Home>Mutual Funds>L&T Mutual Fund>L&T Business Cycles Fund Regular Dividend
shareSHARE

L&T Business Cycles Fund Regular Dividend+1.20%

5.93%
1 Year Return
Equity
Sectoral/Thematic
2.0star
6M
1Y
3Y
5Y
All

Fund Details

L&T Business Cycles Fund Regular Dividend

RiskHigh
Min SIP Amount₹500
Expense Ratio2.56%
NAV13.45 (27 Nov 2020)
Fund Started20 Aug 2014
Fund Size480 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
5.9%
-1.9%
6.3%
7.9%
Category Average
12.0%
3.5%
8.6%
-
Rank Within Category
18
12
11
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 5.9% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Higher expense ratio
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark
    7. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    8. Risk-adjusted returns are lower compared to the category
    9. Higher expense ratio - 2.56%
    10. 1Y Returns are lower than the category average returns
    11. 3Y Returns are lower than the category average returns
    12. 5Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity7.9%
    Reliance Industries Ltd.EnergyEquity7.7%
    Ratnamani Metals & Tubes Ltd.MetalsEquity5.5%
    ICICI Bank Ltd.FinancialEquity5.5%
    Timken India Ltd.EngineeringEquity4.1%
    Ultratech Cement Ltd.ConstructionEquity4.1%
    Kotak Mahindra Bank Ltd.FinancialEquity3.5%
    Shree Cement Ltd.ConstructionEquity3.1%
    Deepak Nitrite Ltd.ChemicalsEquity3.0%
    The Ramco Cements Ltd.ConstructionEquity2.7%
    See All

    Fund Managers

    Venugopal Manghat
    keyboard_arrow_down
    Vihang Naik
    keyboard_arrow_down
    Karan Desai
    keyboard_arrow_down
    Alok Ranjan
    keyboard_arrow_down

    L&T Business Cycles Fund Regular Dividend Details

    L&T Business Cycles Fund Regular Dividend is a Equity Mutual Fund Scheme launched by L&T Mutual Fund. This scheme was made available to investors on 20 Aug 2014. Venugopal Manghat, Karan Desai is the Current Fund Manager of L&T Business Cycles Fund Regular Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹480 Cr and the Latest NAV as of 27 Nov 2020 is ₹13.45.

    The L&T Business Cycles Fund Regular Dividend is rated High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. For units in excess of 10% of the investment,1% will be charged for redemption within 1 year.

    Investment Objective

    The scheme seeks to generate long term capital appreciation from a portfolio of 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.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    For units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
    Exit Load

    Compare Funds

    L&T Business Cycles Fund Regular Dividend
    VS
    search

    About L&T Mutual Fund

    Address
    6th Floor, Brindavan, Plot No 177, CST Road, Kalina, Santacruz (E), Mumbai 400098
    Phone
    022-66554000
    Launch Date
    03 Jan 1997
    L&T Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Similar Funds
    Data not available