LIC MF Nifty Next 50 Index Fund Direct Growth

Equity
Large Cap
Very High Risk
+16.36%
3Y annualised
+0.84% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 12 Dec 2025
₹55.83
Rating
1
Min. SIP amount
₹200
Fund size
₹100.68Cr

Returns calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (51)

NameSectorInstrumentAssets
Metals & MiningEquity3.86%
Capital GoodsEquity3.72%
AutomobileEquity3.59%
HealthcareEquity3.56%
FinancialEquity3.17%
EnergyEquity3.01%
Consumer StaplesEquity3.00%
Consumer StaplesEquity2.85%
ServicesEquity2.84%
EnergyEquity2.83%
EnergyEquity2.62%
ServicesEquity2.55%
EnergyEquity2.52%
TechnologyEquity2.44%
FinancialEquity2.32%
FinancialEquity2.29%
ServicesEquity2.24%
AutomobileEquity2.23%
FinancialEquity2.21%
FinancialEquity2.15%
InsuranceEquity2.06%
EnergyEquity2.05%
ConstructionEquity2.01%
Capital GoodsEquity2.00%
Consumer StaplesEquity1.99%
ChemicalsEquity1.97%
FinancialEquity1.95%
FinancialEquity1.86%
Consumer StaplesEquity1.86%
Metals & MiningEquity1.69%
HealthcareEquity1.68%
Capital GoodsEquity1.57%
ConstructionEquity1.53%
EnergyEquity1.50%
ConstructionEquity1.48%
AutomobileEquity1.43%
ConstructionEquity1.41%
ChemicalsEquity1.40%
Capital GoodsEquity1.39%
AutomobileEquity1.35%
Capital GoodsEquity1.26%
EnergyEquity1.21%
Capital GoodsEquity1.17%
Capital GoodsEquity1.13%
HealthcareEquity1.01%
FinancialEquity0.91%
Metals & MiningEquity0.91%
Capital GoodsEquity0.88%
InsuranceEquity0.86%
FinancialEquity0.42%
TVS Motor Company Ltd - Pref. Shares
AutomobilePref. Shares0.04%
See All

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹500
Min. for SIP₹200

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
3Y5Y10YAll
Fund returns16.4%17.0%14.2%14.4%
Category average14.3%15.7%13.7%NA
Rank with in category2518NANA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
6.1%19.4%50,312.32
5
6.6%18.6%6,933.59
5
7.9%18.2%78,159.80
4
5.1%16.1%17,233.68
5
4.6%15.8%40,617.55

Expense ratio, exit load and tax

Expense ratio: 0.38%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

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Check past data

Fund management

Sumit Bhatnagar
Oct 2023 - Present
View details

Fund house & investment objective

Fund house contact details

Address
Industrial Assurance BuildingGround Floor, Opp. Churchgate Station Mumbai 400020
Phone
022-66016177 / 022-66016178
Launch Date
20 Apr 1994
LIC Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

Pros and cons

Category: Equity Large Cap

Pros

3Y, 5Y and 10Y annualised returns higher than category average
Exit load is zero
Lower expense ratio: 0.38%

Cons

1Y annualised returns lower than category average by 9.39%
Low rating: 1

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