Home › Mutual Funds › L&T Finance Mutual Fund › HSBC Business Cycles Direct Growth
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

28.472 (0.040%)
NAV on June 09, 2023
Category Equity:
Equity - Other
Investment StyleBox
Large Growth
Total Assets 566 cr
Turnover Ratio 13.58%
Expense Ratio 1.39%
Exit Load 1.00%if redeemed within
1 Years0.00%if redeemed after 1 Years
Returns
  • 1M: 3.85%
  • 1Y: 25.28%
  • 3M: 9.98%
  • 3Y: 30.44%
  • 6M: 7.40%
  • 5Y: 11.47%
Min Investment 5,000
ADDITIONAL INFO
Fund Manager Venugopal Manghat (Since almost 9 years) Gautam Bhupal (Since 10 days) Sonal Gupta (Since 10 days)
ISIN INF917K01RI2
Fund Family L&T Finance
P/E Ratio 22.20
P/B Ratio 3.00
Launch Date August 20, 2014
Benchmark IISL Nifty 500 TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs IISL Nifty 500 TR INR

Alpha 3.92
Beta 1.00
R-Squared 87.56
Info Ratio 0.83
Tracking Err 5.68
Sortino 4.133
Sharpe 1.563
Std Dev 16.049
Risk High
SECTOR WEIGHTINGS (%)
Financial 31.78%
Industrial 33.46%
Technology 0.0%
Basic Materials 13.02%
Consumer Cyclical 11.29%
Utilities Services 0.0%
Healthcare Services 0.00%
Energy Services 8.19%
Communication Services 0.00%
Consumer Defensive 0.00%
Real Estate 2.27%
INVESTMENT OBJECTIVE

To seek to generate long-term capital appreciation from a diversified 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.There is no assurance that the investment objective of the scheme will be realized.

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
Icici
ICICI Prudential Manufacturing Fund Direct Growth —
21.530 25.10% 773 cr 1.67% -


Other plans of HSBC Business Cycles Fund


Other Equity funds by L&T Finance

Data Partner
Click here to visit AMC website and
read all scheme related documents L&T Finance Fund