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  • LIC MF Nifty 50 Index Fund (G)
LIC Mutual Fund

LIC MF Nifty 50 Index Fund (G)

EquityLarge Cap

138.1298

NAV (Oct 15)

17.181%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in large cap mutual funds.

Large Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Neutral

The performance of the fund on a Downside Protection Measure metric has been Neutral

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

138.1298

NAV (Oct 15)

Fund Returns

Last 1Y
27.1%
Last 3Y
11.2%
Last 5Y
17.2%
Last 10Y
12%
Since Inception
13.1%
6 Month CAGR
11.8%

Scheme Information

Investment Objective

The scheme aims to generate returns commensurate with the performance of Nifty 50 by investing in the index stocks, subject to tracking errors.

Expense Ratio
1.01
Launched (0y ago)
1.01
AUM in Crores
340.3
ISIN
INF767K01162
Lock-in
-
Benchmark
NIFTY 50 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
12.9
Beta
1
Sharpe Ratio
0.8
YTM
-
Fund Managers

Sumit Bhatnagar

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
LIC MF Nifty 50 Index Fund (G)70%11,27,775 3,95,16317.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2023-12-21

Top Stock Holdings

HDFC Bank Ltd.

11%
11.02%

Reliance Industries Ltd.

9.2%
9.21%

ICICI Bank Ltd.

7.7%
7.74%

Infosys Ltd.

6.1%
6.1%

ITC Ltd.

4.2%
4.15%
See all holdings

Allocation by Sector

Financial

31.4%
31.35%

Energy

14.2%
14.21%

Technology

13.7%
13.74%

Consumer Staples

8.4%
8.4%

Automobile

8.2%
8.19%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,417 cr

₹ 24,508 cr

₹ 66,206 cr

₹ 51,197 cr

₹ 17,770 cr

amc-img

About the AMC

LIC Mutual Fund

LIC Mutual Fund was established on 20th April 1989 by LIC India. LIC India id India's most trusted and premium brands. As part of LIC India, LIC mutual fund is one of the well-known players in the Asset Management sector.amc-img
phone-img022-66016177 / 022-66016178
email-imgbr.mumbai@licmf.com
Fund NameScripbox Opinion
Till Date CAGR

5.8%

7.9%

15.4%

5.9%

6.1%

6.9%

5.6%

8.2%

33%

10.5%

LIC MF Nifty 50 Index Fund (G) Review

LIC MF Nifty 50 Index Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 13.116% over a period of 21 years. The fund is managed by LIC Mutual Fund. The fund manager’s name is Sumit Bhatnagar.

Nav of LIC MF Nifty 50 Index Fund (G) as of 10/15/2024 is ₹138.13 with the total AUM as of 10/16/2024 is ₹340.2662. With Scripbox you can compare and check the latest nav for all mutual funds in India. LIC MF Nifty 50 Index Fund (G) was launched on 2002-12-05. The category risk of the fund is Above Average.

The minimum SIP amount for LIC MF Nifty 50 Index Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

LIC MF Nifty 50 Index Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 50 Total Return Index.

It is rated as a 2 fund in Equity and delivered 27.113% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with LIC MF Nifty 50 Index Fund (G).

Frequently Asked Questions

What is LIC MF Nifty 50 Index Fund (G)?

It is a Large Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in LIC MF Nifty 50 Index Fund (G)?

You can invest in LIC MF Nifty 50 Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of LIC MF Nifty 50 Index Fund (G)?

The minimum sip amount for LIC MF Nifty 50 Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is LIC MF Nifty 50 Index Fund (G) good to invest in?

As per Scripbox experts, it is a 2 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the LIC MF Nifty 50 Index Fund (G)?

The expense ratio of the LIC MF Nifty 50 Index Fund (G) is 1.01% for regular plan.

What is the NAV of LIC MF Nifty 50 Index Fund (G)?

Today's LIC MF Nifty 50 Index Fund (G) NAV is ₹138.13.