LIC MF NIFTY Next 50 Index Fund-Direct Plan-Growth
Expense Ratio: 0.38
Risk: Very High
Other Scheme - Index Funds
Plan: Direct
Benchmark: Nifty Next 50 TRI
Inception: 02-09-2010
Exit Load: Nil
Fund Size:₹99.98 Cr
Performance
1Y
Fund0.25%
Cat. Avg.-0.92%
2Y
Fund-3.75%
Cat. Avg.0.42%
3Y
Fund15.57%
Cat. Avg.9.27%
5Y
FundN/A
Cat. Avg.7.81%
10Y
FundN/A
Cat. Avg.11.35%
SI
Fund14.56%
Cat. Avg.5.56%
Fund Facts
No available Data
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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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% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 59867 | -0.2% | -0.5% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.23 L. | +2.7% | +2.7% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.91 L. | +6.4% | +4.2% |
| SI | 07 Aug, 23 | 1.95 L. | 2.15 L. | +10.2% | +6.1% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.00 L. | +0.3% | +0.3% |
| 2Y | 16 Oct, 24 | 1 L. | 92636 | -7.4% | -3.8% |
| 3Y | 16 Oct, 23 | 1 L. | 1.54 L. | +54.4% | +15.6% |
| SI | 31 Jul, 23 | 1 L. | 1.55 L. | +54.8% | +14.6% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹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.