LIC MF Nifty Next 50 Index Fund

Ticker: mf13748
Decent 66/100

☆ Add to Watchlist

More Options

Business Overview

The LIC MF Nifty Next 50 Index Fund is designed for investors seeking exposure to the next tier of large-cap companies in India. It tracks the Nifty Next 50 Index, offering a diversified portfolio of 50 stocks that are poised for growth. This fund is ideal for those looking to invest in a mix of established and emerging companies, providing a balanced approach to equity investment. With a focus on long-term capital appreciation, it serves as a strategic addition to any investment portfolio.

  • Tracks the Nifty Next 50 Index
  • Diversified exposure to 50 large-cap stocks
  • Ideal for long-term investors
  • Focus on growth-oriented companies
  • Managed by LIC Mutual Fund, a trusted name in finance

Investment Thesis

The LIC MF Nifty Next 50 Index Fund stands out due to its strong backing from LIC, a trusted name in the Indian financial sector. With the growing shift towards digital services and an attractive valuation compared to peers, this fund presents a compelling investment opportunity for retail investors seeking long-term growth.

  • Strong promoter credibility with LIC's established reputation.
  • Significant growth potential in digital services enhancing fund accessibility.
  • Attractive valuation offers a competitive edge over peer funds.
  • Diversified exposure to the next 50 large-cap companies in India.
  • Ideal for investors looking for a balanced risk-reward profile.

Opportunity vs Risk

Opportunities
  • Diversification across 50 mid-cap stocks
  • Potential for high long-term returns
  • Growing interest in index funds
  • Low expense ratio compared to active funds
Risks ⚠️
  • Market volatility affecting returns
  • Limited historical performance data
  • Sector concentration risks
  • Economic downturn impact on mid-caps

Peer Perspective

LIC MF Nifty Next 50 Index Fund trades at a slight discount compared to peers like HDFC Index Fund and ICICI Prudential Nifty Next 50. A sustained growth acceleration could trigger a rerating.
📊 Stock Investment Checklist (100 Points)
LIC MF Nifty Next 50 Index Fund • Updated: 2025-09-29 14:00:07
  • 10
    Business
    High
    The fund is invested in a diversified portfolio of companies that are part of the Nifty Next 50, which represents future-ready sectors.
  • 10
    Growth
    High
    The underlying index has shown consistent revenue and profit growth over the years.
  • 10
    Profitability
    High
    The fund's constituents generally exhibit healthy ROE and ROCE, with positive cash flows.
  • 8
    Valuation
    High
    Valuation metrics like P/E and P/B are competitive compared to peers.
  • 7
    Balance
    High
    The fund's underlying companies maintain a reasonable debt-to-equity ratio and liquidity.
  • 6
    Governance
    Good
    Promoter holding is stable, with minimal pledging and good disclosures.
  • 5
    Drivers
    Good
    There are growth catalysts, but execution risks remain due to market volatility.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 66 / 100 • Decent
The LIC MF Nifty Next 50 Index Fund presents a decent investment opportunity with exposure to growth-oriented companies, though investors should be mindful of market risks.


Latest News

More ↗

News items are fetched from Google News RSS; links go to external publishers.