Collect complete details about l&t emerging businesses fund so that you can plan your investment in better way.

1. L&T Emerging Businesses
Fund
An Elite Performer in the High Risk Category

2. Basic Details
Category: Equity: Small Cap
Assets: Rs 6,167 crore (As on Mar 31, 2019)
Expense: 2.18% (As on Mar 31, 2019)
Fund House: L&T Mutual Fund
Launch Date: 12-May-14
Benchmark: S&P BSE Small Cap TRI
Minimum Investment (Rs) 5,000
Minimum Addl Investment (Rs) 1,000
Minimum SIP Investment (Rs) 500
Exit Load (%)
For units in excess of 10% of the investment,1% will be
charged for redemption within 365 days

3. Investment Strategy
• L&T Emerging Businesses Fund is a top performing small-
cap fund which predominantly invests in the stocks of mid
and small-cap segment.
• It has higher allocation in the mid-cap stocks as compared
to peers.
• Growth oriented investment strategy is followed for
investment and stock selection.
• A total of 87 stocks are present in the portfolio

4. Sector Allocation
• The fund manager of L&T Emerging Businesses Fund is overweight on Engineering, Metals, Financial, and Construction
sectors
• Lesser allocation is done in Chemicals, Automobile, Technology and FMCG sector compared to bencmark.

5. Top Holdings
Stock Sector % Allocation
BEML Engineering 2.39
Mahanagar Gas Energy 2.36
The Ramco Cements Construction 2.25
Grindwell Norton Metals 2.2
Persistent Systems Technology 2.16
Future Retail Services 2.11
Carborundum Universal Metals 2.1
KPR Mills Textiles 2.03
Tube Investments Of India Automobile 1.91
Sanofi India Healthcare 1.85

6. Performance Analysis
YTD 1-Month 3-Month 1-Year 3-Year
Fund -0.57 0.53 1.6 -12.79 18.96
S&P BSE Small Cap TRI 2.26 1.38 3.68 -16.18 11.52
Category 2.66 1.14 3.79 -12.59 11.93
Rank within Category 17 17 17 9 1
Number of funds in category 18 20 18 14 13
• L&T Emerging Businesses Fund has beaten the benchmark and category average by a significant margin
many times in the positive market conditions.
• Since inception in May 2014, it has delivered annualised returns of 20.10%.

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 has previously worked with Canara Robeco AMC, Emkay Investment, Fortuna Capital, and DSP
Mutual Fund.
• He also handles the investments for L&T Dynamic Equity Fund, L&T Equity Fund, L&T Hybrid Equity
Fund and many more funds at L&T Mutual Fund.

8. Interesting Facts About the Fund
• L&T Emerging Businesses Fund has higher allocation in the mid-cap stocks than other funds in the
category of small-cap funds.
• It has provided best gains in the long term as the fund has the ability to perform well in the
positive market conditions.
• It accepts investments through SIP as well as lump sum.
• Right from the inception, L&T Emerging Businesses Fund has been a top performing small-cap
fund.
• It possess lower risk than most of the schemes in the category while the risk to reward ratio is
best in the category for most of the rolling cycles.

9. Who Should Invest?
• L&T Emerging Businesses Fund possess high risk as the small-cap companies are financially unstable and can
fluctuate sharply if the market is unfavorable.
• The standard deviation is 16.61% for last 3 years which means volatility of 16.61% can be seen under worst
condition. It is much lower than that of the benchmark (19.56%).
• The risk to reward ratio is exceptional which makes it a wise choice for high risk investors.
• Investment tenure must be more than 7 years for better returns from L&T Emerging Businesses Fund.
• Conservative or short term investors must avoid investing in this scheme.
• Investors must not choose L&T Emerging Businesses Fund as the only fund in the portfolio.

10. Start Investing Today for Long Term Wealth Creation!
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 22-4-2019. Mutual fund investments are subject to market risk. Read all the scheme related documents carefully.