L&T Balanced Advantage Fund

Previously Known As : Formerly L&T Dynamic Equity Fund

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Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

L&T Balanced Advantage Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Rolling Return %
-0.09
0.08
No
No
No
13/22 -0.56 / 1.72
3M Rolling Return %
-0.48
0.09
No
No
Yes
15/20 -1.44 / 3.57
6M Rolling Return %
0.28
1.31
No
No
Yes
15/19 -1.10 / 5.28
1Y Rolling Return %
10.17
13.66
No
No
Yes
16/17 8.40 / 23.84
3Y Rolling Return %
8.29
9.57
No
No
No
8/13 3.55 / 14.23
Standard Deviation
8.68
11.43
Yes
Yes
No
1/18 8.68 / 18.69
Semi Deviation
6.31
8.42
Yes
Yes
No
2/18 5.11 / 13.72
Max Drawdown
-12.29
-14.61
Yes
Yes
No
5/18 -27.41 / -5.26
VaR 1 Y
-6.27
-9.17
Yes
Yes
No
1/18 -20.36 / -6.27
Average Drawdown
-4.08
-3.89
No
No
No
13/18 -5.26 / -2.88
Sharpe Ratio
0.33
0.37
No
No
No
11/18 -0.21 / 0.73
Sterling Ratio
0.34
0.36
No
No
No
12/18 0.16 / 0.58
Sortino Ratio
0.16
0.18
No
No
No
10/18 -0.08 / 0.35
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Dec. 8, 2022.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

L&T Balanced Advantage Fund Performance Analysis

L&T Balanced Advantage Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of L&T Balanced Advantage Fund

Top Performing Funds in Dynamic Asset Allocation or Balanced Advantage Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Shriram Balanced Advantage Fund

3 The Shriram Balanced Advantage Fund is a Dynamic Asset Allocation or Balanced Advantage Fund. In the Dynamic Asset Allocation or Balanced Advantage Fund category there are 23 funds. The fund has six KPIs that are in top quartile. The fund has 29% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Shriram Balanced Advantage Fund performance snapshot section. 5.77% 9.99% -9.76% -7.80% 0.42 0.20 0.45

None

4 None % % -12.56% -10.17% 0.73 0.35 0.46

Edelweiss Balanced Advantage Fund

2 The Edelweiss Balanced Advantage Fund is a Dynamic Asset Allocation or Balanced Advantage Fund. In the Dynamic Asset Allocation or Balanced Advantage Fund category there are 23 funds. The fund has 12 KPIs that are in top quartile. The fund has 52% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Edelweiss Balanced Advantage Fund performance snapshot section. 4.30% 15.37% -11.66% -8.81% 0.69 0.34 0.46

Tata Balanced Advantage Fund

1 The Tata Balanced Advantage Fund is a Dynamic Asset Allocation or Balanced Advantage Fund. In the Dynamic Asset Allocation or Balanced Advantage Fund category there are 23 funds. The fund has 14 KPIs that are in top quartile. The fund has 67% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Tata Balanced Advantage Fund performance snapshot section. 7.06% 13.13% -13.66% -8.56% 0.63 0.29 0.52

L&T Balanced Advantage Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Rolling Return %
0.03
0.20
No
No
No
14/22 -0.45 / 1.77
3M Rolling Return %
-0.13
0.43
No
No
No
14/20 -1.14 / 3.84
6M Rolling Return %
0.97
1.98
No
No
Yes
15/19 -0.05 / 5.61
1Y Rolling Return %
11.66
15.04
No
No
Yes
16/17 9.79 / 24.58
3Y Rolling Return %
9.63
10.74
No
No
No
8/13 4.14 / 15.88
Standard Deviation
8.68
11.43
Yes
Yes
No
1/18 8.68 / 18.69
Semi Deviation
6.31
8.42
Yes
Yes
No
2/18 5.11 / 13.72
Max Drawdown
-12.29
-14.61
Yes
Yes
No
5/18 -27.41 / -5.26
VaR 1 Y
-6.27
-9.17
Yes
Yes
No
1/18 -20.36 / -6.27
Average Drawdown
-4.08
-3.89
No
No
No
13/18 -5.26 / -2.88
Sharpe Ratio
0.33
0.37
No
No
No
11/18 -0.21 / 0.73
Sterling Ratio
0.34
0.36
No
No
No
12/18 0.16 / 0.58
Sortino Ratio
0.16
0.18
No
No
No
10/18 -0.08 / 0.35
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Dec. 8, 2022.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

L&T Balanced Advantage Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Rolling Return % -0.09% 0.03%
3M Rolling Return % -0.48% -0.13%
6M Rolling Return % 0.28% 0.97%
1Y Rolling Return % 10.17% 11.66%
3Y Rolling Return % 8.29% 9.63%
Standard Deviation 8.68% 8.68%
Semi Deviation 6.31% 6.31%
Max Drawdown -12.29% -12.29%
VaR 1 Y -6.27% -6.27%
Average Drawdown -4.08% -4.08%
Sharpe Ratio 0.33% 0.33%
Sterling Ratio 0.34% 0.34%
Sortino Ratio 0.16% 0.16%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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Dynamic Asset Allocation or Balanced Advantage Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Sundaram Balanced Advantage Fund

0.53
1
0.18
1
1.83
2
3.04
10
11.07
3

Pgim India Balanced Advantage Fund

0.42
2
-0.59
17
1.20
14
0.85
20
9.82
6
4.41
12

Mahindra Manulife Balanced Dhan Sanchay Yojana

0.41
3
-0.48
14
1.05
16
3.44
5
8.10
15

Shriram Balanced Advantage Fund

0.41
4
-0.42
12
1.16
15
2.10
16
8.42
12
5.77
7
9.99
10

Edelweiss Balanced Advantage Fund

0.35
5
-0.43
13
1.41
8
2.95
11
9.39
7
4.30
13
15.37
3
11.12
2

Hdfc Balanced Advantage Fund

0.35
6
0.07
2
2.45
1
5.94
1
15.49
1
18.66
1
18.75
1
12.27
1

Kotak Balanced Advantage Fund

0.29
7
-0.31
9
1.39
9
2.05
17
8.22
14
4.74
11
10.74
9

Baroda Bnp Paribas Balanced Advantage Fund

0.29
8
-0.19
4
1.72
3
3.72
3
12.82
2
5.15
9
15.79
2

Tata Balanced Advantage Fund

0.24
9
-0.20
5
1.25
11
3.09
8
9.17
9
7.06
4
13.13
4

Aditya Birla Sun Life Balanced Advantage Fund

0.21
10
-0.29
8
1.53
4
3.25
6
9.32
8
5.34
8
11.96
6
8.75
4

Axis Dynamic Equity Fund

0.20
11
-0.68
21
1.24
12
2.23
15
8.26
13
1.87
15
9.21
13
7.34
6

Lic Mf Balanced Advantage Fund

0.20
12
-0.50
15
1.51
5
2.86
12
8.56
10
6.16
6

Bank Of India Equity Debt Rebalancer Fund

0.20
13
-0.67
20
1.42
6
3.98
2
10.70
4
16.88
2
10.80
8
5.46
11

Icici Prudential Balanced Advantage Fund

0.17
14
-0.09
3
0.91
18
2.55
14
8.06
16
8.21
3
12.26
5
9.83
3

Idfc Balanced Advantage Fund

0.14
15
-0.56
16
0.22
23
0.94
19
8.46
11
-0.08
17
9.45
11
7.63
5

Sbi Balanced Advantage Fund

0.13
16
-0.28
7
0.98
17
2.83
13
7.67
17
6.54
5

Union Balanced Advantage Fund

0.13
17
-0.26
6
0.85
19
1.78
18
6.91
19
3.13
14
11.56
7

Mirae Asset Balanced Advantage Fund

0.13
18
-0.35
11
1.41
7
3.04
9

Iti Balanced Advantage Fund

0.12
19
-0.69
22
1.28
10
3.23
7
5.90
21
-2.68
20

Dsp Dynamic Asset Allocation Fund

0.06
20
-0.32
10
0.52
20
-0.03
21
6.33
20
1.04
16
7.84
15
7.14
7

Invesco India Dynamic Equity Fund

0.05
21
-0.67
19
1.20
13
3.53
4
10.52
5
4.79
10
8.90
14
6.38
8

Uti Unit Linked Insurance Plan

-0.01
22
-0.61
18
0.23
22
-0.45
22
5.67
22
-1.20
19
9.37
12
6.07
9

Motilal Oswal Dynamic Fund (Mofdynamic)

-0.04
23
-0.73
23
0.49
21
-1.47
23
7.47
18
-0.61
18
5.67
16
5.50
10

L&T Balanced Advantage Fund

Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Balanced Advantage Fund

0.15
6
-0.28
9
0.96
10
14.65
5
11.33
5

Axis Dynamic Equity Fund

-0.46
21
-0.69
16
0.50
14
11.35
13
8.08
9

Shriram Balanced Advantage Fund

0.02
10
-0.35
11
1.48
5
11.39
12

Boi Axa Equity Debt Rebalancer Fund

-0.11
16
3.57
1
4.77
2
11.39
11
3.55
13

Dsp Dynamic Asset Allocation Fund

-0.10
15
-0.72
17
0.76
11
10.53
15
9.37
7

Edelweiss Balanced Advantage Fund

-0.13
18
-0.48
14
0.70
12
20.65
2
14.23
1

Hdfc Balanced Advantage Fund

1.72
1
3.12
2
5.28
1
23.84
1
13.07
2

Icici Prudential Balanced Advantage Fund

0.62
2
1.08
3
3.51
3
14.01
6
11.76
4

Idfc Dynamic Equity Fund

-0.11
17
-0.90
18
-0.05
18
12.72
9
9.70
6

Invesco India Dynamic Equity Fund

0.32
5
-0.45
13
0.60
13
10.81
14
7.69
11

Iti Balanced Advantage Fund

-0.19
19
-0.33
10
-1.10
19

Kotak Balanced Advantage Fund

0.00
11
0.10
7
1.47
6
13.24
8

Motilal Oswal Dynamic Fund (Mofdynamic)

-0.56
22
-1.44
20
0.24
16
8.40
17
7.15
12

Tata Balanced Advantage Fund

0.48
3
0.67
5
2.07
4
16.08
4

Union Balanced Advantage Fund

-0.10
14
-0.27
8
1.01
9
11.91
10
12.32
3

L&T Balanced Advantage Fund

-0.09
13
-0.48
15
0.28
15
10.17
16
8.29
8

Uti Unit Linked Insurance Plan

-0.32
20
-1.03
19
0.08
17
13.34
7
7.93
10

Pgim India Balanced Advantage Fund

0.13
7
0.31
6
1.23
7

Sbi Balanced Advantage Fund

0.34
4
0.81
4

Lic Mf Balanced Advantage Fund

0.10
8

Sundaram Balanced Advantage Fund

0.09
9

Baroda Bnp Paribas Balanced Advantage Fund

-0.08
12
-0.40
12
1.17
8
17.71
3
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Balanced Advantage Fund

0.26
8
0.04
11
1.60
10
15.99
5
12.61
4

Axis Dynamic Equity Fund

-0.33
21
-0.36
16
1.17
14
12.83
12
9.55
9

Shriram Balanced Advantage Fund

0.17
10
0.11
9
2.41
5
13.51
10

Boi Axa Equity Debt Rebalancer Fund

-0.04
19
3.84
1
5.19
2
12.01
15
4.14
13

Dsp Dynamic Asset Allocation Fund

0.01
15
-0.39
17
1.38
12
12.06
14
11.09
7

Edelweiss Balanced Advantage Fund

0.00
17
-0.14
15
1.40
11
22.43
2
15.88
1

Hdfc Balanced Advantage Fund

1.77
1
3.28
2
5.61
1
24.58
1
13.79
2

Icici Prudential Balanced Advantage Fund

0.69
2
1.25
3
3.87
3
14.72
6
12.45
5

Idfc Dynamic Equity Fund

0.00
17
-0.52
18
0.68
17
14.20
9
11.24
6

Invesco India Dynamic Equity Fund

0.44
4
-0.12
13
1.28
13
12.28
13
9.05
10

Iti Balanced Advantage Fund

-0.01
18
0.21
8
-0.05
19

Kotak Balanced Advantage Fund

0.11
11
0.43
7
2.10
7
14.65
7

Motilal Oswal Dynamic Fund (Mofdynamic)

-0.45
22
-1.14
20
0.87
16
9.79
17
8.38
12

Tata Balanced Advantage Fund

0.63
3
1.09
5
2.87
4
18.09
4

Union Balanced Advantage Fund

0.03
13
0.07
10
1.75
9
13.26
11
13.17
3

L&T Balanced Advantage Fund

0.03
14
-0.13
14
0.97
15
11.66
16
9.63
8

Uti Unit Linked Insurance Plan

-0.24
20
-0.84
19
0.47
18
14.20
8
8.69
11

Pgim India Balanced Advantage Fund

0.35
6
0.78
6
2.16
6

Sbi Balanced Advantage Fund

0.43
5
1.13
4

Lic Mf Balanced Advantage Fund

0.26
7

Sundaram Balanced Advantage Fund

0.23
9

Baroda Bnp Paribas Balanced Advantage Fund

0.04
12
-0.06
12
1.95
8
19.34
3
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Balanced Advantage Fund

-8.75
11
-18.37
16
-4.15
14
13.14
17
9.78
15

Axis Dynamic Equity Fund

-7.95
9
-9.76
3
-3.52
7
8.76
2
6.57
4

Shriram Balanced Advantage Fund

-7.80
7
-9.76
2
-3.00
2
8.76
3
6.39
3

None

-10.17
15
-12.56
6
-4.08
12
11.47
9
8.21
11

Bank Of India Equity Debt Rebalancer Fund

-11.84
16
-13.62
9
-4.59
15
11.83
11
8.10
9

Dsp Dynamic Asset Allocation Fund

-7.49
4
-13.39
8
-2.88
1
10.27
6
7.57
5

Edelweiss Balanced Advantage Fund

-8.81
12
-11.66
4
-3.79
10
10.88
8
7.74
7

Hdfc Balanced Advantage Fund

-20.36
18
-27.41
18
-5.05
17
18.69
18
13.72
18

Icici Prudential Balanced Advantage Fund

-7.05
3
-19.89
17
-3.50
6
12.53
15
10.06
17

Idfc Balanced Advantage Fund

-9.16
13
-16.75
13
-5.26
18
12.73
16
9.77
14

Invesco India Dynamic Equity Fund

-9.30
14
-17.75
14
-5.02
16
12.53
14
9.93
16

Kotak Balanced Advantage Fund

-7.74
6
-18.07
15
-3.75
9
12.02
12
9.43
13

Motilal Oswal Dynamic Fund (Mofdynamic)

-11.90
17
-14.39
11
-3.53
8
12.11
13
9.20
12

Tata Balanced Advantage Fund

-8.56
10
-13.66
10
-3.03
3
10.33
7
7.66
6

Union Balanced Advantage Fund

-6.44
2
-15.12
12
-3.47
5
11.56
10
7.92
8

L&T Balanced Advantage Fund

-6.27
1
-12.29
5
-4.08
13
8.68
1
6.31
2

Uti Unit Linked Insurance Plan

-7.88
8
-13.26
7
-4.08
11
10.07
5
8.16
10

Sundaram Balanced Advantage Fund

-7.55
5
-5.26
1
-3.18
4
9.31
4
5.11
1
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Aditya Birla Sun Life Balanced Advantage Fund

0.38
9
0.18
9
0.34
10
0.50
-3.93
6 1.20 1
0.93
5
0.05
5
8.83
6
-0.03
4

Axis Dynamic Equity Fund

0.33
10
0.15
13
0.38
6
0.45

Shriram Balanced Advantage Fund

0.42
8
0.20
8
0.42
4
0.45
0.11
3 0.59 8
0.93
4
0.07
3
13.80
3
-0.04
5

None

0.73
1
0.35
1
0.58
1
0.46

Bank Of India Equity Debt Rebalancer Fund

0.05
17
0.04
17
0.22
17
0.50

Dsp Dynamic Asset Allocation Fund

0.33
13
0.15
11
0.34
11
0.52
-2.81
4 0.75 7
0.91
7
0.05
6
10.20
4
-0.05
6

Edelweiss Balanced Advantage Fund

0.69
2
0.34
2
0.57
2
0.46
2.12
1 0.97 3
0.96
2
0.10
2
14.12
2
0.02
1

Hdfc Balanced Advantage Fund

0.45
7
0.23
5
0.35
9
0.47

Icici Prudential Balanced Advantage Fund

0.50
5
0.21
6
0.37
7
0.52
-2.82
5 1.19 2
0.90
8
0.06
4
10.09
5
-0.01
3

Idfc Balanced Advantage Fund

0.33
12
0.15
12
0.33
13
0.53

Invesco India Dynamic Equity Fund

0.26
14
0.12
14
0.29
16
0.52
-5.73
7 0.96 4
0.94
3
0.04
7
8.52
7
-0.06
7

Kotak Balanced Advantage Fund

0.47
6
0.20
7
0.37
8
0.53

Motilal Oswal Dynamic Fund (Mofdynamic)

0.20
16
0.10
15
0.29
14
0.49
-6.00
8 0.87 5
0.91
6
0.02
8
7.24
8
-0.09
8

Tata Balanced Advantage Fund

0.63
3
0.29
3
0.48
3
0.52
1.28
2 0.77 6
0.97
1
0.10
1
16.04
1
-0.01
2

Union Balanced Advantage Fund

0.50
4
0.26
4
0.42
5
0.52

L&T Balanced Advantage Fund

0.33
11
0.16
10
0.34
12
0.53

Uti Unit Linked Insurance Plan

0.21
15
0.09
16
0.29
15
0.48

Sundaram Balanced Advantage Fund

-0.21
18
-0.08
18
0.16
18
0.46

L&T Balanced Advantage Fund Additional Return Analysis

L&T Balanced Advantage Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee
Direct Plan Value of 1000 Rupee
Fund Information
Fund Launch Date: 17/Jan/2011
Fund Category: Dynamic Asset Allocation or Balanced Advantage
Investment Objective: 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. There is no assurance that the investment objective of the scheme will be realized.
Fund Description: A product that follows basic principle of investing - buy low, sell high
Fund Benchmark: Not Available
Source: Fund FactSheet


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