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L&T Nifty Next 50 Index Fund

L&T Nifty Next 50 Index Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

3 Years

Invest Now

NAV Performance

L&T Nifty Next 50 Index Fund performance graph for last 3 years
Performance of L&T Nifty Next 50 Index Fund for last 3 Years

Fund Information

  • ₹ 17.138

    as on 02 Aug 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 31 Cr.

    as on 02 Aug 2021
  • 0.7%

    since 31 May 2021
  • 16 Apr 2020

  • Equity - Index Funds/ETFs

  • Nifty 50

  • L&T mutual fund

    Show All Funds
  • L&T Nifty Next 50 Index Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges.

Highlights of this fund

L&T Nifty Next 50 Index Fund is an Open-ended Equity Fund. The fund belongs to Index Funds/ETFs category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 16 Apr 2020. This fund is offered by one of the top AMC (Assets Management Company) L&T mutual fund. You can also view here all other Equity funds offered by L&T mutual fund.

Latest NAV of the fund is ₹ 17.138 as on 02 Aug 2021.

This fund has 1 years of track record. Since 31 May 2021 expense ratio of this fund is 0.7%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund 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.

List of Fund Managers of L&T Nifty Next 50 Index Fund

  • About Praveen Ayathan

    Picture of Praveen AyathanB.Sc (Mathematics)

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 7.27% 26.17% 44.08% 109.60% 25.13% 13.16% 14.36% 13.82% 106.74% 40.74% 25.69% 16.91% 15.01%
Category Average 1.94% 11.04% 13.14% 49.84% 21.56% 12.07% 13.13% 11.74% 44.72% 32.78% 22.21% 16.00% 13.46%
L&T Nifty Next 50 Index Fund 3.12%₹ 10,312 14.22%₹ 11,422 18.96%₹ 11,895 47.26%₹ 14,725 48.72%₹ 14,959 - - - - - - - -
UTI Nifty Index Fund 1.19%₹ 10,118 9.12%₹ 10,912 9.20%₹ 10,920 44.91%₹ 14,490 38.40%₹ 14,360 21.04%₹ 14,659 31.84%₹ 32,404 13.16%₹ 14,495 22.14%₹ 49,734 13.98%₹ 19,242 16.79%₹ 91,263 11.98%₹ 31,036 13.91%₹ 2,48,120
HDFC Index Fund - Sensex Plan 1.01%₹ 10,101 9.05%₹ 10,905 6.89%₹ 10,689 41.70%₹ 14,170 34.69%₹ 14,141 19.93%₹ 14,390 29.65%₹ 31,797 13.16%₹ 14,494 21.14%₹ 49,045 14.36%₹ 19,563 16.80%₹ 91,283 12.16%₹ 31,521 13.98%₹ 2,49,144
IDFC Nifty Fund 1.15%₹ 10,115 8.92%₹ 10,892 8.85%₹ 10,884 44.15%₹ 14,414 37.45%₹ 14,304 21.04%₹ 14,659 31.50%₹ 32,309 13.15%₹ 14,490 21.99%₹ 49,629 13.91%₹ 19,181 16.72%₹ 91,112 12.31%₹ 31,966 13.96%₹ 2,48,893
Taurus Nifty Index Fund 1.50%₹ 10,149 9.26%₹ 10,926 9.72%₹ 10,971 45.63%₹ 14,563 39.88%₹ 14,446 21.48%₹ 14,765 32.98%₹ 32,722 13.11%₹ 14,474 22.68%₹ 50,101 13.64%₹ 18,957 16.91%₹ 91,530 11.35%₹ 29,321 13.49%₹ 2,42,712
HDFC Index Fund - Nifty Plan 1.17%₹ 10,117 9.08%₹ 10,908 9.11%₹ 10,910 44.63%₹ 14,463 38.13%₹ 14,344 20.70%₹ 14,574 31.52%₹ 32,313 12.88%₹ 14,386 21.84%₹ 49,528 13.78%₹ 19,071 16.56%₹ 90,745 11.92%₹ 30,866 13.81%₹ 2,46,857

Portfolio Holdings

Portfolio holdings pattern of L&T Nifty Next 50 Index Fund as on 04 Aug 2021 are listed below:

  • Equity Holdings:

    100.00%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    0.53%

Top Sector Holdings of L&T Nifty Next 50 Index Fund

Name of SectorHolding PercentageHolding Values in Crore
Pharmaceuticals 13.81% ₹ 4.24 Cr.
Personal care 11.49% ₹ 3.52 Cr.
Insurance 5.34% ₹ 1.64 Cr.
Hospital 4.65% ₹ 1.43 Cr.
Banks 4.36% ₹ 1.34 Cr.
Others 60.35% -

Top Stock Holdings of L&T Nifty Next 50 Index Fund

Name of StocksHolding PercentageHolding Values in Crore
Adani Enterprises Ltd. 3.81% ₹ 1.17 Cr.
Info Edge (India) Ltd. 3.49% ₹ 1.07 Cr.
Apollo Hospitals Enterprises Ltd. 3.35% ₹ 1.03 Cr.
Avenue Supermarts Ltd. 3.28% ₹ 1.01 Cr.
Adani Green Energy Ltd. 3.24% ₹ .99 Cr.
Others 82.83% -

Other Holdings

Holding TypeHolding Percentage
TREPS 1.49%
Net Receivables -0.96%