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L&T Emerging Businesses Fund - Regular Plan - Growth

Equity: Small Cap | Open Ended Schemes

Nav : 24.156

0.09 (0.36 %)

23-01-2020

EASTERN FINANCIERS's Take:

This fund has higher ups and downs compared to other equity funds but can give much higher returns. Investment in this fund can be made for a horizon of at least 7 years or more

One Time Monthly
One Time Amount
Min Investment ₹500
Min Investment ₹5000.0

Returns (since May 05, 2014)

16.72%

10 Year Returns

N/A

Doubled Money

2 Years 10 Months

Sharp Ratio

1.4 %

Volatility

17.39 %

FUND PERFORMANCE

Fund's historical return comparison with other asset classes

₹ 1,00,000 Invested for
3m
6m
1y
3y
5y
10y
FUND
₹2.51L (20.25%)
FD
₹2.51L (20.25%)
GOLD
₹2.51L (20.25%)
NIFTY
₹2.51L (20.25%)

3 and 6 Months returns are absolute

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply
2x
4x
5x
10x
FUND
2 Years 10 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
L&T Emerging Businesses Fund - Regular Plan - Growth 05-05-2014 0.59 -9.31 9.42 10.73 0.0
Axis Small Cap Fund - Regular Plan - Growth 05-11-2013 28.22 7.87 15.72 12.0 0.0
ICICI Prudential Smallcap Fund - Growth 18-10-2007 20.17 -5.98 7.59 6.04 11.2
Kotak-Small Cap Fund - Growth 24-02-2005 16.5 -3.29 8.78 8.77 13.86
SBI Small Cap Fund - Regular Plan - Growth 05-09-2009 15.56 -5.8 15.07 13.52 18.28
Union Small Cap Fund - Regular Plan - Growth Option 10-06-2014 15.48 -6.74 6.78 4.23 0.0
Invesco India Smallcap Fund - Regular Plan - Growth 30-10-2018 14.86 0.0 0.0 0.0 0.0
BOI AXA Small Cap Fund Regular Plan Growth 12-12-2018 11.91 0.0 0.0 0.0 0.0
Tata Small Cap Fund-Regular Plan-Growth 02-11-2018 11.33 0.0 0.0 0.0 0.0
DSP Small Cap Fund - Regular - Growth 14-06-2007 10.07 -10.56 3.37 8.66 16.21

FUND DETAIL INFORMATION

To generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities. However,there can be no assurance that the investment objective of the Scheme will be achieved.

Basic Details
Fund House
L&T Mutual Fund
Launch Date
May 05, 2014
Expense Ratio
1.97%
Fund Category Risk
HIGH
Asset Size
5,941.26 Cr
Investment Details
Status
Open Ended Schemes
Minimum Investment
5000.0
Minimum Topup
1000.0
Return since Launch
16.72%
Contact Details
Fund Manager(s)
Mr. Soumendra Nath Lahiri, Mr.. Karan Desai

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

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

Scheme Performance (%)

Data as on - 23-01-2020

Yearly Performance (%)

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

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

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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