Mutual Fund Research

L&T Business Cycle Fund-Reg(G)

As on Aug-11-2022 change fund
23.79  up0.20 (0.84%)

fund objective

To seek to generate long-term capital appreciation from a 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 ofbusiness cycles in the economy.


Investors understand that their principal will be at very high risk

5-Years History
financial year2017-20182018-20192019-20202020-20212021-2022
NAV in Rs (as on 31-Mar-2022)16.2715.2710.7619.0222.70
Net Assets(Rs Crores) (as on 31-Mar-2022) 971.79 782.12 426.79 525.48 553.62
Scheme Returns(%)(Absolute)11.51-7.53-29.9281.9617.77
B'mark Returns(%)(Absolute)12.388.37-26.7984.7820.63
Category Rank113/35328/2830/3512/4728/57
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
Top 10 holdings
company (%)
ICICI Bank Ltd.8.90 
Timken India Ltd.6.31 
HDFC Bank Ltd.6.12 
Reliance Industries Ltd.4.73 
State Bank Of India4.40 
Schaeffler India Ltd.4.29 
Larsen & Toubro Ltd.3.65 
Ratnamani Metals & Tubes Ltd.3.42 
KNR Constructions Ltd.3.21 
ABB India Ltd.2.90 


Thematic Fund

Launch Date


Scheme Benchmark

S&P BSE 500 - TRI

AUM ( in Cr.)


portfolio price to book value


investing style?

Large Growth

fund manager?

Venugopal Manghat,Cheenu Gupta,Sonal Gupta

inception date (regular plan)


expense ratio (regular plan) %


Top 10 sectors
sectors (%)
Bank - Private16.61
Engineering - Construction8.46
Bank - Public5.09
Cement & Construction Materials5.02
Construction - Real Estate4.80
Steel & Iron Products3.42
Automobiles - Passenger Cars3.11

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • maximum
performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
L&T Business Cycle Fund-Reg(G)Large-Growth 20-Aug-2014544.2912.8617.919.44NA11.47
Edelweiss Recently Listed IPO Fund-Reg(G)Mid-Growth 22-Feb-2018986.99-4.4725.96NANA13.13
Tata Ethical Fund-Reg(G)Mid-Growth 24-May-19961,321.078.9023.4014.5215.6515.95
Quantum India ESG Equity Fund-Reg(G)Mid-Growth 12-Jul-201961.182.8418.99NANA18.02
Nippon India Quant Fund(G)Mid-Growth 18-Apr-200833.107.6318.6511.7312.3210.33
Franklin India Opportunities Fund(G)Mid-Growth 21-Feb-2000638.762.2718.6011.1214.7811.50
DSP Quant Fund-Reg(G)Mid-Growth 10-Jun-20191,339.991.9018.58NANA16.01
SBI Magnum Equity ESG Fund-Reg(G)Mid-Growth 01-Jan-19914,509.157.9517.2312.9514.4214.53
HDFC Housing Opp Fund-Reg(G)Mid-Growth 06-Dec-20171,209.033.7012.38NANA5.31
Quant ESG Equity Fund-Reg(G)Mid-Growth 05-Nov-202089.9924.71NANANA51.42
ICICI Pru Business Cycle Fund(G)Mid-Growth 18-Jan-20215,564.8613.10NANANA20.07
Mirae Asset Nifty 100 ESG Sector Leaders ETFMid-Growth 18-Nov-2020162.847.10NANANA18.09
Kotak Pioneer Fund-Reg(G)Mid-Growth 25-Oct-20191,639.743.75NANANA23.18
Axis Special Situations Fund-Reg(G)Mid-Growth 24-Dec-20201,913.143.24NANANA14.33
Invesco India ESG Equity Fund-Reg(G)Mid-Growth 20-Mar-2021749.552.79NANANA15.05
Aditya Birla SL Business Cycle Fund-Reg(G)Mid-Growth 03-Dec-20212,352.15NANANANA2.30
IIFL Quant Fund-Reg(G)Mid-Growth 29-Nov-2021100.40NANANANA2.86
Baroda BNP Paribas Business Cycle Fund-Reg(G)Mid-Growth 15-Sep-2021927.34NANANANA-1.21
Attention InvestorsKYC
Contact Us

Mobile No : +91 99674 32226
Tel : 22702326
Email id :


ReliaBull Financial Services Private Limited,
No 4-D, 4th Floor, Victoria Plaza,
SV Road, Above Kora Showroom,
Santacruz West,
Mumbai – 400054


For all the Latest Market News, Investment Ideas.

Follow us

AMFI Registration No:88227

A Reliabull Financial Services Venture

Designed & Developed by  Accord Fintech Pvt. Ltd.