FUND L&TEmer gi ngBus i nes s esFund FundCat egor y
FundBenc hmar k
Launc hDat e
FundManager
Smal l Cap
S&PBSE Smal l CapTRI
Ma y12, 2014
Mr . Kar anDes ai Mr . Soumendr aNat hLahi r i
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I NVESTMENTOBJ ECTI VE L&TEmer gi ngBus i nes s esFundai mst opr ovi del ongt er mc api t al appr ec i at i onby i nv es t i ngpr edomi nant l yi ns t oc ksofs mal l c apequi t i es .
FUNDOVERVI EW Bel owar es omebas i ci nf or mat i onr egar di ngt hes c hemewhi c hc anhel py oui n ki c ks t ar t i ngy ouri nv es t mentj our ney . Launc hDat e
:
12thMa y , 2014
NAV( AsonAug28, 2018)
:
Rs27. 06
AUM ( AsonJ ul y31, 2018)
:
Rs5, 280Cr .
Expens eRa o( AsonJ ul y31, 2018)
:
2. 43%
Ret ur nSi nc eI nc ep on
:
26. 06%
Mi n. I nves t ment
Rs5, 000 Mi n. SI PI nves t ment
Rs500
LEADI NGSMALL CAPFUND Thes c hemehasbeenac ons i s t entper f or mers i nc ei t si nc ept i onandt hes amec anbe s eenf r omt he26. 06%annual r et ur nst hati thaspr ovi deds i nc ei t sl aunc h. Al s o, wi t h t hehel pofbel owt abl e, y ouc ans eet hathowgr eatt hedi f f er enc ebet weent her et ur ns i s , asc ompar edt ot hebenc hmar kandc at egor y .
Re t ur ns( AsonAug28, 2018)
Des c r i p on L &TE mer g i ngBus i nes s esF und Benc hma r k Ca t eg or y Ra nki nCa t eg or y
1Y ea r
3Y ea r s
11. 21% 0. 81% 7. 09% 4t h
22. 62% 13. 88% 15. 3% 1s t
Now, wewi l l s eet hepas t4y earper f or manc egr aphoft hes c hemet oknowt hathow goodt hi ss c hemehasper f or medi nc ompar i s ont oi t sbenc hmar k. L &TE me r g i ngBus i ne s s e sF und
NI F T YS ma l l c a p250T RI
Per f or ma nc eofL &TE mer g i ngBus i nes s esF undS i nc eI nc ep on
PORTFOLI OALL OCATI ON Thes c hemedi v er s i f yi t si nv es t ment sac r os svar i ouss ec t or ss ot hatev eni ft her ei san i ns t abi l i t yi noneort wos ec t or st heper f or manc eofot herc anc ompens at ef ori t . Now, l et ’ sha v eal ookats ec t or si nwhi c hL&TEmer gi ngBus i nes s esFundmak ean i nv es t menti n.
97%
OPTI MALRI SKMEASURES
Thet wot hi ngst hatdec i det her i s kas s oc i at edwi t has c heme. Thefir s ti st hev ol at i l i t yi t s howsdur i nguns t abl emar k etc ondi t i onsandt hes ec ondi st her ewar dsi tgi v eson t aki ngt her i s k, andL&TEmer gi ngBus i nes s esFunde x c el i nbot h. TheSDandBet aar e l owert hant hatoft hebenc hmar k, whi c hs howst hatt hef unds howsl es sv ol at i l i t yt han t hemar k et , andt heShar peof0. 75, s howt hatt her ewar dsy ougetf ort aki ngt her i s k ar e3t i meshi ghert hant hatoft hebenc hmar k.
E X P E R TT A K E Wi t ht hehe l pof al l t heabov ei nf or mat i on, i tc anbee as i l ys e e nt hathowg oodt hi ss c he me i sf ort hepur pos eof i nv e s t me nt . Wi t ht hehe l pof i t sopt i mal i nv e s t me nts t r at e g i e sL &T Eme r g i ngBus i ne s s e sF und( G) hass howne x c e pt i onal pe r f or manc ei nt hepas t , andby anal y z i ngt hec ur r e ntf ac t or si tc anbee x pe c t e df r omt hes c he met os howag r e at pe r f or manc ei nf ut ur et oo. Di s c l ai me r: My SI Ponl i nev ouchesf ort hei nt egr i t y , cer t ai nt y , r el i abi l i t yandaccur acyofanycont entpubl i shedv i aar t i cl es, handl es, paper s, char t s, ori nanyot her f or m ormanneroni t swebsi t e, ort hei nf or mat i oncont ai ned, publ i shedorex hi bi t edonanyot herwebsi t ewhi chi nanymanneri sl i nk edwi t hMy SI Ponl i ne, and cl ar i fiest hatal lt hedat aorfigur esav ai l abl ear esol el yf ori l l ust r at i v eandeducat i onalpur pose.Ther ecommendat i onsorf undsuggest i onsar ei nci dent alor anci l l ar yt ot hemut ual f unddi st r i but i onwhi char emadei ngoodf ai t hi nr ef er encet ot hepr ev ai l i ngt r endsoft hefinanci al orsecur i t i esmar k et . Thei nf or mat i onand ov i dedbyMy SI Ponl i net hr oughi t sar t i cl esorot hercont entpost i ngsar ef ori nf or mat i v epur poseonl yandi nnocont ex tr el at edt oani nv est ment , suggest i onspr financi al ort axadv i ce. My SI Ponl i nei nt endst oabi debyt hecur r entSEBIgui del i nesandr equi r ement sandhence, hol dsnoi nt ent i onofbest owi ngfinanci al adv i ce.
Cal l orWhat s app
Emai l Us
+919660032889
s uppor t @mys i ponl i ne. c om