Latest NAV & returns of L&T INVESTMENT MANAGEMENT LIMITED

HSBC Business Cycles Direct Growth

Add To Compare

previously known as L&T Business Cycles Dir Gr until

NAV on May 23, 2024
Category Equity:
Equity - Other
Investment StyleBox
Large Growth
Total Assets 833 cr
Turnover Ratio 27.81%
Expense Ratio 1.28%
Exit Load 1.00%if redeemed within
1 Years
0.00%if redeemed after 1 Years
Returns
  • 1M: 8.06%
  • 1Y: 52.78%
  • 3M: 12.63%
  • 3Y: 27.10%
  • 6M: 32.97%
  • 5Y: 21.60%
Min Investment 5,000
ADDITIONAL INFO
Fund Manager Venugopal Manghat (Since almost 10 years) Gautam Bhupal (Since 12 months) Sonal Gupta (Since 12 months)
ISIN INF917K01RI2
Fund Family L&T Finance
P/E Ratio 27.01
P/B Ratio 4.43
Launch Date August 20, 2014
Benchmark Nifty 500 TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs Nifty 500 TR INR

Alpha 5.79
Beta 0.96
R-Squared 81.43
Info Ratio 1.02
Tracking Err 6.05
Sortino 3.021
Sharpe 1.391
Std Dev 14.059
Risk -
SECTOR WEIGHTINGS (%)
Financial 25.67%
Industrial 30.51%
Technology 1.56%
Basic Materials 14.41%
Consumer Cyclical 17.15%
Utilities Services 0.0%
Healthcare Services 0.00%
Energy Services 8.42%
Communication Services 0.00%
Consumer Defensive 0.00%
Real Estate 2.28%
INVESTMENT OBJECTIVE

The investment objective of the Scheme is 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 of business cycles in the economy. The Scheme could also additionally invest in Foreign Securities. There is no assurance that the objective of the Scheme will be realised and the Scheme does not assure or guarantee any returns.

You will not receive any dividends. Your investments will get the largest benefit of compounding.

View Factsheet

Top Equity Other Funds
NAME LATEST
NAV
RETURNS
1y      
FUND
ASSETS
EXPENSE
RATIO
RISK
35.940 74.04% 3,883 cr 0.69% -


Other plans of HSBC Business Cycles Fund


Other Equity funds by L&T Finance