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Best Sensex Index Mutual Funds for Investments 2022 - 2023

Updated on May 15, 2022 , 44795 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 2022

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
Nippon India Index Fund - Sensex Plan Growth ₹27.0161
↑ 0.66
₹269-6.1-9.410.213.212.522.4
LIC MF Index Fund Sensex Growth ₹100.729
↑ 2.47
₹51-6.4-9.79.612.912.121.9
LIC MF Index Fund Nifty Growth ₹89.3394
↑ 2.28
₹52-6.2-9.39.112.611.223.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 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 8.9% 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 (17 May 22) ₹27.0161 ↑ 0.66   (2.52 %)
Net Assets (Cr) ₹269 on 31 Mar 22
Category Others - Index Fund
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 0.41
Sharpe Ratio 1.1
Information Ratio -2.29
Alpha Ratio -0.63
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
30 Apr 17₹10,000
30 Apr 18₹11,794
30 Apr 19₹13,091
30 Apr 20₹11,356
30 Apr 21₹16,478
30 Apr 22₹19,369

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 ₹415,684.
Net Profit of ₹115,684
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 17 May 22

DurationReturns
1 Month -6.8%
3 Month -6.1%
6 Month -9.4%
1 Year 10.2%
3 Year 13.2%
5 Year 12.5%
10 Year
15 Year
Since launch 8.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Mehul Dama6 Nov 183.48 Yr.

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

Asset Allocation
Asset ClassValue
Cash0.07%
Equity99.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 10 | 500325
15%₹41 Cr147,084
↑ 6,643
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | 500180
9%₹26 Cr186,695
↑ 8,433
Infosys Ltd (Technology)
Equity, Since 31 Oct 10 | 500209
9%₹24 Cr155,985
↑ 7,046
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | 532174
8%₹22 Cr296,127
↑ 13,376
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 10 | 500010
6%₹17 Cr77,230
↑ 3,488
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 10 | 532540
6%₹16 Cr44,156
↑ 1,994
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | 500247
4%₹10 Cr55,828
↑ 2,522
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | 500875
4%₹10 Cr373,002
↑ 16,848
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | 500510
3%₹9 Cr51,515
↑ 2,327
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Oct 10 | 500696
3%₹9 Cr38,064
↑ 1,719

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 13.1% 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 (17 May 22) ₹100.729 ↑ 2.47   (2.52 %)
Net Assets (Cr) ₹51 on 31 Mar 22
Category Others - Index Fund
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.01
Sharpe Ratio 1.07
Information Ratio -3.62
Alpha Ratio -1.05
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
30 Apr 17₹10,000
30 Apr 18₹11,686
30 Apr 19₹12,962
30 Apr 20₹11,286
30 Apr 21₹16,274
30 Apr 22₹19,019

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 ₹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 17 May 22

DurationReturns
1 Month -6.8%
3 Month -6.4%
6 Month -9.7%
1 Year 9.6%
3 Year 12.9%
5 Year 12.1%
10 Year
15 Year
Since launch 13.1%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Jaiprakash Toshniwal6 Sep 210.65 Yr.

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

Asset Allocation
Asset ClassValue
Cash0.07%
Equity99.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 09 | 500325
15%₹8 Cr27,146
↑ 772
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | 500180
9%₹5 Cr34,668
↑ 1,056
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | 500209
9%₹5 Cr28,871
↑ 650
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | 532174
8%₹4 Cr54,623
↑ 1,198
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 09 | 500010
6%₹3 Cr14,367
↑ 533
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 09 | 532540
6%₹3 Cr8,186
↑ 283
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | 500247
4%₹2 Cr10,347
↑ 300
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 11 | 500875
4%₹2 Cr68,929
↑ 1,722
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 09 | 500510
3%₹2 Cr9,499
↑ 316
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | 532215
3%₹2 Cr21,568
↑ 618

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 12.4% 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 (17 May 22) ₹89.3394 ↑ 2.28   (2.61 %)
Net Assets (Cr) ₹52 on 31 Mar 22
Category Others - Index Fund
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating
Risk Moderately High
Expense Ratio 0.96
Sharpe Ratio 1.17
Information Ratio -6.13
Alpha Ratio -1.14
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
30 Apr 17₹10,000
30 Apr 18₹11,475
30 Apr 19₹12,557
30 Apr 20₹10,602
30 Apr 21₹15,649
30 Apr 22₹18,288

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 ₹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 17 May 22

DurationReturns
1 Month -6.9%
3 Month -6.2%
6 Month -9.3%
1 Year 9.1%
3 Year 12.6%
5 Year 11.2%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Jaiprakash Toshniwal6 Sep 210.65 Yr.

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

Asset Allocation
Asset ClassValue
Cash0.31%
Equity99.69%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 12 | RELIANCE
13%₹7 Cr23,528
↑ 100
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK
8%₹4 Cr29,685
↓ -14
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
8%₹4 Cr24,925
↑ 95
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | ICICIBANK
7%₹4 Cr47,291
↑ 131
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Jan 03 | HDFC
5%₹3 Cr12,297
↓ -39
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 05 | TCS
5%₹3 Cr7,056
↑ 22
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 10 | KOTAKBANK
3%₹2 Cr9,973
↑ 06
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC
3%₹2 Cr59,455
↑ 37
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT
3%₹1 Cr8,241
↑ 36
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Oct 11 | HINDUNILVR
3%₹1 Cr6,070
↑ 30

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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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