ICICI Prudential Nifty Next 50 Index Fund SIP Calculator
Calculate historical returns and project future compounding for ICICI Pru Nifty Next 50. Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
Index Fund
AUM
₹10,117 Cr
Expense Ratio
0.37%
Fund Manager
Kayzad Englim
ICICI Pru Nifty Next 50 Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 15.9% CAGR | 5 Years @ 10.8% CAGR | 10 Years @ 12.2% CAGR |
|---|---|---|---|
| ₹1,000/mo | ₹46,349 Invested: ₹36,000 | ₹79,874 Invested: ₹60,000 | ₹2,35,547 Invested: ₹1,20,000 |
| ₹2,500/mo | ₹1,15,873 Invested: ₹90,000 | ₹1,99,685 Invested: ₹1,50,000 | ₹5,88,868 Invested: ₹3,00,000 |
| ₹5,000/mo | ₹2,31,746 Invested: ₹1,80,000 | ₹3,99,369 Invested: ₹3,00,000 | ₹11,77,736 Invested: ₹6,00,000 |
| ₹10,000/mo | ₹4,63,491 Invested: ₹3,60,000 | ₹7,98,738 Invested: ₹6,00,000 | ₹23,55,472 Invested: ₹12,00,000 |
| ₹25,000/mo | ₹11,58,728 Invested: ₹9,00,000 | ₹19,96,845 Invested: ₹15,00,000 | ₹58,88,680 Invested: ₹30,00,000 |
* Projections calculated using actual historical 3-year (15.89%), 5-year (10.83%), and 10-year (12.23%) performance data. Actual mutual fund returns fluctuate with market NAV.
Expert Editorial Analysis & Investment Review
Independent, data-driven assessment of ICICI Prudential Nifty Next 50 Index Fund covering strategy, benchmark tracking, risk metrics, and suitability for long-term SIP portfolios.
Fund Overview
ICICI Prudential Nifty Next 50 Index Fund is a high-performing scheme in the Index Fund category, managed by Kayzad Englim and benchmarked against NIFTY Next 50 TRI. Featuring an Asset Under Management (AUM) of ₹9,935 crore and an expense ratio of 0.38% (Direct), the fund offers investors disciplined exposure to quality growth assets.
Who Should Invest
This scheme is designed for investors with a long-term investment horizon (5+ years) looking for optimal capital appreciation in index fund. It is well-suited for portfolio growth and long-term financial goals through systematic investments (SIP).
Key Strengths
- Disciplined Portfolio Management: Overseen by Kayzad Englim following strict valuation and growth metrics.
- Strong Category Leadership: Recognized for consistent performance with a 3-Year CAGR of 21.6%.
- Low Expense Ratio: Direct plan pricing of 0.38% (Direct) enhances net returns over long compounding periods.
Risks to Consider
- Market Fluctuations: Short-term NAV movements are influenced by broader economic and stock market developments.
- Category Specifics: Investors should align their risk appetite with the fund’s index fund mandate.
Performance Context
ICICI Prudential Nifty Next 50 Index Fund has demonstrated strategic agility through past market cycles, delivering a robust 3-year return of 21.6%.
Use Our SIP Calculator with This Fund
To project returns for ICICI Prudential Nifty Next 50 Index Fund using actual historical NAV data, launch our interactive SIP Calculator.
About ICICI Prudential Nifty Next 50 Index Fund
A passive index fund replicating the Nifty Next 50 index (companies ranked 51-100 by market cap).
Investment Strategy
Low-cost passive indexing capturing potential future Nifty 50 large-cap leaders.
Key Facts
- Low tracking error Nifty Next 50 indexer
- Expense ratio: 0.38% (Direct)
- Benchmark: NIFTY Next 50 TRI
Historical Returns
3-Year CAGR
15.89%
5-Year CAGR
10.83%
10-Year CAGR
12.23%
Benchmark
NIFTY Next 50 TRI
Returns are illustrative based on historical performance. Actual returns may vary. Verify with AMC before investing.
Top Holdings & Sector Allocation
As of September 2026, ICICI Pru Nifty Next 50's portfolio includes:
Top 5 Holdings
- Trent Ltd
- Bharat Electronics
- REC Ltd
- PFC Ltd
- TVS Motor Co
Sector Allocation
Who Is This Fund Suitable For?
Ideal for passive investors wanting higher growth potential than Nifty 50 at a low expense ratio.
More Funds from ICICI & Similar Schemes
Similar Funds to Consider
- UTI Nifty Next 50 Index Fund
- SBI Nifty Next 50 Index Fund
Or compare side by side using our main SIP calculator — you can test different funds with the same investment amount and dates to see which performed better.
Other Tools for ICICI Pru Nifty Next 50 Investors
- FIRE Calculator — Plan your retirement corpus with ICICI Pru Nifty Next 50 as part of your portfolio
- Cost of Delay Calculator — See how much delaying your SIP in ICICI Pru Nifty Next 50 could cost you
- SIP vs EMI Calculator — Compare investing in ICICI Pru Nifty Next 50 vs paying off loans
Frequently Asked Questions About ICICI Pru Nifty Next 50
What is the historical SIP return of ICICI Pru Nifty Next 50?
Based on the latest data, ICICI Pru Nifty Next 50 has delivered an annualized return (CAGR) of 15.89% over 3 years, 10.83% over 5 years, and 12.23% over 10 years. Past performance does not guarantee future results.
How is ICICI Pru Nifty Next 50 SIP return calculated?
SIP returns are calculated using the XIRR (Extended Internal Rate of Return) method. Each monthly installment buys units at the fund's Net Asset Value (NAV) on that specific day. When markets are down, your SIP buys more units, and when markets are up, it buys fewer units (rupee cost averaging). Our calculator replays this exact process using historical NAV data to compute the precise current value of your accumulated units.
How much return would ₹5,000 monthly SIP in ICICI Pru Nifty Next 50 generate over 5 years?
At an estimated annual return rate of 10.83%, a monthly ₹5,000 investment (₹3,00,000 total invested) would grow to approximately ₹3,99,369 in 5 years, yielding an estimated wealth gain of ₹99,369. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in ICICI Pru Nifty Next 50?
ICICI Pru Nifty Next 50's top holdings include Trent Ltd, Bharat Electronics, REC Ltd, and PFC Ltd. The fund's sector allocation is diversified across multiple sectors.
What is the risk profile of ICICI Pru Nifty Next 50?
ICICI Pru Nifty Next 50 is a Index Fund fund with moderate to high risk depending on market conditions. Investors should assess their risk tolerance before investing..
What are the tax implications of investing in ICICI Pru Nifty Next 50?
Gains from ICICI Pru Nifty Next 50 are subject to capital gains tax. Equity funds held over 1 year qualify for LTCG at 12.5% on gains above ₹1.25 lakh per year. Consult a tax advisor for your specific situation.
Data last updated: September 2026 | Fund data sourced from AMFI and BSE public APIs
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