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Home › Mutual Funds › L&T Finance Mutual Fund › HSBC Business Cycles Direct Reinvestment of Income Dis cum Cap wdrl
Latest NAV & returns of L&T INVESTMENT MANAGEMENT LIMITED

HSBC Business Cycles Direct Reinvestment of Income Dis cum Cap wdrl

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previously known as L&T Business Cycles Dir IDCW-R until

NAV: ₹25.160 (0.578%)
NAV on October 09, 2026
Category Equity:
Equity - Other
Investment StyleBox
Total Assets ₹1,229 cr
Turnover Ratio 26.78%
Expense Ratio 1.12%
Exit Load 1.00%if redeemed within
1 Years0.00%if redeemed after 1 Years
Returns
  • 1M: Negative return: -3.64%
  • 1Y: Positive return: 0.33%
  • 3M: Negative return: -0.06%
  • 3Y: Positive return: 15.06%
  • 6M: Positive return: 8.58%
  • 5Y: Positive return: 13.54%
Min Investment ₹5,000
ADDITIONAL INFO
Fund Manager Gautam Bhupal (Since over 3 years) Mayank Chaturvedi (Since about 1 year)
ISIN INF917K01RJ0
Fund Family L&T Finance
P/E Ratio 30.15
P/B Ratio 4.12
Launch Date August 20, 2014
Benchmark Nifty 500 TR INR

Asset Allocation

  • Equity: 96.3%
  • Debt: 3.7%
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs Nifty 500 TR INR

Alpha 4.82
Beta 1.19
R-Squared 82.75
Info Ratio 0.59
Tracking Err 9.07
Sortino 0.763
Sharpe 0.475
Std Dev 20.620
Risk -
SECTOR WEIGHTINGS (%)
Financial 33.5%
Industrial 30.42%
Technology 3.15%
Basic Materials 8.37%
Consumer Cyclical 20.15%
Utilities Services 0.0%
Healthcare Services 0.77%
Energy Services 2.77%
Communication Services 0.00%
Consumer Defensive 0.00%
Real Estate 0.87%
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.

Dividends that would otherwise be paid out to investors are instead used to purchase more units in the fund. Not as tax efficient as Growth.

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