Fund Card

Fund Card

L&T Business Cycle Fund-Reg(G)

As on Oct-26-2020 change fund
14.22  down-0.23 (-1.58%)

fund objective

To seek to generate long-term capital appreciation from a 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 ofbusiness cycles in the economy.


Investors understand that their principal will be at moderately high risk

5-Years History
financial year2015-20162016-20172017-20182018-20192019-2020
NAV in Rs (as on 31-Mar-2020)11.0814.4616.2715.2710.76
Net Assets(Rs Crores) (as on 31-Mar-2020) 1186.64 1015.82 971.79 782.12 426.79
Scheme Returns(%)(Absolute)-12.1530.3111.51-7.53-29.92
B'mark Returns(%)(Absolute)-7.5324.2211.7310.87-25.73
Category Rank239/31694/312113/35328/2830/35
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
Top 10 holdings
company (%)
Reliance Industries Ltd.8.69 
HDFC Bank Ltd.7.32 
Ratnamani Metals & Tubes Ltd.5.27 
ICICI Bank Ltd.4.87 
Timken India Ltd.4.27 
Ultratech Cement Ltd.3.54 
Deepak Nitrite Ltd.3.47 
Shree Cement Ltd.2.97 
Trent Ltd.2.92 
Kotak Mahindra Bank Ltd.2.91 


Thematic Fund

Launch Date


Scheme Benchmark

S&P BSE 200 - TRI

AUM ( in Cr.)


portfolio price to book value


investing style?

Large Growth

fund manager?

Venugopal Manghat,Vihang Naik,Alok Ranjan

inception date (regular plan)


expense ratio (regular plan) %


Alpha [%]


Beta [%]


Top 10 sectors
sectors (%)
Bank - Private15.10
Cement & Construction Materials8.96
Chemicals 7.02
Engineering - Construction4.97
Pesticides & Agrochemicals4.15
Automobiles - Passenger Cars4.05

Historical NAV Chart with Benchmark

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • maximum
performance comparision with similar schemes
scheme name investment style inception date AUM in Cr. 1W(%) 1M(%) 3M(%) 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
L&T Business Cycle Fund-Reg(G)Large-Growth 20-Aug-2014491.44-0.323.416.25-6.30-5.103.19NA5.85BUYSIP
Canara Rob Consumer Trends Fund-Reg(G)Large-Growth 14-Sep-2009411.68-0.624.235.101.827.1310.8811.1714.04BUYSIP
Aditya Birla SL India GenNext Fund(G)Large-Growth 05-Aug-20051,534.87-0.094.824.96-1.794.639.9112.7015.26BUYSIP
Tata Ethical Fund-Reg(G)Large-Growth 24-May-1996616.83-0.153.819.3310.184.575.869.6015.02BUYSIP
SBI Magnum Equity ESG Fund-Reg(G)Large-Growth 01-Jan-19912,731.35-0.804.814.49-0.994.307.348.7413.82BUYSIP
Franklin India Opportunities Fund(G)Large-Growth 21-Feb-2000503.911.237.5112.178.001.696.218.2610.34BUYSIP
Nippon India Quant Fund(G)Large-Growth 18-Apr-200822.39-0.993.713.253.081.586.186.027.98BUYSIP
Sundaram Rural and Consumption Fund(G)Large-Growth 12-May-20061,476.870.092.623.50-2.77-1.559.258.8210.17BUYSIP
Invesco India PSU Equity Fund(G)Mid-Growth 18-Nov-2009127.011.19-0.70-8.31-7.71-5.854.333.094.97BUYSIP
DSP India T.I.G.E.R Fund-Reg(G)Large-Growth 11-Jun-2004757.491.125.572.81-15.30-7.852.233.7613.25BUYSIP
Kotak Pioneer Fund-Reg(G)Large-Growth 25-Oct-2019751.75-0.373.9910.5914.60NANANA14.51BUYSIP
Quantum India ESG Equity Fund-Reg(G)Large-Growth 12-Jul-201919.940.096.9510.419.44NANANA9.46BUYSIP
ICICI Pru India Opp Fund(G)Large-Growth 15-Jan-20192,393.850.781.35-1.42-8.26NANANA-5.74BUYSIP
Axis ESG Equity Fund-Reg(G)Large-Growth 12-Feb-20201,679.600.726.925.70NANANANA11.30BUYSIP

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Mutual Fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not an indicator of future returns. ARN-104974