LIC MF Nifty Next 50 Index Fund
Direct · Growth ₹59.36
19 Jun 2026
NAV
15.0%
3Y CAGR
14.0%
5Y CAGR
14.6%
10Y CAGR
14.6%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
5.69
Sharpe
-40.6%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.67 L | 18.6% | -55.9% | 91.0% |
| 3 Years | ₹36.00 L | ₹45.24 L | 15.1% | -24.4% | 39.5% |
| 5 Years | ₹60.00 L | ₹83.98 L | 13.9% | -9.8% | 30.5% |
| 7 Years | ₹84.00 L | ₹1.35 Cr | 13.6% | -1.5% | 23.6% |
| 10 Years | ₹1.20 Cr | ₹2.53 Cr | 14.4% | 9.7% | 19.5% |
| 12 Years | ₹1.44 Cr | ₹3.61 Cr | 14.5% | 11.6% | 17.5% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 18.6% | 14.5% | 9.1% | +4.0% |
| 3 Years | 15.1% | 11.2% | 13.2% | +3.9% |
| 5 Years | 13.9% | 10.5% | 14.2% | +3.5% |
| 7 Years | 13.6% | 10.6% | 13.9% | +3.0% |
| 10 Years | 14.4% | 11.5% | 13.8% | +2.9% |
| 12 Years | 14.5% | 11.4% | 13.2% | +3.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 17.5% | 10.6% | -32.3% | 85.4% | 0.49 | 1.55 | 76% | — | — |
| 3 Years | 15.0% | 16.3% | -8.6% | 29.6% | 1.24 | 3.71 | 94% | — | — |
| 5 Years | 14.0% | 13.9% | -0.2% | 27.8% | 1.36 | 13.64 | 100% | — | — |
| 10 Years | 14.6% | 14.3% | 11.6% | 17.7% | 5.69 | — | 100% | — | — |
-40.6%
Max Drawdown
27 mo
Drawdown Duration
9 mo
Recovery Time
-7.5%
Avg Drawdown
Calmar Ratio by Duration
0.43
1Y
0.37
3Y
0.35
5Y
0.32
7Y
0.36
10Y
0.38
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +15.42 | 1.13 | 117.2% | 99.4% | 11.0% | -3.1% |
| 3 Years | +9.91 | 1.15 | 115.6% | 103.8% | 18.8% | 8.6% |
| 5 Years | +5.06 | 1.06 | 103.3% | 96.7% | 14.0% | 8.8% |
| 7 Years | +5.43 | 0.91 | 95.3% | 89.5% | 15.9% | 10.8% |
| 10 Years | +3.41 | 0.93 | 97.1% | 92.9% | 14.4% | 11.3% |
| 12 Years | +3.99 | 0.94 | 97.4% | 92.6% | 13.9% | 10.1% |
| 15 Years | +3.25 | 0.93 | 97.2% | 92.9% | 12.7% | 9.7% |
54
Total Holdings
31.3%
Top 10 Weight
27
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Adani Power Ltd. | 3.73% |
| 2 | Tata Motors Ltd. | 3.45% |
| 3 | Divi's Laboratories Ltd. | 3.36% |
| 4 | Hindustan Aeronautics Ltd. | 3.35% |
| 5 | TVS Motor Company Ltd. | 3.33% |
| 6 | Tata Power Company Ltd. | 3.03% |
| 7 | VARUN BEVERAGES LIMITED | 2.86% |
| 8 | Avenue Supermarts Ltd. | 2.75% |
| 9 | Britannia Industries Ltd. | 2.74% |
| 10 | Cholamandalam Investment & Fin Co Ltd. | 2.72% |