Top 3 Best Performing Sensex Index Mutual Funds 2022 | Fincash.com

Table of Contents

Best Sensex Index Mutual Funds for Investments 2022 - 2023

Updated on October 2, 2022 , 49771 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.

Ready to Invest?
Talk to our investment specialist

Top 3 Best Performing Sensex Index Funds 2022

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2021 (%)
Nippon India Index Fund - Sensex Plan Growth	₹29.0154 ↑ 0.64	₹330	9.1	-3.6	-1.5	16.1	13.3	22.4
LIC MF Index Fund Sensex Growth	₹108.031 ↑ 2.35	₹54	9.1	-3.9	-1.9	15.6	12.9	21.9
LIC MF Index Fund Nifty Growth	₹95.3516 ↑ 2.12	₹60	9.2	-3.8	-2	15.6	11.7	23.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Oct 22

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 9.3% since its launch. Ranked 74 in Index Fund category. Return for 2021 was 22.4% , 2020 was 16.6% and 2019 was 14.2% .

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 (04 Oct 22)	₹29.0154 ↑ 0.64 (2.24 %)
Net Assets (Cr)	₹330 on 31 Aug 22
Category	Others - Index Fund
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆
Risk	Moderately High
Expense Ratio	0.41
Sharpe Ratio	0.07
Information Ratio	-2.08
Alpha Ratio	-0.54
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 Sep 17	₹10,000
30 Sep 18	₹11,605
30 Sep 19	₹12,394
30 Sep 20	₹12,257
30 Sep 21	₹19,113
30 Sep 22	₹18,678

Nippon India Index Fund - Sensex Plan SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 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 4 Oct 22

Duration	Returns
1 Month	-1.3%
3 Month	9.1%
6 Month	-3.6%
1 Year	-1.5%
3 Year	16.1%
5 Year	13.3%
10 Year
15 Year
Since launch	9.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2021	22.4%
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%

Fund Manager information for Nippon India Index Fund - Sensex Plan

Name	Since	Tenure
Mehul Dama	6 Nov 18	3.82 Yr.

Data below for Nippon India Index Fund - Sensex Plan as on 31 Aug 22

Asset Allocation

Asset Class	Value
Cash	0.26%
Equity	99.74%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 10 \| RELIANCE	14%	₹45 Cr	168,750 ↑ 2,273
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| HDFCBANK	10%	₹32 Cr	214,508 ↑ 2,890
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| ICICIBANK	9%	₹30 Cr	339,986 ↑ 4,581
Infosys Ltd (Technology) Equity, Since 31 Oct 10 \| INFY	8%	₹27 Cr	179,018 ↑ 2,412
Housing Development Finance Corp Ltd (Financial Services) Equity, Since 31 Oct 10 \| HDFC	7%	₹22 Cr	88,680 ↑ 1,194
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Oct 10 \| TCS	5%	₹16 Cr	50,113 ↑ 675
ITC Ltd (Consumer Defensive) Equity, Since 29 Feb 12 \| ITC	4%	₹14 Cr	427,946 ↑ 5,766
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Jun 17 \| KOTAKBANK	4%	₹12 Cr	64,070 ↑ 863
Hindustan Unilever Ltd (Consumer Defensive) Equity, Since 31 Oct 10 \| 500696	4%	₹12 Cr	43,671 ↑ 588
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| LT	3%	₹11 Cr	59,103 ↑ 796

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 2021 was 21.9% , 2020 was 15.9% and 2019 was 14.6% .

Below is the key information for LIC MF Index Fund Sensex

LIC MF Index Fund Sensex Growth
Launch Date	14 Nov 02
NAV (04 Oct 22)	₹108.031 ↑ 2.35 (2.22 %)
Net Assets (Cr)	₹54 on 31 Aug 22
Category	Others - Index Fund
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	1.01
Sharpe Ratio	0.03
Information Ratio	-3.79
Alpha Ratio	-1.06
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 Sep 17	₹10,000
30 Sep 18	₹11,531
30 Sep 19	₹12,318
30 Sep 20	₹12,183
30 Sep 21	₹18,864
30 Sep 22	₹18,356

LIC MF Index Fund Sensex SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 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 4 Oct 22

Duration	Returns
1 Month	-1.4%
3 Month	9.1%
6 Month	-3.9%
1 Year	-1.9%
3 Year	15.6%
5 Year	12.9%
10 Year
15 Year
Since launch	13.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2021	21.9%
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%

Fund Manager information for LIC MF Index Fund Sensex

Name	Since	Tenure
Jaiprakash Toshniwal	6 Sep 21	0.98 Yr.

Data below for LIC MF Index Fund Sensex as on 31 Aug 22

Asset Allocation

Asset Class	Value
Equity	100.17%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 09 \| RELIANCE	14%	₹7 Cr	28,090 ↑ 29
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 09 \| HDFCBANK	10%	₹5 Cr	35,571 ↓ -71
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| ICICIBANK	9%	₹5 Cr	56,048 ↓ -557
Infosys Ltd (Technology) Equity, Since 31 Mar 09 \| INFY	8%	₹4 Cr	29,816 ↑ 26
Housing Development Finance Corp Ltd (Financial Services) Equity, Since 31 Mar 09 \| HDFC	7%	₹4 Cr	14,676 ↓ -65
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Mar 09 \| TCS	5%	₹3 Cr	8,253 ↓ -80
ITC Ltd (Consumer Defensive) Equity, Since 30 Sep 11 \| ITC	4%	₹2 Cr	71,260 ↑ 295
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Jun 17 \| KOTAKBANK	4%	₹2 Cr	10,698 ↑ 25
Hindustan Unilever Ltd (Consumer Defensive) Equity, Since 31 Oct 11 \| 500696	4%	₹2 Cr	7,184 ↓ -43
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 09 \| LT	3%	₹2 Cr	9,773 ↓ -146

3. LIC MF Index Fund Nifty

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 12.6% since its launch. Ranked 80 in Index Fund category. Return for 2021 was 23.8% , 2020 was 14.7% and 2019 was 12.6% .

Below is the key information for LIC MF Index Fund Nifty

LIC MF Index Fund Nifty Growth
Launch Date	14 Nov 02
NAV (04 Oct 22)	₹95.3516 ↑ 2.12 (2.27 %)
Net Assets (Cr)	₹60 on 31 Aug 22
Category	Others - Index Fund
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	0.96
Sharpe Ratio	0.06
Information Ratio	-6.41
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.

Date	Value
30 Sep 17	₹10,000
30 Sep 18	₹11,108
30 Sep 19	₹11,681
30 Sep 20	₹11,455
30 Sep 21	₹17,882
30 Sep 22	₹17,404

LIC MF Index Fund Nifty SIP 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 4 Oct 22

Duration	Returns
1 Month	-1.5%
3 Month	9.2%
6 Month	-3.8%
1 Year	-2%
3 Year	15.6%
5 Year	11.7%
10 Year
15 Year
Since launch	12.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2021	23.8%
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%

Fund Manager information for LIC MF Index Fund Nifty

Name	Since	Tenure
Jaiprakash Toshniwal	6 Sep 21	0.99 Yr.

Data below for LIC MF Index Fund Nifty as on 31 Aug 22

Asset Allocation

Asset Class	Value
Cash	0.16%
Equity	99.84%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 12 \| RELIANCE	12%	₹7 Cr	26,655 ↓ -472
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| HDFCBANK	8%	₹5 Cr	33,766 ↓ -718
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| ICICIBANK	8%	₹5 Cr	53,299 ↓ -1,478
Infosys Ltd (Technology) Equity, Since 31 Jan 03 \| INFY	7%	₹4 Cr	28,357 ↓ -429
Housing Development Finance Corp Ltd (Financial Services) Equity, Since 31 Jan 03 \| HDFC	6%	₹3 Cr	13,920 ↓ -307
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Mar 05 \| TCS	4%	₹3 Cr	7,950 ↓ -200
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Apr 10 \| KOTAKBANK	4%	₹2 Cr	11,387 ↓ -174
ITC Ltd (Consumer Defensive) Equity, Since 31 Jan 03 \| ITC	4%	₹2 Cr	67,730 ↓ -883
Hindustan Unilever Ltd (Consumer Defensive) Equity, Since 31 Oct 11 \| 500696	3%	₹2 Cr	6,833 ↓ -155
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Apr 09 \| LT	3%	₹2 Cr	9,264 ↓ -331

How Invest in Mutual Funds Online?

Open Free Investment Account for Lifetime at Fincash.com.

Complete your Registration and KYC Process

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.