Latest NAV & returns of L&T INVESTMENT MANAGEMENT LIMITED

HSBC Business Cycles Direct Growth

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previously known as L&T Business Cycles Dir Gr until

NAV on March 27, 2024
Category Equity:
Equity - Other
Investment StyleBox
Large Growth
Total Assets 770 cr
Turnover Ratio 27.81%
Expense Ratio 1.32%
Exit Load 1.00%if redeemed within
1 Years
0.00%if redeemed after 1 Years
Returns
  • 1M: -2.82%
  • 1Y: 47.03%
  • 3M: 7.51%
  • 3Y: 23.27%
  • 6M: 19.28%
  • 5Y: 18.84%
Min Investment 5,000
ADDITIONAL INFO
Fund Manager Venugopal Manghat (Since over 9 years) Gautam Bhupal (Since 10 months) Sonal Gupta (Since 10 months)
ISIN INF917K01RI2
Fund Family L&T Finance
P/E Ratio 25.99
P/B Ratio 4.10
Launch Date August 20, 2014
Benchmark Nifty 500 TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs Nifty 500 TR INR

Alpha 4.42
Beta 0.94
R-Squared 85.08
Info Ratio 0.82
Tracking Err 5.22
Sortino 2.663
Sharpe 1.278
Std Dev 13.417
Risk -
SECTOR WEIGHTINGS (%)
Financial 24.06%
Industrial 33.2%
Technology 1.54%
Basic Materials 14.52%
Consumer Cyclical 16.8%
Utilities Services 0.0%
Healthcare Services 0.00%
Energy Services 7.01%
Communication Services 0.00%
Consumer Defensive 0.00%
Real Estate 2.87%
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.

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Top Equity Other Funds
NAME LATEST
NAV
RETURNS
1y      
FUND
ASSETS
EXPENSE
RATIO
RISK
31.990 69.44% 3,066 cr 0.62% -


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