LIC MF Nifty Next 50 Index Fund · Regular · Growth
NAV
₹54.8288
as of 31 Jul 2026
Expense Ratio
0.91%
AUM
₹102 Cr
Lumpsum returns (CAGR)
- 1Y
- +10.21%
- 3Y
- +17.53%
- 5Y
- +13.34%
- Since Inception
- +11.33%
SIP returns (XIRR)
- 1Y
- +14.46%
- 3Y
- +11.58%
- 5Y
- +14.10%
- Since Inception
- +13.58%
What history actually did — last 10 years (Aug 2016 – Jul 2026)
A ₹5,000 monthly SIP for the last 10 years (Aug 2016 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹11,98,290 today — ₹5,95,000 invested, 13.6% XIRR.
₹5,95,000
Invested
₹11,98,290
Value today
13.6%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Aug 2016 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹3,27,270 today (12.6% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Aug 2016 would still hold ₹20,74,407.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Aug 2016 – Jul 2026) (22 Mar 2020) would be ₹3,89,395 today (3.89×).
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, annualised0.33
Sharpe Ratio
—
Alpha
—
Beta
0.31
Sortino
17.57%
Std Dev
-14.45%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 30 Jun 2026- Finance12.20%
- Power10.45%
- Electrical Equipment6.76%
- Banks6.62%
- Pharmaceuticals & Biotechnology6.53%
- Petroleum Products4.63%
- Beverages4.45%
- Automobiles4.40%
- Auto Components4.07%
- Chemicals & Petrochemicals3.86%
- Agricultural, Commercial & Construction Vehicles3.62%
- Aerospace & Defense3.41%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Investment Objective
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 15 years. It manages assets worth ₹102 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Respective Underlying Index. The current expense ratio is 0.91%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Cost-conscious investors who prefer passive investing with low expense ratios
- •SIP investors who can benefit from rupee cost averaging during market fluctuations