LIC MF Nifty Next 50 Index Growth
- Index Funds
- Index Funds
- Very High Risk
Explore On
Rating:
4
Key Metrics
Aum
₹105.91 Cr
Expense Ratio
1.05%
Exit Load
0.00%
Min. Investment
₹5,000.00
Min. SIP
₹200.00
Launch Date
20 Sep 2010
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -2.78% | -- |
| 3 Months | +2.87% | -- |
| 6 Months | +0.59% | -- |
| 1 Year | -0.34% | -0.34% |
| 2 Years | -- | -1% |
| 3 Years | +59.11% | +16.74% |
| 5 Years | +73.24% | +11.62% |
| Since Launch | +406.59% | +10.87% |
Holdings as on 12 June 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Adani Power | 3.87 | 3.73 |
| Tata Motors | 3.57 | 3.45 |
| Divi's Laboratories | 3.48 | 3.36 |
| Hindustan Aeronautics | 3.46 | 3.35 |
| TVS Motor Company | 3.45 | 3.33 |
| Tata Power Company | 3.13 | 3.03 |
| Varun Beverages | 2.96 | 2.86 |
| Avenue Supermarts | 2.84 | 2.75 |
| Britannia Industries | 2.84 | 2.74 |
| Cholamandalam Investment and Finance Company Ltd | 2.82 | 2.72 |
Morning Star Rating
Rating:
4
Risk
Return
Risk & Volitility
0.65
Sharpe Ratio
20.08%
Std. Deviation
0.56%
Tracking Error
-1.24%
Alpha
0.99
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| LIC MF Nifty Next 50 Index Growth | -0.34% | +16.74% | +11.62% |
| ICICI Prudential Nifty Pharma Index Fund Regular Growth | +9.84% | +22.85% | -- |
| Axis Nifty IT Index Fund Regular Growth | -27.39% | -- | -- |
| ICICI Prudential Nifty50 Value 20 Index Fund Regular Growth | -8.13% | -- | -- |
| Kotak Nifty Financial Services Ex-Bank Index Fund Regular Growth | -4.49% | -- | -- |
Results are calculated on CAGR basis
About Fund
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.
The LIC MF Nifty Next 50 Index Growth has an AUM of 105.91 crores & has delivered CAGR of 11.62 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.05%. The minimum investment in LIC MF Nifty Next 50 Index Growth is Rs 5000 and the minimum SIP is Rs 200.
As per morningstar the risk & return rating of the fund are High & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include Adani Power, Tata Motors, Divi's Laboratories, Hindustan Aeronautics.
The major sectors where the fund is invested are Electric Utilities, Consumer Financial Services, Regional Banks, Auto & Truck Parts.
Some of the similar funds are LIC MF Nifty Next 50 Index Growth, ICICI Prudential Nifty Pharma Index Fund Regular Growth, Axis Nifty IT Index Fund Regular Growth, ICICI Prudential Nifty50 Value 20 Index Fund Regular Growth, Kotak Nifty Financial Services Ex-Bank Index Fund Regular Growth. LIC MF Nifty Next 50 Index Growth has a sharpe ratio of 0.65 & a standard deviation of 20.08%.
FAQs
According to the morning star rating LIC MF Nifty Next 50 Index Growth has a High risk & High return.
LIC MF Nifty Next 50 Index Growth is managed by Nikhil Kapoor.
The expense ratio of LIC MF Nifty Next 50 Index Growth is 1.05%.
The 5 year annualized return on LIC MF Nifty Next 50 Index Growth is 11.62% & it has generated -0.34% in the last 1 year.
The minimum investment in LIC MF Nifty Next 50 Index Growth is 5000 Rs.
LIC MF Nifty Next 50 Index Growth has an AUM of 105.91 crores.
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