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Fincash » Mutual Funds » L T Business Cycles Fund

L&T Business Cycles Fund - G

NAV  ₹26.5675 ↑ 0.19  (0.73 %) as on 7 Jun 23

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 11.7% since its launch.  Ranked 19 in Sectoral category.  Return for 2022 was 5.3% , 2021 was 34.5% and 2020 was 9.3% .

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

NAV as on 7 Jun 23₹26.5675 ↑ 0.19  (0.73 %)
Net Assets (AUM) as on 30 Apr 2023 ₹566 Cr.
Launch Date20 Aug 2014
CategoryEquity - Sectoral
Rating
TypeOpen Ended Fund
RiskModerately High
AMCL&T Investment Management Ltd
Alpha Ratio6.75
Expense Ratio2.54 %
Sharpe Ratio0.354
Information Ratio0.39
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 7 Jun 23

DurationReturns
1 Month 4.8%
3 Month 10.2%
6 Month 7.2%
1 Year 24.5%
3 Year 28.9%
5 Year 10.5%
10 Year
15 Year
Since launch 11.7%

Historical Annual Returns

Historical performance (Yearly) on absolute basis

YearReturns
2022 5.3%
2021 34.5%
2020 9.3%
2019 5.3%
2018 -17.5%
2017 45.6%
2016 3.2%
2015 3.5%
2014

Growth of 10k Over Years

DateValue
31 May 18₹10,000
31 May 19₹9,776
31 May 20₹7,103
31 May 21₹12,280
31 May 22₹13,263
31 May 23₹15,965
L&T Business Cycles Fund Growth 10k Chart

Asset Allocation

Asset ClassValue
Cash2.28%
Equity97.72%
L&T Business Cycles Fund Asset Allocation

Sector Allocation

SectorValue
Industrials32.42%
Financial Services30.8%
Basic Materials12.62%
Consumer Cyclical10.94%
Energy7.93%
Real Estate2.2%
L&T Business Cycles Fund Equity Allocation

Top Securities Holdings / Portfolio

Holdings/Securities

NameGlobal IndustryHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 14 | HDFCBANK
Banks - Regional7%₹39 Cr232,200
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 14 | ICICIBANK
Banks - Regional7%₹39 Cr425,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
Oil & Gas Refining & Marketing5%₹27 Cr110,000
↑ 24,700
State Bank of India (Financial Services)
Equity, Since 31 Aug 14 | SBIN
Banks - Regional5%₹26 Cr450,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 14 | LT
Engineering & Construction5%₹26 Cr109,798
ABB India Ltd (Industrials)
Equity, Since 30 Sep 19 | ABB
Specialty Industrial Machinery3%₹20 Cr57,700
Aegis Logistics Ltd (Energy)
Equity, Since 31 Oct 15 | AEGISCHEM
Oil & Gas Refining & Marketing3%₹18 Cr467,200
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 14 | HDFC
Mortgage Finance3%₹18 Cr65,000
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 16 | RATNAMANI
Steel3%₹16 Cr75,000
Carborundum Universal Ltd (Industrials)
Equity, Since 31 Mar 18 | CARBORUNIV
Conglomerates3%₹16 Cr145,180
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Fund Managers

NameSinceTenure
Ankur Arora26 Nov 220.43 Yr.
Venugopal Manghat20 Aug 148.7 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
₹19.4602
↑ 0.14
7.17 %24 %26.21 %8.66 %
L&T Business Cycles Fund
Normal Dividend, Payout
₹19.4602
↑ 0.14
7.17 %24 %26.21 %8.66 %
L&T Business Cycles Fund
Growth
₹26.5675
↑ 0.19
7.17 %24.48 %28.88 %10.48 %
Data as on 7 Jun 23

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