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

₹53.4191

As of

17 Jul 2026

728 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	-0.05%	-0.01%	-0.04	178 / 246	Q3
1W	-0.74%	-0.36%	-0.38	194 / 246	Q4
2W	-0.58%	-0.04%	-0.54	206 / 246	Q4
1M	-0.61%	+0.57%	-1.18	209 / 246	Q4
3M	+2.52%	+1.95%	+0.58	71 / 246	Q2
6M	+4.75%	+0.95%	+3.80	32 / 239	Q1
YTD	+3.49%	+0.07%	+3.42	34 / 238	Q1
1Y	+4.99%	+1.45%	+3.54	80 / 227	Q2
2Y	-1.27%	+2.12%	-3.39	118 / 157	Q4
3Y	+16.50%	+9.02%	+7.48	22 / 116	Q1
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+16.71%	+6.50%	+10.21	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	+3.49%	+0.11%	+3.38	33 / 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

+15.30%

25 windows

min -8.3% · max 68.4%

72% 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.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

17.54%

3-year · annualised

Sharpe ratio

0.59

vs risk-free 6.5%

Sortino ratio

0.99

Downside-only deviation

Max drawdown

-26.61%

Sep 2024 → Feb 2025

% positive months

58.3%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

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	₹19.6312	17 Jul 2026
BANDHAN Nifty Smallcap 250 Index Fund - Regular Plan - IDCW	Bandhan	₹12.8262	17 Jul 2026
Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Regular - Payout of IDCW	Aditya Birla Sun Life	₹25.1396	17 Jul 2026
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	Motilal Oswal	₹39.6154	17 Jul 2026
KOTAK NIFTY MIDCAP 150 INDEX FUND-REGULAR PLAN-IDCW PAYOUT AND REINVESTMENT	Kotak	₹11.7290	17 Jul 2026
Edelweiss Nifty Next 50 Index Fund - Regular Plan - IDCW	Edelweiss	₹16.3153	17 Jul 2026
DSP Nifty Midcap 150 Index Fund - Regular - IDCW	DSP	₹10.4424	17 Jul 2026
HSBC NIFTY NEXT 50 INDEX FUND - Regular IDCW	HSBC	₹30.6323	17 Jul 2026
Axis Nifty Midcap 50 Index Fund - Regular Plan - IDCW Option	Axis	₹21.1162	17 Jul 2026
Bajaj Finserv Nifty Next 50 Index Fund - Regular - IDCW	Bajaj Finserv	₹11.3379	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹53.4191
16 Jul 2026	₹53.4484
15 Jul 2026	₹53.6368
14 Jul 2026	₹53.4176
13 Jul 2026	₹53.6088
10 Jul 2026	₹53.8192
9 Jul 2026	₹53.1509
8 Jul 2026	₹52.7183
7 Jul 2026	₹53.7094
6 Jul 2026	₹54.0340

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 17 Jul 2026, the NAV of LIC MF Nifty Next 50 Index Fund-Regular Plan-IDCW is ₹53.4191. 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 11 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 4.99% — +3.54 pp ahead of the Index Fund category average of 1.45%. The fund ranks #80 of 227 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 16.50% — +7.48 pp ahead of the Index Fund category average of 9.02%. The fund ranks #22 of 116 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 ₹158,111 today — a multiplier of 1.58×, based on the 3-year CAGR of 16.50%. The category average over the same window would have grown ₹1 lakh to ₹129,583.

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 ₹125,414 today. That's an XIRR (money-weighted annualised return) of 8.47%.

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 ₹125,414 — XIRR 8.47%.

On a 3-year basis, LIC MF Nifty Next 50 Index Fund-Regular Plan-IDCW ranks #22 out of 116 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 9.02%; this fund delivered 16.50%.

The worst peak-to-trough decline LIC MF Nifty Next 50 Index Fund-Regular Plan-IDCW has experienced over the last 3-year window is 26.61% — its NAV fell from a high on 27 Sep 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

The 3-year Sharpe ratio is 0.59 — reasonable risk-adjusted performance.

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"

Risk profile

Peers in Index Fund

Recent NAVs

Frequently asked questions

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