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L&T Balanced Advantage Fund Growth

Hybrid
Dynamic Asset Allocation
Moderately High Risk
10.86%
3Y annualised
+0.06% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 Oct 2021₹31.34
Min. SIP amountNA
Rating3star
Fund size₹2,062.53 Cr

Returns and rankings

Category: Hybrid Dynamic Asset Allocation
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns15.5%10.9%8.6%11.3%
Category average24.8%9.3%9.1%NA
Rank with in category24159NA
Understand termsinfo

Holdings (64)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec9.8%
GOI
SovereignGOI Sec7.7%
EnergyEquity6.6%
FinancialEquity4.8%
MetalsEquity4.2%
ConstructionEquity3.7%
GOI
SovereignGOI Sec3.7%
FinancialEquity3.0%
MetalsEquity2.7%
Sun Pharmaceutical Industries Ltd.
HealthcareEquity2.5%
See All

Expense ratio, exit load and tax

Expense ratio: 2.11%

Inclusive of GST

Exit load

Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Venugopal Manghat
Dec 2019 - Present
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Soumendra Nath Lahiri
Nov 2012 - Present
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Jalpan Shah
May 2016 - Present
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Vihang Naik
Dec 2019 - Present
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Cheenu Gupta
Jul 2021 - Present
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Fund house & investment objective

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Fund house contact details

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