• Mutual Funds
  • L&T Mutual Fund
  • L&T Business Cycles of Income Dis cum Cap wdrl fund (PIDCW-A)
L&T Mutual Fund

L&T Business Cycles of Income Dis cum Cap wdrl fund (PIDCW-A)

EquitySectoral / Thematic - Special Situations

17.674

NAV (Jan 24)

9.7%
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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

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

569 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

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
Build Long Term Wealth

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

No single fund can achieve what a plan can. Learn why

Historical NAV

17.674

NAV (Jan 24)

Fund Returns

Last 1Y

22.3%

Last 3Y

14.1%

Last 5Y

9.7%

Last 10Y

NA

Since Inception

10.4%

6 Month CAGR

1%

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.

Expense Ratio

2.55

Launched (8y ago)

Aug 20, 2014

AUM in Crores

568.538

ISIN

INF917K01RH4

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

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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.

comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

₹ 23,716 cr

5

₹ 5,282 cr

5

₹ 5,841 cr

5

₹ 4,433 cr

5

₹ 3,651 cr

5

amc-icon

About the AMC

L&T Investment Management Ltd

L&T Investment Management Ltd manages assets worth 78,953 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

    9.4%

    7.5%

    3.7%

    6.5%

    16.4%

    10.2%

    5.4%

    7.1%

    7.1%

    7.9%

    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
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    L&T Business Cycles of Income Dis cum Cap wdrl fund (PIDCW-A) Review

    L&T Business Cycles of Income Dis cum Cap wdrl fund (PIDCW-A) is a Sectoral / Thematic - Special Situations Equity fund and has delivered an annualised return of 10.4% 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 of Income Dis cum Cap wdrl fund (PIDCW-A) as of 24/01/2022 is ₹17.67 with the total AUM as of 25/01/2022 is ₹568.538. With Scripbox you can compare and check the latest nav for all mutual funds in India. L&T Business Cycles of Income Dis cum Cap wdrl fund (PIDCW-A) 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 of Income Dis cum Cap wdrl fund (PIDCW-A) 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 of Income Dis cum Cap wdrl fund (PIDCW-A) 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 of Income Dis cum Cap wdrl fund (PIDCW-A) is rated as a 2 fund in Equity and delivered 22.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with L&T Business Cycles of Income Dis cum Cap wdrl fund (PIDCW-A).

    Frequently Asked Questions

    What is L&T Business Cycles of Income Dis cum Cap wdrl fund (PIDCW-A)?

    How to invest in L&T Business Cycles of Income Dis cum Cap wdrl fund (PIDCW-A)?

    What is the minimum sip amount of L&T Business Cycles of Income Dis cum Cap wdrl fund (PIDCW-A)?

    Is L&T Business Cycles of Income Dis cum Cap wdrl fund (PIDCW-A) good to invest in?

    What is the expense ratio of the L&T Business Cycles of Income Dis cum Cap wdrl fund (PIDCW-A)?