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LIC MF Nifty Next 50 Index Fund - Growth
Equity Index Funds Very High Risk Fund Managers: Nikhil Kapoor, Sasikant Aravamuthan

My Notes

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📓 Notes
-0.57%
1Y Return
-0.43% 1D
Overview Returns Historical Holdings Peer Comparison Fund Managers AMC FAQ
Latest NAV
₹51.14
Fund Size
₹109 Cr
Turnover Ratio
0.29
Lock-in Period
Nil
Inception Date
20 Sep 2010
Return Since Inception
10.67%
Fund Type
Open ended scheme
Min. Lumpsum / SIP
₹5000 / ₹1000

The investment objective of the scheme is to invest only in and all the stocks comprising the CNX Nifty Junior 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 CNX Nifty Junior Index. The scheme may also invest in derivatives instruments such as Futures and Options linked to stocks comprising the Index or linked to the CNX Nifty Junior Index as and when the derivative products on the same are made available. The scheme will adopt a passive investment strategy andwill seek to achieve the investment objective by minimizing the tracking error between the CNX Nifty Junior Index (Total Returns Index) and the Scheme.

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NAV Performance
Historical Net Asset Value
-0.57% 1Y Return
≤ 1 year — Absolute; > 1 year — CAGR
Return Calculator
Estimation based on past performance
Monthly Investment
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After 0 Years your investment will be:
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Returns and Rankings
Benchmark: NIFTY NEXT 50 - TRI
Index Funds 1M3M6M9M1Y 2Y3Y4Y5Y10YALL
Fund returns -4.67%-4.27% -1.85%0.52% -0.57%-3.58% 15.13%12.96% 9.29%10.95% 10.67%
Category returns -4.63%-4.25% -2.19%0.16% -0.91%-3.75% 15.06%12.98% 9.31%11.12% N/A
Absolute returns -4.67%-4.27%-1.85%0.52%-0.57%-7.05%52.65%62.87%55.97%182.67% 411.38%
Rank within category 14/19 13/19 1/19 2/18 2/18 2/13 6/13 7/12 6/8 2/2 N/A
≤ 1 year — Absolute; > 1 year — CAGR
Historical Data
Benchmark: NIFTY NEXT 50 - TRI
Index Funds 20162017201820192020202120222023202420252026
Yearly returns6.85%43.57%-9.34%0.49%13.71%29.56%0.37%25.73%26.95%2%-0.49%
Q1 returns-5.88%17.66%-7.53%0.47%-24.95%5.01%-2.35%-10.45%13.54%-7.3%-12.83%
Q2 returns8.69%4.46%-1.81%-3.52%21.32%12.45%-11.14%15.46%17.74%9.44%18.9%
Q3 returns11.91%4.74%-3.31%0.97%4.18%10.06%16.36%2.85%7.63%-1.52%-2.5%
Q4 returns-6.67%11.52%3.26%2.68%19.88%-0.31%-0.59%18.24%-11.77%2.09%-1.52%
Expense Ratio, Exit Load & Tax
Expense Ratio: 0.87% (Inclusive of GST)
Exit Load

Advanced Ratios
Alpha-0.065205
Beta0.9961
Sharpe Ratio0.168473
Sortino Ratio0.310447
Risk Metrics
R-Squared0.9969
Tracking Error0.1022
Downside Risk25.6809
Std. Deviation (Annualised)18.0642
Peer Comparison
Index Funds 1M3M6M9M1Y3Y5Y10YALL Fund Size (Cr)Exp. RatioSharpeRisk
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth -4.65% -4.21% -2.09% 0.37% -0.65% 15.25% 9.48% N/A 12.75% 1,289.45 0.64 0.17 Very High
UTI Nifty Next 50 Index Fund - Regular Plan - Growth -4.65% -4.22% -2.11% 0.29% -0.75% 15.24% 9.36% N/A 11.38% 7,294.63 0.87 0.17 Very High
DSP NIFTY Next 50 Index Fund - Regular Plan - Growth -4.61% -4.19% -2.16% 0.19% -0.81% 15.22% 9.5% N/A 13.6% 1,349.90 1.01 0.17 Very High
SBI Nifty Next 50 Index Fund - Regular Plan - Growth -4.66% -4.24% -2.09% 0.29% -0.74% 15.22% 9.34% N/A 12.14% 2,317.80 0.76 0.17 Very High
ICICI Prudential Nifty Next 50 Index Fund - Growth -4.67% -4.25% -2.24% 0.14% -0.88% 15.13% 9.31% 11.28% 11.64% 9,743.95 0.76 0.17 Very High
LIC MF Nifty Next 50 Index Fund - Growth Current -4.67% -4.27% -1.85% 0.52% -0.57% 15.13% 9.29% 10.95% 10.67% 109.37 0.87 0.17 Very High
HDFC NIFTY Next 50 Index Fund - Regular Plan - Growth -4.64% -4.24% -2.12% 0.26% -0.79% 15.1% N/A N/A 9.86% 2,620.50 0.71 0.17 Very High
Edelweiss Nifty Next 50 Index Fund - Regular Plan - Growth -4.51% -4.1% -2.03% 0.3% -0.77% 15% N/A N/A 12.2% 294.75 0.88 0.17 Very High
Navi Nifty Next 50 Index Fund - Regular Plan - Growth -4.62% -4.28% -2.28% -0.04% -1.14% 14.96% N/A N/A 10.34% 1,274.67 1.13 0.17 Very High
HSBC Nifty Next 50 Index Fund - Regular Plan - Growth -4.6% -4.25% -2.35% 0.03% -1.02% 14.92% 9.09% N/A 17.96% 184.32 0.76 0.17 Very High
Holdings (0)
Instrument Type
Sector
NameSectorInstrumentAssets %
Total0.00%
FUND MANAGERS
Managed By Experts
MN
Mr. Nikhil Kapoor
in

Overall 15+ years of experience in Equity Reseach and Fund Management.

Age
39 Yrs
Experience
15 Years
Reported
07 Apr 2026
Executive MBA, PGDBM, BMS
FAQ
All You Need To Know About Mutual Funds
It is an Open ended scheme that primarily invests in Index Funds.
The investment objective of the scheme is to invest only in and all the stocks comprising the CNX Nifty Junior 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 CNX Nifty Junior Index. The scheme may also invest in derivatives instruments such as Futures and Options linked to stocks comprising the Index or linked to the CNX Nifty Junior Index as and when the derivative products on the same are made available. The scheme will adopt a passive investment strategy andwill seek to achieve the investment objective by minimizing the tracking error between the CNX Nifty Junior Index (Total Returns Index) and the Scheme.
The scheme benchmark is the NIFTY NEXT 50 - TRI.
It is classified as Very High Risk.
1-year: -0.57% | 3-year: 15.13% | 5-year: 9.29%
Top holdings include:
The NAV is around ₹51.14.
The fund's AUM is approximately ₹109 Cr.
The expense ratio for the Regular Plan is 0.87%.
.
Minimum SIP starts at ₹1000.
The minimum lump sum investment is ₹5000.
You can start a SIP through the Sharescart platform. Enter KYC details, choose the Regular Growth option, set SIP amount and frequency, and submit.
The fund managers: Nikhil Kapoor, Sasikant Aravamuthan
This fund is suitable for investors with a Very High risk tolerance.
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LIC MF Nifty Next 50 Index Fund - Growth
Very High Risk | Index Funds | Equity
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Minimum SIP Amount: ₹1000
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