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Fincash » Mutual Funds » L T Business Cycles Fund

L&T Business Cycles Fund - G

NAV  ₹23.891 ↓ -0.31  (-1.27 %) as on 19 Aug 22

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 11.5% since its launch.  Ranked 19 in Sectoral category.  Return for 2021 was 34.5% , 2020 was 9.3% and 2019 was 5.3% .

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

NAV as on 19 Aug 22₹23.891 ↓ -0.31  (-1.27 %)
Net Assets (AUM) as on 30 Jun 2022 ₹488 Cr.
Launch Date20 Aug 2014
CategoryEquity - Sectoral
Rating
TypeOpen Ended Fund
RiskModerately High
AMCL&T Investment Management Ltd
Alpha Ratio-0.71
Expense Ratio2.55 %
Sharpe Ratio-0.227
Information Ratio-0.57
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 19 Aug 22

DurationReturns
1 Month 8.1%
3 Month 16.1%
6 Month 6.1%
1 Year 12.1%
3 Year 18.4%
5 Year 8.9%
10 Year
15 Year
Since launch 11.5%

Historical Annual Returns

Historical performance (Yearly) on absolute basis

YearReturns
2021 34.5%
2020 9.3%
2019 5.3%
2018 -17.5%
2017 45.6%
2016 3.2%
2015 3.5%
2014
2013

Growth of 10k Over Years

DateValue
31 Jul 17₹10,000
31 Jul 18₹10,137
31 Jul 19₹9,256
31 Jul 20₹8,432
31 Jul 21₹13,508
31 Jul 22₹14,713
L&T Business Cycles Fund Growth 10k Chart

Asset Allocation

Asset ClassValue
Cash0.98%
Equity99.02%
L&T Business Cycles Fund Asset Allocation

Sector Allocation

SectorValue
Industrials28.22%
Financial Services24.21%
Consumer Cyclical18.82%
Basic Materials16.14%
Energy7.28%
Real Estate2.31%
Consumer Defensive0.88%
Technology0.12%
L&T Business Cycles Fund Equity Allocation

Top Securities Holdings / Portfolio

Holdings/Securities

NameGlobal IndustryHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 14 | ICICIBANK
Banks - Regional9%₹42 Cr591,900
↓ -51,800
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 14 | HDFCBANK
Banks - Regional6%₹31 Cr232,200
Timken India Ltd (Industrials)
Equity, Since 31 Dec 16 | 522113
Tools & Accessories6%₹27 Cr115,600
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
Oil & Gas Refining & Marketing5%₹27 Cr102,600
↑ 9,800
State Bank of India (Financial Services)
Equity, Since 31 Aug 14 | SBIN
Banks - Regional4%₹21 Cr453,100
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 14 | SCHAEFFLER
Auto Parts4%₹19 Cr84,000
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Dec 16 | RATNAMANI
Steel4%₹18 Cr109,680
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 14 | LT
Engineering & Construction4%₹17 Cr109,798
↓ -14,202
KNR Constructions Ltd (Industrials)
Equity, Since 30 Sep 14 | 532942
Engineering & Construction3%₹15 Cr662,700
ABB India Ltd (Industrials)
Equity, Since 30 Sep 19 | ABB
Specialty Industrial Machinery3%₹13 Cr57,700
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Fund Managers

NameSinceTenure
Venugopal Manghat20 Aug 147.95 Yr.
Cheenu Gupta2 Jul 211.08 Yr.
Sonal Gupta5 Jul 211.07 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
L&T Mutual Fund6th Floor, Brindavan, Plot No 177, CST Road, Kalina, Santacruz (E)

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
₹17.5
↓ -0.22
5.74 %11.7 %15.62 %7.12 %
L&T Business Cycles Fund
Normal Dividend, Payout
₹17.5
↓ -0.22
5.74 %11.7 %15.62 %7.12 %
L&T Business Cycles Fund
Growth
₹23.891
↓ -0.31
6.14 %12.14 %18.44 %8.92 %
Data as on 19 Aug 22

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