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LIC Index Fund Nifty Plan

LIC Index Fund Nifty Plan

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

10.71

as on 06 Jul 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,577 today.

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NAV Performance

LIC Index Fund Nifty Plan performance graph for last 3 years
Performance of LIC Index Fund Nifty Plan for last 3 Years

Fund Information

  • ₹ 88.173

    as on 06 Jul 2022
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 50 Cr.

    as on 31 Dec 2021
  • 1.01%

  • 05 Dec 2002

  • Equity - Index Funds/ETFs

  • Nifty 50 TRI

  • LIC Mutual Fund

    Show All Funds
  • LIC MF Index Fund - Nifty Plan - Growth charges 0.25% of sell value; if fund sold before 7 days. There are no other charges.

Highlights of this fund

LIC Index Fund Nifty Plan is an Open-ended Equity Fund. The fund belongs to Index Funds/ETFs category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 05 Dec 2002. This fund is offered by one of the top AMC (Assets Management Company) LIC Mutual Fund. You can also view here all other Equity funds offered by LIC Mutual Fund.

Latest NAV of the fund is ₹ 88.173 as on 06 Jul 2022.

This fund has 19 years of track record. Since 30 Nov 2021 expense ratio of this fund is 1.01%. Ideally you shoulds compare this fund with the benchmark Nifty 50 TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 1,000. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

to generate returns commensurate with the performance of the index either Nifty/Sensex based on the plans, by investing in the respective index stocks subject to tracking errors

List of Fund Managers of LIC Index Fund Nifty Plan

  • About Jaiprakash Toshniwal

    Picture of Jaiprakash  Toshniwal

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 2.25% -1.23% 9.01% 32.56% 38.10% 15.56% 12.07% 13.80% -8.25% 13.63% 17.70% 12.35% 12.24%
Category Average -2.49% -10.04% -9.39% 1.63% 23.22% 11.52% 10.48% 12.09% -10.63% 8.69% 13.43% 11.42% 11.44%
LIC Index Fund Nifty Plan -3.40%₹ 9,659 -9.85%₹ 9,014 -9.62%₹ 9,037 1.29%₹ 10,128 -9.83%₹ 11,355 21.86%₹ 14,849 7.94%₹ 26,005 10.71%₹ 13,577 12.90%₹ 43,628 10.49%₹ 16,472 11.30%₹ 79,702 11.49%₹ 29,699 11.04%₹ 2,12,876
Sundaram Smart Nifty 100 Equal Weight Fund 2.25%₹ 10,225 -1.23%₹ 9,876 9.01%₹ 10,900 - - - - - - - - - -
DSP Equal Nifty 50 Fund -2.07%₹ 9,793 -9.38%₹ 9,062 -8.39%₹ 9,160 2.81%₹ 10,280 -8.25%₹ 11,460 28.92%₹ 16,620 12.92%₹ 27,294 12.96%₹ 14,424 17.70%₹ 46,725 - - - -
Principal Nifty 100 Equal Weight Fund -1.15%₹ 9,885 -10.10%₹ 8,990 -9.58%₹ 9,042 -0.11%₹ 9,988 -10.74%₹ 11,294 24.22%₹ 15,431 9.84%₹ 26,494 12.25%₹ 14,153 15.02%₹ 44,978 8.41%₹ 14,978 10.96%₹ 79,017 10.63%₹ 27,467 10.01%₹ 2,01,553
Taurus Nifty Index Fund -2.71%₹ 9,728 -9.20%₹ 9,079 -9.09%₹ 9,091 1.28%₹ 10,128 -9.02%₹ 11,409 23.20%₹ 15,178 8.79%₹ 26,225 11.68%₹ 13,938 13.97%₹ 44,306 11.35%₹ 17,124 12.16%₹ 81,404 11.86%₹ 30,686 11.57%₹ 2,18,986
UTI Nifty Next 50 Index Fund -0.47%₹ 9,953 -11.55%₹ 8,845 -10.84%₹ 8,916 -1.89%₹ 9,811 -13.22%₹ 11,127 20.11%₹ 14,425 6.92%₹ 25,745 11.66%₹ 13,930 12.29%₹ 43,246 - - - -

Portfolio Holdings

Portfolio holdings pattern of LIC Index Fund Nifty Plan as on 07 Jul 2022 are listed below:

  • Equity Holdings:

    99.58%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    0.45%

Top Sector Holdings of LIC Index Fund Nifty Plan

Name of SectorHolding PercentageHolding Values in Crore
Banks 24.21% ₹ 12.63 Cr.
Computers - Software 17.64% ₹ 9.19 Cr.
Refineries/Marketing 11.03% ₹ 5.75 Cr.
Housing Finance 6.19% ₹ 3.23 Cr.
NBFC 3.78% ₹ 1.97 Cr.
Others 37.15% -

Top Stock Holdings of LIC Index Fund Nifty Plan

Name of StocksHolding PercentageHolding Values in Crore
Reliance Industries Ltd. 10.16% ₹ 5.30 Cr.
Infosys Ltd. 9.25% ₹ 4.82 Cr.
HDFC Bank Ltd. 8.57% ₹ 4.47 Cr.
ICICI Bank Ltd. 6.78% ₹ 3.54 Cr.
Housing Development Finance Corporation Ltd. 6.19% ₹ 3.23 Cr.
Others 59.05% -

Other Holdings

Holding TypeHolding Percentage
TREPS 0.43%
Net Receivables 0.02%