sectorVery high risk

L&T Business Cycles Fund - Direct Plan - IDCW

Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings. From L&T Mutual Fund. It's been running since 25 Aug 2014.

Latest price per unit

₹18.9169

▲ 0.57% today

As of 24 Nov 2022 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.01 L

▲ ₹762 gain · 0.8% / year

Invested 3 years ago

₹1.47 L

▲ ₹46.7k gain · 13.6% / year

Invested 5 years ago

₹1.16 L

▲ ₹15.6k gain · 2.9% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

23.3%

The value swings roughly 23% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-51.58%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year0.76%

CAGR — 3 years13.63%

CAGR — 5 years2.94%

CAGR — since launch7.96%

Volatility — 1 year (annualised)19.40%

Volatility — 3 years (annualised)23.32%

Max drawdown — 1 year-18.42%

Max drawdown — 3 years-40.13%

Sharpe ratio — 1 year (rf=6%)-0.27

Sharpe ratio — 3 years (rf=6%)0.29

Fund info

Fund house: L&T Mutual Fund
Category: Equity Scheme - Sectoral/ Thematic
Plan: Direct
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 130828
First price on record: 25 Aug 2014 · 2,029 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.