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  • L&T Mutual Fund
  • L&T Nifty Next 50 Index Fund (Growth)
L&T Mutual Fund

L&T Nifty Next 50 Index Fund (Growth)

EquityLarge Cap

18.4576

NAV (Nov 25)

25.6%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

18.4576

NAV (Nov 25)

Fund Returns

Last 1Y

-1.7%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

25.6%

6 Month CAGR

14.7%

Scheme Information

Investment Objective

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.

Expense Ratio

0.8

Launched (2y ago)

Apr 17, 2020

AUM in Crores

60.771

ISIN

INF917K01D95

Lock-in

No Lock-in

Benchmark

IISL Nifty Next 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

0

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Praveen Ayathan

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2022-11-25

Top Stock Holdings

pidilite industries ltd

3.5%
3.5%

ambuja cements ltd

3.5%
3.5%

tata power co ltd

3.4%
3.4%

bharat electronics ltd

3.4%
3.4%

adani total gas ltd

3.3%
3.3%
See all holdings

Allocation by Sector

basic materials

21.3%
21.3%

financial services

17%
17%

consumer defensive

15.1%
15.1%

utilities

14.7%
14.7%

industrials

13.7%
13.7%
See all sectors

Compare L&T Nifty Next 50 Index Fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,427 cr

₹ 4,865 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

L&T Investment Management Ltd

L&T Investment Management Ltd manages assets worth 75,224 crores and was set up on 25 April 1996. It's current offering of mutual fund schemes includes 36 equity,77 debt and 18 hybrid funds.

amc-img

  • 022-66554000
  • investor.line@lntmf.co.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    6%

    7.3%

    4%

    5.6%

    6.1%

    7.9%

    5.3%

    6.2%

    3.8%

    5%

    L&T Nifty Next 50 Index Fund (G) Review

    L&T Nifty Next 50 Index Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 25.6% over a period of 2 years. The fund is managed by L&T Investment Management Ltd. The fund manager’s name is Praveen Ayathan.

    Nav of L&T Nifty Next 50 Index Fund (G) as of 11/25/2022 is ₹18.46 with the total AUM as of 11/26/2022 is ₹60.771. With Scripbox you can compare and check the latest nav for all mutual funds in India. L&T Nifty Next 50 Index Fund (G) was launched on Apr 17, 2020. The category risk of the fund is Very High Risk.

    The minimum SIP amount for L&T Nifty Next 50 Index Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.

    L&T Nifty Next 50 Index Fund (G) 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 (G) is rated as a 0 fund in Equity and delivered -1.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with L&T Nifty Next 50 Index Fund (G).

    Frequently Asked Questions

    What is L&T Nifty Next 50 Index Fund (G)?

    L&T Nifty Next 50 Index Fund (G) is a Large Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in L&T Nifty Next 50 Index Fund (G)?

    You can invest in L&T Nifty Next 50 Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of L&T Nifty Next 50 Index Fund (G)?

    The minimum sip amount for L&T Nifty Next 50 Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is L&T Nifty Next 50 Index Fund (G) good to invest in?

    As per Scripbox experts, L&T Nifty Next 50 Index Fund (G) is a Not Reviewed Yet fund. You can investL&T Nifty Next 50 Index Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the L&T Nifty Next 50 Index Fund (G)?

    The expense ratio of the L&T Nifty Next 50 Index Fund (G) is 0.8% for regular plan.