L&T Emerging Businesses Fund - Regular Plan - Growth

Category: Equity: Small Cap
Launch Date: 05-05-2014
Asset Class: Equity
Benchmark: S&P BSE Small Cap TRI
Expense Ratio: 2.4% As on ( 31-08-2018)
Status: Open Ended Schemes(Equity Scheme - Small Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 5,538.95 Cr As on ( 31-08-2018)
Turn over: 34.5
NAV as on 21-09-2018

25.72

-0.52 ( -2.0257% )

CAGR Since Inception

24.17%

S&P BSE Small Cap TRI 8.39%

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

Scheme Performance (%) Data as on - 21-09-2018

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
L&T Emerging Businesses Fund - Regular Plan - Growth 0.82 20.82 - - 24.17
S&P BSE SmallCap TRI -3.07 15.51 25.15 11.49 8.39
Equity: Small Cap -4.29 12.73 26.84 16.27 13.17

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.

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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: Small Cap - - - - - -

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

Period
Data as on - 21-09-2018
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 05-05-2014 0.82 19.55 20.82 0.0 0.0
HDFC Small Cap Fund - Regular Growth Plan 03-04-2008 12.58 19.21 19.75 23.15 17.32
HDFC Small Cap Fund - Regular Dividend Plan 03-04-2008 11.42 18.08 18.49 22.22 16.88
Reliance Small Cap Fund - Growth Plan - Growth Option 16-09-2010 5.23 18.31 19.5 36.08 0.0
Reliance Small Cap Fund - Dividend Plan 16-09-2010 4.67 17.99 19.13 35.37 0.0
SBI Small Cap Fund - Regular Plan - Growth 05-09-2009 4.66 20.71 19.52 33.42 0.0
SBI Small Cap Fund - Regular Plan - Dividend 09-09-2009 4.65 20.71 19.52 33.43 0.0
L&T Emerging Businesses Fund - Regular Plan - Dividend 12-05-2014 0.11 18.76 20.29 0.0 0.0
IDBI Small Cap Fund - Dividend Regular 15-06-2017 -3.9 0.0 0.0 0.0 0.0
IDBI Small Cap Fund Growth Regular 15-06-2017 -3.9 0.0 0.0 0.0 0.0

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

Asset Allocation (%)

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