Looking for investment in small cap funds then L&T emerging businesses fund will be the best choice you will make. Before investing your money know about this scheme in detail with the help of this presentation.
2. Fund Details
Category: Equity: Small Cap
Assets: Rs 6,177 crore (As on May 31, 2019)
Expense: 2.00% (As on May 31, 2019)
Fund House: L&T Mutual Fund
Launch Date: 12-May-14
Benchmark: S&P BSE Small Cap TRI
Exit Load (%)
For units in excess of 10% of the investment,1% will be
charged for redemption within 365 days
3. Benefits of Investing in Small-cap Funds
Highest Growth Margin Professional Management Diversified PortfolioRegular Compounding
4. Why to Invest?
• L&T Emerging Businesses Fund is a top rated small-cap fund in India.
• It has the ability to provide highest gains to the investors.
• It possess high risk as the investments are done in aggressive stocks.
• The fund is considered as one of the best small-cap funds in India.
• The risk to reward ratio of L&T Emerging Businesses Fund is much better than peers.
5. Investment Strategy
Large (%) Mid (%) Small (%)
• The portfolio of L&T Emerging Businesses Fund is
highly aggressive due to higher involvement of
• Only a residual proportion of the corpus is invested in
• The fund manager sticks with the growth style of
• A total of 87 stocks are present in the portfolio of L&T
Emerging Businesses Fund.
• Nearly 10% of the corpus is also invested in fixed
6. Top Holdings
Company Sector % Assets
The Ramco Cements Construction 2.52
BEML Engineering 2.33
Grindwell Norton Metals 2.22
KPR Mills Textiles 2.2
Future Retail Services 2.08
Mahanagar Gas Energy 2.02
Persistent Systems Technology 2
Tube Investments Of India Automobile 1.97
Sanofi India Healthcare 1.81
DCB Bank Financial 1.79
7. Fund Manager
Mr Saumendra Nath Lahiri
(Cheif Investment Officer at L&T Mutual Fund)
B.Tech, MBA (IIM Bangalore)
• Mr Lahiri has been managing L&T Emerging Businesses Fund since April 2014.
• He was previously associated with Canara Robeco AMC, Emkay Investment, Fortuna Capital, and DSP
• He also manages the investments for L&T Infrastructure Fund, L&T Dynamic Equity Fund, L&T Equity
Fund, L&T Hybrid Equity Fund and many more top funds at L&T Mutual Fund.
8. Performance Details
YTD 1-Month 3-Month 1-Year 3-Year 5-Year
Fund -4.38 -2.57 -5.17 -7.39 13.59 14.72
S&P BSE Small Cap TRI -2.96 -4.18 -5.14 -10.44 7.25 7.84
Category 0.42 -2.82 -2.86 -4.18 8.64 12.74
• L&T Emerging Businesses Fund has beaten the benchmark and category average by a great margin in the
positive market cycles.
• It has been unable to perform well in the last few months as the market conditions have been
unfavourable for the scheme.
• It is a high risk fund and can show volatility in the short term but the long term gains are impressive.
9. Who Should Invest?
• L&T Emerging Businesses Fund is ideal for investors with high risk appetite who can take high risk
for long term investment.
• The ideal tenure for investment is more than 7 years.
• The fund must not be chosen for short term investments or by those who cannot tolerate
• The risk to reward ratio of the scheme is impressive as the fund has the ability to deliver highest
gains in the positive market cycles.
• New investors must take assistance of financial experts before investing.
10. Start the adventurous journey to gain fruitful rewards
Disclaimer: The information and suggestions of the funds in the presentation are for informative purpose only. The facts and figures in the presentation are as per the sources which include ValueResearch and Moneycontrol as
on 28-6-2019. Mutual fund investments are subject to market risk. Read all the scheme related documents carefully.