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

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

EquitySectoral / Thematic - Special Situations

17.744

NAV (Dec 02)

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).

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

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

Relative Size

581 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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    Historical growth rate of 12% per annum
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Historical NAV

17.744

NAV (Dec 2)

Fund Returns

Last 1Y

30.8%

Last 3Y

13.2%

Last 5Y

11%

Last 10Y

NA

Since Inception

10.7%

6 Month CAGR

6.5%

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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

Very High Risk

Expense Ratio

2.54

Launched (7y ago)

Aug 20, 2014

AUM in Crores

580.374

ISIN

INF917K01RG6

Lock-in

No Lock-in

Benchmark

S&P BSE 200 India TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
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Cheenu Gupta

Fund Manager

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Sonal Gupta

Fund Manager

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Venugopal Manghat

Fund Manager

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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.

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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
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comparison

Comparison with Equity Funds

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

SBI Focused Equity Fund (G)

₹ 21,676 cr

5

₹ 5,381 cr

5

₹ 5,380 cr

5

₹ 4,084 cr

5

₹ 3,456 cr

5

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About the AMC

L&T Investment Management Ltd

L&T Investment Management Ltd manages assets worth 81,879 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.

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

    10.1%

    7.6%

    3.8%

    6.6%

    16.4%

    10.4%

    5.7%

    7.2%

    7.6%

    8%

    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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    Diversified

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    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

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    What Scripbox recommendations mean?
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    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

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

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

    L&T Business Cycles of Income Dis cum Cap wdrl fund (RIDCW-A) is a Sectoral / Thematic - Special Situations Equity fund and has delivered an annualised return of 10.7% 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 of Income Dis cum Cap wdrl fund (RIDCW-A) 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 of Income Dis cum Cap wdrl fund (RIDCW-A) NAV,AUM,Risk

    The L&T Business Cycles of Income Dis cum Cap wdrl fund (RIDCW-A) fund was launched on Aug 20, 2014. The NAV (Net Asset Value) of this Sectoral / Thematic - Special Situations Equity fund as of 2021-12-02 is ₹17.74. The total AUM (Asset Under Management) of the fund as of 03/12/2021 is ₹580.374. The category risk of the L&T Business Cycles of Income Dis cum Cap wdrl fund (RIDCW-A) fund is Very High Risk. The fund charges 2.54 % as expense ratio.

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

    The fund’s highest allocation is towards Equity and has invested 99.2% in this asset class. The top three holdings of the fund are , icici bank ltd , hdfc bank ltd , ultratech cement ltd , reliance industries ltd , state bank of india , larsen & toubro ltd , timken india ltd , ratnamani metals & tubes ltd , knr constructions ltd , ramco cements ltd , godrej properties ltd , birla corp ltd , abb india ltd , deepak nitrite ltd , housing development finance corp ltd , schaeffler india ltd , carborundum universal ltd , kajaria ceramics ltd , trent ltd , jindal steel & power ltd , kotak mahindra bank ltd , ahluwalia contracts (india) ltd , hindalco industries ltd , shree cement ltd , sundaram fasteners ltd , container corporation of india ltd , titan co ltd , eih ltd , pi industries ltd , indian hume pipe co ltd , sona blw precision forgings ltd , aarti industries ltd , mahindra & mahindra ltd , finolex cables ltd , blue star ltd , (a) tri party repo dealing system (treps) , avenue supermarts ltd , whirlpool of india ltd , coromandel international ltd , century plyboards (india) ltd , hindustan petroleum corp ltd , atul ltd , aia engineering ltd , aegis logistics ltd , thermax ltd , pnc infratech ltd , honeywell automation india ltd , johnson controls - hitachi air conditioning india ltd , mahindra lifespace developers ltd , greenpanel industries ltd ordinary shares , maruti suzuki india ltd , (b) net receivables/(payables) , abb power products and systems india ltd ordinary shares

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

    L&T Business Cycles of Income Dis cum Cap wdrl fund (RIDCW-A) has a score of 2 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, L&T Business Cycles of Income Dis cum Cap wdrl fund (RIDCW-A) 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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