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OmniAsset › Mutual funds › LIC MF Nifty Next 50 Index Fund

LIC MF Nifty Next 50 Index Fund

Index Fund fund benchmarked to NIFTY Next 50 - TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202659.9758
CategoryIndex Fund
PlanDirect · Idcw
Launched2 Sep 2010
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1NIFTY Next 50 - TRI
Expense ratiodirect plan, a year0.32%
AUM₹1.51 Cr
Growth of ₹10,000₹16,36731 Jul 2023 to 2 Sep 2026
₹17,016₹15,173₹13,330₹11,487₹9,644Jul 2023May 2024Feb 2025Nov 2025Sep 2026
₹16,367 (+17.3% a year) LIC MF Nifty Next 50 Index Fund

Performance (trailing, annualised)

1Y annualised9.80%
3Y annualised18.23%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,27,63711.96%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹4,17,8099.91%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202427.69%
Calendar 20252.57%

Rolling returns

Rolling 1Y · average108 windows since 1 Aug 202413.80%
Rolling 1Y · median5.93%
Rolling 1Y · worst window-11.35%
Rolling 1Y · best window71.74%
Rolling 1Y · windows positive69%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)18.48%
Downside deviation (3Y)13.73%
Maximum drawdown-26.43%

Management

Fund managerMr. Nikhil Kapoor, Mr. Sasikant Aravamuthan
Managing since3 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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