Should I invest in LIC MF Nifty Next 50 Index Fund?

We don't give personal investment advice. LIC MF Nifty Next 50 Index Fund-Regular Plan-IDCW is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding.

LIC

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

Latest NAV

₹51.7685

As of

3 Jun 2026

697 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.37%	+0.09%	-0.47	234 / 246	Q4
1W	-2.93%	-1.14%	-1.79	232 / 246	Q4
2W	+0.69%	+0.01%	+0.69	51 / 246	Q1
1M	-0.65%	-0.58%	-0.07	166 / 246	Q3
3M	+4.63%	+0.04%	+4.59	25 / 241	Q1
6M	+2.08%	-2.34%	+4.42	56 / 235	Q1
YTD	+0.30%	-2.52%	+2.82	115 / 238	Q2
1Y	+5.04%	+0.63%	+4.41	57 / 220	Q2
2Y	-0.59%	+2.75%	-3.35	116 / 149	Q4
3Y	+15.29%	+9.27%	+6.02	23 / 113	Q1
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+16.19%	+5.47%	+10.72	18 / 246	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+0.30%	-2.50%	+2.80	114 / 236
2025	+1.62%	+4.47%	-2.85	133 / 185
2024	+26.80%	+12.46%	+14.34	8 / 122
2023	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+13.56%

23 windows

min -9.8% · max 65.3%

61% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

—

Insufficient history

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Peers in Index Fund

Scheme	Fund house	NAV	As of
SBI Nifty Midcap 150 Index Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹18.9803	3 Jun 2026
BANDHAN Nifty Smallcap 250 Index Fund - Regular Plan - IDCW	Bandhan	₹12.0794	3 Jun 2026
Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Regular - Payout of IDCW	Aditya Birla Sun Life	₹24.3184	3 Jun 2026
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	Motilal Oswal	₹38.3242	3 Jun 2026
KOTAK NIFTY MIDCAP 150 INDEX FUND-REGULAR PLAN-IDCW PAYOUT AND REINVESTMENT	Kotak	₹11.3420	3 Jun 2026
Edelweiss Nifty Next 50 Index Fund - Regular Plan - IDCW	Edelweiss	₹15.8654	3 Jun 2026
DSP Nifty Midcap 150 Index Fund - Regular - IDCW	DSP	₹10.1040	3 Jun 2026
HSBC NIFTY NEXT 50 INDEX FUND - Regular IDCW	HSBC	₹29.7337	3 Jun 2026
Axis Nifty Midcap 50 Index Fund - Regular Plan - IDCW Option	Axis	₹20.2500	3 Jun 2026
Bajaj Finserv Nifty Next 50 Index Fund - Regular - IDCW	Bajaj Finserv	₹11.0327	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹51.7685
2 Jun 2026	₹51.9630
1 Jun 2026	₹51.8210
29 May 2026	₹52.6754
27 May 2026	₹53.3308
26 May 2026	₹52.5802
25 May 2026	₹52.4858
22 May 2026	₹51.7196
21 May 2026	₹51.5169
20 May 2026	₹51.4113

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of LIC MF Nifty Next 50 Index Fund-Regular Plan-IDCW is ₹51.7685. It's a Index Fund from LIC, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

LIC MF Nifty Next 50 Index Fund-Regular Plan-IDCW has NAV history starting from 31 Jul 2023, a track record of about 2 years 10 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

LIC MF Nifty Next 50 Index Fund-Regular Plan-IDCW is managed by LIC. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, LIC MF Nifty Next 50 Index Fund-Regular Plan-IDCW has delivered a absolute return of 5.04% — +4.41 pp ahead of the Index Fund category average of 0.63%. The fund ranks #57 of 220 in its category — the second (Q2) quartile.

Over the trailing 3-year window, LIC MF Nifty Next 50 Index Fund-Regular Plan-IDCW has delivered a CAGR of 15.29% — +6.02 pp ahead of the Index Fund category average of 9.27%. The fund ranks #23 of 113 in its category — the top (Q1) quartile.

LIC MF Nifty Next 50 Index Fund-Regular Plan-IDCW doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in LIC MF Nifty Next 50 Index Fund-Regular Plan-IDCW exactly 3 years ago would be worth approximately ₹153,225 today — a multiplier of 1.53×, based on the 3-year CAGR of 15.29%. The category average over the same window would have grown ₹1 lakh to ₹130,469.

A ₹10,000 monthly SIP in LIC MF Nifty Next 50 Index Fund-Regular Plan-IDCW over the last 1 year — total invested ₹120,000 — would be worth ₹123,264 today. That's an XIRR (money-weighted annualised return) of 5.07%.

LIC MF Nifty Next 50 Index Fund-Regular Plan-IDCW doesn't yet have 10 years of NAVs. Over the longest available window (1-year SIP), ₹10,000/month would have grown to ₹123,264 — XIRR 5.07%.

On a 3-year basis, LIC MF Nifty Next 50 Index Fund-Regular Plan-IDCW ranks #23 out of 113 funds in the Index Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 9.27%; this fund delivered 15.29%.

LIC MF Nifty Next 50 Index Fund-Regular Plan-IDCW doesn't have a computed drawdown figure yet.

Consistency stats for LIC MF Nifty Next 50 Index Fund-Regular Plan-IDCW need at least 3 years of NAVs to compute. They'll populate automatically once the fund has enough history.

In calendar year 2025, LIC MF Nifty Next 50 Index Fund-Regular Plan-IDCW returned 1.62% — lagging the Index Fund category average of 4.47% by 2.85 pp. It ranked #133 of 185 in its category that year.

LIC MF Nifty Next 50 Index Fund-Regular Plan-IDCW doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. LIC MF Nifty Next 50 Index Fund-Regular Plan-IDCW is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

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

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Peers in Index Fund

Recent NAVs

Frequently asked questions

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