc-about
    022-66554000
  • mail-amc-about
    investor.line@lntmf.co.in
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    3.9%

    6.6%

    top-ranked-badge

    10.9%

    7.6%

    top-ranked-badge

    17%

    10.8%

    top-ranked-badge

    6%

    7.2%

    top-ranked-badge

    8.1%

    8.1%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual 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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    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

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    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.

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