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Top 3 Best Performing Sensex Index Mutual Funds 2021 | Fincash.com

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Best Sensex Index Mutual Funds for Investments 2021 - 2022

Updated on October 13, 2021 , 35551 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 2021

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
Nippon India Index Fund - Sensex Plan Growth ₹30.4469
↑ 0.29
₹1901626.850.921.217.516.6
LIC MF Index Fund Sensex Growth ₹113.822
↑ 1.06
₹3915.826.449.82117.115.9
LIC MF Index Fund Nifty Growth ₹100.852
↑ 0.98
₹5015.626.652.620.516.214.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Oct 21

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 10.6% since its launch.  Ranked 74 in Index Fund category.  Return for 2020 was 16.6% , 2019 was 14.2% and 2018 was 6.2% .

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 (14 Oct 21) ₹30.4469 ↑ 0.29   (0.95 %)
Net Assets (Cr) ₹190 on 31 Aug 21
Category Others - Index Fund
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 0.41
Sharpe Ratio 2.33
Information Ratio -2.7
Alpha Ratio -0.71
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
30 Sep 16₹10,000
30 Sep 17₹11,230
30 Sep 18₹13,032
30 Sep 19₹13,918
30 Sep 20₹13,765
30 Sep 21₹21,463

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 ₹470,047.
Net Profit of ₹170,047
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 14 Oct 21

DurationReturns
1 Month 5.2%
3 Month 16%
6 Month 26.8%
1 Year 50.9%
3 Year 21.2%
5 Year 17.5%
10 Year
15 Year
Since launch 10.6%
Historical performance (Yearly) on absolute basis
YearReturns
2020 16.6%
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%
Fund Manager information for Nippon India Index Fund - Sensex Plan
NameSinceTenure
Mehul Dama6 Nov 182.82 Yr.

Data below for Nippon India Index Fund - Sensex Plan as on 31 Aug 21

Asset Allocation
Asset ClassValue
Equity100.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 10 | RELIANCE
12%₹22 Cr97,124
↑ 4,435
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | HDFCBANK
10%₹19 Cr122,601
↑ 5,597
Infosys Ltd (Technology)
Equity, Since 31 Oct 10 | INFY
10%₹19 Cr110,076
↑ 5,025
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 10 | HDFC
8%₹15 Cr54,191
↑ 2,474
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | ICICIBANK
8%₹15 Cr207,853
↑ 9,490
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 10 | TCS
6%₹12 Cr31,114
↑ 1,421
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Oct 10 | 500696
4%₹7 Cr26,821
↑ 1,225
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | KOTAKBANK
4%₹7 Cr39,293
↑ 1,794
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | 532215
3%₹6 Cr79,157
↑ 3,614
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
3%₹6 Cr36,286
↑ 1,656

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 14.3% since its launch.  Ranked 79 in Index Fund category.  Return for 2020 was 15.9% , 2019 was 14.6% and 2018 was 5.6% .

Below is the key information for LIC MF Index Fund Sensex

LIC MF Index Fund Sensex
Growth
Launch Date 14 Nov 02
NAV (14 Oct 21) ₹113.822 ↑ 1.06   (0.94 %)
Net Assets (Cr) ₹39 on 31 Aug 21
Category Others - Index Fund
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.01
Sharpe Ratio 2.3
Information Ratio -3.88
Alpha Ratio -1.11
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
30 Sep 16₹10,000
30 Sep 17₹11,182
30 Sep 18₹12,893
30 Sep 19₹13,773
30 Sep 20₹13,623
30 Sep 21₹21,093

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 ₹470,047.
Net Profit of ₹170,047
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 14 Oct 21

DurationReturns
1 Month 5.2%
3 Month 15.8%
6 Month 26.4%
1 Year 49.8%
3 Year 21%
5 Year 17.1%
10 Year
15 Year
Since launch 14.3%
Historical performance (Yearly) on absolute basis
YearReturns
2020 15.9%
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%
Fund Manager information for LIC MF Index Fund Sensex
NameSinceTenure
Ritu Modi1 Nov 191.84 Yr.

Data below for LIC MF Index Fund Sensex as on 31 Aug 21

Asset Allocation
Asset ClassValue
Cash0.13%
Equity99.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 09 | RELIANCE
12%₹4 Cr19,831
↓ -287
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
10%₹4 Cr25,033
↓ -362
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
10%₹4 Cr22,478
↓ -323
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFC
8%₹3 Cr11,065
↓ -160
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | ICICIBANK
8%₹3 Cr42,445
↓ -608
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 09 | TCS
6%₹2 Cr6,352
↓ -93
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Oct 11 | 500696
4%₹1 Cr5,477
↓ -45
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | KOTAKBANK
4%₹1 Cr8,022
↓ -66
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | 532215
3%₹1 Cr16,162
↓ -136
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 09 | LT
3%₹1 Cr7,408
↓ -62

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 13.6% since its launch.  Ranked 80 in Index Fund category.  Return for 2020 was 14.7% , 2019 was 12.6% and 2018 was 2.6% .

Below is the key information for LIC MF Index Fund Nifty

LIC MF Index Fund Nifty
Growth
Launch Date 14 Nov 02
NAV (14 Oct 21) ₹100.852 ↑ 0.98   (0.98 %)
Net Assets (Cr) ₹50 on 31 Aug 21
Category Others - Index Fund
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating
Risk Moderately High
Expense Ratio 0.96
Sharpe Ratio 2.5
Information Ratio -5.39
Alpha Ratio -1.27
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
30 Sep 16₹10,000
30 Sep 17₹11,343
30 Sep 18₹12,600
30 Sep 19₹13,251
30 Sep 20₹12,994
30 Sep 21₹20,285

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 ₹458,689.
Net Profit of ₹158,689
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 14 Oct 21

DurationReturns
1 Month 5.4%
3 Month 15.6%
6 Month 26.6%
1 Year 52.6%
3 Year 20.5%
5 Year 16.2%
10 Year
15 Year
Since launch 13.6%
Historical performance (Yearly) on absolute basis
YearReturns
2020 14.7%
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%
Fund Manager information for LIC MF Index Fund Nifty
NameSinceTenure
Ritu Modi1 Nov 191.83 Yr.

Data below for LIC MF Index Fund Nifty as on 31 Aug 21

Asset Allocation
Asset ClassValue
Cash0.22%
Equity99.78%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 12 | RELIANCE
10%₹5 Cr21,790
↓ -713
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK
9%₹5 Cr29,413
↓ -967
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
9%₹4 Cr24,987
↓ -817
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 03 | HDFC
7%₹3 Cr12,149
↓ -365
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | ICICIBANK
7%₹3 Cr46,668
↓ -1,397
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 05 | TCS
5%₹3 Cr6,976
↓ -210
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 10 | KOTAKBANK
3%₹2 Cr9,917
↓ -297
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Oct 11 | 500696
3%₹2 Cr6,017
↓ -197
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | 532215
3%₹1 Cr17,353
↓ -461
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT
3%₹1 Cr8,143
↓ -213

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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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