LIC MF Nifty Next 50 Index Fund(IDCW)

Ticker: mf17388
Decent 66/100

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Business Overview

The LIC MF Nifty Next 50 Index Fund (IDCW) is an open-ended equity scheme that aims to replicate the performance of the Nifty Next 50 Index. This fund is ideal for investors looking to diversify their portfolio with exposure to the next tier of large-cap companies in India. It matters because it provides an opportunity to invest in high-growth potential stocks that are poised for future market leadership. With low expense ratios and a passive investment strategy, it offers a cost-effective way to participate in India's growth story.

  • Replicates Nifty Next 50 Index performance
  • Ideal for long-term growth investors
  • Diversifies portfolio with high-potential stocks
  • Low expense ratio for cost-effective investing
  • Managed by LIC Mutual Fund's experienced team

Investment Thesis

The LIC MF Nifty Next 50 Index Fund (IDCW) presents a compelling investment opportunity due to its strong backing from LIC, a credible promoter. With the growing digital services landscape and attractive valuations compared to peers, this fund is well-positioned for long-term growth, making it an excellent choice for retail investors seeking exposure to the next tier of Indian companies.

  • Strong credibility from LIC, a trusted name in the financial sector.
  • Exposure to the Nifty Next 50, capturing emerging growth potential.
  • Digital services are on the rise, enhancing portfolio growth prospects.
  • Attractive valuations compared to peer funds, offering potential upside.
  • Diversification benefits for investors looking to balance their portfolios.

Opportunity vs Risk

Opportunities
  • Diversified exposure to next-gen companies
  • Potential for high long-term returns
  • Low expense ratio compared to peers
  • Rising interest in mid-cap stocks
Risks ⚠️
  • Market volatility affecting returns
  • Economic slowdown impacts growth
  • Regulatory changes in mutual funds
  • High competition in fund management

Peer Perspective

LIC MF Nifty Next 50 Index Fund trades at a slight premium compared to peers like SBI Nifty Next 50 ETF and ICICI Prudential Nifty Next 50 ETF. A rerating could occur with consistent margin stability and improved growth metrics.
📊 Stock Investment Checklist (100 Points)
LIC MF Nifty Next 50 Index Fund(IDCW) • Updated: 2025-10-01 03:50:24
  • 10
    Business
    High
    The fund invests in a diversified portfolio of companies in the Nifty Next 50 index, which includes future-ready sectors.
  • 10
    Growth
    High
    The underlying companies have shown consistent revenue and profit growth.
  • 10
    Profitability
    High
    ROE and ROCE are satisfactory, but OCF vs Net Profit needs improvement.
  • 8
    Valuation
    High
    Valuation metrics are reasonable compared to peers, but some companies are overvalued.
  • 7
    Balance
    High
    The fund's underlying companies maintain a healthy balance sheet with manageable debt levels.
  • 6
    Governance
    Good
    Promoter holding is decent, but there are concerns about transparency in disclosures.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks are notable.
  • 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 sectors, though caution is advised due to some valuation concerns and execution risks.