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Fincash » Mutual Funds » L T Business Cycles Fund

L&T Business Cycles Fund - G

NAV  ₹44.6737 ↑ 0.20  (0.45 %) as on 30 Jun 25

Scheme 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

L&T Business Cycles Fund is a Equity - Sectoral fund launched on 20 Aug 14. It is a fund with Moderately High risk and has given a CAGR return of 14.8% since its launch.  Ranked 19 in Sectoral category.  Return for 2024 was 36.3% , 2023 was 31.3% and 2022 was 5.3% .

Below is the key information for L&T Business Cycles Fund

NAV as on 30 Jun 25₹44.6737 ↑ 0.20  (0.45 %)
Net Assets (AUM) as on 31 May 2025 ₹1,078 Cr.
Launch Date20 Aug 2014
CategoryEquity - Sectoral
Rating
TypeOpen Ended Fund
RiskModerately High
AMCL&T Investment Management Ltd
Alpha Ratio1.6
Expense Ratio2.43 %
Sharpe Ratio0.253
Information Ratio0.81
BenchmarkNot Available
Min Investment ₹5,000
Min SIP Investment ₹500
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Returns

Annual Compounded Returns

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Jun 25

DurationReturns
1 Month 5.5%
3 Month 14.8%
6 Month 3.5%
1 Year 8%
3 Year 29.5%
5 Year 28.5%
10 Year
15 Year
Since launch 14.8%

Historical Annual Returns

Historical performance (Yearly) on absolute basis

YearReturns
2024 36.3%
2023 31.3%
2022 5.3%
2021 34.5%
2020 9.3%
2019 5.3%
2018 -17.5%
2017 45.6%
2016 3.2%

Growth of 10k Over Years

DateValue
30 Jun 20₹10,000
30 Jun 21₹16,091
30 Jun 22₹16,145
30 Jun 23₹21,228
30 Jun 24₹32,455

Asset Allocation

Asset ClassValue
Cash3.24%
Equity96.76%

Sector Allocation

SectorValue
Financial Services31.05%
Industrials27.8%
Consumer Cyclical18.9%
Basic Materials10.99%
Energy6%
Technology1.15%
Real Estate0.87%

Top Securities Holdings / Portfolio

Holdings/Securities

NameGlobal IndustryHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 14 | ICICIBANK
Banks - Regional6%₹61 Cr425,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
Oil & Gas Refining & Marketing5%₹57 Cr401,700
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Dec 22 | MCX
Financial Data & Stock Exchanges5%₹57 Cr85,600
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | TRENT
Apparel Retail5%₹54 Cr95,680
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 14 | HDFCBANK
Banks - Regional4%₹48 Cr246,800
Power Mech Projects Ltd (Industrials)
Equity, Since 31 Oct 22 | POWERMECH
Engineering & Construction3%₹28 Cr90,800
Ahluwalia Contracts (India) Ltd (Industrials)
Equity, Since 31 Jan 15 | AHLUCONT
Engineering & Construction2%₹27 Cr274,908
PB Fintech Ltd (Financial Services)
Equity, Since 31 Dec 23 | 543390
Insurance Brokers2%₹26 Cr149,200
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Dec 22 | BEL
Aerospace & Defense2%₹26 Cr674,300
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 24 | PFC
Credit Services2%₹24 Cr603,200
1 - 10 of 65
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Fund Managers

NameSinceTenure
Gautam Bhupal1 Jun 232 Yr.
Sonal Gupta1 Jun 232 Yr.

Custodians

CompanyAddress
Citibank N.A. IndiaTrent House, 3rd Floor, G Block,,Plot No.60, Next to Citibank,,Bandra Kurla Complex,,Bandra (East),

Registrar & Transfer Agent

Computer Age Management Services Ltd
AddressNew No.10, Old No.178,,Kodambakkam High Road,,Opp. Hotel Palmgrove,,Nungambakkam
FAX91-44-28283610
Emailenq_L@camsonline.com

Administrator Companies

CompanyAddress
HSBC Mutual Fund16, V N Road, Fort, Mumbai 400 001

Auditors

CompanyAddress
M/s. Price WaterhouseIndia,252, Veer Savarkar Marg,,Next to Mayor's Bungalow, Shivaji Park,,Dadar,

All Plan & Options

Fund and PlanNAV6 Month1 Year3 Year5 Year
L&T Business Cycles Fund
Normal Dividend, Reinvestment
₹28.2252
↑ 0.13
3.53 %7.26 %28.89 %28.07 %
L&T Business Cycles Fund
Normal Dividend, Payout
₹28.2252
↑ 0.13
3.53 %7.26 %28.89 %28.07 %
L&T Business Cycles Fund
Growth
₹44.6737
↑ 0.20
3.53 %7.99 %29.48 %28.51 %
Data as on 30 Jun 25

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data.