L&T Balanced Advantage Fund (IDCW)

L&T Balanced Advantage Fund (IDCW)

ModerateEquityHybrid
Not Rated
Loading...

Scheme Details

2.1%

Expense Ratio

₹1,504 cr

Fund Size

₹5,000

Minimum Lumpsum

₹500

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
18.86%
10.78%
10.93%
10.86%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
L&T Balanced Advantage Fund (IDCW)
18.86%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
13.03%
S
SBI PSU Fund - Direct (G)
54.05%

Holdings

Holdings
Sector Wise
GSEC2025
13.62%
GSEC2024
9.04%
HDFC Bank
4.06%
St Bk of India
3.81%
Reliance Industr
3.59%

Fund Manager

V
Venugopal Manghat
S
Soumendra Nath Lahiri
P
Praveen Ayathan
J
Jalpan Shah
V
Vihang Naik