LIC MF Nifty Next 50 Index Fund Direct Growth

Scheme code: INF397L01AW2 NAV value: ₹ 51.8679 NAV date: 19 March, 2026 TER: 0.38%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-32.32	85.38	11.10	17.74	9.23
3 year	-8.55	29.59	16.12	14.90	15.72
5 year	-0.16	27.82	13.81	14.00	15.28
7 year	8.11	17.09	13.11	13.02	12.94
10 year	11.58	17.69	14.32	14.60	13.12
12 year	14.60	17.29	15.81	15.77	13.61

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	17.74
3 year	6.28	30.95	15.04	14.9
5 year	8.38	26.02	14.22	14
7 year	10.18	15.62	12.93	13.02
10 year	11.42	12.93	12.18	14.6
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	17.74
3 year	6.56	19.64	13.57	14.9
5 year	9.22	12.29	10.75	14

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	17.74
3 year	7.68	21.49	15.06	14.9
5 year	10.37	13.5	11.93	14

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	17.74
3 year	8.04	32.03	17.81	14.9
5 year	8.18	28.64	15.34	14
7 year	10.64	16.42	13.77	13.02
10 year	12.56	14.06	13.31	14.6

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,82,277 - Absolute Returns: ₹82,277 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,14,685 - Absolute Returns: ₹9,14,685 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹84,68,158 - Absolute Returns: ₹24,68,158 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,35,22,636 - Absolute Returns: ₹51,22,636 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,54,92,417 - Absolute Returns: ₹1,34,92,417 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,64,83,527 - Absolute Returns: ₹2,20,83,527 - CAGR: %

Drawdown Metrics

Max Drawdown

-40.59 %

Drawdown Duration

27 months

Recovery Time

9 months

Avg Drawdown

-7.43 %

Calmar Ratio by Duration

1 Y

0.4371

3 Y

0.3671

5 Y

0.3449

7 Y

0.3208

10 Y

0.3597

12 Y

0.3885

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	5.30	1.07	111.2	104.2	9.12 %	4.00 %
3 years	8.07	1.14	113.0	102.6	20.00 %	11.28 %
5 years	4.12	1.03	100.8	95.2	13.66 %	9.44 %
7 years	2.76	0.90	93.1	89.7	13.06 %	10.74 %
10 years	2.49	0.92	95.6	92.4	14.08 %	12.06 %
12 years	1.86	0.92	95.6	92.4	11.57 %	10.00 %
15 years	1.35	0.92	95.6	92.4	9.15 %	7.92 %