L&T Emerging Businesses Fund Growth+1.11%

7.36%
1 Year Return
Equity
Small Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

L&T Emerging Businesses Fund Growth

RiskHigh
Min SIP Amount₹500
Expense Ratio1.98%
NAV24.14 (23 Nov 2020)
Fund Started12 May 2014
Fund Size5,271 Cr

Fund Overview

Quick overview of L&T Emerging Businesses Fund Growth

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
7.4%
-3.9%
9.7%
14.1%
Category Average
20.7%
-0.8%
8.7%
-
Rank Within Category
22
11
5
-
*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 7.4% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. 5Y Returns are higher than the category average returns
    3. Lower expense ratio - 1.99%
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 1Y Returns are lower than the benchmark
    3. 3Y Returns are lower than the benchmark
    4. 5Y Returns are lower than the benchmark
    5. Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount
    6. Risk-adjusted returns are lower compared to the category
    7. 1Y Returns are lower than the category average returns
    8. 3Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    Persistent Systems Ltd.TechnologyEquity3.9%
    KPR Mills Ltd.TextilesEquity3.0%
    Ipca Laboratories Ltd.HealthcareEquity2.7%
    Emami Ltd.FMCGEquity2.6%
    VST Industries Ltd.FMCGEquity2.4%
    Deepak Nitrite Ltd.ChemicalsEquity2.4%
    Tube Investments Of India Ltd.AutomobileEquity2.3%
    Suven Pharmaceutical Ltd.HealthcareEquity2.3%
    Navin Fluorine International Ltd.ChemicalsEquity2.2%
    Trent Ltd.ServicesEquity2.0%
    See All

    Fund Managers

    Venugopal Manghat
    keyboard_arrow_down
    Soumendra Nath Lahiri
    keyboard_arrow_down
    Vihang Naik
    keyboard_arrow_down
    Karan Desai
    keyboard_arrow_down
    Alok Ranjan
    keyboard_arrow_down

    L&T Emerging Businesses Fund Growth Details

    L&T Emerging Businesses Fund Growth is a Equity Mutual Fund Scheme launched by L&T Mutual Fund. This scheme was made available to investors on 12 May 2014. Soumendra Nath Lahiri, Karan Desai is the Current Fund Manager of L&T Emerging Businesses Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹5,271 Cr and the Latest NAV as of 23 Nov 2020 is ₹24.14.

    The L&T Emerging Businesses Fund Growth 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 will primarily be a diversified equity fund which will invest predominantly in small cap stocks to generate long term capital appreciation.

    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

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    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,
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