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Top 3 Best Performing Sensex Index Mutual Funds 2019 | Fincash.com

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Best Sensex Index Mutual Funds for Investments 2019 - 2020

Updated on August 14, 2019 , 287 views

Index Funds refer to the Mutual Fund schemes whose portfolio comprises of shares that form part for a certain benchmark market index. These funds follow a passive strategy wherein; they try to replicate the performance of an index. The portfolio of these schemes will have shares in the same proportion as they are in the benchmark index. The performance of these schemes depends on the performance of the respective benchmark. Sensex Index Mutual Funds refer to the index funds that use BSE Sensex as the benchmark to construct their portfolio. As you can't invest directly in the indices, people try to these proxies of index. Let's understand the concept of index funds.

Illustration:

If the proportion of ONGC Limited shares in a Sensex is 15% then, even the Sensex index fund's portfolio will allocate 15% of its fund money in ONGC shares.

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Best-Sensex-Index-Funds

Top 3 Best Performing Sensex Index Funds 2019

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2018 (%)
Reliance Index Fund - Sensex Plan Growth ₹18.4124
↑ 0.02
₹240.34.6-0.810.27.56.2
LIC MF Index Fund Sensex Growth ₹69.322
↑ 0.07
₹200.44.6-0.89.77.15.6
LIC MF Index Fund Nifty Growth ₹60.9384
↑ 0.10
₹28-1.43.4-2.78.372.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Aug 19

1. Reliance 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.

Reliance 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 7.1% since its launch.  Ranked 74 in Index Fund category.  Return for 2018 was 6.2% , 2017 was 27.9% and 2016 was 2% .

Below is the key information for Reliance Index Fund - Sensex Plan

Reliance Index Fund - Sensex Plan
Growth
Launch Date 28 Sep 10
NAV (16 Aug 19) ₹18.4124 ↑ 0.02   (0.10 %)
Net Assets (Cr) ₹24 on 30 Jun 19
Category Others - Index Fund
AMC Reliance Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 0.95
Sharpe Ratio 0.57
Information Ratio -6.59
Alpha Ratio -1.26
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 Jul 14₹10,000
31 Jul 15₹10,862
31 Jul 16₹10,837
31 Jul 17₹12,576
31 Jul 18₹14,588
31 Jul 19₹14,539

Reliance 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 Reliance 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 16 Aug 19

DurationReturns
1 Month -4.3%
3 Month 0.3%
6 Month 4.6%
1 Year -0.8%
3 Year 10.2%
5 Year 7.5%
10 Year
15 Year
Since launch 7.1%
Historical performance (Yearly) on absolute basis
YearReturns
2018 6.2%
2017 27.9%
2016 2%
2015 -4.7%
2014 28.7%
2013 9.8%
2012 27.3%
2011 -25%
2010
2009
Fund Manager information for Reliance Index Fund - Sensex Plan
NameSinceTenure
Mehul Dama6 Nov 180.24 Yr.

Data below for Reliance Index Fund - Sensex Plan as on 30 Jun 19

Asset Allocation
Asset ClassValue
Cash1.15%
Equity98.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | HDFCBANK
13%₹3 Cr14,043
↑ 1,358
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 10 | RELIANCE
10%₹2 Cr21,129
↑ 2,043
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 10 | HDFC
9%₹2 Cr11,237
↑ 1,086
Infosys Ltd (Technology)
Equity, Since 31 Oct 10 | INFY
8%₹2 Cr24,861
↑ 2,404
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | ICICIBANK
7%₹2 Cr41,963
↑ 4,057
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 10 | TCS
6%₹2 Cr6,873
↑ 664
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
6%₹2 Cr55,757
↑ 5,391
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | KOTAKBANK
5%₹1 Cr7,721
↑ 747
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
4%₹1 Cr7,971
↑ 771
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN
3%₹1 Cr24,521
↑ 2,371

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 12.9% since its launch.  Ranked 79 in Index Fund category.  Return for 2018 was 5.6% , 2017 was 27.4% and 2016 was 1.6% .

Below is the key information for LIC MF Index Fund Sensex

LIC MF Index Fund Sensex
Growth
Launch Date 14 Nov 02
NAV (16 Aug 19) ₹69.322 ↑ 0.07   (0.09 %)
Net Assets (Cr) ₹20 on 30 Jun 19
Category Others - Index Fund
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.69
Sharpe Ratio 0.56
Information Ratio -8.4
Alpha Ratio -1.3
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 Jul 14₹10,000
31 Jul 15₹10,833
31 Jul 16₹10,754
31 Jul 17₹12,404
31 Jul 18₹14,282
31 Jul 19₹14,231

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 16 Aug 19

DurationReturns
1 Month -4.3%
3 Month 0.4%
6 Month 4.6%
1 Year -0.8%
3 Year 9.7%
5 Year 7.1%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 75%
Fund Manager information for LIC MF Index Fund Sensex
NameSinceTenure
Yogesh Patil1 Oct 180.34 Yr.

Data below for LIC MF Index Fund Sensex as on 30 Jun 19

Asset Allocation
Asset ClassValue
Cash1.27%
Equity98.73%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
13%₹2 Cr11,073
↑ 275
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 09 | RELIANCE
10%₹2 Cr16,701
↑ 470
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFC
10%₹2 Cr8,859
↑ 228
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
8%₹2 Cr19,661
↑ 607
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | ICICIBANK
7%₹1 Cr33,195
↑ 1,002
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 09 | TCS
6%₹1 Cr5,402
↑ 138
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 11 | ITC
6%₹1 Cr43,917
↑ 1,188
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | KOTAKBANK
5%₹1 Cr6,077
↑ 169
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 09 | LT
4%₹1 Cr6,265
↑ 171
State Bank of India (Financial Services)
Equity, Since 31 Mar 09 | SBIN
3%₹1 Cr19,248
↑ 586

3. 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% since its launch.  Ranked 80 in Index Fund category.  Return for 2018 was 2.6% , 2017 was 28.6% and 2016 was 2.7% .

Below is the key information for LIC MF Index Fund Nifty

LIC MF Index Fund Nifty
Growth
Launch Date 14 Nov 02
NAV (16 Aug 19) ₹60.9384 ↑ 0.10   (0.16 %)
Net Assets (Cr) ₹28 on 30 Jun 19
Category Others - Index Fund
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating
Risk Moderately High
Expense Ratio 0.96
Sharpe Ratio 0.51
Information Ratio -5.22
Alpha Ratio -1.16
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 Jul 14₹10,000
31 Jul 15₹11,036
31 Jul 16₹11,148
31 Jul 17₹12,968
31 Jul 18₹14,515
31 Jul 19₹14,228

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 16 Aug 19

DurationReturns
1 Month -5%
3 Month -1.4%
6 Month 3.4%
1 Year -2.7%
3 Year 8.3%
5 Year 7%
10 Year
15 Year
Since launch 12%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2009 65.9%
Fund Manager information for LIC MF Index Fund Nifty
NameSinceTenure
Yogesh Patil1 Oct 180.34 Yr.

Data below for LIC MF Index Fund Nifty as on 30 Jun 19

Asset Allocation
Asset ClassValue
Cash0.97%
Equity99.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK
11%₹3 Cr12,749
↑ 97
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 12 | RELIANCE
9%₹3 Cr20,287
↑ 156
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 03 | HDFC
8%₹2 Cr9,752
↑ 75
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | ICICIBANK
6%₹2 Cr38,327
↑ 291
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
6%₹2 Cr22,580
↑ 172
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC
5%₹1 Cr51,000
↑ 389
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 05 | TCS
5%₹1 Cr6,225
↑ 47
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 10 | KOTAKBANK
4%₹1 Cr7,949
↑ 60
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT
4%₹1 Cr7,346
↑ 56
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | 532215
3%₹1 Cr11,484
↑ 55

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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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