₹ 15.462
NAV (Mar 04)
Neutral
Click here to see our recommendations.
Index funds funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
1 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.
Relative Size
22 Cr. Negligible within the category
Category View
Superior. The category has a superior investment outlook
Consistency Of Performance
Consistently poor. The historical performance of the fund has been consistently poor
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Scheme Information
The scheme will adopt a passive investment strategy. The scheme will invest in stocks comprising the Nifty Next 50 index in the same proportion as in the index with the objective of achieving returns equivalent to the Total Returns Index of Nifty Next 50 index by minimizing the performance difference between the benchmark index and the scheme. The Total Returns Index is an index that reflects the returns on the index from index gain/ loss plus dividend payments by the constituent stocks. There is no assurance that the investment objective of the Scheme will be realized.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
0.7 %
Expense Ratio
Apr 17, 2020
Launched (1y ago)
₹ 22
AUM in Crores
INF917K01E03
ISIN
No Lock-in
Lock-in
IISL Nifty Next 50 TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Equity Funds
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About the AMC
L&T Investment Management Ltd
L&T Investment Management Ltd manages assets worth 71,539 crores and was set up on 25 April 1996. It's current offering of mutual fund schemes includes 36 equity,71 debt and 24 hybrid funds.
Mid Cap
Recommended
Top Ranked
₹ 5,881 Cr
Fund Size
7%
3Y returns
Mid Cap
Top Ranked
₹ 5,881 Cr
Fund Size
5.8%
3Y returns
Mid Cap
Top Ranked
₹ 5,881 Cr
Fund Size
5.8%
3Y returns
Overnight
Top Ranked
₹ 1,427 Cr
Fund Size
4.4%
3Y returns
Corporate Bond
Top Ranked
₹ 6,783 Cr
Fund Size
9.5%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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L&T Nifty Next 50 Index Fund (DR-A) is a index funds equity fund and has delivered an annualised return of 51.5% over a period of 1 years ..The fund is managed by L&T Investment Management Ltd.The fund manager’s name is Praveen Ayathan.
The scheme will adopt a passive investment strategy. The scheme will invest in stocks comprising the Nifty Next 50 index in the same proportion as in the index with the objective of achieving returns equivalent to the Total Returns Index of Nifty Next 50 index by minimizing the performance difference between the benchmark index and the scheme. The Total Returns Index is an index that reflects the returns on the index from index gain/ loss plus dividend payments by the constituent stocks. There is no assurance that the investment objective of the Scheme will be realized. However, there is no assurance that the objective of the scheme will be realized.
The L&T Nifty Next 50 Index Fund (DR-A) fund was launched on Apr 17, 2020. The NAV (Net Asset Value) of this index funds equity as of 2021-03-04 is ₹ 15.462. The total AUM (Asset Under Management) of the fund as of 2021-03-04 is ₹ 21.240. The category risk of the L&T Nifty Next 50 Index Fund (DR-A) fund is Very High Risk. The fund charges 0.7 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 98.9% in this asset class. The top three holdings of the fund are avenue supermarts ltd,adani green energy ltd and tata consumer products ltd
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Next 50 TR INR
L&T Nifty Next 50 Index Fund (DR-A) has a score of 2 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, L&T Nifty Next 50 Index Fund (DR-A) has a score of 1 out of 5. Scipbox has rated this fund 1 out of 5 based on consistency of performance over various years / tenures.