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LIC Mutual Fund

LIC MF Nifty Next 50 Index Fund

LIC Mutual Fund · Direct plan · Growth

3-year returns
16.7%
a year
NAV
₹59.22
▲ 1.23% · 18 Sept 2026
Fund size
₹112 Cr
Expense ratio
0.32%
a year
Minimum SIP
₹200

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹53.64 and has returned 16.05% a year over 3 years.

Returns, and where it stands

Against the average index fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year4.8%1.1%ahead121 of 322
3 years16.7%9.5%ahead13 of 168
Every period, and the Regular plan →
PeriodDirectRegular
1 month-3%-3.1%
3 months-0.7%-0.8%
6 months10.6%10.3%
1 year4.8%4.2%
2 yearsp.a.-1.2%-1.7%
3 yearsp.a.16.7%16.1%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Jul 2023.

Plan

NAV history

▲ 4.8% in the last 1Y

49.555.461.318 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹24,414
XIRR (per year)
8.46%
Value today
₹2,04,414

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
18.3% a year
6.2% more than the category average — the bumpier side
Worst fall so far
−26.4%
Sept 2024 to Feb 2025.
Years that made money
70.9%
Of every one-year stretch it has been through.
Over any three years
15.7% to 20%
A year, at worst and at best. Typically 18.5%.

Fund details

Minimum lumpsum
₹5,000
Minimum top-up
₹500
Lock-in
None
Plan started
1 Jan 2013
Portfolio turnover
0.29x
Expense ratio
0.32%
as of 31 Aug 2026

Managed by Nikhil Kapoor, Sasikant Aravamuthan

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

LIC MF Nifty Next 50 Index Fund against other funds in the Index Fund category
Fund1Y3Y5YExpenseFund size
ICICI Prudential NASDAQ 100 Index Fund31.6%30.87%0.63%₹3,581 Cr
Motilal Oswal S&P 500 Index Fund25.83%25.76%17.85%0.49%₹2,919 Cr
UTI Nifty 500 Value 50 Index Fund9.35%21.1%0.84%₹846 Cr
ICICI Prudential Nifty Pharma Index Fund18.45%19.92%0.48%₹157 Cr
Motilal Oswal BSE Enhanced Value Index Fund5.44%19.6%0.54%₹2,251 Cr
Kotak Nifty Smallcap 50 Index Fund11.86%19.37%0.35%₹250 Cr
LIC MF Nifty Next 50 Index Fund4.8%16.71%0.32%₹112 Cr

About LIC MF Nifty Next 50 Index Fund

LIC MF Nifty Next 50 Index Fund is a index fund managed by LIC Mutual Fund. Passively track a market index such as the Nifty 50 or Sensex, with low costs and returns close to the index.

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.

The scheme's stated objective, as published by LIC Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹59.217151937
DirectIDCW₹59.2169151938
RegularGrowth₹53.6415151935
RegularIDCW₹53.6415151936

Frequently asked questions

What is the NAV of LIC MF Nifty Next 50 Index Fund today?

The NAV of LIC MF Nifty Next 50 Index Fund (Direct plan, Growth) is ₹59.217 and the Regular plan NAV is ₹53.6415, as of 18 Sept 2026.

What returns has LIC MF Nifty Next 50 Index Fund given?

Over the last year the Direct plan returned 4.8%, and 16.71% a year over 3 years. That places it 13 of 168 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of LIC MF Nifty Next 50 Index Fund?

The Direct plan charges 0.32% a year, as disclosed on 31 Aug 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in LIC MF Nifty Next 50 Index Fund?

You can start a monthly SIP with ₹200, or invest a lump sum of ₹5,000 or more.

How much has LIC MF Nifty Next 50 Index Fund fallen in the past?

Its deepest fall was 26.4% from 27 Sept 2024 to 28 Feb 2025. Of every one-year stretch in its history, 71% ended in a gain.

Which category does LIC MF Nifty Next 50 Index Fund belong to?

It is a Index Fund from LIC Mutual Fund. Passively track a market index such as the Nifty 50 or Sensex, with low costs and returns close to the index.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from LIC MF Nifty Next 50 Index Fund taxed?

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.