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  • LIC MF Nifty Next 50 Index Fund-Regular Plan-Growth

LIC MF Nifty Next 50 Index Fund-Regular Plan-Growth

Category: Index Fund
Launch Date: 20-09-2010
Asset Class:
Benchmark: NIFTY Next 50 TRI
Expense Ratio: 0.9% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 100.06 Cr As on (30-06-2025)
Turn over: 41
NAV (₹): 49.7489 ₹ -0.23 ( -0.4645%)
as on 31-07-2025
CAGR Since Inception - 11.39%
NIFTY Next 50 TRI - 20.59%

Fund Managers

Mr. Sumit Bhatnagar

Investment Objective

The investment objective of the Scheme is to invest only in and all the stocks comprising the NIFTY Next 50 Index in the same weights of these stocks as in the Index with the objective to replicate the performance of the Total Returns Index of NIFTY Next 50 Index. The Scheme may also invest in derivatives instruments such as Futures and Options linked to stocks comprising the Index or linked to the NIFTY Next 50 Index. The Scheme will adopt a passive investment strategy and will seek to achieve the investment objective by minimizing the tracking error between the NIFTY Next 50 Index (Total Returns Index) and the Scheme. There is no assurance that the investment objective of the Scheme will be achieved.

PERFORMANCE of LIC MF Nifty Next 50 Index Fund-Regular Plan-Growth

Scheme Performance (%) Data as on - 31-07-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
LIC MF Nifty Next 50 Index Fund-Regular Plan-Growth -10.31 17.55 19.64 12.03 11.39
Nifty Next 50 TRI -9.53 18.7 21.04 13.63 20.59
Index Fund 1.04 14.8 19.31 11.68 8.49

RETURNS CALCULATOR for LIC MF Nifty Next 50 Index Fund-Regular Plan-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of LIC MF Nifty Next 50 Index Fund-Regular Plan-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
LIC MF Nifty Next 50 Index Fund-Regular Plan-Growth 16.66 0.93 3.51 1.14
Index Fund - - - - - -

PEER COMPARISION

Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
LIC MF Nifty Next 50 Index Fund Reg Gr 20-09-2010 -10.31 21.31 17.55 19.64 12.03
ICICI Prudential NASDAQ 100 Index Fund Gr 01-10-2021 29.11 24.87 25.03 0.0 0.0
Motilal Oswal S&P 500 Index Reg Gr 05-04-2020 21.67 21.06 19.7 17.58 0.0
Tata Nifty MidSmall Healthcare Index Fund Reg Gr 26-04-2024 15.93 0.0 0.0 0.0 0.0
Tata Nifty Financial Services Index Fund Reg Gr 01-04-2024 13.21 0.0 0.0 0.0 0.0
Kotak Nifty Financial Services Ex-Bank Index Fund Reg Gr 14-08-2023 13.17 0.0 0.0 0.0 0.0
Bandhan Crisil IBX 90:10 SDL Plus Gilt Apr 2032 Index Fund Reg GR 29-11-2022 10.49 9.32 0.0 0.0 0.0
Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund Reg Gr 11-02-2022 10.48 9.28 9.08 0.0 0.0
Invesco India Nifty G-sec Sep 2032 Index Fund Reg Gr 27-03-2023 10.36 9.46 0.0 0.0 0.0
HDFC Nifty G-Sec Sep 2032 Index Fund Gr 09-12-2022 10.28 9.4 0.0 0.0 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of LIC MF Nifty Next 50 Index Fund-Regular Plan-Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)