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
₹44.6354
-0.24%
(29 May)
AUM
1,422 Cr
TER
0.78%
Risk
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
+42.7%
+29.5%
+28.1%
+26.6%
+26.1%
+21.3%
3Y
+24.6%
+13.9%
+15.8%
+14.7%
+16.0%
+11.7%
5Y
+19.1%
+14.2%
+17.1%
+16.1%
+10.8%
+11.4%
ALL
+16.6%
+18.4%
+16.9%
+13.4%
+9.7%
+12.2%
VOL
13.9%
-
10.8%
8.8%
8.4%
8.6%
TER
0.7%
-
0.7%
0.5%
1.4%
0.8%
AUM
₹83,549 Cr
-
₹3,805 Cr
₹11,136 Cr
₹126 Cr
₹1,422 Cr
INFO
1.19
-
1.57
1.52
1.15
1.42
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 Apr
Top holdings
ICICI Bank Ltd
4.6%
HDFC Bank Ltd
4.6%
Reliance Industries Ltd
3.6%
7.37% Govt Stock 2028
3.5%
7.06% Govt Stock 2028
3.4%
Larsen & Toubro Ltd
3.1%
Aurobindo Pharma Ltd
2.7%
Zee Entertainment Enterprises Ltd
2.6%
7.18% Govt Stock 2033
2.2%
Ambuja Cements Ltd
2.2%
Top industry exposure
Financial Services
18.1%
Industrials
7.7%
Healthcare
7.0%
Technology
6.0%
Consumer Cyclical
5.4%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
75%
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)
Kapil Punjabi
Mahesh Chhabria
Neelotpal Sahai
Praveen Ayathan
Gautam Bhupal
Sonal Gupta
Hitesh Gondhia

FAQs