LIC MF Nifty Next 50 Index Fund
Value Research Rating
Our Opinion
Riskometer
Very High
₹50.8460 -2.42%
As on 12-May-2026
Returns
Risk
This fund has Very High risk.
As per SEBI's Riskometer.
Portfolio of LIC MF Nifty Next 50 Index Fund
Asset Allocation
Split between different types of investments
Market Cap Weightage
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
Peer Comparison
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
LIC MF Nifty Next 50 Index Fund
|
|
|
Very High
|
|
1.05 |
|
 |
|
Very High
|
|
0.95 |
||
|
|
Very High
|
|
0.71 |
||
|
|
Very High
|
|
0.97 |
||
 |
|
Very High
|
|
0.98 |
Other details of LIC MF Nifty Next 50 Index Fund
Assets
₹103 Cr
Exit Load (Days)
--
Min. Investment (₹)
5,000
Min. Withdrawal (₹)
1,000
Min. SIP Investment (₹)
200
Min. No of Cheques
30
About LIC MF Nifty Next 50 Index Fund
LIC MF Nifty Next 50 Index Fund is a equity mutual fund scheme of LIC Mutual Fund. Launched on September 20, 2010, it is currently managed by Nikhil Kapoor. The fund has an expense ratio of 1.05% with an overall AUM (Assets Under Management) of ₹103 Cr.
LIC MF Nifty Next 50 Index Fund is mandated to invest at least 80 per cent of its assets in large-cap stocks at all times. Being passively managed, it replicates the portfolio of its chosen benchmark index. The fund allows minimum lumpsum investment of ₹500 and minimum SIP of ₹200.
Investment Strategy
The scheme seeks 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.
Suitability
Large-cap funds are suitable for investors:
- Seeking exposure in large-cap stocks for moderately high returns
- Aiming for long-term wealth creation
- With a 5+ year investment horizon
- Who are at ease with the market's ups and downs
Note:
- Invest only through SIP
- Being passively managed, the fund replicates the portfolio of its chosen benchmark index
Capital Gains Taxation
- If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1.25 lakh in a financial year are exempt from tax. Gains over Rs 1.25 lakh are taxed at the rate of 12.5%.
- If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 20%.
- No tax is to be paid as long as you continue to hold the units.
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
- Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
Latest news on LIC MF Nifty Next 50 Index Fund
LIC Mutual Fund is to Acquire IDBI Mutual Fund
1 min read•By News Desk
FAQ for LIC MF Nifty Next 50 Index Fund
How to Invest in LIC MF Nifty Next 50 Index Fund?
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of LIC MF Nifty Next 50 Index Fund through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, LIC MF Nifty Next 50 Index Fund can be bought from the LIC Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
What is the current NAV of LIC MF Nifty Next 50 Index Fund Today?
The latest declared NAV of LIC MF Nifty Next 50 Index Fund, is ₹50.8460 as of 13-May-2026.
What are the top holdings of LIC MF Nifty Next 50 Index Fund?
| Company | Percentage of Portfolio |
|---|---|
|
3.73
|
|
|
3.45
|
|
|
3.36
|
|
|
3.35
|
|
|
3.33
|
What is the return of LIC MF Nifty Next 50 Index Fund in the last 5 years?
Over the past five years, LIC MF Nifty Next 50 Index Fund has delivered an annualised return of 13.45% as of 13-May-2026.
What is the minimum investment required in LIC MF Nifty Next 50 Index Fund?
The minimum investment required to start investing in LIC MF Nifty Next 50 Index Fund is ₹5,000 for the lump sum option and ₹200 for the SIP (Systematic Investment Plan) option.
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