FundLens
79
Index — Large CapStrong Buy

LIC MF Nifty Next 50 Index

LIC · Direct–Growth · rank #2 of 82 by Smart Score

Data updated

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
9.5%
+12.0% vs index
3 Years
17.9%
+9.9% vs index
5 Years
12.0%
+4.3% vs index
Since launch
14.1%

Year-by-year performance

last entry = YTD
2024
+27.7%
2025
+2.6%
2026
+6.0%

Why this score

LIC MF Nifty Next 50 Index scores 79/100 — #2 of 82 Index — Large Cap fund (Strong Buy). It stands out for 3y return and 5y return — beating 97% of peers on 3y return. The main drag is its volatility (better than only 18% of peers).

Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.

3Y return17.85% · 97th percentile in category
5Y return12.01% · 96th percentile in category
Sharpe ratio0.62 · 94th percentile in category
Sortino ratio0.83 · 93rd percentile in category
Volatility18.34 · 18th percentile in category
Alpha8.34 · 89th percentile in category

Top holdings

top 5 = 18.6% of portfolio
1.Divi's Laboratories Ltd4.04%
2.TVS Motor Company Ltd3.99%
3.Tata Motors Ltd3.59%
4.Hindustan Aeronautics Ltd3.47%
5.Adani Power Ltd3.46%

50 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

Other Index — Large Cap funds