L&T Business Cycles Fund


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Fund Performance Analysis

L&T Business Cycles Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Rolling Return %
0.35
-0.14
Yes
Yes
No
5/20 -1.47 / 1.48
3M Rolling Return %
0.21
-0.31
Yes
No
No
7/19 -3.89 / 4.67
6M Rolling Return %
3.73
1.16
Yes
Yes
No
3/17 -5.65 / 9.32
1Y Rolling Return %
21.54
30.97
No
No
Yes
14/14 21.54 / 53.33
3Y Rolling Return %
12.98
16.29
No
No
Yes
7/8 12.31 / 22.80
Standard Deviation
24.57
21.32
No
No
Yes
13/14 16.12 / 31.50
Semi Deviation
19.13
16.22
No
No
Yes
13/14 12.36 / 23.28
Max Drawdown
-33.50
-27.68
No
No
Yes
12/14 -34.31 / -19.04
VaR 1 Y
-18.65
-22.26
Yes
No
No
8/14 -39.73 / -15.53
Average Drawdown
-8.68
-8.44
No
No
Yes
11/14 -13.03 / -6.57
Sharpe Ratio
0.34
0.58
No
No
Yes
14/14 0.34 / 0.93
Sterling Ratio
0.30
0.47
No
No
Yes
14/14 0.30 / 0.79
Sortino Ratio
0.18
0.28
No
No
Yes
14/14 0.18 / 0.46
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 29, 2022.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

L&T Business Cycles Fund Performance Analysis

L&T Business Cycles Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of L&T Business Cycles Fund

Top Performing Funds in Sectoral/ Thematic Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Icici Prudential Exports And Services Fund

3 The Icici Prudential Exports And Services Fund is a Sectoral/ Thematic Fund. In the Sectoral/ Thematic Fund category there are 21 funds. The fund has six KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Icici Prudential Exports And Services Fund performance snapshot section. 11.82% 20.33% -28.71% -15.53% 0.54 0.25 0.49

Sbi Equity Minimum Variance Fund

2 The Sbi Equity Minimum Variance Fund is a Sectoral/ Thematic Fund. In the Sectoral/ Thematic Fund category there are 21 funds. The fund has six KPIs that are in top quartile. The fund has 29% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Sbi Equity Minimum Variance Fund performance snapshot section. 11.63% 19.01% -23.74% -17.16% 0.55 0.27 0.48

Tata Ethical Fund

1 The Tata Ethical Fund is a Sectoral/ Thematic Fund. In the Sectoral/ Thematic Fund category there are 21 funds. The fund has eight KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund has three KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Tata Ethical Fund performance snapshot section. 4.49% 21.03% -19.04% -17.80% 0.67 0.32 0.44

L&T Business Cycles Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Rolling Return %
0.44
-0.04
Yes
No
No
6/20 -1.34 / 1.52
3M Rolling Return %
0.49
-0.02
Yes
No
No
7/19 -3.55 / 4.82
6M Rolling Return %
4.29
1.67
Yes
Yes
No
3/17 -5.00 / 9.57
1Y Rolling Return %
22.86
32.14
No
No
Yes
14/14 22.86 / 55.65
3Y Rolling Return %
14.09
17.20
No
No
Yes
7/8 12.69 / 23.56
Standard Deviation
24.57
21.32
No
No
Yes
13/14 16.12 / 31.50
Semi Deviation
19.13
16.22
No
No
Yes
13/14 12.36 / 23.28
Max Drawdown
-33.50
-27.68
No
No
Yes
12/14 -34.31 / -19.04
VaR 1 Y
-18.65
-22.26
Yes
No
No
8/14 -39.73 / -15.53
Average Drawdown
-8.68
-8.44
No
No
Yes
11/14 -13.03 / -6.57
Sharpe Ratio
0.34
0.58
No
No
Yes
14/14 0.34 / 0.93
Sterling Ratio
0.30
0.47
No
No
Yes
14/14 0.30 / 0.79
Sortino Ratio
0.18
0.28
No
No
Yes
14/14 0.18 / 0.46
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 29, 2022.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

L&T Business Cycles Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Rolling Return % 0.35% 0.44%
3M Rolling Return % 0.21% 0.49%
6M Rolling Return % 3.73% 4.29%
1Y Rolling Return % 21.54% 22.86%
3Y Rolling Return % 12.98% 14.09%
Standard Deviation 24.57% 24.57%
Semi Deviation 19.13% 19.13%
Max Drawdown -33.50% -33.50%
VaR 1 Y -18.65% -18.65%
Average Drawdown -8.68% -8.68%
Sharpe Ratio 0.34% 0.34%
Sterling Ratio 0.30% 0.30%
Sortino Ratio 0.18% 0.18%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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Sectoral/ Thematic Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Iti Pharma And Healthcare Fund

0.85
1
2.07
7
-0.19
20
6.85
7
9.09
15
-1.89
17

Sbi Equity Minimum Variance Fund

0.79
2
2.14
4
2.19
8
6.22
9
11.97
10
11.63
7
19.01
9

Aditya Birla Sun Life Business Cycle Fund

0.28
3
1.89
12
2.86
4
7.15
5
12.98
6

Tata Ethical Fund

0.21
4
1.91
10
1.38
13
3.47
16
7.41
17
4.49
11
21.03
5
12.12
3

Icici Prudential Exports And Services Fund

0.20
5
2.39
1
4.13
2
9.08
3
12.31
9
11.82
6
20.33
7
11.67
4

Icici Prudential India Opportunities Fund

0.20
6
2.09
6
2.04
10
8.02
4
17.10
3
21.98
1
25.22
2

Sundaram Services Fund

0.11
7
2.14
5
1.83
11
6.01
10
12.47
8
6.21
9
21.60
4

Edelweiss Recently Listed Ipo Fund

0.11
8
1.82
15
-2.62
21
-2.65
20
1.79
20
-17.03
19
20.43
6

Baroda Bnp Paribas Business Cycle Fund

0.11
9
1.87
13
2.58
6
6.86
6
13.18
5
8.75
8

Icici Prudential Commodities Fund

0.07
10
1.31
19
5.59
1
9.49
2
14.46
4
17.91
2
38.09
1

Aditya Birla Sun Life Special Opportunities Fund

0.06
11
1.94
9
2.07
9
4.51
13
10.05
14
1.41
16

Quantum India Esg Equity Fund

0.06
12
1.67
16
0.77
16
2.90
17
8.89
16
2.04
14
17.27
11

Tata Business Cycle Fund

0.00
13
2.03
8
2.82
5
10.32
1
17.81
1
16.84
4

Icici Prudential Business Cycle Fund

0.00
14
2.30
2
2.30
7
6.82
8
12.56
7
13.91
5

Sbi Magnum Comma Fund

-0.02
15
1.86
14
1.06
14
2.52
18
6.09
18
1.92
15
22.91
3
11.22
5

Taurus Ethical Fund

-0.08
16
2.17
3
0.23
18
3.89
14
10.17
12
6.01
10
19.07
8
12.78
1

Icici Prudential Housing Opportunities Fund

-0.09
17
1.20
20
1.49
12
4.79
11
11.76
11

Sbi Magnum Equity Esg Fund

-0.20
18
1.39
18
1.01
15
3.73
15
10.15
13
2.16
13
14.50
13
12.15
2

Franklin India Opportunities Fund

-0.23
19
1.91
11
2.95
3
4.65
12
17.77
2
2.58
12
18.89
10
10.16
7

Axis Special Situations Fund

-0.25
20
1.18
21
0.76
17
-1.72
19
3.73
19
-10.20
18

Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan

-1.30
21
1.61
17
0.01
19
-5.07
21
-4.25
21
17.14
3
16.49
12
10.71
6

L&T Business Cycles Fund

Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan

1.48
1
4.67
1
9.32
1
29.64
6
12.31
8

Franklin India Opportunities Fund

-0.42
13
-1.87
16
1.41
8
29.14
8
14.66
5

Icici Prudential Exports And Services Fund

0.27
7
0.63
5
2.01
7
26.95
9
16.45
4

Icici Prudential India Opportunities Fund

1.23
2
3.01
2
5.90
2
39.28
2

Icici Prudential Commodities Fund

0.58
4
0.38
6
1.25
9
53.33
1

Quantum India Esg Equity Fund

-0.80
18
-2.08
17
-0.77
13
26.61
10

Sbi Magnum Equity Esg Fund

-0.78
17
-0.93
12
0.38
11
22.02
13
14.41
6

Sbi Magnum Comma Fund

-0.75
16
0.15
8
-1.53
15
37.85
3
22.80
1

Sbi Equity Minimum Variance Fund

0.15
8
-0.89
11
2.92
5
23.64
12

Sundaram Services Fund

-0.30
12
-0.17
9
2.08
6
32.89
5

Tata Ethical Fund

-0.28
11
-0.18
10
0.47
10
29.18
7
19.78
2

L&T Business Cycles Fund

0.35
5
0.21
7
3.73
3
21.54
14
12.98
7

Taurus Ethical Fund

-0.25
10
-1.21
14
-0.17
12
25.75
11
16.92
3

Edelweiss Recently Listed Ipo Fund

-1.47
20
-3.63
18
-5.65
17
35.71
4

Aditya Birla Sun Life Special Opportunities Fund

-0.66
14
-1.27
15
-1.04
14

Axis Special Situations Fund

-1.44
19
-3.89
19
-3.78
16

Icici Prudential Business Cycle Fund

0.08
9
1.38
3
3.12
4

Tata Business Cycle Fund

0.68
3
1.05
4

Baroda Bnp Paribas Business Cycle Fund

-0.74
15
-1.18
13

Iti Pharma And Healthcare Fund

0.29
6
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Tata Business Cycle Fund

0.82
3
1.53
4

Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan

1.52
1
4.82
1
9.57
1
30.13
8
12.69
8

Franklin India Opportunities Fund

-0.36
13
-1.70
16
1.75
9
30.33
7
15.57
5

Icici Prudential Exports And Services Fund

0.32
7
0.77
5
2.26
7
27.50
9
17.12
4

Icici Prudential India Opportunities Fund

1.34
2
3.35
2
6.59
2
41.16
2

Icici Prudential Commodities Fund

0.72
4
0.77
6
1.95
8
55.65
1

Quantum India Esg Equity Fund

-0.72
18
-1.94
17
-0.41
14
27.48
10

Sbi Magnum Equity Esg Fund

-0.71
17
-0.76
12
0.76
11
22.99
13
15.30
6

Sbi Magnum Comma Fund

-0.70
16
0.30
8
-1.25
15
38.66
3
23.56
1

Sbi Equity Minimum Variance Fund

0.17
9
-0.80
13
3.11
5
24.16
12

Sundaram Services Fund

-0.18
12
0.19
9
2.84
6
34.77
5

Tata Ethical Fund

-0.17
10
0.15
10
1.09
10
30.68
6
21.16
2

L&T Business Cycles Fund

0.44
6
0.49
7
4.29
3
22.86
14
14.09
7

Taurus Ethical Fund

-0.17
11
-0.98
15
0.36
12
27.17
11
18.09
3

Edelweiss Recently Listed Ipo Fund

-1.34
20
-3.31
18
-5.00
17
36.37
4

Aditya Birla Sun Life Special Opportunities Fund

-0.52
14
-0.81
14
-0.32
13

Axis Special Situations Fund

-1.33
19
-3.55
19
-3.09
16

Icici Prudential Business Cycle Fund

0.24
8
1.77
3
3.85
4

Baroda Bnp Paribas Business Cycle Fund

-0.58
15
-0.69
11

Iti Pharma And Healthcare Fund

0.49
5
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan

-39.73
14
-29.03
9
-8.04
7
21.53
9
16.32
8

Franklin India Opportunities Fund

-22.73
9
-31.00
11
-8.46
9
21.27
8
15.93
7

Icici Prudential Exports And Services Fund

-15.53
1
-28.71
8
-7.63
6
18.95
4
14.74
4

Icici Prudential India Opportunities Fund

-26.77
11
-34.16
13
-7.54
4
24.39
12
17.81
12

Icici Prudential Commodities Fund

-30.12
13
-34.31
14
-13.03
14
31.50
14
23.28
14

Quantum India Esg Equity Fund

-17.44
4
-25.44
5
-8.60
10
19.11
5
14.90
5

Sbi Magnum Equity Esg Fund

-17.55
5
-28.40
7
-8.42
8
20.14
6
15.47
6

Sbi Magnum Comma Fund

-26.42
10
-26.71
6
-9.25
12
23.83
11
17.32
10

Sbi Equity Minimum Variance Fund

-17.16
3
-23.74
3
-7.56
5
17.67
3
12.79
3

Sundaram Services Fund

-18.17
7
-29.58
10
-6.57
1
21.99
10
17.68
11

Tata Ethical Fund

-17.80
6
-19.04
1
-7.11
3
16.70
2
12.50
2

L&T Business Cycles Fund

-18.65
8
-33.50
12
-8.68
11
24.57
13
19.13
13

Taurus Ethical Fund

-16.20
2
-19.28
2
-7.08
2
16.12
1
12.36
1

Edelweiss Recently Listed Ipo Fund

-27.41
12
-24.66
4
-10.15
13
20.75
7
16.83
9
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan

0.41
13
0.21
13
0.35
12
0.42

Franklin India Opportunities Fund

0.46
11
0.23
11
0.36
11
0.48
0.94
8 0.98 5
0.95
4
0.14
9
18.42
10
0.01
7

Icici Prudential Exports And Services Fund

0.54
10
0.25
10
0.39
10
0.49
3.41
6 0.88 10
0.93
6
0.16
5
21.43
5
0.01
6

Icici Prudential India Opportunities Fund

0.55
8
0.29
7
0.42
9
0.46
6.31
2 1.04 2
0.82
11
0.19
3
21.85
3
0.07
2

Icici Prudential Commodities Fund

0.93
1
0.46
1
0.79
1
0.46
11.59
1 1.11 1
0.85
10
0.26
1
29.13
1
0.14
1

Quantum India Esg Equity Fund

0.59
6
0.27
9
0.46
7
0.49
1.03
7 0.89 9
0.95
3
0.14
10
18.67
9
-0.01
9

Sbi Magnum Equity Esg Fund

0.42
12
0.21
12
0.35
13
0.48
-3.87
11 0.98 4
0.95
2
0.09
11
13.74
11
-0.04
11

Sbi Magnum Comma Fund

0.59
7
0.31
4
0.52
4
0.45
3.83
5 0.91 7
0.88
9
0.20
2
23.82
2
0.02
5

Sbi Equity Minimum Variance Fund

0.55
9
0.27
8
0.43
8
0.48
5.46
3 0.81 11
0.90
7
0.16
7
21.26
6
0.02
4

Sundaram Services Fund

0.69
3
0.31
5
0.52
5
0.49
3.99
4 1.02 3
0.90
8
0.17
4
20.52
7
0.04
3

Tata Ethical Fund

0.67
4
0.32
3
0.55
3
0.44
0.35
9 0.94 6
0.97
1
0.16
6
21.56
4
-0.01
8

L&T Business Cycles Fund

0.34
14
0.18
14
0.30
14
0.48

Taurus Ethical Fund

0.62
5
0.29
6
0.51
6
0.48
-1.58
10 0.91 8
0.93
5
0.14
8
19.19
8
-0.03
10

Edelweiss Recently Listed Ipo Fund

0.76
2
0.33
2
0.61
2
0.44

L&T Business Cycles Fund Additional Return Analysis

L&T Business Cycles Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee
Direct Plan Value of 1000 Rupee
Fund Information
Fund Launch Date: 30/Jul/2014
Fund Category: Sectoral/ Thematic
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.
Fund Description: A product that is suitable for investors looking to benefit from positioning of portfolio on business up-cycle
Fund Benchmark: Not Available
Source: Fund FactSheet


Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.





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