+91-22-48913909Best Index Funds 2024
Index Funds refer to the Mutual Fund schemes whose Portfolio is constructed using a Market index as a base. In other words, the performance of an index fund is dependent on the performance of a particular index. These schemes are passively managed. These funds contain shares in the similar proportion as they are in a particular index.
In India, many of the schemes use Nifty or Sensex as the base to construct their portfolio. For example, if the Nifty portfolio constitutes of SBI shares whose proportion is 12% then; the Nifty Index fund will also have 12% equity shares.
What is an Index Fund
An index fund is a type of mutual fund with a portfolio constructed to match or track the components of a Market Index, such as the S&P Nifty 50 (NIFTY). An index mutual fund is said to provide broad Market Exposure, low operating expenses and low portfolio turnover. These funds adhere to specific rules or standards (e.g. efficient tax management or reducing tracking errors) that stay in place no matter the state of the markets.
Risks of Investing In Index Funds
No Flexibility of Index Mutual Funds
One major disadvantage of Investing in index funds is the lack of flexibility. Since the funds just track the index, they can miss out on the opportunity to make higher returns which may arise due to market anomalies and surprises that are not connected to the index. Typically, value stocks would find it very difficult to be part of an index.
Market Risk on Index Mutual Funds
Index funds have a direct relation with the market. So, when the stock markets fall as a whole, so does the value of the index mutual fund.
Despite having a few disadvantages, top index funds can be beneficial for investors who want to invest in equities with a minimal risk Factor. As per experts, investors are suggested to include 5-6% of Index Funds in their investment portfolio to make best out of their investment.
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Top 6 Best Performing Index Funds FY 24 - 25
Fund NAV Net Assets (Cr) 2024 (%) 2023 (%) 2022 (%) 2021 (%) 2020 (%) Aditya Birla Sun Life Index Fund Growth ₹255.004
↓ -0.76 ₹1,274 11.4 9.5 20.6 5 24.6 Nippon India Index Fund - Nifty Plan Growth ₹42.7364
↓ -0.13 ₹3,061 11.4 9.4 20.5 4.6 24 Franklin India Index Fund Nifty Plan Growth ₹203.186
↓ -0.61 ₹787 11.3 9.5 20.2 4.9 24.3 Bandhan Nifty Fund Growth ₹54.1923
↓ -0.16 ₹2,268 11.2 9.2 20.5 5.4 24.4 LIC MF Index Fund Nifty Growth ₹138.832
↓ -0.42 ₹368 10.7 8.8 19.8 4.7 23.8 Nippon India Index Fund - Sensex Plan Growth ₹41.7119
↓ -0.14 ₹992 9.8 8.9 19.5 5 22.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Jan 26 Research Highlights & Commentary of 6 Funds showcased
Commentary Aditya Birla Sun Life Index Fund Nippon India Index Fund - Nifty Plan Franklin India Index Fund Nifty Plan Bandhan Nifty Fund LIC MF Index Fund Nifty Nippon India Index Fund - Sensex Plan Point 1 Upper mid AUM (₹1,274 Cr). Highest AUM (₹3,061 Cr). Bottom quartile AUM (₹787 Cr). Upper mid AUM (₹2,268 Cr). Bottom quartile AUM (₹368 Cr). Lower mid AUM (₹992 Cr). Point 2 Established history (23+ yrs). Established history (15+ yrs). Oldest track record among peers (25 yrs). Established history (15+ yrs). Established history (23+ yrs). Established history (15+ yrs). Point 3 Rating: 1★ (upper mid). Rating: 1★ (lower mid). Rating: 1★ (bottom quartile). Top rated. Rating: 1★ (bottom quartile). Rating: 2★ (upper mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 12.16% (top quartile). 5Y return: 11.97% (lower mid). 5Y return: 12.04% (upper mid). 5Y return: 12.11% (upper mid). 5Y return: 11.55% (bottom quartile). 5Y return: 11.18% (bottom quartile). Point 6 3Y return: 12.47% (top quartile). 3Y return: 12.41% (upper mid). 3Y return: 12.34% (upper mid). 3Y return: 12.28% (lower mid). 3Y return: 11.78% (bottom quartile). 3Y return: 11.27% (bottom quartile). Point 7 1Y return: 10.07% (top quartile). 1Y return: 10.06% (upper mid). 1Y return: 10.00% (upper mid). 1Y return: 9.89% (lower mid). 1Y return: 9.39% (bottom quartile). 1Y return: 8.75% (bottom quartile). Point 8 1M return: -3.10% (upper mid). 1M return: -3.09% (top quartile). 1M return: -3.10% (upper mid). 1M return: -3.11% (lower mid). 1M return: -3.15% (bottom quartile). 1M return: -3.57% (bottom quartile). Point 9 Alpha: -0.46 (top quartile). Alpha: -0.47 (upper mid). Alpha: -0.53 (lower mid). Alpha: -0.63 (bottom quartile). Alpha: -1.06 (bottom quartile). Alpha: -0.51 (upper mid). Point 10 Sharpe: 0.48 (top quartile). Sharpe: 0.48 (upper mid). Sharpe: 0.47 (upper mid). Sharpe: 0.46 (lower mid). Sharpe: 0.42 (bottom quartile). Sharpe: 0.36 (bottom quartile). Aditya Birla Sun Life Index Fund
Nippon India Index Fund - Nifty Plan
Franklin India Index Fund Nifty Plan
Bandhan Nifty Fund
LIC MF Index Fund Nifty
Nippon India Index Fund - Sensex Plan
*Below is the list for Index Mutual Funds having atleast 15 Crore or more in Net Assets.
An Open-ended index-linked growth scheme with the objective to generate returns commensurate with the performance of Nifty subject to tracking errors. Below is the key information for Aditya Birla Sun Life Index Fund Returns up to 1 year are on The primary investment objective of the scheme is to replicate the composition of the Nifty 50, with a view to generate returns that are commensurate with the
performance of the Nifty 50, subject to tracking errors. Research Highlights for Nippon India Index Fund - Nifty Plan Below is the key information for Nippon India Index Fund - Nifty Plan Returns up to 1 year are on The Investment Objective of the Scheme is to invest in companies whose securities are included in the Nifty and subject to tracking errors, endeavouring to attain results commensurate with the Nifty 50 under NSENifty Plan Research Highlights for Franklin India Index Fund Nifty Plan Below is the key information for Franklin India Index Fund Nifty Plan Returns up to 1 year are on The investment objective of the scheme is to replicate the Nifty 50 by investing in securities of the Nifty 50 in the same proportion / weightage. However, there is no assurance or guarantee that the objectives of the scheme will be realized
and the scheme does not assure or guarantee any returns . Research Highlights for Bandhan Nifty Fund Below is the key information for Bandhan Nifty Fund Returns up to 1 year are on The main investment objective of the fund is 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. Research Highlights for LIC MF Index Fund Nifty Below is the key information for LIC MF Index Fund Nifty Returns up to 1 year are on The primary investment objective of the scheme is to replicate the composition of the Sensex, with a view to generate returns that are commensurate with the performance of the Sensex, subject to tracking errors. Research Highlights for Nippon India Index Fund - Sensex Plan Below is the key information for Nippon India Index Fund - Sensex Plan Returns up to 1 year are on 1. Aditya Birla Sun Life Index Fund
Aditya Birla Sun Life Index Fund
Growth Launch Date 18 Sep 02 NAV (21 Jan 26) ₹255.004 ↓ -0.76 (-0.30 %) Net Assets (Cr) ₹1,274 on 31 Dec 25 Category Others - Index Fund AMC Birla Sun Life Asset Management Co Ltd Rating ☆ Risk Moderately High Expense Ratio 0.52 Sharpe Ratio 0.48 Information Ratio -13.14 Alpha Ratio -0.46 Min Investment 1,000 Min SIP Investment 100 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹12,460 31 Dec 22 ₹13,078 31 Dec 23 ₹15,771 31 Dec 24 ₹17,268 31 Dec 25 ₹19,230 Returns for Aditya Birla Sun Life Index Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jan 26 Duration Returns 1 Month -3.1% 3 Month -2.6% 6 Month 0.5% 1 Year 10.1% 3 Year 12.5% 5 Year 12.2% 10 Year 15 Year Since launch 14.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 11.4% 2023 9.5% 2022 20.6% 2021 5% 2020 24.6% 2019 15.2% 2018 12.4% 2017 3.2% 2016 28.5% 2015 3.1% Fund Manager information for Aditya Birla Sun Life Index Fund
Name Since Tenure Priya Sridhar 31 Dec 24 1 Yr. Data below for Aditya Birla Sun Life Index Fund as on 31 Dec 25
Asset Allocation
Asset Class Value Equity 100.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 07 | HDFCBANK13% ₹162 Cr 1,636,199
↑ 42,903 Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 07 | RELIANCE9% ₹113 Cr 722,213
↑ 15,997 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | 5321748% ₹103 Cr 764,004
↑ 19,572 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 07 | BHARTIARTL5% ₹63 Cr 298,048
↑ 13,718 Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY5% ₹61 Cr 374,674
↓ -1,158 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT4% ₹51 Cr 125,617
↑ 3,106 State Bank of India (Financial Services)
Equity, Since 30 Sep 07 | SBIN3% ₹44 Cr 443,797
↑ 10,965 ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 07 | ITC3% ₹42 Cr 1,030,801
↑ 25,700 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | 5322153% ₹39 Cr 306,557
↑ 7,807 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Sep 07 | M&M3% ₹35 Cr 95,485
↑ 3,033 2. Nippon India Index Fund - Nifty Plan
Nippon India Index Fund - Nifty Plan
Growth Launch Date 28 Sep 10 NAV (21 Jan 26) ₹42.7364 ↓ -0.13 (-0.30 %) Net Assets (Cr) ₹3,061 on 31 Dec 25 Category Others - Index Fund AMC Nippon Life Asset Management Ltd. Rating ☆ Risk Moderately High Expense Ratio 0.49 Sharpe Ratio 0.48 Information Ratio -12.07 Alpha Ratio -0.47 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-7 Days (0.25%),7 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹12,402 31 Dec 22 ₹12,978 31 Dec 23 ₹15,642 31 Dec 24 ₹17,111 31 Dec 25 ₹19,053 Returns for Nippon India Index Fund - Nifty Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jan 26 Duration Returns 1 Month -3.1% 3 Month -2.6% 6 Month 0.5% 1 Year 10.1% 3 Year 12.4% 5 Year 12% 10 Year 15 Year Since launch 9.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 11.4% 2023 9.4% 2022 20.5% 2021 4.6% 2020 24% 2019 14.3% 2018 12.3% 2017 3.5% 2016 29% 2015 2.5% Fund Manager information for Nippon India Index Fund - Nifty Plan
Name Since Tenure Himanshu Mange 23 Dec 23 2.03 Yr. Data below for Nippon India Index Fund - Nifty Plan as on 31 Dec 25
Asset Allocation
Asset Class Value Equity 100.06% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | HDFCBANK13% ₹390 Cr 3,931,809
↑ 30,886 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 10 | RELIANCE9% ₹273 Cr 1,735,489
↑ 6,436 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | 5321748% ₹247 Cr 1,835,913
↑ 13,293 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 10 | BHARTIARTL5% ₹151 Cr 716,213
↑ 20,077 Infosys Ltd (Technology)
Equity, Since 31 Oct 10 | INFY5% ₹145 Cr 900,347
↓ -19,816 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT4% ₹123 Cr 301,860
↑ 1,911 State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN3% ₹105 Cr 1,066,452
↑ 6,734 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC3% ₹100 Cr 2,477,028
↑ 16,205 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | 5322153% ₹94 Cr 736,662
↑ 5,221 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 10 | M&M3% ₹85 Cr 229,452
↑ 3,097 3. Franklin India Index Fund Nifty Plan
Franklin India Index Fund Nifty Plan
Growth Launch Date 4 Aug 00 NAV (21 Jan 26) ₹203.186 ↓ -0.61 (-0.30 %) Net Assets (Cr) ₹787 on 31 Dec 25 Category Others - Index Fund AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆ Risk Moderately High Expense Ratio 0.63 Sharpe Ratio 0.47 Information Ratio -3.74 Alpha Ratio -0.53 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-30 Days (1%),30 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹12,429 31 Dec 22 ₹13,043 31 Dec 23 ₹15,684 31 Dec 24 ₹17,171 31 Dec 25 ₹19,106 Returns for Franklin India Index Fund Nifty Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jan 26 Duration Returns 1 Month -3.1% 3 Month -2.6% 6 Month 0.5% 1 Year 10% 3 Year 12.3% 5 Year 12% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 11.3% 2023 9.5% 2022 20.2% 2021 4.9% 2020 24.3% 2019 14.7% 2018 12% 2017 3.2% 2016 28.3% 2015 3.3% Fund Manager information for Franklin India Index Fund Nifty Plan
Name Since Tenure Sandeep Manam 18 Oct 21 4.21 Yr. Shyam Sriram 26 Sep 24 1.27 Yr. Data below for Franklin India Index Fund Nifty Plan as on 31 Dec 25
Asset Allocation
Asset Class Value Cash 0.21% Equity 99.79% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 03 | HDFCBANK13% ₹100 Cr 1,006,199
↑ 636 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 03 | RELIANCE9% ₹70 Cr 445,990
↑ 282 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | 5321748% ₹63 Cr 470,124
↑ 297 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY5% ₹38 Cr 237,346
↑ 150 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 04 | BHARTIARTL5% ₹38 Cr 179,560
↑ 113 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT4% ₹32 Cr 77,368
↑ 49 State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN3% ₹27 Cr 273,342
↑ 172 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 11 | ITC3% ₹26 Cr 634,742
↑ 402 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | 5322153% ₹24 Cr 188,667
↑ 119 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 07 | M&M3% ₹22 Cr 58,386
↑ 37 4. Bandhan Nifty Fund
Bandhan Nifty Fund
Growth Launch Date 30 Apr 10 NAV (21 Jan 26) ₹54.1923 ↓ -0.16 (-0.30 %) Net Assets (Cr) ₹2,268 on 31 Dec 25 Category Others - Index Fund AMC IDFC Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 0.6 Sharpe Ratio 0.46 Information Ratio -12.78 Alpha Ratio -0.63 Min Investment 100 Min SIP Investment 1,000 Exit Load 0-7 Days (1%),7 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹12,441 31 Dec 22 ₹13,110 31 Dec 23 ₹15,801 31 Dec 24 ₹17,255 31 Dec 25 ₹19,183 Returns for Bandhan Nifty Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jan 26 Duration Returns 1 Month -3.1% 3 Month -2.6% 6 Month 0.4% 1 Year 9.9% 3 Year 12.3% 5 Year 12.1% 10 Year 15 Year Since launch 11.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 11.2% 2023 9.2% 2022 20.5% 2021 5.4% 2020 24.4% 2019 16.2% 2018 12.9% 2017 4.4% 2016 29.5% 2015 3.9% Fund Manager information for Bandhan Nifty Fund
Name Since Tenure Abhishek Jain 8 Mar 25 0.82 Yr. Data below for Bandhan Nifty Fund as on 31 Dec 25
Asset Allocation
Asset Class Value Equity 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 10 | HDFCBANK13% ₹289 Cr 2,911,491
↑ 116,661 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 10 | RELIANCE9% ₹202 Cr 1,285,123
↑ 46,336 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 10 | 5321748% ₹183 Cr 1,359,487
↑ 53,664 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 10 | BHARTIARTL5% ₹112 Cr 530,353
↑ 31,604 Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY5% ₹108 Cr 666,704
↑ 7,450 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT4% ₹91 Cr 223,526
↑ 8,627 State Bank of India (Financial Services)
Equity, Since 31 Aug 11 | SBIN3% ₹78 Cr 789,704
↑ 30,465 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC3% ₹74 Cr 1,834,231
↑ 71,165 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 10 | 5322153% ₹69 Cr 545,495
↑ 21,452 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 11 | M&M3% ₹63 Cr 169,908
↑ 7,735 5. LIC MF Index Fund Nifty
LIC MF Index Fund Nifty
Growth Launch Date 14 Nov 02 NAV (21 Jan 26) ₹138.832 ↓ -0.42 (-0.30 %) Net Assets (Cr) ₹368 on 31 Dec 25 Category Others - Index Fund AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 0.94 Sharpe Ratio 0.42 Information Ratio -16.04 Alpha Ratio -1.06 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Months (1%),1 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹12,382 31 Dec 22 ₹12,958 31 Dec 23 ₹15,528 31 Dec 24 ₹16,901 31 Dec 25 ₹18,708 Returns for LIC MF Index Fund Nifty
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jan 26 Duration Returns 1 Month -3.2% 3 Month -2.8% 6 Month 0.2% 1 Year 9.4% 3 Year 11.8% 5 Year 11.6% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.7% 2023 8.8% 2022 19.8% 2021 4.7% 2020 23.8% 2019 14.7% 2018 12.6% 2017 2.6% 2016 28.6% 2015 2.7% Fund Manager information for LIC MF Index Fund Nifty
Name Since Tenure Sumit Bhatnagar 3 Oct 23 2.25 Yr. Data below for LIC MF Index Fund Nifty as on 31 Dec 25
Asset Allocation
Asset Class Value Cash 0.32% Equity 99.68% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK13% ₹47 Cr 469,234
↓ -432 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 12 | RELIANCE9% ₹33 Cr 208,231
↑ 445 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | 5321748% ₹30 Cr 219,898
↑ 635 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | BHARTIARTL5% ₹18 Cr 86,022
↑ 2,272 Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY5% ₹17 Cr 108,136
↓ -2,471 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT4% ₹15 Cr 36,109
↑ 52 State Bank of India (Financial Services)
Equity, Since 30 Apr 09 | SBIN3% ₹13 Cr 127,766
↑ 289 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC3% ₹12 Cr 296,944
↑ 1,602 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | 5322153% ₹11 Cr 88,253
↑ 153 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | M&M3% ₹10 Cr 27,302
↑ 57 6. Nippon India Index Fund - Sensex Plan
Nippon India Index Fund - Sensex Plan
Growth Launch Date 28 Sep 10 NAV (21 Jan 26) ₹41.7119 ↓ -0.14 (-0.33 %) Net Assets (Cr) ₹992 on 31 Dec 25 Category Others - Index Fund AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 0.49 Sharpe Ratio 0.36 Information Ratio -10.92 Alpha Ratio -0.51 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-7 Days (0.25%),7 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹12,243 31 Dec 22 ₹12,861 31 Dec 23 ₹15,363 31 Dec 24 ₹16,723 31 Dec 25 ₹18,364 Returns for Nippon India Index Fund - Sensex Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jan 26 Duration Returns 1 Month -3.6% 3 Month -2.9% 6 Month -0.2% 1 Year 8.7% 3 Year 11.3% 5 Year 11.2% 10 Year 15 Year Since launch 9.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 9.8% 2023 8.9% 2022 19.5% 2021 5% 2020 22.4% 2019 16.6% 2018 14.2% 2017 6.2% 2016 27.9% 2015 2% Fund Manager information for Nippon India Index Fund - Sensex Plan
Name Since Tenure Himanshu Mange 23 Dec 23 2.03 Yr. Data below for Nippon India Index Fund - Sensex Plan as on 31 Dec 25
Asset Allocation
Asset Class Value Cash 0.05% Equity 99.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | HDFCBANK15% ₹148 Cr 1,496,460
↑ 8,818 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 10 | RELIANCE11% ₹104 Cr 665,142
↑ 1,305 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | 53217410% ₹94 Cr 702,484
↑ 1,991 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 10 | BHARTIARTL6% ₹58 Cr 274,662
↑ 6,133 Infosys Ltd (Technology)
Equity, Since 31 Oct 10 | INFY6% ₹57 Cr 351,216
↑ 692 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT5% ₹47 Cr 114,940
↑ 231 State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN4% ₹40 Cr 408,329
↑ 801 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC4% ₹38 Cr 948,274
↑ 2,046 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | 5322154% ₹36 Cr 280,678
↑ 657 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 10 | M&M3% ₹33 Cr 88,015
↑ 1,393
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Research Highlights for Aditya Birla Sun Life Index Fund