L&T Business Cycles - Direct Plan
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.
Suitability
This product is suitable for investors who are seeking• An open ended equity scheme• Long term capital appreciation• Investment predominantly in equity and equity-related securities, including equity derivatives in Indian markets with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy
Fund Info
| Scheme Class | Equity |
| Scheme Category | Equity - Other |
| Benchmark Type | S&P BSE 200 |
| Expense Ratio | 1.61% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 675 |
| AMC AUM (in Crs.) | ₹ 70,944 |
| Min Addition Subscription | ₹ 1,000 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 20.49% | |
| 1000 | 1000 | 19.76% | |
| 500 | 500 | 9.82% | |
| 1000 | 1000 | 4.38% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| HDFC Bank Ltd | Equity | 9 |
| ICICI Bank Ltd | Equity | 8 |
| Larsen & Toubro Ltd | Equity | 5 |
| Reliance Industries Ltd | Equity | 4 |
| Kotak Mahindra Bank Ltd | Equity | 4 |
| Bajaj Finserv Ltd | Equity | 3 |
| Ratnamani Metals & Tubes Ltd | Equity | 3 |
| Timken India Ltd | Equity | 3 |
| Shree Cement Ltd | Equity | 3 |
| UltraTech Cement Ltd | Equity | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 99 |
| Cash - Repurchase Agreement | 1 |
| Other Assets And Liabilities | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Financial Services | 33 |
| Industrials | 26 |
| Basic Materials | 16 |
| Consumer Cyclical | 11 |
| Energy | 6 |
L&T Investment Mutual Fund
AUM₹70,944 Cr
About
L&T Mutual Fund offers a bouquet of mutual fund schemes for investors of various investing ideologies. It is one of the pioneering asset management companies of India that has made a mark of its own in the financial industry. L&T Investment Management Limited is the Asset Management Company for all L&T Mutual Fund schemes.##The fund was launched in January 1997 and as of June 2018, it has an asset under management of Rs.71118.29 crores. Being a well-known brand in India, this AMC maintains a reputation to giving consistent returns to investors and has funds performing brilliantly across different categories.
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AddressCalculate Returns
Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m