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L&T Balanced Advantage Fund (Growth)

Formerly L&T India Equity and Gold Gr
Returns (5yrs)
4.58 %
Latest NAV
25.78

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  • Tenure
  • Returns %
  • Step Up %
Total Investment
Wealth Gained
Total Corpus Created
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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 6th of July, 06:48 PM

To seek to generate long-term capital appreciation from a diversified portfolio of equity and equity related securities and to generate reasonable returns by investing in a portfolio of debt and money market instruments and arbitrage opportunities in the cash and derivatives segments of the equity markets.

Fund Managers

  • profile-pic
    Jalpan Shah
    profile-pic
    Praveen Ayathan
    profile-pic
    Venugopal Manghat
    profile-pic
    Vihang Naik
  • expense-ratio
    Expense Ratio
    2.44
    benchmark
    Benchmark
    CRISIL Short Term Bond Fund TR INR
  • Aum image
    AUM
    ₹ 630.54 Crores
    ISIN
    ISIN
    INF917K01KY4
  • Category Risk:

    Moderately High risk

Holding Information

as on 6th of July, 06:48 PM

Top Holding

Hdfc Bank Limited
5%
Hdfc Bank Ltd
5%
Export Import Bank Of India
4%
Infosys Ltd
4%
Hdfc Life Insurance Co Ltd
4%

Top Sectors

Financial Services
24%
Healthcare
11%
Consumer Defensive
10%
Technology
7%
Basic Materials
5%

Allocation

Equity
75%
Others
14%
Debt
11%

Investment Return Calculator

as on 6th of July, 06:48 PM
  • Of
  • For
Total Corpus
Gains
Annualized %
  • Savings Bank
  • Fixed Deposit
  • Gold
  • Property
  • PPF
  • EPF
  • Mutual Fund(Equity)

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Transaction

as on 6th of July, 06:48 PM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

L&T Balanced Advantage Fund Growth is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 4.58% over a period of 5 years. The fund is managed by L&T Investment Management Ltd. The fund managers names are Jalpan Shah, Praveen Ayathan, Venugopal Manghat, Vihang Naik. To seek to generate long-term capital appreciation from a diversified portfolio of equity and equity related securities and to generate reasonable returns by investing in a portfolio of debt and money market instruments and arbitrage opportunities in the cash and derivatives segments of the equity markets. The fund charges 2.44000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.