LIC MF NIFTY Next 50 Index Fund-Regular Plan-Growth
Expense Ratio: 0.91
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: Nifty Next 50 TRI
Inception: 02-09-2010
Exit Load: Nil
Fund Size:₹99.98 Cr
Performance
1Y
Fund6.63%
Cat. Avg.2.61%
2Y
Fund0.89%
Cat. Avg.3.39%
3Y
FundN/A
Cat. Avg.10.42%
5Y
FundN/A
Cat. Avg.11.16%
10Y
FundN/A
Cat. Avg.11.44%
SI
Fund17.00%
Cat. Avg.7.02%
Fund Facts
Beta
1
Std Dev
17.86%
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Adani Power Ltd. | 4.11 | 3.79% |
| 2 | Tata Motors Ltd. | 3.91 | 3.62% |
| 3 | Divi's Laboratories Ltd. | 3.71 | 3.43% |
| 4 | Hindustan Aeronautics Ltd. | 3.69 | 3.41% |
| 5 | TVS Motor Company Ltd. | 3.58 | 3.30% |
| 6 | Cholamandalam Investment & Fin Co Ltd. | 3.42 | 3.16% |
| 7 | Cummins India Ltd. | 3.38 | 3.13% |
| 8 | Avenue Supermarts Ltd. | 3.11 | 2.88% |
| 9 | VARUN BEVERAGES LIMITED | 3.06 | 2.83% |
| 10 | Samvardhana Motherson International Ltd. | 2.88 | 2.67% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 63743 | +6.2% | +13.0% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.28 L. | +7.0% | +7.0% |
| SI | 07 Aug, 23 | 1.80 L. | 2.08 L. | +15.7% | +10.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 1.06 L. | +6.2% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 1.01 L. | +0.5% | +0.3% |
| SI | 31 Jul, 23 | 1 L. | 1.59 L. | +59.5% | +17.0% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.