LIC MF Nifty Next 50 Index Fund · Regular · Growth
NAV
₹51.9258
as of 30 Sept 2026
Expense Ratio
0.87%
AUM
₹104 Cr
Lumpsum returns (CAGR)
- 1Y
- +3.16%
- 3Y
- +15.66%
- 5Y
- +10.42%
- Since Inception
- +10.82%
SIP returns (XIRR)
- 1Y
- +1.91%
- 3Y
- +6.02%
- 5Y
- +11.13%
- Since Inception
- +12.77%
What history actually did — last 10 years (Oct 2016 – Sept 2026)
A ₹5,000 monthly SIP for the last 10 years (Oct 2016 – Sept 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹11,14,898 today — ₹5,95,000 invested, 12.2% XIRR.
₹5,95,000
Invested
₹11,14,898
Value today
12.2%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Oct 2016 – Sept 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹2,89,292 today (11.2% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Oct 2016 would still hold ₹17,78,017.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Oct 2016 – Sept 2026) (22 Mar 2020) would be ₹3,68,778 today (3.69×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised0.31
Sharpe Ratio
—
Alpha
—
Beta
0.29
Sortino
16.38%
Std Dev
-14.45%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Finance11.49%
- Power9.09%
- Pharmaceuticals & Biotechnology8.95%
- Electrical Equipment6.70%
- Banks6.51%
- Automobiles5.34%
- Auto Components4.76%
- Petroleum Products4.71%
- Chemicals & Petrochemicals4.05%
- Agricultural, Commercial & Construction Vehicles3.95%
- Beverages3.94%
- Aerospace & Defense3.66%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
What this fund does
LIC MF Nifty Next 50 Index Fund · Regular · Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.
About This Fund
LIC MF Nifty Next 50 Index Fund · Regular · Growth is a Index Fund mutual fund offered by LIC Mutual Fund. The fund has been operational for over 16 years. It manages assets worth ₹104 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Respective Underlying Index. The current expense ratio is 0.87%.
Who Should Invest?
- •Cost-conscious investors who prefer passive investing with low expense ratios