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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 February 17, 2019 , 62 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 ₹17.3835
↓ -0.07
₹14-1.3-74.914.311.26.2
LIC MF Index Fund Sensex Growth ₹65.4227
↓ -0.27
₹20-1.3-7.14.513.9115.6
LIC MF Index Fund Nifty Growth ₹58.2726
↓ -0.21
₹24-1.6-7.7213.411.32.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Feb 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 6.8% 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 (19 Feb 19) ₹17.3835 ↓ -0.07   (-0.41 %)
Net Assets (Cr) ₹14 on 31 Jan 19
Category Others - Index Fund
AMC Reliance Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 0.95
Sharpe Ratio -0.07
Information Ratio -2.98
Alpha Ratio -1.01
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 Jan 14₹10,000
31 Jan 15₹14,067
31 Jan 16₹12,049
31 Jan 17₹13,373
31 Jan 18₹17,396
31 Jan 19₹17,578

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 ₹405,518.
Net Profit of ₹105,518
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 19 Feb 19

DurationReturns
1 Month -2.8%
3 Month -1.3%
6 Month -7%
1 Year 4.9%
3 Year 14.3%
5 Year 11.2%
10 Year
15 Year
Since launch 6.8%
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 Yr.

Data below for Reliance Index Fund - Sensex Plan as on 31 Jan 19

Asset Allocation
Asset ClassValue
Cash0.66%
Equity99.34%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | HDFCBANK
12%₹2 Cr8,065
↑ 564
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 10 | RELIANCE
11%₹1 Cr12,135
↑ 849
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 10 | HDFC
9%₹1 Cr6,454
↑ 452
Infosys Ltd (Technology)
Equity, Since 31 Oct 10 | INFY
8%₹1 Cr14,279
↑ 999
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
6%₹1 Cr32,024
↑ 2,241
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | ICICIBANK
6%₹1 Cr24,101
↑ 1,686
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 10 | TCS
6%₹1 Cr3,948
↑ 277
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
4%₹1 Cr4,578
↑ 320
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | KOTAKBANK
4%₹1 Cr4,434
↑ 310
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | 532215
3%₹0 Cr6,647
↑ 465

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 (19 Feb 19) ₹65.4227 ↓ -0.27   (-0.41 %)
Net Assets (Cr) ₹20 on 31 Jan 19
Category Others - Index Fund
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.69
Sharpe Ratio -0.1
Information Ratio -8.46
Alpha Ratio -1.42
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 Jan 14₹10,000
31 Jan 15₹14,145
31 Jan 16₹12,023
31 Jan 17₹13,311
31 Jan 18₹17,239
31 Jan 19₹17,346

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 ₹395,578.
Net Profit of ₹95,578
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 19 Feb 19

DurationReturns
1 Month -2.9%
3 Month -1.3%
6 Month -7.1%
1 Year 4.5%
3 Year 13.9%
5 Year 11%
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 180.08 Yr.

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

Asset Allocation
Asset ClassValue
Cash0.11%
Equity99.89%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
12%₹2 Cr11,544
↓ -27
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 09 | RELIANCE
11%₹2 Cr17,363
↓ -43
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFC
9%₹2 Cr9,204
↑ 07
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
8%₹2 Cr20,467
↓ -50
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 11 | ITC
6%₹1 Cr45,786
↓ -113
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | ICICIBANK
6%₹1 Cr34,492
↓ -86
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 09 | TCS
6%₹1 Cr5,617
↓ -15
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 09 | LT
4%₹1 Cr6,545
↓ -16
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | KOTAKBANK
4%₹1 Cr6,336
↓ -16
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | 532215
3%₹1 Cr9,407
↓ -23

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 12.1% 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 (19 Feb 19) ₹58.2726 ↓ -0.21   (-0.35 %)
Net Assets (Cr) ₹24 on 31 Jan 19
Category Others - Index Fund
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating
Risk Moderately High
Expense Ratio 0.96
Sharpe Ratio -0.3
Information Ratio -5.44
Alpha Ratio -1.92
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 Jan 14₹10,000
31 Jan 15₹14,414
31 Jan 16₹12,394
31 Jan 17₹13,970
31 Jan 18₹17,979
31 Jan 19₹17,571

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 ₹405,518.
Net Profit of ₹105,518
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 19 Feb 19

DurationReturns
1 Month -2.7%
3 Month -1.6%
6 Month -7.7%
1 Year 2%
3 Year 13.4%
5 Year 11.3%
10 Year
15 Year
Since launch 12.1%
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 180.33 Yr.

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

Asset Allocation
Asset ClassValue
Cash0.71%
Equity99.29%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK
10%₹2 Cr11,889
↑ 174
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 12 | RELIANCE
10%₹2 Cr18,968
↑ 278
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 03 | HDFC
7%₹2 Cr9,097
↑ 219
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
7%₹2 Cr21,062
↑ 309
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC
6%₹1 Cr47,449
↑ 697
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | ICICIBANK
5%₹1 Cr35,658
↑ 524
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 05 | TCS
5%₹1 Cr5,792
↑ 86
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 10 | KOTAKBANK
4%₹1 Cr7,398
↑ 109
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT
4%₹1 Cr6,837
↑ 100
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | 532215
3%₹1 Cr9,677
↑ 144

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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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