L&T Emerging Businesses Fund - Regular Plan - Growth

Category: Equity Funds Mid and Small Cap
Launch Date: 12-05-2014
Asset Class: Equity
Benchmark: S&P BSE Small Cap
Expense Ratio: 2.22% As on ( 30-09-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,873 Cr As on ( 30-09-2017)
Turn over: 51.55
NAV as on 16-02-2018

27.591

-0.23 ( -0.8481% )

CAGR Since Inception

30.89%

S&P BSE Small Cap 23.03%

PERFORMANCE of L&T Emerging Businesses Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 16-02-2018

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
L&T Emerging Businesses Fund - Regular Plan - Growth 39.62 24.13 - - 30.89
S&P BSE Small Cap 37.96 17.55 22.79 6.62 23.03
Equity Funds Mid and Small Cap 25.16 14.31 24.62 13.06 17.86

Yearly Performance (%)

Fund Managers

Mr. Soumendra Nath Lahiri, Mr.. Karan Desai

Mr. Lahiri is a B.Tech and PGDM from IIM Bangalore. Prior to joining L&T Mutual Fund he has worked with Canara Robeco AMC Co. Ltd., Emkay Investment Managers Ltd, Fortuna Capital, DSP Black Rock Investment Managers Pvt. Ltd.

Investment Objective

The scheme aims to follow bottom up stock picking, without any bias for sectors or market capitalizations. The scheme will attempt to be fully invested in equities at all times, however, upto 20 per cent of its assets can be invested in cash and cash equivalents.

RETURNS CALCULATOR for L&T Emerging Businesses Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of L&T Emerging Businesses Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
L&T Emerging Businesses Fund - Regular Plan - Growth 17.39 1.4 15.97 1.0 - -
Equity Funds Mid and Small Cap - - - - - -

PEER COMPARISION of L&T Emerging Businesses Fund - Regular Plan - Growth

Period
Data as on - 16-02-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
L&T Emerging Businesses Fund - Regular Plan - Growth 12-05-2014 39.62 44.5 24.13 0.0 0.0
SBI Smal & Midcap - Regular Plan - Growth 09-09-2009 52.02 41.94 25.52 36.52 0.0
HDFC Small Cap Fund - Regular Growth Plan 03-04-2008 46.67 41.05 21.37 24.28 0.0
Reliance Small Cap Fund - Growth Plan - Growth Option 16-09-2010 43.56 41.43 22.65 35.71 0.0
IDFC Sterling Equity Fund -Regular Plan-Growth 07-03-2008 36.54 36.56 14.31 21.87 0.0
Edelweiss Mid and Small Cap Fund - Regular Plan - Growth Option 26-12-2007 33.76 0.0 0.0 0.0 0.0
Aditya Birla Sun Life Pure Value Fund - Growth Option 27-03-2008 33.49 37.23 18.9 29.6 0.0
HSBC Midcap Equity Fund - Growth 19-05-2005 31.88 35.63 17.21 27.24 9.6
Aditya Birla Sun Life Small & Midcap Fund - GROWTH 31-05-2007 30.95 37.61 20.17 27.63 14.43
SBI Emerging Businesses Fund - Regular Plan -Growth 11-10-2004 30.17 25.7 12.83 17.97 12.98

PORTFOLIO ANALYSIS of L&T Emerging Businesses Fund - Regular Plan - Growth

Asset Allocation (%)

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