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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Top 3 Best Performing Sensex Index Funds 2019

Fund	NAV	Net 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	-7	4.9	14.3	11.2	6.2
LIC MF Index Fund Sensex Growth	₹65.4227 ↓ -0.27	₹20	-1.3	-7.1	4.5	13.9	11	5.6
LIC MF Index Fund Nifty Growth	₹58.2726 ↓ -0.21	₹24	-1.6	-7.7	2	13.4	11.3	2.6
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.

Date	Value
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

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

Duration	Returns
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

Year	Returns
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

Name	Since	Tenure
Mehul Dama	6 Nov 18	0 Yr.

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

Asset Allocation

Asset Class	Value
Cash	0.66%
Equity	99.34%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| HDFCBANK	12%	₹2 Cr	8,065 ↑ 564
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 10 \| RELIANCE	11%	₹1 Cr	12,135 ↑ 849
Housing Development Finance Corp Ltd (Financial Services) Equity, Since 31 Oct 10 \| HDFC	9%	₹1 Cr	6,454 ↑ 452
Infosys Ltd (Technology) Equity, Since 31 Oct 10 \| INFY	8%	₹1 Cr	14,279 ↑ 999
ITC Ltd (Consumer Defensive) Equity, Since 29 Feb 12 \| ITC	6%	₹1 Cr	32,024 ↑ 2,241
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| ICICIBANK	6%	₹1 Cr	24,101 ↑ 1,686
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Oct 10 \| TCS	6%	₹1 Cr	3,948 ↑ 277
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| LT	4%	₹1 Cr	4,578 ↑ 320
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Jun 17 \| KOTAKBANK	4%	₹1 Cr	4,434 ↑ 310
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 13 \| 532215	3%	₹0 Cr	6,647 ↑ 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.

Date	Value
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

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

Duration	Returns
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

Year	Returns
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

Name	Since	Tenure
Yogesh Patil	1 Oct 18	0.08 Yr.

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

Asset Allocation

Asset Class	Value
Cash	0.11%
Equity	99.89%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 09 \| HDFCBANK	12%	₹2 Cr	11,544 ↓ -27
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 09 \| RELIANCE	11%	₹2 Cr	17,363 ↓ -43
Housing Development Finance Corp Ltd (Financial Services) Equity, Since 31 Mar 09 \| HDFC	9%	₹2 Cr	9,204 ↑ 07
Infosys Ltd (Technology) Equity, Since 31 Mar 09 \| INFY	8%	₹2 Cr	20,467 ↓ -50
ITC Ltd (Consumer Defensive) Equity, Since 30 Sep 11 \| ITC	6%	₹1 Cr	45,786 ↓ -113
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| ICICIBANK	6%	₹1 Cr	34,492 ↓ -86
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Mar 09 \| TCS	6%	₹1 Cr	5,617 ↓ -15
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 09 \| LT	4%	₹1 Cr	6,545 ↓ -16
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Jun 17 \| KOTAKBANK	4%	₹1 Cr	6,336 ↓ -16
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 13 \| 532215	3%	₹1 Cr	9,407 ↓ -23

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 12.1% 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.

Date	Value
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

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

Duration	Returns
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

Year	Returns
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

Name	Since	Tenure
Yogesh Patil	1 Oct 18	0.33 Yr.

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

Asset Allocation

Asset Class	Value
Cash	0.71%
Equity	99.29%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| HDFCBANK	10%	₹2 Cr	11,889 ↑ 174
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 12 \| RELIANCE	10%	₹2 Cr	18,968 ↑ 278
Housing Development Finance Corp Ltd (Financial Services) Equity, Since 31 Jan 03 \| HDFC	7%	₹2 Cr	9,097 ↑ 219
Infosys Ltd (Technology) Equity, Since 31 Jan 03 \| INFY	7%	₹2 Cr	21,062 ↑ 309
ITC Ltd (Consumer Defensive) Equity, Since 31 Jan 03 \| ITC	6%	₹1 Cr	47,449 ↑ 697
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| ICICIBANK	5%	₹1 Cr	35,658 ↑ 524
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Mar 05 \| TCS	5%	₹1 Cr	5,792 ↑ 86
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Apr 10 \| KOTAKBANK	4%	₹1 Cr	7,398 ↑ 109
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Apr 09 \| LT	4%	₹1 Cr	6,837 ↑ 100
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 09 \| 532215	3%	₹1 Cr	9,677 ↑ 144

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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.