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L&T Balanced Advantage Fund-Direct Plan-Growth (defunct)

L&T Mutual Fund · Hybrid · mandate: dynamic equity–debt allocation · benchmark: —
AUM (all plans)
—
CAGR (full)
7.2%
Sharpe (full)
0.22
Sharpe (bull ≤Sep-24)
—
Sharpe (sideways Oct-24→)
—
Max drawdown
-12.1%
Months of data
118
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Equity curve

201320142015201620172018201920202021202292193294Fund (NAV=100)Risk-free 6%/yrCategory median (Dynamic Asset Allocation or Balanced Advantage)

Drawdown

2013201420152016201720182019202020212022-12-60Drawdown %

Fiscal-year record

FYReturnvs categorySharpemonths
FY228.1%-2.6%0.5012
FY23*3.8%-2.8%-0.048
FY24———0
FY25———0
FY26———0
FY27*———0
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2013-5.5-0.7+0.6+2.1-2.6+0.3-1.5+3.5+7.4+0.6+3.8+7.6
2014-2.6+2.9+5.8+2.1+9.6+8.7-0.1+5.4+2.1+4.0+4.2+0.5+50.9
2015+6.3+0.4-0.4-3.0+3.2-0.5+3.4-3.3-0.1+0.1-0.7-0.2+4.8
2016-3.3-4.6+5.0+0.6+1.0+2.0+1.8+1.3+0.4+1.1-1.3-0.6+3.3
2017+2.5+1.4+1.8+0.8+0.7-0.1+1.5-0.1-0.3+2.2+0.7+1.0+12.7
2018+1.7-0.9-0.1+3.0+0.6-0.6+1.7+0.5-2.1-0.7+1.6-0.1+4.5
2019+0.3-0.0+3.2+0.5+1.3-0.1-1.3+0.4+1.7+1.8+0.4+1.0+9.5
2020+0.7-2.8-9.5+9.3-0.3+3.9+4.6+1.1+1.2+1.0+2.4+3.1+14.3
2021-1.1+1.4+0.8+0.5+1.9+1.0+1.5+2.1+1.4+0.5-1.0+0.3+9.8
2022-0.5-1.3+1.4+0.1-1.5-1.7+3.5+1.9-0.8+1.6+0.9+3.3

Quarterly average AUM & estimated net flows

2013201420152016201720182019202020212022351,0752,116AUM (quarter avg), ₹cr
-147387
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.