+91-22-48913909Best Sensex Index Mutual Funds for Investments 2025 - 2026
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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Top 3 Best Performing Sensex Index Funds 2025
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Index Fund - Sensex Plan Growth ₹43.3105
↓ -0.19 ₹989 5.8 1.9 9.1 12.7 13.2 8.9 LIC MF Index Fund Sensex Growth ₹158.876
↓ -0.70 ₹94 5.6 1.6 8.4 12.1 12.7 8.2 LIC MF Index Fund Nifty Growth ₹143.742
↓ -0.56 ₹367 5.5 2 9.8 13.1 13.6 8.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Dec 25 Research Highlights & Commentary of 3 Funds showcased
Commentary Nippon India Index Fund - Sensex Plan LIC MF Index Fund Sensex LIC MF Index Fund Nifty Point 1 Highest AUM (₹989 Cr). Bottom quartile AUM (₹94 Cr). Lower mid AUM (₹367 Cr). Point 2 Established history (15+ yrs). Oldest track record among peers (23 yrs). Established history (23+ yrs). Point 3 Top rated. Rating: 1★ (lower mid). Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 13.25% (lower mid). 5Y return: 12.70% (bottom quartile). 5Y return: 13.65% (upper mid). Point 6 3Y return: 12.70% (lower mid). 3Y return: 12.11% (bottom quartile). 3Y return: 13.08% (upper mid). Point 7 1Y return: 9.12% (lower mid). 1Y return: 8.41% (bottom quartile). 1Y return: 9.83% (upper mid). Point 8 1M return: -0.71% (lower mid). 1M return: -0.74% (bottom quartile). 1M return: -0.69% (upper mid). Point 9 Alpha: -0.51 (upper mid). Alpha: -1.17 (bottom quartile). Alpha: -1.08 (lower mid). Point 10 Sharpe: 0.21 (lower mid). Sharpe: 0.16 (bottom quartile). Sharpe: 0.26 (upper mid). Nippon India Index Fund - Sensex Plan
LIC MF Index Fund Sensex
LIC MF Index Fund Nifty
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. Below is the key information for Nippon India Index Fund - Sensex Plan 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 Sensex Below is the key information for LIC MF Index Fund Sensex 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 1. Nippon India Index Fund - Sensex Plan
Nippon India Index Fund - Sensex Plan
Growth Launch Date 28 Sep 10 NAV (26 Dec 25) ₹43.3105 ↓ -0.19 (-0.43 %) Net Assets (Cr) ₹989 on 30 Nov 25 Category Others - Index Fund AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 0.49 Sharpe Ratio 0.21 Information Ratio -10.82 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 30 Nov 20 ₹10,000 30 Nov 21 ₹12,976 30 Nov 22 ₹14,430 30 Nov 23 ₹15,409 30 Nov 24 ₹18,473 30 Nov 25 ₹19,976 Returns for Nippon India Index Fund - Sensex Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Dec 25 Duration Returns 1 Month -0.7% 3 Month 5.8% 6 Month 1.9% 1 Year 9.1% 3 Year 12.7% 5 Year 13.2% 10 Year 15 Year Since launch 10.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.9% 2023 19.5% 2022 5% 2021 22.4% 2020 16.6% 2019 14.2% 2018 6.2% 2017 27.9% 2016 2% 2015 -4.7% Fund Manager information for Nippon India Index Fund - Sensex Plan
Name Since Tenure Himanshu Mange 23 Dec 23 1.94 Yr. Data below for Nippon India Index Fund - Sensex Plan as on 30 Nov 25
Asset Allocation
Asset Class Value Cash 0.07% Equity 99.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | 50018015% ₹150 Cr 1,487,642
↑ 27,539 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 10 | 50032511% ₹104 Cr 663,837
↑ 12,288 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | 53217410% ₹97 Cr 700,493
↑ 12,967 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 10 | 5324546% ₹56 Cr 268,529
↑ 4,971 Infosys Ltd (Technology)
Equity, Since 31 Oct 10 | 5002096% ₹55 Cr 350,524
↑ 6,488 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | 5005105% ₹47 Cr 114,709
↑ 2,123 State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | 5001124% ₹40 Cr 407,528
↑ 7,544 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | 5008754% ₹38 Cr 946,228
↑ 17,516 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | 5322154% ₹36 Cr 280,021
↑ 5,183 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 10 | 5005203% ₹33 Cr 86,622
↑ 1,603 2. LIC MF Index Fund Sensex
LIC MF Index Fund Sensex
Growth Launch Date 14 Nov 02 NAV (26 Dec 25) ₹158.876 ↓ -0.70 (-0.44 %) Net Assets (Cr) ₹94 on 30 Nov 25 Category Others - Index Fund AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 0.98 Sharpe Ratio 0.16 Information Ratio -9.92 Alpha Ratio -1.17 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 30 Nov 20 ₹10,000 30 Nov 21 ₹12,902 30 Nov 22 ₹14,282 30 Nov 23 ₹15,226 30 Nov 24 ₹18,152 30 Nov 25 ₹19,500 Returns for LIC MF Index Fund Sensex
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Dec 25 Duration Returns 1 Month -0.7% 3 Month 5.6% 6 Month 1.6% 1 Year 8.4% 3 Year 12.1% 5 Year 12.7% 10 Year 15 Year Since launch 13.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.2% 2023 19% 2022 4.6% 2021 21.9% 2020 15.9% 2019 14.6% 2018 5.6% 2017 27.4% 2016 1.6% 2015 -5.4% Fund Manager information for LIC MF Index Fund Sensex
Name Since Tenure Sumit Bhatnagar 3 Oct 23 2.16 Yr. Data below for LIC MF Index Fund Sensex as on 30 Nov 25
Asset Allocation
Asset Class Value Cash 0.15% Equity 99.85% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | 50018015% ₹14 Cr 142,029
↑ 1,606 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 09 | 50032511% ₹10 Cr 63,400
↑ 804 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | 53217410% ₹9 Cr 66,836
↑ 785 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | 5324546% ₹5 Cr 25,638
↑ 282 Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | 5002096% ₹5 Cr 33,495
↑ 474 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 09 | 5005105% ₹4 Cr 10,931
↑ 136 State Bank of India (Financial Services)
Equity, Since 31 Mar 09 | 5001124% ₹4 Cr 38,915
↑ 531 ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 11 | 5008754% ₹4 Cr 90,256
↑ 1,389 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | 5322154% ₹3 Cr 26,802
↑ 465 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | 5005203% ₹3 Cr 8,233
↑ 97 3. LIC MF Index Fund Nifty
LIC MF Index Fund Nifty
Growth Launch Date 14 Nov 02 NAV (26 Dec 25) ₹143.742 ↓ -0.56 (-0.39 %) Net Assets (Cr) ₹367 on 30 Nov 25 Category Others - Index Fund AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 0.94 Sharpe Ratio 0.26 Information Ratio -15.81 Alpha Ratio -1.08 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 30 Nov 20 ₹10,000 30 Nov 21 ₹13,058 30 Nov 22 ₹14,470 30 Nov 23 ₹15,507 30 Nov 24 ₹18,593 30 Nov 25 ₹20,220 Returns for LIC MF Index Fund Nifty
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Dec 25 Duration Returns 1 Month -0.7% 3 Month 5.5% 6 Month 2% 1 Year 9.8% 3 Year 13.1% 5 Year 13.6% 10 Year 15 Year Since launch 12.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.8% 2023 19.8% 2022 4.7% 2021 23.8% 2020 14.7% 2019 12.6% 2018 2.6% 2017 28.6% 2016 2.7% 2015 -4.1% Fund Manager information for LIC MF Index Fund Nifty
Name Since Tenure Sumit Bhatnagar 3 Oct 23 2.16 Yr. Data below for LIC MF Index Fund Nifty as on 30 Nov 25
Asset Allocation
Asset Class Value Cash 0.08% Equity 99.92% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK13% ₹47 Cr 469,666
↑ 21,854 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 12 | RELIANCE9% ₹33 Cr 207,786
↑ 9,259 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | ICICIBANK8% ₹30 Cr 219,263
↑ 10,029 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | BHARTIARTL5% ₹18 Cr 83,750
↑ 3,923 Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY5% ₹17 Cr 110,607
↑ 4,997 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT4% ₹15 Cr 36,057
↑ 1,753 State Bank of India (Financial Services)
Equity, Since 30 Apr 09 | SBIN3% ₹12 Cr 127,477
↑ 6,431 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC3% ₹12 Cr 295,342
↑ 14,570 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | AXISBANK3% ₹11 Cr 88,100
↑ 4,305 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | M&M3% ₹10 Cr 27,245
↑ 1,338
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Research Highlights for Nippon India Index Fund - Sensex Plan