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LIC MF Nifty Next 50 Index Fund-Direct Plan-Growth

LIC · Scheme 151937

61.07 0.22%NAV · 2026-09-18
72
Strong FundScore
Start SIP
AUM
₹111 cr
Expense ratio
0.32%
3Y CAGR
20.0%
Risk level
High
Min SIP
₹200
Benchmark
Underlying index
Fund manager: Nisha SharmaExit load: Nil
Strong · 72/100

A high-quality fund that scores well on the factors that matter.

🎯 Best held for the long term (5+ years) as part of a diversified portfolio.

📈 Why it could do well

  • Compounding well recently — 20.0% CAGR over 3 years.
  • Low cost — 0.32% expense ratio means more of the return stays with you.
  • 3Y CAGR: +20.0%
  • Max drawdown: -26%

📉 What could drag it down

  • Sharpe ratio: 0.68
  • Sortino ratio: 0.82

FundScore breakdown

72/100 · Strong
How it works →
90
Returns
Excellent
50
Consistency
Average
37
Risk-adjusted
Weak
66
Downside protection
Decent
84
Cost efficiency
Excellent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.