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 Small Cap
Expense Ratio	0.9%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 5,639
AMC AUM (in Crs.)	₹ 70,944
Min Addition Subscription	₹ 1,000

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Franklin India Smaller Companies Fund - Direct Plan	1000	1000	4.83%
HDFC Small Cap Fund - Direct Plan	1000	1000	11.26%
Aditya Birla Sun Life Small Cap Fund - Direct Plan	1000	1000	2.3%
L&T Emerging Businesses Fund - Direct Plan	1000	1000	10.25%
HDFC Small Cap Fund - Direct Plan	1000	1000	11.26%

Top 10 Holdings

Company	Holding Type	Asset(%)
(A) Tri Party Repo Dealing System (Treps)	Cash - Repurchase Agreement	10
Mahanagar Gas Ltd	Equity	3
VST Industries Ltd	Equity	2
Sanofi India Ltd	Equity	2
Sobha Ltd	Equity	2
Grindwell Norton Ltd	Equity	2
Ramco Cements Ltd	Equity	2
K.P.R. Mill Ltd	Equity	2
BEML Ltd	Equity	2
DCB Bank Ltd	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	90
Cash - Repurchase Agreement	10
Other Assets And Liabilities	0

Sector Allocation(%)

Sector	Percent
Cash - Repurchase Agreement	10
Building Materials	10
Diversified Industrials	8
Real Estate - General	6
Auto Parts	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.

Phone

1800 4190 200

Address

6th Floor, Brindavan, Plot No 177, CST Road, Kalina, Santacruz (E), Mumbai - 400098

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment Duration

Years

Months

Investment Amount

₹ 10000

Return Amount

₹ 4185

Return Rate

6 %

Duration

6y 0m

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