L&T Balanced Advantage Growth Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

L&T Balanced Advantage Growth Direct Plan

NAV
₹50.1124
-0.26%
(12 Aug)
AUM
1,555 Cr
TER
0.82%
Risk
Moderately High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+5.8%
+5.5%
+4.4%
+4.4%
+2.0%
+2.0%
3Y
+13.2%
+15.1%
+14.6%
+14.5%
+12.0%
+19.8%
5Y
+11.6%
+15.9%
+13.9%
NA
+12.9%
+24.1%
ALL
+12.0%
+15.4%
+12.9%
+12.3%
+13.1%
+15.6%
VOL
8.5%
10.9%
11.1%
6.1%
-
13.7%
TER
0.8%
0.7%
0.8%
0.7%
-
0.8%
AUM
₹1,555 Cr
₹4,424 Cr
₹1,034 Cr
₹36,558 Cr
-
₹1,02,790 Cr
INFO
1.40
1.42
1.16
2.02
-
1.14
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
L&T Balanced Advantage (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Jun
Top holdings
Cash Offset For Derivatives
29.9%
HDFC Bank Ltd
6.9%
ICICI Bank Ltd
6.8%
Axis Bank Ltd
5.3%
Infosys Ltd
4.3%
Future on Axis Bank Ltd
3.4%
7.06% Govt Stock 2028
3.2%
Future on ICICI Bank Ltd
3.1%
Future on HDFC Bank Ltd
3.1%
7.18% Govt Stock 2033
2.8%
Top industry exposure
Financial Services
27.1%
Healthcare
7.9%
Consumer Defensive
6.8%
Technology
6.4%
Consumer Cyclical
5.8%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
363%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To seek long term capital growth and income through investments in equity and equity related securities and fixed income instruments. There is no assurance that the objective of the Scheme will be realised and the Scheme does not assure or guarantee any returns.
Fund manager(s)
Mahesh Chhabria
Neelotpal Sahai
Praveen Ayathan
Sonal Gupta
Mohd Asif Rizwi

FAQs