Analytics, not advice. Rankings and scores describe past performance and are not recommendations.

Index Fund

LIC MF Nifty Next 50 Index Fund-Direct Plan-IDCW

LIC Mutual Fund · Managed by Nikhil Kapoor; Sasikant Aravamuthan

FundScore
Latest NAV
₹61.3637
as of 07 Aug 2026
AUM
Expense ratio
0.34%
as of 30 Jun 2026
Inception
14 May 2026
FundScore
94/100strong
Rank #69 of 1325 in Index Fund · top 6%

A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.

Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
5.55%
3M
5.10%
6M
9.05%
1Y
13.59%
3Y CAGR
19.14%
5Y CAGR
Since incep.
18.60%
Fund details
Fund manager
Nikhil Kapoor; Sasikant Aravamuthan
Riskometer
Very High Risk
Type
Open Ended
Portfolio turnover
28%
Volatility (3Y)
18.0%
Rating (external)
★★★★★as of 31 May 2018
Investment objective

The investment objective of the scheme is to invest only in and all the stocks comprising the Nifty Next 50 Index in the same weights of these stocks as in the Index with the objective to replicate the performance of the Total Returns Index of Nifty Next 50 Index. The scheme may also invest in derivatives instruments such as Futures and Options linked to stocks comprising the Index or linked to the Nifty Next 50 Index. The scheme will adopt a passive investment strategy and will seek to achieve the investment objective by minimizing the tracking error between the Nifty Next 50 Index (Total Returns Index) and the Scheme.

NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.

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Stock holdings
Latest portfolio disclosure for this scheme.

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