Best Index Funds 2025

Updated on April 15, 2026 , 2655 views

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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Fund Selection Methodology used to find 6 funds

AUM Range: 15%20TO%2010000 Cr
Sorted On : Last calendar-year return (2025) (high to low)
Keyword: “indexfund”
Tags: nifty, sensex
No Of Funds: 6

Top 6 Best Performing Index Funds FY 25 - 26

Fund	NAV	Net Assets (Cr)	2024 (%)	2023 (%)	2022 (%)	2021 (%)	2020 (%)
Aditya Birla Sun Life Index Fund Growth	₹246.684 ↑ 1.59	₹1,278	11.4	9.5	20.6	5	24.6
Nippon India Index Fund - Nifty Plan Growth	₹41.351 ↑ 0.27	₹3,160	11.4	9.4	20.5	4.6	24
Franklin India Index Fund Nifty Plan Growth	₹196.488 ↑ 1.26	₹765	11.3	9.5	20.2	4.9	24.3
Bandhan Nifty Fund Growth	₹52.4039 ↑ 0.34	₹2,245	11.2	9.2	20.5	5.4	24.4
LIC MF Index Fund Nifty Growth	₹134.152 ↑ 0.86	₹353	10.7	8.8	19.8	4.7	23.8
Nippon India Index Fund - Sensex Plan Growth	₹39.9458 ↑ 0.26	₹946	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 17 Apr 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 (₹1,278 Cr).	Highest AUM (₹3,160 Cr).	Bottom quartile AUM (₹765 Cr).	Upper mid AUM (₹2,245 Cr).	Bottom quartile AUM (₹353 Cr).	Lower mid AUM (₹946 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: 11.39% (top quartile).	5Y return: 11.21% (lower mid).	5Y return: 11.25% (upper mid).	5Y return: 11.31% (upper mid).	5Y return: 10.81% (bottom quartile).	5Y return: 10.59% (bottom quartile).
Point 6	3Y return: 11.92% (top quartile).	3Y return: 11.88% (upper mid).	3Y return: 11.77% (upper mid).	3Y return: 11.73% (lower mid).	3Y return: 11.23% (bottom quartile).	3Y return: 10.14% (bottom quartile).
Point 7	1Y return: 2.76% (upper mid).	1Y return: 2.78% (top quartile).	1Y return: 2.66% (upper mid).	1Y return: 2.58% (lower mid).	1Y return: 2.15% (bottom quartile).	1Y return: 0.54% (bottom quartile).
Point 8	1M return: 3.20% (lower mid).	1M return: 3.23% (upper mid).	1M return: 3.26% (top quartile).	1M return: 3.20% (bottom quartile).	1M return: 3.20% (upper mid).	1M return: 3.14% (bottom quartile).
Point 9	Alpha: -0.46 (top quartile).	Alpha: -0.47 (upper mid).	Alpha: -0.61 (lower mid).	Alpha: -0.63 (bottom quartile).	Alpha: -1.12 (bottom quartile).	Alpha: -0.52 (upper mid).
Point 10	Sharpe: 0.84 (top quartile).	Sharpe: 0.84 (upper mid).	Sharpe: 0.83 (upper mid).	Sharpe: 0.82 (lower mid).	Sharpe: 0.78 (bottom quartile).	Sharpe: 0.58 (bottom quartile).

Aditya Birla Sun Life Index Fund

Upper mid AUM (₹1,278 Cr).
Established history (23+ yrs).
Rating: 1★ (upper mid).
Risk profile: Moderately High.
5Y return: 11.39% (top quartile).
3Y return: 11.92% (top quartile).
1Y return: 2.76% (upper mid).
1M return: 3.20% (lower mid).
Alpha: -0.46 (top quartile).
Sharpe: 0.84 (top quartile).

Nippon India Index Fund - Nifty Plan

Highest AUM (₹3,160 Cr).
Established history (15+ yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 11.21% (lower mid).
3Y return: 11.88% (upper mid).
1Y return: 2.78% (top quartile).
1M return: 3.23% (upper mid).
Alpha: -0.47 (upper mid).
Sharpe: 0.84 (upper mid).

Franklin India Index Fund Nifty Plan

Bottom quartile AUM (₹765 Cr).
Oldest track record among peers (25 yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.25% (upper mid).
3Y return: 11.77% (upper mid).
1Y return: 2.66% (upper mid).
1M return: 3.26% (top quartile).
Alpha: -0.61 (lower mid).
Sharpe: 0.83 (upper mid).

Bandhan Nifty Fund

Upper mid AUM (₹2,245 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 11.31% (upper mid).
3Y return: 11.73% (lower mid).
1Y return: 2.58% (lower mid).
1M return: 3.20% (bottom quartile).
Alpha: -0.63 (bottom quartile).
Sharpe: 0.82 (lower mid).

LIC MF Index Fund Nifty

Bottom quartile AUM (₹353 Cr).
Established history (23+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 10.81% (bottom quartile).
3Y return: 11.23% (bottom quartile).
1Y return: 2.15% (bottom quartile).
1M return: 3.20% (upper mid).
Alpha: -1.12 (bottom quartile).
Sharpe: 0.78 (bottom quartile).

Nippon India Index Fund - Sensex Plan

Lower mid AUM (₹946 Cr).
Established history (15+ yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 10.59% (bottom quartile).
3Y return: 10.14% (bottom quartile).
1Y return: 0.54% (bottom quartile).
1M return: 3.14% (bottom quartile).
Alpha: -0.52 (upper mid).
Sharpe: 0.58 (bottom quartile).

About the Fincash Research Team

At Fincash, our mission is to help investors make informed, confident decisions. With over 10 years in Mutual Fund distribution, our team blends deep industry expertise with a commitment to transparency, accuracy, and investor education.

Who We Are

AMFI Registration No.: 112358
MCA CIN: U74999MH2016PTC282153
Location: Thane, Maharashtra, India
Experience: 10+ years in Mutual Fund distribution

Our Expertise

Certified Mutual Fund Distributors with hands-on advisory experience.
Market analysts tracking performance, macro trends, and sectors.
Data specialists processing NAVs, allocations, and risk metrics from Morning Star.

Our Research Process

Data sourcing: SEBI-registered fund houses & verified third-party provider Morning Star
Screening: Returns, manager track record, expenses, sector mix, risk-adjusted metrics.
Expert review: Senior team members review every article and list for accuracy.
Updates: Regular refreshes so performance data reflects current market conditions.

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Disclaimer

Content is for educational and informational purposes only and is not investment advice. Please consider your risk profile and consult a financial advisor before investing.

*Below is the list for Index Mutual Funds having atleast 15 Crore or more in Net Assets.

1. Aditya Birla Sun Life Index Fund

An Open-ended index-linked growth scheme with the objective to generate returns commensurate with the performance of Nifty subject to tracking errors.

Research Highlights for Aditya Birla Sun Life Index Fund

Upper mid AUM (₹1,278 Cr).
Established history (23+ yrs).
Rating: 1★ (upper mid).
Risk profile: Moderately High.
5Y return: 11.39% (top quartile).
3Y return: 11.92% (top quartile).
1Y return: 2.76% (upper mid).
1M return: 3.20% (lower mid).
Alpha: -0.46 (top quartile).
Sharpe: 0.84 (top quartile).
Information ratio: -12.90 (bottom quartile).

Below is the key information for Aditya Birla Sun Life Index Fund

Aditya Birla Sun Life Index Fund Growth
Launch Date	18 Sep 02
NAV (17 Apr 26)	₹246.684 ↑ 1.59 (0.65 %)
Net Assets (Cr)	₹1,278 on 28 Feb 26
Category	Others - Index Fund
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	0.52
Sharpe Ratio	0.84
Information Ratio	-12.9
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 Mar 21	₹10,000
31 Mar 22	₹11,941
31 Mar 23	₹11,927
31 Mar 24	₹15,430
31 Mar 25	₹16,368
31 Mar 26	₹15,645

Aditya Birla Sun Life Index Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 Invest Now

Returns for Aditya Birla Sun Life Index Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 26

Duration	Returns
1 Month	3.2%
3 Month	-5.3%
6 Month	-5.3%
1 Year	2.8%
3 Year	11.9%
5 Year	11.4%
10 Year
15 Year
Since launch	14.6%

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	1.25 Yr.

Data below for Aditya Birla Sun Life Index Fund as on 28 Feb 26

Asset Allocation

Asset Class	Value
Cash	0.25%
Equity	99.75%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Sep 07 \| HDFCBANK	11%	₹128 Cr	1,745,440 ↑ 45,820
Reliance Industries Ltd (Energy) Equity, Since 30 Sep 07 \| RELIANCE	9%	₹104 Cr	770,319 ↑ 20,112
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	8%	₹98 Cr	815,349 ↑ 21,731
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 07 \| BHARTIARTL	5%	₹62 Cr	350,056 ↑ 40,456
Infosys Ltd (Technology) Equity, Since 30 Sep 07 \| INFY	4%	₹50 Cr	399,864 ↑ 10,668
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Sep 07 \| LT	4%	₹47 Cr	133,905 ↑ 3,419
State Bank of India (Financial Services) Equity, Since 30 Sep 07 \| SBIN	4%	₹46 Cr	473,269 ↑ 12,270
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 09 \| 532215	3%	₹38 Cr	327,229 ↑ 8,790
ITC Ltd (Consumer Defensive) Equity, Since 30 Sep 07 \| ITC	3%	₹32 Cr	1,099,233 ↑ 28,478
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Sep 07 \| M&M	3%	₹30 Cr	101,913 ↑ 2,727

2. Nippon India Index Fund - Nifty Plan

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

Highest AUM (₹3,160 Cr).
Established history (15+ yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 11.21% (lower mid).
3Y return: 11.88% (upper mid).
1Y return: 2.78% (top quartile).
1M return: 3.23% (upper mid).
Alpha: -0.47 (upper mid).
Sharpe: 0.84 (upper mid).
Information ratio: -11.66 (upper mid).

Below is the key information for Nippon India Index Fund - Nifty Plan

Nippon India Index Fund - Nifty Plan Growth
Launch Date	28 Sep 10
NAV (17 Apr 26)	₹41.351 ↑ 0.27 (0.65 %)
Net Assets (Cr)	₹3,160 on 28 Feb 26
Category	Others - Index Fund
AMC	Nippon Life Asset Management Ltd.
Rating	☆
Risk	Moderately High
Expense Ratio	0.49
Sharpe Ratio	0.84
Information Ratio	-11.66
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 Mar 21	₹10,000
31 Mar 22	₹11,878
31 Mar 23	₹11,848
31 Mar 24	₹15,317
31 Mar 25	₹16,238
31 Mar 26	₹15,520

Nippon India Index Fund - Nifty Plan SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 Invest Now

Returns for Nippon India Index Fund - Nifty Plan

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 26

Duration	Returns
1 Month	3.2%
3 Month	-5.3%
6 Month	-5.3%
1 Year	2.8%
3 Year	11.9%
5 Year	11.2%
10 Year
15 Year
Since launch	9.6%

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	2.27 Yr.

Data below for Nippon India Index Fund - Nifty Plan as on 28 Feb 26

Asset Allocation

Asset Class	Value
Cash	0.19%
Equity	99.81%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| HDFCBANK	11%	₹331 Cr	4,521,584 ↑ 315,138
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 10 \| RELIANCE	9%	₹268 Cr	1,995,521 ↑ 138,808
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| ICICIBANK	8%	₹255 Cr	2,112,173 ↑ 148,021
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 10 \| BHARTIARTL	5%	₹162 Cr	906,825 ↑ 140,584
Infosys Ltd (Technology) Equity, Since 31 Oct 10 \| INFY	4%	₹130 Cr	1,035,853 ↑ 72,617
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| LT	4%	₹122 Cr	346,884 ↑ 23,939
State Bank of India (Financial Services) Equity, Since 31 Oct 10 \| SBIN	4%	₹120 Cr	1,226,010 ↑ 85,066
Axis Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| 532215	3%	₹98 Cr	847,692 ↑ 59,574
ITC Ltd (Consumer Defensive) Equity, Since 29 Feb 12 \| ITC	3%	₹82 Cr	2,847,579 ↑ 197,530
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Oct 10 \| M&M	3%	₹78 Cr	264,007 ↑ 18,528

3. Franklin India Index Fund Nifty Plan

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

Bottom quartile AUM (₹765 Cr).
Oldest track record among peers (25 yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.25% (upper mid).
3Y return: 11.77% (upper mid).
1Y return: 2.66% (upper mid).
1M return: 3.26% (top quartile).
Alpha: -0.61 (lower mid).
Sharpe: 0.83 (upper mid).
Information ratio: -3.81 (top quartile).

Below is the key information for Franklin India Index Fund Nifty Plan

Franklin India Index Fund Nifty Plan Growth
Launch Date	4 Aug 00
NAV (17 Apr 26)	₹196.488 ↑ 1.26 (0.65 %)
Net Assets (Cr)	₹765 on 28 Feb 26
Category	Others - Index Fund
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	0.63
Sharpe Ratio	0.83
Information Ratio	-3.81
Alpha Ratio	-0.61
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 Mar 21	₹10,000
31 Mar 22	₹11,912
31 Mar 23	₹11,906
31 Mar 24	₹15,358
31 Mar 25	₹16,283
31 Mar 26	₹15,549

Franklin India Index Fund Nifty Plan SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 Invest Now

Returns for Franklin India Index Fund Nifty Plan

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 26

Duration	Returns
1 Month	3.3%
3 Month	-5.3%
6 Month	-5.3%
1 Year	2.7%
3 Year	11.8%
5 Year	11.2%
10 Year
15 Year
Since launch	12.3%

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	4.45 Yr.
Shyam Sriram	26 Sep 24	1.51 Yr.

Data below for Franklin India Index Fund Nifty Plan as on 28 Feb 26

Asset Allocation

Asset Class	Value
Cash	0.22%
Equity	99.78%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 03 \| HDFCBANK	12%	₹90 Cr	1,016,819 ↑ 6,414
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| ICICIBANK	9%	₹65 Cr	474,792 ↑ 2,995
Reliance Industries Ltd (Energy) Equity, Since 31 Jan 03 \| RELIANCE	8%	₹63 Cr	448,821 ↑ 2,831
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Mar 04 \| BHARTIARTL	5%	₹35 Cr	185,222 ↑ 1,168
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 12 \| LT	4%	₹33 Cr	78,065 ↑ 492
State Bank of India (Financial Services) Equity, Since 31 Jan 03 \| SBIN	4%	₹33 Cr	275,799 ↑ 1,740
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	4%	₹30 Cr	232,842 ↑ 1,469
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 09 \| AXISBANK	3%	₹26 Cr	190,511 ↑ 1,202
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| KOTAKBANK	3%	₹20 Cr	488,789 ↑ 3,083
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 28 Feb 07 \| M&M	3%	₹20 Cr	59,339 ↑ 374

4. Bandhan Nifty Fund

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

Upper mid AUM (₹2,245 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 11.31% (upper mid).
3Y return: 11.73% (lower mid).
1Y return: 2.58% (lower mid).
1M return: 3.20% (bottom quartile).
Alpha: -0.63 (bottom quartile).
Sharpe: 0.82 (lower mid).
Information ratio: -12.54 (lower mid).

Below is the key information for Bandhan Nifty Fund

Bandhan Nifty Fund Growth
Launch Date	30 Apr 10
NAV (17 Apr 26)	₹52.4039 ↑ 0.34 (0.65 %)
Net Assets (Cr)	₹2,245 on 28 Feb 26
Category	Others - Index Fund
AMC	IDFC Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	0.6
Sharpe Ratio	0.82
Information Ratio	-12.54
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 Mar 21	₹10,000
31 Mar 22	₹11,942
31 Mar 23	₹11,953
31 Mar 24	₹15,456
31 Mar 25	₹16,350
31 Mar 26	₹15,598

Bandhan Nifty Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 Invest Now

Returns for Bandhan Nifty Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 26

Duration	Returns
1 Month	3.2%
3 Month	-5.3%
6 Month	-5.4%
1 Year	2.6%
3 Year	11.7%
5 Year	11.3%
10 Year
15 Year
Since launch	10.9%

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	1.07 Yr.
Mayuresh Nagvekar	17 Feb 26	0.12 Yr.

Data below for Bandhan Nifty Fund as on 28 Feb 26

Asset Allocation

Asset Class	Value
Cash	0.16%
Equity	99.84%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 10 \| HDFCBANK	11%	₹243 Cr	3,326,487 ↑ 336,360
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 10 \| RELIANCE	9%	₹197 Cr	1,468,086 ↑ 148,253
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 10 \| ICICIBANK	8%	₹187 Cr	1,553,906 ↑ 157,700
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 10 \| BHARTIARTL	5%	₹119 Cr	667,143 ↑ 122,465
Infosys Ltd (Technology) Equity, Since 30 Apr 10 \| INFY	4%	₹95 Cr	762,067 ↑ 77,356
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| LT	4%	₹89 Cr	255,199 ↑ 25,636
State Bank of India (Financial Services) Equity, Since 31 Aug 11 \| SBIN	4%	₹88 Cr	901,964 ↑ 90,931
Axis Bank Ltd (Financial Services) Equity, Since 30 Apr 10 \| 532215	3%	₹72 Cr	623,639 ↑ 63,410
ITC Ltd (Consumer Defensive) Equity, Since 29 Feb 12 \| ITC	3%	₹60 Cr	2,094,937 ↑ 211,166
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Jan 11 \| M&M	3%	₹57 Cr	194,228 ↑ 19,731

5. LIC MF Index Fund Nifty

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

Bottom quartile AUM (₹353 Cr).
Established history (23+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 10.81% (bottom quartile).
3Y return: 11.23% (bottom quartile).
1Y return: 2.15% (bottom quartile).
1M return: 3.20% (upper mid).
Alpha: -1.12 (bottom quartile).
Sharpe: 0.78 (bottom quartile).
Information ratio: -16.80 (bottom quartile).

Below is the key information for LIC MF Index Fund Nifty

LIC MF Index Fund Nifty Growth
Launch Date	14 Nov 02
NAV (17 Apr 26)	₹134.152 ↑ 0.86 (0.64 %)
Net Assets (Cr)	₹353 on 28 Feb 26
Category	Others - Index Fund
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	0.94
Sharpe Ratio	0.78
Information Ratio	-16.8
Alpha Ratio	-1.12
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 Mar 21	₹10,000
31 Mar 22	₹11,883
31 Mar 23	₹11,843
31 Mar 24	₹15,215
31 Mar 25	₹16,049
31 Mar 26	₹15,244

LIC MF Index Fund Nifty SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 Invest Now

Returns for LIC MF Index Fund Nifty

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 26

Duration	Returns
1 Month	3.2%
3 Month	-5.4%
6 Month	-5.6%
1 Year	2.1%
3 Year	11.2%
5 Year	10.8%
10 Year
15 Year
Since launch	12.2%

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
Nikhil Kapoor	7 Apr 26	0 Yr.

Data below for LIC MF Index Fund Nifty as on 28 Feb 26

Asset Allocation

Asset Class	Value
Cash	0.36%
Equity	99.64%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| HDFCBANK	11%	₹37 Cr	500,462 ↑ 30,551
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 12 \| RELIANCE	9%	₹30 Cr	220,391 ↑ 13,230
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| ICICIBANK	8%	₹28 Cr	233,773 ↑ 14,276
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 09 \| BHARTIARTL	5%	₹17 Cr	97,979 ↑ 12,359
Infosys Ltd (Technology) Equity, Since 31 Jan 03 \| INFY	4%	₹14 Cr	114,791 ↑ 7,475
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Apr 09 \| LT	4%	₹13 Cr	38,361 ↑ 2,340
State Bank of India (Financial Services) Equity, Since 30 Apr 09 \| SBIN	4%	₹13 Cr	135,611 ↑ 8,044
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 09 \| 532215	3%	₹11 Cr	93,632 ↑ 5,909
ITC Ltd (Consumer Defensive) Equity, Since 31 Jan 03 \| ITC	3%	₹9 Cr	312,493 ↑ 17,032
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Mar 12 \| M&M	3%	₹9 Cr	29,096 ↑ 1,741

6. Nippon India Index Fund - Sensex Plan

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

Lower mid AUM (₹946 Cr).
Established history (15+ yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 10.59% (bottom quartile).
3Y return: 10.14% (bottom quartile).
1Y return: 0.54% (bottom quartile).
1M return: 3.14% (bottom quartile).
Alpha: -0.52 (upper mid).
Sharpe: 0.58 (bottom quartile).
Information ratio: -10.75 (upper mid).

Below is the key information for Nippon India Index Fund - Sensex Plan

Nippon India Index Fund - Sensex Plan Growth
Launch Date	28 Sep 10
NAV (17 Apr 26)	₹39.9458 ↑ 0.26 (0.65 %)
Net Assets (Cr)	₹946 on 28 Feb 26
Category	Others - Index Fund
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆
Risk	Moderately High
Expense Ratio	0.49
Sharpe Ratio	0.58
Information Ratio	-10.75
Alpha Ratio	-0.52
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 Mar 21	₹10,000
31 Mar 22	₹11,874
31 Mar 23	₹12,021
31 Mar 24	₹15,110
31 Mar 25	₹15,984
31 Mar 26	₹14,947

Nippon India Index Fund - Sensex Plan SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 Invest Now

Returns for Nippon India Index Fund - Sensex Plan

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 26

Duration	Returns
1 Month	3.1%
3 Month	-6.1%
6 Month	-6.5%
1 Year	0.5%
3 Year	10.1%
5 Year	10.6%
10 Year
15 Year
Since launch	9.3%

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	2.27 Yr.

Data below for Nippon India Index Fund - Sensex Plan as on 28 Feb 26

Asset Allocation

Asset Class	Value
Cash	0.11%
Equity	99.89%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| HDFCBANK	13%	₹111 Cr	1,518,640 ↑ 21,521
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 10 \| RELIANCE	11%	₹91 Cr	674,401 ↑ 8,967
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| 532174	10%	₹86 Cr	713,414 ↑ 10,621
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 10 \| BHARTIARTL	6%	₹51 Cr	284,169 ↑ 9,386
Infosys Ltd (Technology) Equity, Since 31 Oct 10 \| INFY	5%	₹43 Cr	347,618 ↓ -3,752
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| LT	5%	₹41 Cr	116,543 ↑ 1,552
State Bank of India (Financial Services) Equity, Since 31 Oct 10 \| SBIN	5%	₹41 Cr	414,013 ↑ 5,504
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 13 \| 532215	4%	₹33 Cr	284,900 ↑ 4,098
ITC Ltd (Consumer Defensive) Equity, Since 29 Feb 12 \| ITC	3%	₹28 Cr	961,582 ↑ 12,891
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Oct 10 \| M&M	3%	₹26 Cr	89,240 ↑ 1,187

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Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.