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9 Best Performing Index Mutual Funds for 2020 | Fincash.com

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Best Index Mutual Funds for Investments 2020

Updated on January 23, 2020 , 148361 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.

Index funds passively track the performance of a particular index. Unlike actively-managed funds, index funds are not meant to outperform the market, but mimic the performance of the index. When an investor is planning to invest in index funds, they should pay attention to the tracking error of the fund. The tracking error measures the deviation of fund return from benchmark it is tracking. It is the difference between the index fund return and its benchmark return. The lower the tracking error, the better the fund’s performance.

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Why to Invest in Index Funds in India?

Some of the benefits of investing in Index Funds are:

1. Diversification

An index is a collection of different stocks and securities. They offer diversification to the investor which is the main motive of Asset Allocation. This ensures that the investor does not have all his eggs in one basket.

2. Less Expenses

Index fund has a lower operating expenses as compared to other mutual fund schemes. Here, the fund managers need not have a separate team of research analysts to carry out an in-depth research of the companies against, which a significant amount is spent. In index funds, the manager just needs to replicate the index. Therefore, the expense ratio is lower in case of index funds.

3. Less Managerial Influence

Since the fund simply follows the movement of the particular index, the manager doesn’t have to choose what stocks to invest in. This is a plus point since the manager’s own style of Investing (which may not be in sync with the market at times) does not creep in.

Type of Index Mutual Funds

The weightage of a company in the Sensex or Nifty depends on its free float market capitalization. It is a percentage of the total market capitalization of the index. So, if the market capitalization of a company is Rs 1 crore, while that of the index if Rs 200 crore, its stock has a weightage of 0.5%.

1. SENSEX Index Funds

These index funds track BSE SENSEX as bechmark index & invest in 30 companies on BSE Sensex based on weightage login as discussed above. These Types of Mutual Funds are backed by ETF's (Exchange Traded Fund) traded on exchange.

2. NIFTY Index Funds

These index funds track NSE NIFTY 50 as bechmark index & invest in 50 companies on Nifty 50 based on weightage login as discussed above. These types of Mutual Funds are backed by ETF's (Exchange Traded Funds) traded on exchange.

3. NIFTY Junior Index Funds

These index funds track NSE NIFTY Junior 50 as bechmark index & invest in 50 companies on NSE NIFTY Junior 50 based on weightage login as discussed above. These types of mutual funds are backed by ETF's (Exchange Traded Funds) traded on exchange.

Top 9 Best Performing Index Funds FY 20 - 21

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Nippon India Index Fund - Sensex Plan Growth ₹20.4436
↑ 0.11
₹436.49.614.9157.414.2
LIC MF Index Fund Sensex Growth ₹77.1977
↑ 0.42
₹216.71015.214.87.114.6
ICICI Prudential Nifty Index Fund Growth ₹118.738
↑ 0.66
₹5085.68.913.713.57.212.8
UTI Nifty Index Fund Growth ₹80.4105
↑ 0.45
₹1,8275.79.114.114.27.813.2
Franklin India Index Fund Nifty Plan Growth ₹96.8006
↑ 0.53
₹2895.48.412.8136.912
SBI Nifty Index Fund Growth ₹105.318
↑ 0.59
₹5265.58.713.413.67.112.5
IDBI Nifty Index Fund Growth ₹22.5953
↑ 0.13
₹2305.58.613.112.76.312.3
Nippon India Index Fund - Nifty Plan Growth ₹20.4987
↑ 0.11
₹1585.58.613.113.46.912.3
LIC MF Index Fund Nifty Growth ₹67.6215
↑ 0.38
₹255.78.913.4136.712.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jan 20

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

1. 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.

Nippon India Index Fund - Sensex Plan is a Others - Index Fund fund was launched on 28 Sep 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8% since its launch.  Ranked 74 in Index Fund category.  Return for 2019 was 14.2% , 2018 was 6.2% and 2017 was 27.9% .

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 (24 Jan 20) ₹20.4436 ↑ 0.11   (0.55 %)
Net Assets (Cr) ₹43 on 31 Dec 19
Category Others - Index Fund
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 0.93
Sharpe Ratio 1
Information Ratio -7.45
Alpha Ratio -1.18
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.

DateValue
31 Dec 14₹10,000
31 Dec 15₹9,525
31 Dec 16₹9,712
31 Dec 17₹12,422
31 Dec 18₹13,188
31 Dec 19₹15,068

Nippon India Index Fund - Sensex Plan SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
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 24 Jan 20

DurationReturns
1 Month 0.3%
3 Month 6.4%
6 Month 9.6%
1 Year 14.9%
3 Year 15%
5 Year 7.4%
10 Year
15 Year
Since launch 8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 14.2%
2018 6.2%
2017 27.9%
2016 2%
2015 -4.7%
2014 28.7%
2013 9.8%
2012 27.3%
2011 -25%
2010
Fund Manager information for Nippon India Index Fund - Sensex Plan
NameSinceTenure
Mehul Dama6 Nov 180.98 Yr.

Data below for Nippon India Index Fund - Sensex Plan as on 31 Dec 19

Asset Allocation
Asset ClassValue
Cash1.7%
Equity98.3%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | HDFCBANK
13%₹5 Cr41,386
↑ 1,604
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 10 | RELIANCE
11%₹5 Cr30,917
↑ 1,199
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 10 | HDFC
9%₹4 Cr16,772
↑ 651
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | ICICIBANK
8%₹3 Cr62,630
↑ 2,428
Infosys Ltd (Technology)
Equity, Since 31 Oct 10 | INFY
6%₹3 Cr36,484
↑ 1,415
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 10 | TCS
5%₹2 Cr10,258
↑ 397
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
5%₹2 Cr83,218
↑ 3,226
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | KOTAKBANK
4%₹2 Cr11,523
↑ 447
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | 532215
4%₹2 Cr22,294
↑ 864
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
4%₹2 Cr11,897
↑ 461

2. LIC MF Index Fund Sensex

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.

LIC MF Index Fund Sensex is a Others - Index Fund fund was launched on 14 Nov 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.3% since its launch.  Ranked 79 in Index Fund category.  Return for 2019 was 14.6% , 2018 was 5.6% and 2017 was 27.4% .

Below is the key information for LIC MF Index Fund Sensex

LIC MF Index Fund Sensex
Growth
Launch Date 14 Nov 02
NAV (24 Jan 20) ₹77.1977 ↑ 0.42   (0.54 %)
Net Assets (Cr) ₹21 on 31 Dec 19
Category Others - Index Fund
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.66
Sharpe Ratio 1.03
Information Ratio -5.85
Alpha Ratio -0.83
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.

DateValue
31 Dec 14₹10,000
31 Dec 15₹9,464
31 Dec 16₹9,613
31 Dec 17₹12,249
31 Dec 18₹12,940
31 Dec 19₹14,830

LIC MF Index Fund Sensex SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for LIC MF Index Fund Sensex

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jan 20

DurationReturns
1 Month 0.3%
3 Month 6.7%
6 Month 10%
1 Year 15.2%
3 Year 14.8%
5 Year 7.1%
10 Year
15 Year
Since launch 13.3%
Historical performance (Yearly) on absolute basis
YearReturns
2019 14.6%
2018 5.6%
2017 27.4%
2016 1.6%
2015 -5.4%
2014 29.3%
2013 9.2%
2012 26.3%
2011 -24.4%
2010 18%
Fund Manager information for LIC MF Index Fund Sensex
NameSinceTenure
Ritu Modi1 Nov 190.08 Yr.

Data below for LIC MF Index Fund Sensex as on 31 Dec 19

Asset Allocation
Asset ClassValue
Cash0.72%
Equity99.28%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
13%₹3 Cr21,644
↓ -249
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 09 | RELIANCE
12%₹3 Cr16,159
↓ -210
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFC
9%₹2 Cr8,780
↓ -95
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | ICICIBANK
8%₹2 Cr32,844
↓ -190
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
6%₹1 Cr19,144
↓ -114
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 09 | TCS
5%₹1 Cr5,381
↓ -47
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 11 | ITC
5%₹1 Cr43,020
↓ -877
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | KOTAKBANK
4%₹1 Cr5,951
↓ -121
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | 532215
4%₹1 Cr11,697
↓ -05
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 09 | LT
4%₹1 Cr6,143
↓ -140

3. ICICI Prudential Nifty Index Fund

(Erstwhile ICICI Prudential Nifty Index Fund)

An open-ended index linked growth scheme seeking to track the returns of the S&P CNX Nifty index through investment in a basket of stocks drawn from the constituents of the Nifty.

ICICI Prudential Nifty Index Fund is a Others - Index Fund fund was launched on 26 Feb 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.8% since its launch.  Ranked 71 in Index Fund category.  Return for 2019 was 12.8% , 2018 was 3.4% and 2017 was 28.7% .

Below is the key information for ICICI Prudential Nifty Index Fund

ICICI Prudential Nifty Index Fund
Growth
Launch Date 26 Feb 02
NAV (24 Jan 20) ₹118.738 ↑ 0.66   (0.56 %)
Net Assets (Cr) ₹508 on 31 Dec 19
Category Others - Index Fund
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 0.92
Sharpe Ratio 0.84
Information Ratio -7.57
Alpha Ratio -0.54
Min Investment 5,000
Min SIP Investment 100
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹9,637
31 Dec 16₹9,979
31 Dec 17₹12,846
31 Dec 18₹13,279
31 Dec 19₹14,983

ICICI Prudential Nifty Index Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for ICICI Prudential Nifty 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 24 Jan 20

DurationReturns
1 Month 0.3%
3 Month 5.6%
6 Month 8.9%
1 Year 13.7%
3 Year 13.5%
5 Year 7.2%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 12.8%
2018 3.4%
2017 28.7%
2016 3.6%
2015 -3.6%
2014 32.5%
2013 7.9%
2012 26.5%
2011 -23.6%
2010 18.7%
Fund Manager information for ICICI Prudential Nifty Index Fund
NameSinceTenure
Kayzad Eghlim1 Aug 0910.34 Yr.

Data below for ICICI Prudential Nifty Index Fund as on 31 Dec 19

Asset Allocation
Asset ClassValue
Cash0.56%
Equity99.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 05 | HDFCBANK
11%₹54 Cr422,701
↓ -33,541
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 05 | RELIANCE
11%₹52 Cr334,791
↓ -26,570
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFC
8%₹39 Cr168,960
↓ -13,379
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 05 | ICICIBANK
7%₹32 Cr633,221
↓ -50,117
Infosys Ltd (Technology)
Equity, Since 31 Mar 05 | INFY
5%₹25 Cr359,026
↓ -28,439
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | KOTAKBANK
4%₹21 Cr130,992
↓ -10,387
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 05 | TCS
4%₹21 Cr102,992
↓ -8,156
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
4%₹21 Cr843,156
↓ -66,750
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
3%₹16 Cr120,991
↓ -9,596
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | 532215
3%₹16 Cr217,484
↓ -17,291

4. UTI Nifty Index Fund

The principal investment objective of the scheme is to invest in stocks of companies comprising Nifty 50 Index and endeavour to achieve return equivalent to Nifty 50 by “passive” investment. The scheme will be managed by replicating the index in the same weightage as in the Nifty 50 Index with the intention of minimising the performance differences between the scheme and the Nifty 50 Index in capital terms, subject to market liquidity, costs of trading, management expenses and other factors which may cause tracking error. The scheme would alter the scrips/weights as and when the same are altered in the Nifty 50 Index.

UTI Nifty Index Fund is a Others - Index Fund fund was launched on 6 Mar 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.1% since its launch.  Ranked 68 in Index Fund category.  Return for 2019 was 13.2% , 2018 was 4.3% and 2017 was 29.7% .

Below is the key information for UTI Nifty Index Fund

UTI Nifty Index Fund
Growth
Launch Date 6 Mar 00
NAV (24 Jan 20) ₹80.4105 ↑ 0.45   (0.56 %)
Net Assets (Cr) ₹1,827 on 31 Dec 19
Category Others - Index Fund
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 0.2
Sharpe Ratio 0.87
Information Ratio -2.74
Alpha Ratio -0.2
Min Investment 5,000
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹9,665
31 Dec 16₹10,052
31 Dec 17₹13,036
31 Dec 18₹13,591
31 Dec 19₹15,391

UTI Nifty Index Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for UTI Nifty 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 24 Jan 20

DurationReturns
1 Month 0.3%
3 Month 5.7%
6 Month 9.1%
1 Year 14.1%
3 Year 14.2%
5 Year 7.8%
10 Year
15 Year
Since launch 11.1%
Historical performance (Yearly) on absolute basis
YearReturns
2019 13.2%
2018 4.3%
2017 29.7%
2016 4%
2015 -3.3%
2014 31.8%
2013 6.9%
2012 28.3%
2011 -24.8%
2010 17.7%
Fund Manager information for UTI Nifty Index Fund
NameSinceTenure
Sharwan Kumar Goyal1 May 190.58 Yr.

Data below for UTI Nifty Index Fund as on 31 Dec 19

Asset Allocation
Asset ClassValue
Equity100.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
11%₹205 Cr1,611,718
↑ 27,686
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 03 | RELIANCE
11%₹198 Cr1,276,556
↑ 21,920
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFC
8%₹148 Cr642,798
↑ 11,055
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 03 | ICICIBANK
7%₹123 Cr2,408,263
↑ 41,325
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
5%₹95 Cr1,365,689
↑ 23,424
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | KOTAKBANK
4%₹81 Cr498,526
↑ 8,558
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 05 | TCS
4%₹80 Cr391,810
↑ 6,737
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC
4%₹79 Cr3,206,955
↑ 55,075
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | 532215
3%₹61 Cr830,493
↑ 14,205
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 04 | LT
3%₹61 Cr460,488
↑ 7,901

5. 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

Franklin India Index Fund Nifty Plan is a Others - Index Fund fund was launched on 4 Aug 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.4% since its launch.  Ranked 76 in Index Fund category.  Return for 2019 was 12% , 2018 was 3.2% and 2017 was 28.3% .

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 (24 Jan 20) ₹96.8006 ↑ 0.53   (0.55 %)
Net Assets (Cr) ₹289 on 31 Dec 19
Category Others - Index Fund
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.09
Sharpe Ratio 0.78
Information Ratio -6.64
Alpha Ratio -1.19
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.

DateValue
31 Dec 14₹10,000
31 Dec 15₹9,642
31 Dec 16₹9,956
31 Dec 17₹12,772
31 Dec 18₹13,176
31 Dec 19₹14,758

Franklin India Index Fund Nifty Plan SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992
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 24 Jan 20

DurationReturns
1 Month 0.2%
3 Month 5.4%
6 Month 8.4%
1 Year 12.8%
3 Year 13%
5 Year 6.9%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
2019 12%
2018 3.2%
2017 28.3%
2016 3.3%
2015 -3.6%
2014 31.2%
2013 6.9%
2012 27.7%
2011 -24.4%
2010 18%
Fund Manager information for Franklin India Index Fund Nifty Plan
NameSinceTenure
Varun Sharma30 Nov 154 Yr.
Pyari Menon26 Sep 190.18 Yr.

Data below for Franklin India Index Fund Nifty Plan as on 31 Dec 19

Asset Allocation
Asset ClassValue
Equity97.4%
Other2.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 03 | HDFCBANK
11%₹33 Cr257,211
↑ 6,857
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 03 | RELIANCE
10%₹31 Cr199,511
↑ 1,045
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFC
8%₹23 Cr101,869
↑ 2,142
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
7%₹20 Cr384,371
↑ 10,311
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
5%₹15 Cr217,716
↑ 1,319
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 05 | TCS
4%₹13 Cr62,494
↑ 1,578
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | KOTAKBANK
4%₹13 Cr79,399
↑ 1,915
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 11 | ITC
4%₹13 Cr507,332
↑ 9,762
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | 532215
3%₹10 Cr132,276
↑ 13,903
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT
3%₹10 Cr72,966
↑ 1,378

6. SBI Nifty Index Fund

The scheme will adopt a passive investment strategy. The scheme will invest in stocks comprising the Nifty 50 Index in the same proportion as in the index with the objective of achieving returns equivalent to the Total Returns Index of Nifty 50 Index by minimizing the performance difference between the benchmark index and the scheme. The Total Returns Index is an index that reflects the returns on the index from index gain/loss plus dividend payments by the constituent stocks.

SBI Nifty Index Fund is a Others - Index Fund fund was launched on 17 Jan 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.2% since its launch.  Ranked 75 in Index Fund category.  Return for 2019 was 12.5% , 2018 was 3.8% and 2017 was 29.1% .

Below is the key information for SBI Nifty Index Fund

SBI Nifty Index Fund
Growth
Launch Date 17 Jan 02
NAV (24 Jan 20) ₹105.318 ↑ 0.59   (0.56 %)
Net Assets (Cr) ₹526 on 31 Dec 19
Category Others - Index Fund
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 0.69
Sharpe Ratio 0.81
Information Ratio -17.1
Alpha Ratio -0.82
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-15 Days (0.2%),15 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹9,579
31 Dec 16₹9,906
31 Dec 17₹12,791
31 Dec 18₹13,278
31 Dec 19₹14,941

SBI Nifty Index Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for SBI Nifty 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 24 Jan 20

DurationReturns
1 Month 0.2%
3 Month 5.5%
6 Month 8.7%
1 Year 13.4%
3 Year 13.6%
5 Year 7.1%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 12.5%
2018 3.8%
2017 29.1%
2016 3.4%
2015 -4.2%
2014 30.5%
2013 6.2%
2012 28.4%
2011 -24.6%
2010 18%
Fund Manager information for SBI Nifty Index Fund
NameSinceTenure
Raviprakash Sharma1 Feb 118.75 Yr.

Data below for SBI Nifty Index Fund as on 31 Dec 19

Asset Allocation
Asset ClassValue
Cash1.57%
Equity98.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 03 | HDFCBANK
11%₹56 Cr435,485
↓ -19,382
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 03 | RELIANCE
11%₹54 Cr344,923
↓ -15,353
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 03 | HDFC
8%₹40 Cr173,680
↓ -7,731
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 03 | ICICIBANK
7%₹33 Cr650,732
↓ -28,970
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
5%₹26 Cr369,015
↓ -16,425
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | KOTAKBANK
4%₹22 Cr134,706
↓ -5,995
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 05 | TCS
4%₹22 Cr105,868
↓ -4,711
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
4%₹21 Cr866,502
↓ -38,572
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 532215
3%₹17 Cr224,399
↓ -9,959
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 04 | LT
3%₹17 Cr124,427
↓ -5,543

7. IDBI Nifty Index Fund

The investment objective of the scheme is to invest in the stocks and equity related instruments comprising the S&P CNX Nifty Index in the same weights as these stocks represented in the Index with the intent to replicate the performance of the Total Returns Index of S&P CNX Nifty index. The scheme will adopt a passive investment strategy and will seek to achieve the investment objective by minimizing the tracking error between the S&P CNX Nifty index (Total Returns Index) and the scheme.

IDBI Nifty Index Fund is a Others - Index Fund fund was launched on 25 Jun 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8.9% since its launch.  Ranked 83 in Index Fund category.  Return for 2019 was 12.3% , 2018 was 2.8% and 2017 was 27.4% .

Below is the key information for IDBI Nifty Index Fund

IDBI Nifty Index Fund
Growth
Launch Date 25 Jun 10
NAV (24 Jan 20) ₹22.5953 ↑ 0.13   (0.56 %)
Net Assets (Cr) ₹230 on 31 Dec 19
Category Others - Index Fund
AMC IDBI Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 1.38
Sharpe Ratio 0.79
Information Ratio -9.59
Alpha Ratio -1.02
Min Investment 5,000
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 14₹10,000
31 Dec 15₹9,556
31 Dec 16₹9,782
31 Dec 17₹12,458
31 Dec 18₹12,813
31 Dec 19₹14,389

IDBI Nifty Index Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992
Invest Now

Returns for IDBI Nifty 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 24 Jan 20

DurationReturns
1 Month 0.2%
3 Month 5.5%
6 Month 8.6%
1 Year 13.1%
3 Year 12.7%
5 Year 6.3%
10 Year
15 Year
Since launch 8.9%
Historical performance (Yearly) on absolute basis
YearReturns
2019 12.3%
2018 2.8%
2017 27.4%
2016 2.4%
2015 -4.4%
2014 30.8%
2013 7.2%
2012 27.7%
2011 -24.9%
2010
Fund Manager information for IDBI Nifty Index Fund
NameSinceTenure
Firdaus Ragina9 Oct 181.06 Yr.

Data below for IDBI Nifty Index Fund as on 31 Dec 19

Asset Allocation
Asset ClassValue
Cash0.11%
Equity99.89%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | HDFCBANK
11%₹25 Cr198,232
↓ -4,257
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 11 | RELIANCE
11%₹24 Cr156,995
↓ -3,372
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 11 | HDFC
8%₹18 Cr79,057
↓ -1,697
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
7%₹15 Cr296,234
↓ -6,360
Infosys Ltd (Technology)
Equity, Since 30 Apr 11 | INFY
5%₹12 Cr167,956
↓ -3,606
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | KOTAKBANK
4%₹10 Cr61,321
↓ -1,316
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 11 | TCS
4%₹10 Cr48,185
↓ -1,036
ITC Ltd (Consumer Defensive)
Equity, Since 30 Apr 11 | ITC
4%₹10 Cr394,368
↓ -8,470
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | 532215
3%₹8 Cr102,126
↓ -2,194
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 11 | LT
3%₹8 Cr56,640
↓ -1,215

8. 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.

Nippon India Index Fund - Nifty Plan is a Others - Index Fund fund was launched on 28 Sep 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8% since its launch.  Ranked 78 in Index Fund category.  Return for 2019 was 12.3% , 2018 was 3.5% and 2017 was 29% .

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 (24 Jan 20) ₹20.4987 ↑ 0.11   (0.56 %)
Net Assets (Cr) ₹158 on 31 Dec 19
Category Others - Index Fund
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 0.97
Sharpe Ratio 0.79
Information Ratio -12.17
Alpha Ratio -1.03
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.

DateValue
31 Dec 14₹10,000
31 Dec 15₹9,606
31 Dec 16₹9,848
31 Dec 17₹12,701
31 Dec 18₹13,143
31 Dec 19₹14,762

Nippon India Index Fund - Nifty Plan SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992
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 24 Jan 20

DurationReturns
1 Month 0.2%
3 Month 5.5%
6 Month 8.6%
1 Year 13.1%
3 Year 13.4%
5 Year 6.9%
10 Year
15 Year
Since launch 8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 12.3%
2018 3.5%
2017 29%
2016 2.5%
2015 -3.9%
2014 31.9%
2013 7.1%
2012 29.1%
2011 -24%
2010
Fund Manager information for Nippon India Index Fund - Nifty Plan
NameSinceTenure
Mehul Dama6 Nov 181.15 Yr.

Data below for Nippon India Index Fund - Nifty Plan as on 31 Dec 19

Asset Allocation
Asset ClassValue
Cash0.48%
Equity99.52%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | HDFCBANK
11%₹18 Cr137,397
↓ -12
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 10 | RELIANCE
11%₹17 Cr108,824
↓ -09
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 10 | HDFC
8%₹13 Cr54,796
↓ -05
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | ICICIBANK
7%₹11 Cr205,309
↓ -17
Infosys Ltd (Technology)
Equity, Since 31 Oct 10 | INFY
5%₹8 Cr116,426
↓ -10
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
4%₹7 Cr42,500
↓ -04
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 10 | TCS
4%₹7 Cr33,402
↓ -02
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
4%₹7 Cr273,385
↓ -23
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | 532215
3%₹5 Cr70,799
↓ -06
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
3%₹5 Cr39,258
↓ -03

9. 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.

LIC MF Index Fund Nifty is a Others - Index Fund fund was launched on 14 Nov 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.4% since its launch.  Ranked 80 in Index Fund category.  Return for 2019 was 12.6% , 2018 was 2.6% and 2017 was 28.6% .

Below is the key information for LIC MF Index Fund Nifty

LIC MF Index Fund Nifty
Growth
Launch Date 14 Nov 02
NAV (24 Jan 20) ₹67.6215 ↑ 0.38   (0.56 %)
Net Assets (Cr) ₹25 on 31 Dec 19
Category Others - Index Fund
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.23
Sharpe Ratio 0.82
Information Ratio -4.78
Alpha Ratio -0.75
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.

DateValue
31 Dec 14₹10,000
31 Dec 15₹9,590
31 Dec 16₹9,848
31 Dec 17₹12,661
31 Dec 18₹12,987
31 Dec 19₹14,625

LIC MF Index Fund Nifty SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992
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 24 Jan 20

DurationReturns
1 Month 0.2%
3 Month 5.7%
6 Month 8.9%
1 Year 13.4%
3 Year 13%
5 Year 6.7%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
2019 12.6%
2018 2.6%
2017 28.6%
2016 2.7%
2015 -4.1%
2014 31.1%
2013 6.5%
2012 27.7%
2011 -23.9%
2010 18.2%
Fund Manager information for LIC MF Index Fund Nifty
NameSinceTenure
Ritu Modi1 Nov 190 Yr.

Data below for LIC MF Index Fund Nifty as on 31 Dec 19

Asset Allocation
Asset ClassValue
Cash0.55%
Equity99.45%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK
11%₹3 Cr25,394
↓ -429
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 12 | RELIANCE
11%₹3 Cr20,109
↓ -354
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 03 | HDFC
8%₹2 Cr10,136
↓ -161
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | ICICIBANK
7%₹2 Cr38,049
↓ -504
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
5%₹1 Cr21,448
↓ -429
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 10 | KOTAKBANK
4%₹1 Cr7,777
↓ -233
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 05 | TCS
4%₹1 Cr6,104
↓ -169
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC
4%₹1 Cr49,954
↓ -1,499
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT
3%₹1 Cr7,188
↓ -215
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | 532215
3%₹1 Cr12,918
↓ -387

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.

risk-in-index-funds

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.

How to Invest in Index Mutual Funds Online?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

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.
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