hybridModerate risk

L&T Balanced Advantage Fund-Direct Plan-Growth

Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From L&T Mutual Fund. It's been running since 2 Jan 2013.

Latest price per unit

₹35.3261

▲ 0.32% today

As of 24 Nov 2022 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.03 L

▲ ₹2.9k gain · 2.9% / year

Invested 3 years ago

₹1.31 L

▲ ₹31.1k gain · 9.4% / year

Invested 5 years ago

₹1.49 L

▲ ₹49.3k gain · 8.3% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

10.1%

The value swings roughly 10% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-19.14%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year2.86%

CAGR — 3 years9.44%

CAGR — 5 years8.35%

CAGR — since launch11.46%

Volatility — 1 year (annualised)6.74%

Volatility — 3 years (annualised)10.07%

Max drawdown — 1 year-6.88%

Max drawdown — 3 years-19.14%

Sharpe ratio — 1 year (rf=6%)-0.46

Sharpe ratio — 3 years (rf=6%)0.30

Fund info

Fund house: L&T Mutual Fund
Category: Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 119298
First price on record: 2 Jan 2013 · 2,420 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.