LIC MF NIFTY Next 50 Index Fund-Regular Plan-IDCW
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
Fund-0.29%
Cat. Avg.-1.42%
2Y
Fund-4.28%
Cat. Avg.-0.02%
3Y
Fund14.93%
Cat. Avg.8.81%
5Y
FundN/A
Cat. Avg.7.22%
10Y
FundN/A
Cat. Avg.10.92%
SI
Fund13.92%
Cat. Avg.5.09%
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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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 Nov, 25 | 60000 | 59709 | -0.5% | -1.0% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.23 L. | +2.1% | +2.1% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.90 L. | +5.5% | +3.6% |
| SI | 07 Aug, 23 | 1.95 L. | 2.13 L. | +9.1% | +5.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 99713 | -0.3% | -0.3% |
| 2Y | 16 Oct, 24 | 1 L. | 91617 | -8.4% | -4.3% |
| 3Y | 16 Oct, 23 | 1 L. | 1.52 L. | +51.8% | +14.9% |
| SI | 31 Jul, 23 | 1 L. | 1.52 L. | +52.0% | +13.9% |
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.