LIC MF Nifty 50 Index Fund-Regular Plan-Growth
Fund House: LIC Mutual Fund
Category: Index Fund
Status: Open Ended Schemes
Launch Date: 28-11-2002
Minimum Investment: 5000.0
Asset Class: Equity
Minimum Topup: 500.0
Benchmark: NIFTY 50 TRI
Total Assets: 329.81 As on (30-09-2025)
Expense Ratio: 1.08% As on (29-09-2025)
Turn over: 81.00% | Exit Load: 0.25% if redeemed or switch out on or before completion of 7 Days from the date of allotment of units, Nil after 7 days
NAV as on 28-10-2025
143.3509
-0.1671
CAGR Since Inception
13.12%
NIFTY 50 TRI 13.93%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| LIC MF Nifty 50 Index Fund-Regular Plan-Growth | 6.85 | 13.48 | 17.23 | 12.04 | 13.12 |
| NIFTY 50 TRI | 7.98 | 14.71 | 18.61 | 13.63 | 13.93 |
| Index Fund | 5.32 | 14.59 | 19.31 | 12.66 | 9.49 |
Funds Manager
Mr. Sumit Bhatnagar
RETURNS CALCULATORS for LIC MF Nifty 50 Index Fund-Regular Plan-Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of LIC MF Nifty 50 Index Fund-Regular Plan-Growth
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of LIC MF Nifty 50 Index Fund-Regular Plan-Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| LIC MF Nifty 50 Index Reg Gr | 28-11-2002 | 6.85 | 16.77 | 13.48 | 17.23 | 12.04 |
| ICICI Prudential NASDAQ 100 Index Fund Gr | 01-10-2021 | 32.38 | 38.2 | 34.48 | 0.0 | 0.0 |
| Motilal Oswal Nifty India Defence Index Fund Reg Gr | 03-07-2024 | 32.1 | 0.0 | 0.0 | 0.0 | 0.0 |
| ABSL Nifty India Defence Fund Reg Gr | 30-08-2024 | 31.32 | 0.0 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal S&P 500 Index Reg Gr | 05-04-2020 | 23.76 | 32.52 | 24.09 | 19.0 | 0.0 |
| Kotak Nifty Financial Services Ex-Bank Index Fund Reg Gr | 14-08-2023 | 21.68 | 24.39 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal BSE Financials ex Bank 30 Index Fund Reg Gr | 29-07-2022 | 17.62 | 22.44 | 21.71 | 0.0 | 0.0 |
| Tata Nifty Financial Services Index Fund Reg Gr | 01-04-2024 | 14.39 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Prudential Nifty Bank Index Fund Gr | 05-03-2022 | 13.52 | 16.63 | 12.3 | 0.0 | 0.0 |
| DSP Nifty Bank Index Fund Reg Gr | 02-05-2024 | 13.45 | 0.0 | 0.0 | 0.0 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of LIC MF Nifty 50 Index Fund-Regular Plan-Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| LIC MF Nifty 50 Index Fund-Regular Plan-Growth | 12.45 | 0.64 | -2.33 | 0.99 | - | - |
| Index Fund | - | - | - | - | - | - |