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
₹46.0507
-0.72%
(28 Feb)
AUM
1,484 Cr
TER
0.78%
Risk
Moderately High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
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Compare with other fund
1Y
+10.3%
+6.6%
+5.5%
+5.3%
+2.8%
-1.8%
3Y
+13.4%
+13.6%
+11.5%
+20.6%
+10.7%
+13.5%
5Y
+12.6%
NA
+11.4%
+20.1%
+11.4%
+10.1%
ALL
+10.8%
+11.9%
+11.7%
+15.5%
+13.8%
+8.5%
VOL
8.3%
5.8%
8.6%
13.8%
-
8.8%
TER
0.8%
0.7%
0.8%
0.8%
-
1.2%
AUM
₹2,652 Cr
₹33,309 Cr
₹1,484 Cr
₹94,251 Cr
-
₹132 Cr
INFO
1.29
2.05
1.36
1.12
-
0.97
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 31st Jan
Top holdings
ICICI Bank Ltd
5.8%
7.18% Govt Stock 2033
3.9%
7.06% Govt Stock 2028
3.3%
Reliance Industries Ltd
3.0%
7.37% Govt Stock 2028
2.8%
Aurobindo Pharma Ltd
2.7%
Axis Bank Ltd
2.7%
Tata Power Co Ltd
2.6%
Polycab India Ltd
2.6%
Infosys Ltd
2.5%
Top industry exposure
Financial Services
21.1%
Technology
8.8%
Industrials
7.9%
Consumer Cyclical
7.2%
Healthcare
6.7%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
324%
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
Gautam Bhupal
Sonal Gupta
Hitesh Gondhia
Mohd Asif Rizwi

FAQs