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LIC MF Nifty Next 50 Index Fund

Growth
55.790.03% (+0.02)

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LIC MF Nifty Next 50 Index Fund

Growth
EquityIndex Fund
Small-size FundAssets Under Mgmt: ₹ 96 Cr
Very High RiskPrinciple investment will be at very high risk
55.790.03% (+0.02)

Price Chart

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Returns
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1M
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1M
6M
1Y
3Y
5Y
Max
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EquityIndex Fund
Small-size FundAssets Under Mgmt: ₹ 96 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.3257.571.30
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.5842.780.32

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs0.00%
Nil
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
NIFTY NEXT 50 - TRI

About Index Fund

Index funds invests in stocks that emulate a market index like NSE Nifty, BSE Sensex, etc. They invest in the same securities which are present in underlying index. These funds aim to offer returns comparable to the index they track.

Peers & Comparison

Comparing 3 mutual funds from 
EquityIndex Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
LIC MF Nifty Next 50 Index Fund32.77%18.88%15.65%
UTI Nifty 50 Index Fund12.15%12.79%13.19%
HDFC Nifty 50 Index Fund12.10%12.76%13.32%
ICICI Pru Nifty 50 Index Fund12.09%12.75%13.26%

Price Comparison

Compare LIC MF Nifty Next 50 Index Fund with any MF, ETF, stock or index
Compare LIC MF Nifty Next 50 Index Fund with any MF, ETF, stock or index
LIC MF Nifty Next 50 Index Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Cash & EquivalentsEquity0.52%99.48%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+22 moreIndustrial MachineryIT Services & ConsultingPharmaceuticalsConsumer FinanceElectrical Components & Equipments64.86 %6.19 %6.41 %7.04 %7.64 %7.87 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 246.49%5.89%6.55%7.38%7.57%7.87%
Electrical Components & Equipments as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Hindustan Aeronautics Ltd
    HAL
    3M change : 0.71 %

    Holdings

    4.49 %

    0.71 %
  • Divi's Laboratories Ltd
    DIVISLAB
    3M change : 4.14 %

    Holdings

    4.14 %

    4.14 %
  • Vedanta Ltd
    VEDL
    3M change : 0.66 %

    Holdings

    4.08 %

    0.66 %

AMC Profile

LIC Mutual Fund was established on 20th April 1989 by LIC of India. Its current Asset under Management (AUM) surpasses Rs.14 crore.

  • No.of Schemes

    34

  • Total AUM

    ₹ 30,156.76 Cr.

Fund Manager Profile

Sumit Bhatnagar

AUM:  ₹2,980.57 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

Qualification

MBA (Univ. of Toronto), CFA (USA)

Past Experience

Mr. Sumit Bhatnagar has over 10 years of experience in Banking & Capital Markets. At Indiabulls Mutual Fund, Sumit played a pivotal role in setting up the AMC systems & processes and in framing business strategy, designing business plan and products for the AMC. Earlier, he worked with SEBI for five years in Investment Management Department, handing critical policy matters pertaining to mutual funds and contributed extensively in various high powered committees of SEBI.

Funds Managed (18)

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Opinions and Fund Reviews

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