LIC MF Nifty 50 Index Fund-Regular Plan-Growth

Fund House: LIC Mutual Fund
Category: Index Fund
Launch Date: 28-11-2002
Asset Class: Equity
Benchmark: NIFTY 50 TRI
TER: 1.08% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 332.95 Cr As on 31-07-2025(Source:AMFI)
Turn over: 14% | Exit Load: 0.25% if redeemed or switch out on or before completion of 7 Days from the date of allotment of units, Nil after 7 days

135.1248

12.92%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 2 Months
11 Years 5 Months
12 Years 2 Months
18 Years 10 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The main investment objective of the fund is to generate returns commensurate with the performance of the index Nifty based on the plans by investing in the respective index stocks subject to tracking errors. There is no assurance that the investment objective of the Scheme will be achieved.

Current Asset Allocation (%)

Indicators

Standard Deviation 12.45
Sharpe Ratio 0.64
Alpha -2.33
Beta 0.99
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
LIC MF Nifty 50 Index Fund-Regular Plan-Growth 28-11-2002 -2.7 12.44 12.24 16.02 11.59
ICICI Prudential NASDAQ 100 Index Fund - Growth 01-10-2021 26.46 26.73 26.62 - -
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth 05-04-2020 21.03 23.31 20.47 17.07 -
HDFC Nifty G-Sec July 2031 Index Fund - Growth Option 10-11-2022 8.35 8.56 - - -
Nippon India Nifty G-Sec Oct 2028 Maturity Index Fund-Regular Plan-Growth Option 06-03-2023 8.34 8.25 - - -
Tata Nifty SDL Plus AAA PSU Bond Dec 6040 Index Fund-Regular Plan -Growth 30-03-2022 8.17 8.02 7.43 - -
HDFC Nifty G-Sec Apr 2029 Index Fund - Growth Option 10-03-2023 8.16 8.35 - - -
ICICI Prudential Nifty PSU Bond Plus SDL Sep 2027 40:60 Index Fund - Growth 28-09-2021 8.16 8.01 7.35 - -
Aditya Birla Sun Life Crisil IBX Gilt-Apr 2029 Index Fund-Regular Growth 19-10-2022 8.14 8.36 - - -
ICICI Prudential Nifty G-Sec Dec 2030 Index Fund - Growth 05-10-2022 8.13 8.34 - - -

Scheme Characteristics

Minimum investment in securities of a particular index (which is being replicated/ tracked) - 95% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

0.53%

Large Cap

98.53%

Mid Cap

0.95%

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