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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 July 29, 2020 , 14395 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 2020

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Nippon India Index Fund - Sensex Plan Growth ₹18.6037
↓ -0.06
₹8511.9-70.75.26.214.2
LIC MF Index Fund Sensex Growth ₹70.0783
↓ -0.24
₹2311.7-7.20.855.814.6
LIC MF Index Fund Nifty Growth ₹61.127
↓ -0.16
₹2412.3-7.5-0.23.15.212.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Jul 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 6.5% 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 (31 Jul 20) ₹18.6037 ↓ -0.06   (-0.34 %)
Net Assets (Cr) ₹85 on 30 Jun 20
Category Others - Index Fund
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 0.93
Sharpe Ratio -0.32
Information Ratio -2.48
Alpha Ratio -1.03
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
31 Jul 15₹10,000
31 Jul 16₹9,977
31 Jul 17₹11,577
31 Jul 18₹13,430
31 Jul 19₹13,385

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 ₹357,992.
Net Profit of ₹57,992
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 31 Jul 20

DurationReturns
1 Month 8%
3 Month 11.9%
6 Month -7%
1 Year 0.7%
3 Year 5.2%
5 Year 6.2%
10 Year
15 Year
Since launch 6.5%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Mehul Dama6 Nov 181.65 Yr.

Data below for Nippon India Index Fund - Sensex Plan as on 30 Jun 20

Asset Allocation
Asset ClassValue
Cash1.91%
Equity98.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 10 | RELIANCE
14%₹12 Cr70,199
↓ -1,912
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | HDFCBANK
12%₹10 Cr93,970
↓ -2,559
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 10 | HDFC
8%₹7 Cr38,081
↓ -1,037
Infosys Ltd (Technology)
Equity, Since 31 Oct 10 | INFY
7%₹6 Cr82,839
↓ -2,256
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | ICICIBANK
6%₹5 Cr142,205
↓ -3,873
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 10 | TCS
6%₹5 Cr23,292
↓ -635
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Oct 10 | 500696
5%₹4 Cr19,791
↓ -539
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | KOTAKBANK
4%₹4 Cr27,198
↑ 321
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
4%₹4 Cr188,952
↓ -5,146
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 10 | BHARTIARTL
4%₹3 Cr53,216
↓ -1,449

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 12.2% 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 (31 Jul 20) ₹70.0783 ↓ -0.24   (-0.35 %)
Net Assets (Cr) ₹23 on 30 Jun 20
Category Others - Index Fund
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.66
Sharpe Ratio -0.31
Information Ratio -3.47
Alpha Ratio -0.8
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
31 Jul 15₹10,000
31 Jul 16₹9,927
31 Jul 17₹11,451
31 Jul 18₹13,184
31 Jul 19₹13,137

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 ₹349,120.
Net Profit of ₹49,120
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 31 Jul 20

DurationReturns
1 Month 8%
3 Month 11.7%
6 Month -7.2%
1 Year 0.8%
3 Year 5%
5 Year 5.8%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ritu Modi1 Nov 190.66 Yr.

Data below for LIC MF Index Fund Sensex as on 30 Jun 20

Asset Allocation
Asset ClassValue
Cash1.09%
Equity98.91%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 09 | RELIANCE
14%₹3 Cr19,466
↓ -296
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
12%₹3 Cr25,990
↓ -443
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFC
8%₹2 Cr10,529
↓ -163
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
7%₹2 Cr22,846
↓ -411
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | ICICIBANK
6%₹1 Cr39,282
↓ -581
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 09 | TCS
6%₹1 Cr6,466
↓ -72
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Oct 11 | 500696
5%₹1 Cr5,452
↓ -41
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | KOTAKBANK
4%₹1 Cr7,543
↑ 226
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 11 | ITC
4%₹1 Cr52,083
↓ -926
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | BHARTIARTL
4%₹1 Cr14,598
↑ 2,067

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 11.4% 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 (31 Jul 20) ₹61.127 ↓ -0.16   (-0.25 %)
Net Assets (Cr) ₹24 on 30 Jun 20
Category Others - Index Fund
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.23
Sharpe Ratio -0.34
Information Ratio -4.12
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.

DateValue
31 Jul 15₹10,000
31 Jul 16₹10,102
31 Jul 17₹11,750
31 Jul 18₹13,152
31 Jul 19₹12,893

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 ₹349,120.
Net Profit of ₹49,120
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 31 Jul 20

DurationReturns
1 Month 7.6%
3 Month 12.3%
6 Month -7.5%
1 Year -0.2%
3 Year 3.1%
5 Year 5.2%
10 Year
15 Year
Since launch 11.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ritu Modi1 Nov 190.66 Yr.

Data below for LIC MF Index Fund Nifty as on 30 Jun 20

Asset Allocation
Asset ClassValue
Cash1.68%
Equity98.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 12 | RELIANCE
12%₹3 Cr17,296
↓ -772
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK
11%₹3 Cr23,666
↓ -559
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 03 | HDFC
7%₹2 Cr9,445
↓ -224
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
6%₹1 Cr19,995
↓ -479
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | ICICIBANK
5%₹1 Cr35,373
↓ -754
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 05 | TCS
5%₹1 Cr5,738
↓ -125
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 10 | KOTAKBANK
5%₹1 Cr7,939
↑ 457
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Oct 11 | 500696
4%₹1 Cr4,356
↑ 377
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC
4%₹1 Cr47,352
↓ -1,242
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | BHARTIARTL
3%₹1 Cr12,985
↑ 399

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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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