Mutual Fund Research

L&T Business Cycle Fund-Reg(G)

As on May-12-2021 change fund
18.94  up-0.11 (-0.59%)

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.

riskometer

Investors understand that their principal will be at very high risk

5-Years History
financial year2016-20172017-20182018-20192019-20202020-2021
NAV in Rs (as on 31-Mar-2021)14.4616.2715.2710.7619.02
Net Assets(Rs Crores) (as on 31-Mar-2021) 1015.82 971.79 782.12 426.79 525.48
Scheme Returns(%)(Absolute)30.3111.51-7.53-29.9281.96
B'mark Returns(%)(Absolute)24.2211.7310.87-25.7382.66
Category Rank94/312113/35328/2830/3512/47
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2020-202118.4810.9820.2911.81
2019-20204.42-5.313.09-30.88
2018-2019-5.71-7.724.443.29
2017-20184.134.3414.05-9.19
2016-20179.949.62-7.8017.46
Top 10 holdings
company (%)
ICICI Bank Ltd.7.81 
HDFC Bank Ltd.7.50 
Deepak Nitrite Ltd.5.57 
Reliance Industries Ltd.5.25 
Ratnamani Metals & Tubes Ltd.4.99 
Ultratech Cement Ltd.4.53 
Jindal Steel & Power Ltd.3.32 
Timken India Ltd.3.25 
Larsen & Toubro Ltd.3.21 
The Ramco Cements Ltd.3.05 

Category

Thematic Fund

Launch Date

20-Aug-14

Scheme Benchmark

S&P BSE 200 - TRI

AUM ( in Cr.)

518.41

portfolio price to book value

4.89

investing style?

Large Growth

fund manager?

Venugopal Manghat,Vihang Naik,Alok Ranjan

inception date (regular plan)

20-Aug-14

expense ratio (regular plan) %

2.59

Top 10 sectors
sectors (%)
Bank - Private17.24
Cement & Construction Materials10.22
Chemicals 8.80
Engineering - Construction7.52
Refineries5.93
Steel & Iron Products4.99
Bearings4.33
Automobiles - Passenger Cars4.23
Construction - Real Estate3.95
Steel/Sponge Iron/Pig Iron3.32

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

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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-2014518.4168.733.9010.63NA9.95
Tata Digital India Fund-Reg(G)Large-Growth 28-Dec-20151,283.9399.8223.7120.75NA19.69
Canara Rob Consumer Trends Fund-Reg(G)Large-Growth 14-Sep-2009561.0753.4313.1016.9115.1215.66
SBI Magnum Equity ESG Fund-Reg(G)Large-Growth 01-Jan-19913,535.1257.5711.7212.9512.2814.43
Aditya Birla SL India GenNext Fund(G)Large-Growth 05-Aug-20051,942.9854.0811.5815.1416.6516.48
Nippon India Quant Fund(G)Large-Growth 18-Apr-200827.0855.0810.7613.239.919.85
Franklin India Opportunities Fund(G)Large-Growth 21-Feb-2000610.1076.8410.2012.8212.7511.47
DSP India T.I.G.E.R Fund-Reg(G)Large-Growth 11-Jun-2004974.4381.005.6412.4610.1015.51
Sundaram Rural and Consumption Fund(G)Large-Growth 12-May-20061,269.4044.013.7710.9512.4511.07
HDFC Housing Opp Fund-Reg(G)Large-Growth 06-Dec-20171,771.8165.713.34NANA2.17
Quantum India ESG Equity Fund-Reg(G)Large-Growth 12-Jul-201938.6668.06NANANA22.30
Quant ESG Equity Fund-Reg(G)Large-Growth 05-Nov-202016.41NANANANA48.02
Invesco India ESG Equity Fund-Reg(G)Large-Growth 20-Mar-2021593.61NANANANA0.60
Kotak ESG Opportunities Fund-Reg(G)Large-Growth 11-Dec-20201,571.92NANANANA7.07
Mirae Asset ESG Sector Leaders ETFLarge-Growth 18-Nov-2020134.82NANANANA12.75
ICICI Pru Business Cycle Fund(G)Large-Growth 18-Jan-20214,668.76NANANANA9.60
Axis Special Situations Fund-Reg(G)Large-Growth 24-Dec-20202,322.69NANANANA4.80
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