L&T Emerging Businesses Fund Overview

Mutual Fund

L&T Emerging Businesses Fund is an open-ended small-cap equity fund. The investment objective of this fund is to generate long term capital by mainly investing in equity securities, equity derivatives with the main focus being the small-cap stocks or emerging companies. Also, this fund invests in foreign securities.

L&T Emerging Businesses Fund was launched on May 13, 2014. Investments in L&T Emerging Businesses Fund predominantly invests in emerging companies or small cap stocks which are in the early stages of development with the high potential to grow their profits and revenues at a faster rate in comparison to the broader market.

L&T Emerging Businesses Fund Facts

  • L&T Emerging Businesses Mutual Fund allocates 89.5% of its portfolio in equity stocks, out of which 63.09% in small-cap, 26.41% in mid-cap stocks. 
  • L&T Emerging Businesses Fund growth scheme focuses on small-cap companies which serve the niche segments.
  • You can go for L&T Emerging Businesses Fund sip investment for a good amount of return with a small amount of monthly investments.
  • Emerging Businesses has the potential to be the next big company with a higher return as focused by L&T Emerging Businesses Fund.
  • If you aim to generate wealth for the long term by a minimum investment horizon of 5 to 6 years, you can easily invest in L&T Emerging Businesses Fund growth plan.

Top 5 Sectors of L&T Emerging Businesses Fund

S.No. Holding Name Net Assets (in %)
1 Miscellaneous 10.48
2 Retailing 5.92
3 Engineering – Industrial Equipments 5.39
4 Chemicals 4.98
5 Pharmaceuticals and Drugs 4.54

(as on date- 08/04/2019)

Top 10 Holdings of L&T Emerging Businesses Fund

S.No. Holding Name Net Assets (in %)
1 Tri Party Repo Dealing System (TREPS) 11.45
2 BEML Limited 2.39
3 Mahanagar Gas Limited 2.36
4 The Ramco Cements Limited 2.25
5 Grindwell Norton Limited 2.2
6 Persistent Systems Limited 2.16
7 Future Retail Limited 2.11
8 Carborundum Universal Limited 2.1
9 K.P.R. Mill Limited 2.03
10 Tube Investment of India Limited 1.91

(as on date- 08/04/2019)

Details of L&TEmerging Businesses Fund

Date of Inception- 13th May, 2014

Fund Manager- Mr. S.N Lahiri, Mr. Karan Desai (foreign security investments)

Benchmark- S&P BSE Small Cap Index

Riskometer- Moderately High

Return Since Since Launch- 20.28%

AUM- Rs. 6166.71 crore (as on 31st Mar 2019)

Following table depicts the performance of L&T Emerging Businesses Fund-

  1-Year 3-Year 5-Year 10-Year
Fund -11.33 20.40
S&P BSE Small Cap TRI -15.44 12.82
Category -11.87 13.40
Rank within Category 7 1
Number of funds in category 14 13
As on Apr 08, 2019

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