+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 ₹41.0528
↑ 0.05 ₹923 -0.2 6.8 2.6 11.3 17 8.9 LIC MF Index Fund Sensex Growth ₹150.977
↑ 0.17 ₹92 -0.3 6.4 2 10.9 16.4 8.2 LIC MF Index Fund Nifty Growth ₹136.293
↑ 0.11 ₹342 0.4 7.7 2.2 11.7 17.2 8.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Aug 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 (₹923 Cr). Bottom quartile AUM (₹92 Cr). Lower mid AUM (₹342 Cr). Point 2 Established history (14+ yrs). Oldest track record among peers (22 yrs). Established history (22+ 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: 16.97% (lower mid). 5Y return: 16.41% (bottom quartile). 5Y return: 17.16% (upper mid). Point 6 3Y return: 11.34% (lower mid). 3Y return: 10.87% (bottom quartile). 3Y return: 11.73% (upper mid). Point 7 1Y return: 2.62% (upper mid). 1Y return: 1.99% (bottom quartile). 1Y return: 2.24% (lower mid). Point 8 1M return: -1.83% (lower mid). 1M return: -1.89% (bottom quartile). 1M return: -1.60% (upper mid). Point 9 Alpha: -0.53 (upper mid). Alpha: -1.15 (bottom quartile). Alpha: -1.09 (lower mid). Point 10 Sharpe: 0.04 (upper mid). Sharpe: -0.01 (bottom quartile). Sharpe: 0.04 (lower 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 (14 Aug 25) ₹41.0528 ↑ 0.05 (0.11 %) Net Assets (Cr) ₹923 on 30 Jun 25 Category Others - Index Fund AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 0.58 Sharpe Ratio 0.04 Information Ratio -11.13 Alpha Ratio -0.53 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 Returns for Nippon India Index Fund - Sensex Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 25 Duration Returns 1 Month -1.8% 3 Month -0.2% 6 Month 6.8% 1 Year 2.6% 3 Year 11.3% 5 Year 17% 10 Year 15 Year Since launch 10% 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 Data below for Nippon India Index Fund - Sensex Plan as on 30 Jun 25
Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. LIC MF Index Fund Sensex
LIC MF Index Fund Sensex
Growth Launch Date 14 Nov 02 NAV (14 Aug 25) ₹150.977 ↑ 0.17 (0.11 %) Net Assets (Cr) ₹92 on 30 Jun 25 Category Others - Index Fund AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 0.98 Sharpe Ratio -0.01 Information Ratio -10.35 Alpha Ratio -1.15 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 Returns for LIC MF Index Fund Sensex
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 25 Duration Returns 1 Month -1.9% 3 Month -0.3% 6 Month 6.4% 1 Year 2% 3 Year 10.9% 5 Year 16.4% 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 Data below for LIC MF Index Fund Sensex as on 30 Jun 25
Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. LIC MF Index Fund Nifty
LIC MF Index Fund Nifty
Growth Launch Date 14 Nov 02 NAV (14 Aug 25) ₹136.293 ↑ 0.11 (0.08 %) Net Assets (Cr) ₹342 on 30 Jun 25 Category Others - Index Fund AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 0.95 Sharpe Ratio 0.04 Information Ratio -12.46 Alpha Ratio -1.09 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 Returns for LIC MF Index Fund Nifty
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 25 Duration Returns 1 Month -1.6% 3 Month 0.4% 6 Month 7.7% 1 Year 2.2% 3 Year 11.7% 5 Year 17.2% 10 Year 15 Year Since launch 12.6% 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 Data below for LIC MF Index Fund Nifty as on 30 Jun 25
Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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Research Highlights for Nippon India Index Fund - Sensex Plan