Latest NAV & returns of L&T INVESTMENT MANAGEMENT LIMITED

L&T Business Cycles Direct Growth

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NAV on September 18, 2020
Category Equity:
Equity - Other
Investment StyleBox
Large Growth
Total Assets 504 cr
Turnover Ratio 22.78%
Expense Ratio 1.63%
Exit Load 1.00%if redeemed within
1 Years
0.00%if redeemed after 1 Years
Returns
  • 1M: 5.10%
  • 1Y: 2.61%
  • 3M: 16.76%
  • 3Y: -3.18%
  • 6M: 24.79%
  • 5Y: 4.96%
Min Investment 5,000
ADDITIONAL INFO
Fund Manager Venugopal Manghat (Since about 6 years) Vihang Naik (Since 9 months) Alok Ranjan (Since 12 months)
ISIN INF917K01RI2
Fund Family L&T Finance
P/E Ratio 24.94
P/B Ratio 3.09
Launch Date August 20, 2014
Benchmark S&P BSE 200 India TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs S&P BSE 200 India TR INR

Alpha -6.82
Beta 1.14
R-Squared 87.10
Info Ratio -0.82
Tracking Err 9.81
Sortino -0.251
Sharpe -0.207
Std Dev 26.021
Risk High
SECTOR WEIGHTINGS (%)
Financial 20.03%
Industrial 20.47%
Technology 2.99%
Basic Materials 28.68%
Consumer Cyclical 14.62%
Utilities Services 0.0%
Healthcare Services 0.00%
Energy Services 10.81%
Communication Services 0.00%
Consumer Defensive 0.57%
Real Estate 1.83%
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
10.720 7.63% 715 cr 1.46% -


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