LIC MF Nifty Next 50 Index Fund
Direct · Growth ₹59.58
06 Jul 2026
NAV
15.1%
3Y CAGR
14.0%
5Y CAGR
14.5%
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.
5.71
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 | 18.5% | -55.9% | 91.0% |
| 3 Years | ₹36.00 L | ₹45.15 L | 15.0% | -24.4% | 39.5% |
| 5 Years | ₹60.00 L | ₹84.09 L | 14.0% | -9.8% | 30.5% |
| 7 Years | ₹84.00 L | ₹1.36 Cr | 13.6% | -1.5% | 23.6% |
| 10 Years | ₹1.20 Cr | ₹2.52 Cr | 14.4% | 9.7% | 19.5% |
| 12 Years | ₹1.44 Cr | ₹3.60 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 | 18.5% | 14.5% | 9.2% | +4.0% |
| 3 Years | 15.0% | 11.2% | 12.6% | +3.9% |
| 5 Years | 14.0% | 10.4% | 14.1% | +3.5% |
| 7 Years | 13.6% | 10.6% | 14.3% | +3.0% |
| 10 Years | 14.4% | 11.5% | 13.8% | +2.9% |
| 12 Years | 14.5% | 11.4% | 13.1% | +3.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 17.4% | 10.4% | -32.3% | 85.4% | 0.49 | 1.54 | 76% | — | — |
| 3 Years | 15.1% | 16.4% | -8.6% | 29.6% | 1.25 | 3.75 | 94% | — | — |
| 5 Years | 14.0% | 13.9% | -0.2% | 27.8% | 1.37 | 13.74 | 100% | — | — |
| 10 Years | 14.5% | 14.3% | 11.6% | 17.7% | 5.71 | — | 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 | +12.91 | 1.11 | 114.5% | 98.1% | 12.4% | 0.2% |
| 3 Years | +10.61 | 1.15 | 116.7% | 104.3% | 19.4% | 8.5% |
| 5 Years | +4.78 | 1.06 | 103.5% | 97.6% | 13.9% | 9.0% |
| 7 Years | +5.02 | 0.90 | 94.8% | 89.3% | 16.9% | 12.5% |
| 10 Years | +2.67 | 0.93 | 96.6% | 93.2% | 13.6% | 11.2% |
| 12 Years | +3.93 | 0.93 | 97.2% | 92.3% | 13.9% | 10.3% |
| 15 Years | +3.28 | 0.93 | 97.2% | 92.8% | 12.9% | 9.9% |
50
Total Holdings
32.2%
Top 10 Weight
26
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Adani Power Ltd. | 3.79% |
| 2 | Tata Motors Ltd. | 3.62% |
| 3 | Divi's Laboratories Ltd. | 3.43% |
| 4 | Hindustan Aeronautics Ltd. | 3.41% |
| 5 | TVS Motor Company Ltd. | 3.30% |
| 6 | Cholamandalam Investment & Fin Co Ltd. | 3.16% |
| 7 | Cummins India Ltd. | 3.13% |
| 8 | Avenue Supermarts Ltd. | 2.88% |
| 9 | VARUN BEVERAGES LIMITED | 2.83% |
| 10 | Samvardhana Motherson International Ltd. | 2.67% |