L&T Emerging Businesses Fund - Direct Plan
To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities.
Suitability
"Long term capital appreciation• Investment predominantly in equity and equity-related securities including equity derivatives in Indian markets with key theme focusbeing emerging companies (small cap stocks); and foreign securities."
Fund Info
| Scheme Class | Equity |
| Scheme Category | Small-Cap |
| Benchmark Type | S&P BSE Smallcap TR INR |
| Expense Ratio | 0.71% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 6,006 |
| 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 | 5.0% | |
| 1000 | 1000 | 11.7% | |
| 1000 | 1000 | 3.61% | |
| 1000 | 1000 | 9.69% | |
| 1000 | 1000 | 11.7% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| (A) Tri Party Repo Dealing System (Treps) | Cash - Repurchase Agreement | 11 |
| VST Industries Ltd | Equity | 4 |
| Mahanagar Gas Ltd | Equity | 3 |
| Sanofi India Ltd | Equity | 3 |
| Persistent Systems Ltd | Equity | 3 |
| BEML Ltd | Equity | 2 |
| K.P.R. Mill Ltd | Equity | 2 |
| Grindwell Norton Ltd | Equity | 2 |
| Abbott India Ltd | Equity | 2 |
| DCB Bank Ltd | Equity | 2 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 89 |
| Cash - Repurchase Agreement | 11 |
| Other Assets And Liabilities | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Industrials | 28 |
| Consumer Cyclical | 19 |
| Cash - Repurchase Agreement | 11 |
| Basic Materials | 11 |
| Financial Services | 8 |
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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Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m