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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.
7 Years. The Fund has Sufficient history for analysis and the track record is good.
581 Cr. Medium within the category
Positive. The category has a positive investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
NAV (Dec 2)
6 Month CAGR
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 to Moderate
Very High Risk
Launched (7y ago)
Aug 20, 2014
AUM in Crores
S&P BSE 200 India TR INR
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 9,65,796||₹ 2,33,184||11.25%|
|EPF||₹ 9,00,761||₹ 1,68,149||8.50%|
|Property||₹ 8,67,662||₹ 1,35,050||7.00%|
|PPF||₹ 8,69,819||₹ 1,37,207||7.10%|
|Bank FD||₹ 8,46,471||₹ 1,13,859||6.00%|
|Gold||₹ 8,46,471||₹ 1,13,859||6.00%|
|Savings Bank||₹ 8,25,950||₹ 93,338||5.00%|
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.
|Fund Name||Scripbox Opinion||Fund Size||Track Record|
₹ 21,676 cr
₹ 5,381 cr
₹ 5,380 cr
₹ 4,084 cr
₹ 3,456 cr
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.
|Fund Name||Scripbox Opinion||Till Date CAGR|
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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
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.
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.
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
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.
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) 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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