Formerly L&T Emerging Business Reg DP
Top Ranked
Early in their growth cycle, these companies have the potential for very high growth but this comes with very high uncertainty as the business is not yet proven.
Price fluctuations are highest in the stocks of these companies translating to high NAV fluctuations for the funds.Smaller companies also tend to have low trade volumes - exposing the fund to the risk of not being able to exit in a down market.While showing periodic spikes in performance,these funds have not done better than diversified equity funds over the long term.Investors are therefore better off investing in diversified funds rather than this category.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
7 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.
Relative Size
5,349 Cr. Category leader in size
Category View
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Good. The historical performance of the fund has been good
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Scheme Information
To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities,including equity derivatives,in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities.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
1.99 %
Expense Ratio
May 12, 2014
Launched (7y ago)
₹ 5,349
AUM in Crores
INF917K01QB9
ISIN
No Lock-in
Lock-in
S&P BSE Smallcap TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Equity Funds
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About the AMC
L&T Investment Management Ltd
L&T Investment Management Ltd manages assets worth 71,539 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.
Mid Cap
Recommended
Top Ranked
₹ 5,881 Cr
Fund Size
5.7%
3Y returns
Mid Cap
Top Ranked
₹ 5,881 Cr
Fund Size
4.6%
3Y returns
Mid Cap
Top Ranked
₹ 5,881 Cr
Fund Size
4.6%
3Y returns
Corporate Bond
Top Ranked
₹ 6,783 Cr
Fund Size
9.3%
3Y returns
Small Cap
Top Ranked
₹ 5,348 Cr
Fund Size
1.9%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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L&T Emerging Businesses Fund (DP-A) is a small cap equity fund and has delivered an annualised return of 16.7% over a period of 7 years .The fund was previously known as L&T Emerging Business Reg DP.The fund is managed by L&T Investment Management Ltd.The fund managers are Alok Ranjan, Venugopal Manghat, Vihang Naik
To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities,including equity derivatives,in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities.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 Emerging Businesses Fund (DP-A) fund was launched on May 12, 2014. The NAV (Net Asset Value) of this small cap equity as of 2021-02-26 is ₹ 21.239. The total AUM (Asset Under Management) of the fund as of 2021-02-27 is ₹ 5348.523. The category risk of the L&T Emerging Businesses Fund (DP-A) fund is Very High Risk. The fund charges 1.99 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 99.8% in this asset class. The top three holdings of the fund are persistent systems ltd,k.p.r. mill ltd and emami ltd
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 Smallcap TR INR
L&T Emerging Businesses Fund (DP-A) has a score of 4 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 Emerging Businesses Fund (DP-A) has a score of 5 out of 5. Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.