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LIC MF Nifty Next 50 Index Fund-Regular Plan-Growth

Fund House: LIC Mutual Fund
Invest in this Scheme
Category: Index Fund
Launch Date: 20-09-2010
Asset Class:
Benchmark: Nifty Next 50 TRI
TER: 0.9% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 73.87 Cr As on (31-03-2024)
Turn over: 42%
NAV as on 02-05-2024

49.0047

0.82 (1.6719%)

CAGR Since Inception

12.37%

Benchmark: 21.66%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY 100 Equal Weight TRI
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Gold
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PPF
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Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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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
6 Years 7 Months
13 Years 3 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

Current Asset Allocation (%)

Indicators

Standard Deviation 16.79
Sharpe Ratio 0.92
Alpha 1.53
Beta 1.15
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 Next 50 Index Fund-Regular Plan-Growth 20-09-2010 65.02 24.46 23.69 18.65 16.51
Motilal Oswal S&P BSE Enhanced Value Index Fund-Regular plan 22-08-2022 94.16 - - - -
Axis Nifty Smallcap 50 Index Fund - Regular Plan - Growth Option 10-03-2022 74.0 29.13 - - -
Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth 01-12-2022 73.49 - - - -
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth 01-04-2021 73.41 29.04 21.61 - -
Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth 10-04-2023 73.28 - - - -
Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan 20-10-2022 72.97 - - - -
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option 10-03-2021 70.64 31.63 26.64 - -
ICICI Prudential Nifty Auto Index Fund - Growth 11-10-2022 70.26 - - - -
Motilal Oswal Nifty 200 Momentum 30 Index Fund-Regular Plan 10-02-2022 69.81 31.15 - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

0.35%

Large Cap

89.36%

Mid Cap

10.25%

Scheme Documents

March 2024

Monthly Portfolio Equity as on March 31, 2024

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