L&T Business Cycles Fund.
The L&T Business Cycles Fund will invest in companies that are strategically placed to make the most
of the economy’s business cycles. During high growth times, the portfolio can be entirely aimed at
cyclical companies. On the other hand, the portfolio could entirely comprise defensive companies to
generate stable returns during periods of low growth. In short, the L&T Business Cycles Fund aims to
offer you the best of both worlds – heady gains and steady growth.
How is the fund different from other equity funds?
Diversified Equity Funds
Unlike a typical diversified equity fund that spreads across sectors at all times, the L&T Business
Cycles Fund has the flexibility to point its entire portfolio to cyclical or defensive stocks.
The differentiated strategy rules out short-term performance pressure versus diversified equity funds.
Sector Funds
The L&T Business Cycles Fund is not sector-specific as it invests across sectors. As an ‘all seasons’
fund, it has the ability to shift between sectors depending on medium-term economic or business
cycle trends.
Sector Rotation Funds
The L&T Business Cycles Fund focuses on strategically changing allocation across sectors based on
medium-term economic or business cycle trends. Sector rotation funds are typically driven by
factors such as short-term market movements and valuation changes.
Key Benefits
Best of both worlds: One fund that aims to deliver through all market cycles
Attractive investment diversifier: A well-differentiated, one-of-a-kind fund
Potential for higher alpha: Potential to grow faster than the broader market and perform better
than fixed income investments
Opportunity maximiser: Well placed to benefit from economic recovery over the next few years
Long-term wealth creation: Invests in companies with quality management, strong balance sheets
and good returns potential
Research coverage: Strong investment team to identify growth trends, disciplined research-based
investing to capitalise on opportunities
No cap or sector bias: Will invest across companies and industries.
The aim of the fund is to generate long-term capital appreciation from a diversified portfolio of predominantly
equity and equity-related securities, including equity derivatives in the Indian market. The focus is on riding
business cycles by strategically changing allocation between various sectors and stocks.
The L&T Business Cycles Fund will invest in companies that are strategically placed to make the most
of the economy’s business cycles. During high growth times, the portfolio can be entirely aimed at
cyclical companies. On the other hand, the portfolio could entirely comprise defensive companies to
generate stable returns during periods of low growth. In short, the L&T Business Cycles Fund aims to
offer you the best of both worlds – heady gains and steady growth.
How is the fund different from other equity funds?
Diversified Equity Funds
Unlike a typical diversified equity fund that spreads across sectors at all times, the L&T Business
Cycles Fund has the flexibility to point its entire portfolio to cyclical or defensive stocks.
The differentiated strategy rules out short-term performance pressure versus diversified equity funds.
Sector Funds
The L&T Business Cycles Fund is not sector-specific as it invests across sectors. As an ‘all seasons’
fund, it has the ability to shift between sectors depending on medium-term economic or business
cycle trends.
Sector Rotation Funds
The L&T Business Cycles Fund focuses on strategically changing allocation across sectors based on
medium-term economic or business cycle trends. Sector rotation funds are typically driven by
factors such as short-term market movements and valuation changes.
Key Benefits
Best of both worlds: One fund that aims to deliver through all market cycles
Attractive investment diversifier: A well-differentiated, one-of-a-kind fund
Potential for higher alpha: Potential to grow faster than the broader market and perform better
than fixed income investments
Opportunity maximiser: Well placed to benefit from economic recovery over the next few years
Long-term wealth creation: Invests in companies with quality management, strong balance sheets
and good returns potential
Research coverage: Strong investment team to identify growth trends, disciplined research-based
investing to capitalise on opportunities
No cap or sector bias: Will invest across companies and industries.
The aim of the fund is to generate long-term capital appreciation from a diversified portfolio of predominantly
equity and equity-related securities, including equity derivatives in the Indian market. The focus is on riding
business cycles by strategically changing allocation between various sectors and stocks.
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