Top 3 Best Performing Sensex Index Mutual Funds 2020 | Fincash.com

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Best Sensex Index Mutual Funds for Investments 2020 - 2021

Updated on January 19, 2020 , 1262 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 2020

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2019 (%)
Nippon India Index Fund - Sensex Plan Growth	₹20.2992 ↓ -0.10	₹43	5	7.6	12.9	15.2	7.5	14.2
LIC MF Index Fund Sensex Growth	₹76.6613 ↓ -0.38	₹21	5.3	7.9	13.2	15	7.2	14.6
LIC MF Index Fund Nifty Growth	₹67.1819 ↓ -0.30	₹25	4.4	6.9	11.6	13.3	6.8	12.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Jan 20

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 7.9% since its launch. Ranked 74 in Index Fund category. Return for 2019 was 14.2% , 2018 was 6.2% and 2017 was 27.9% .

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 (21 Jan 20)	₹20.2992 ↓ -0.10 (-0.49 %)
Net Assets (Cr)	₹43 on 31 Dec 19
Category	Others - Index Fund
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆
Risk	Moderately High
Expense Ratio	0.93
Sharpe Ratio	1
Information Ratio	-7.45
Alpha Ratio	-1.18
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 Dec 14	₹10,000
31 Dec 15	₹9,525
31 Dec 16	₹9,712
31 Dec 17	₹12,422
31 Dec 18	₹13,188
31 Dec 19	₹15,068

Nippon India Index Fund - Sensex Plan SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070 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 21 Jan 20

Duration	Returns
1 Month	-0.9%
3 Month	5%
6 Month	7.6%
1 Year	12.9%
3 Year	15.2%
5 Year	7.5%
10 Year
15 Year
Since launch	7.9%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2010

Fund Manager information for Nippon India Index Fund - Sensex Plan

Name	Since	Tenure
Mehul Dama	6 Nov 18	0.98 Yr.

Data below for Nippon India Index Fund - Sensex Plan as on 31 Dec 19

Asset Allocation

Asset Class	Value
Cash	1.7%
Equity	98.3%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| HDFCBANK	13%	₹5 Cr	41,386 ↑ 1,604
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 10 \| RELIANCE	11%	₹5 Cr	30,917 ↑ 1,199
Housing Development Finance Corp Ltd (Financial Services) Equity, Since 31 Oct 10 \| HDFC	9%	₹4 Cr	16,772 ↑ 651
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| ICICIBANK	8%	₹3 Cr	62,630 ↑ 2,428
Infosys Ltd (Technology) Equity, Since 31 Oct 10 \| INFY	6%	₹3 Cr	36,484 ↑ 1,415
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Oct 10 \| TCS	5%	₹2 Cr	10,258 ↑ 397
ITC Ltd (Consumer Defensive) Equity, Since 29 Feb 12 \| ITC	5%	₹2 Cr	83,218 ↑ 3,226
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Jun 17 \| KOTAKBANK	4%	₹2 Cr	11,523 ↑ 447
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 13 \| 532215	4%	₹2 Cr	22,294 ↑ 864
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| LT	4%	₹2 Cr	11,897 ↑ 461

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 13.2% since its launch. Ranked 79 in Index Fund category. Return for 2019 was 14.6% , 2018 was 5.6% and 2017 was 27.4% .

Below is the key information for LIC MF Index Fund Sensex

LIC MF Index Fund Sensex Growth
Launch Date	14 Nov 02
NAV (21 Jan 20)	₹76.6613 ↓ -0.38 (-0.49 %)
Net Assets (Cr)	₹21 on 31 Dec 19
Category	Others - Index Fund
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	1.66
Sharpe Ratio	1.03
Information Ratio	-5.85
Alpha Ratio	-0.83
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 Dec 14	₹10,000
31 Dec 15	₹9,464
31 Dec 16	₹9,613
31 Dec 17	₹12,249
31 Dec 18	₹12,940
31 Dec 19	₹14,830

LIC MF Index Fund Sensex SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070 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 21 Jan 20

Duration	Returns
1 Month	-0.9%
3 Month	5.3%
6 Month	7.9%
1 Year	13.2%
3 Year	15%
5 Year	7.2%
10 Year
15 Year
Since launch	13.2%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2010	18%

Fund Manager information for LIC MF Index Fund Sensex

Name	Since	Tenure
Ritu Modi	1 Nov 19	0.08 Yr.

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

Asset Allocation

Asset Class	Value
Cash	0.72%
Equity	99.28%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 09 \| HDFCBANK	13%	₹3 Cr	21,644 ↓ -249
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 09 \| RELIANCE	12%	₹3 Cr	16,159 ↓ -210
Housing Development Finance Corp Ltd (Financial Services) Equity, Since 31 Mar 09 \| HDFC	9%	₹2 Cr	8,780 ↓ -95
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| ICICIBANK	8%	₹2 Cr	32,844 ↓ -190
Infosys Ltd (Technology) Equity, Since 31 Mar 09 \| INFY	6%	₹1 Cr	19,144 ↓ -114
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Mar 09 \| TCS	5%	₹1 Cr	5,381 ↓ -47
ITC Ltd (Consumer Defensive) Equity, Since 30 Sep 11 \| ITC	5%	₹1 Cr	43,020 ↓ -877
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Jun 17 \| KOTAKBANK	4%	₹1 Cr	5,951 ↓ -121
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 13 \| 532215	4%	₹1 Cr	11,697 ↓ -05
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 09 \| LT	4%	₹1 Cr	6,143 ↓ -140

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 12.4% since its launch. Ranked 80 in Index Fund category. Return for 2019 was 12.6% , 2018 was 2.6% and 2017 was 28.6% .

Below is the key information for LIC MF Index Fund Nifty

LIC MF Index Fund Nifty Growth
Launch Date	14 Nov 02
NAV (21 Jan 20)	₹67.1819 ↓ -0.30 (-0.45 %)
Net Assets (Cr)	₹25 on 31 Dec 19
Category	Others - Index Fund
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	1.23
Sharpe Ratio	0.82
Information Ratio	-4.78
Alpha Ratio	-0.75
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 Dec 14	₹10,000
31 Dec 15	₹9,590
31 Dec 16	₹9,848
31 Dec 17	₹12,661
31 Dec 18	₹12,987
31 Dec 19	₹14,625

LIC MF Index Fund Nifty SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992 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 21 Jan 20

Duration	Returns
1 Month	-0.9%
3 Month	4.4%
6 Month	6.9%
1 Year	11.6%
3 Year	13.3%
5 Year	6.8%
10 Year
15 Year
Since launch	12.4%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2010	18.2%

Fund Manager information for LIC MF Index Fund Nifty

Name	Since	Tenure
Ritu Modi	1 Nov 19	0 Yr.

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

Asset Allocation

Asset Class	Value
Cash	0.55%
Equity	99.45%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| HDFCBANK	11%	₹3 Cr	25,394 ↓ -429
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 12 \| RELIANCE	11%	₹3 Cr	20,109 ↓ -354
Housing Development Finance Corp Ltd (Financial Services) Equity, Since 31 Jan 03 \| HDFC	8%	₹2 Cr	10,136 ↓ -161
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| ICICIBANK	7%	₹2 Cr	38,049 ↓ -504
Infosys Ltd (Technology) Equity, Since 31 Jan 03 \| INFY	5%	₹1 Cr	21,448 ↓ -429
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Apr 10 \| KOTAKBANK	4%	₹1 Cr	7,777 ↓ -233
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Mar 05 \| TCS	4%	₹1 Cr	6,104 ↓ -169
ITC Ltd (Consumer Defensive) Equity, Since 31 Jan 03 \| ITC	4%	₹1 Cr	49,954 ↓ -1,499
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Apr 09 \| LT	3%	₹1 Cr	7,188 ↓ -215
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 09 \| 532215	3%	₹1 Cr	12,918 ↓ -387

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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.