2022 - 2023 રોકાણ માટે શ્રેષ્ઠ સેન્સેક્સ ઇન્ડેક્સ મ્યુચ્યુઅલ ફંડ્સ

Updated on March 29, 2026 , 63710 views

ઈન્ડેક્સ ફંડ્સ મ્યુચ્યુઅલ ફંડ સ્કીમ્સનો સંદર્ભ લો કે જેના પોર્ટફોલિયોમાં એવા શેરનો સમાવેશ થાય છે જે ચોક્કસ બેન્ચમાર્ક માટે ભાગ બનાવે છેબજાર અનુક્રમણિકા આ ભંડોળ નિષ્ક્રિય વ્યૂહરચનાને અનુસરે છે જેમાં; તેઓ ઇન્ડેક્સની કામગીરીની નકલ કરવાનો પ્રયાસ કરે છે. આ યોજનાઓના પોર્ટફોલિયોમાં બેન્ચમાર્ક ઇન્ડેક્સના સમાન પ્રમાણમાં શેર હશે. આ યોજનાઓની કામગીરી સંબંધિત બેન્ચમાર્કની કામગીરી પર આધાર રાખે છે. સેન્સેક્સ ઇન્ડેક્સમ્યુચ્યુઅલ ફંડ ઇન્ડેક્સ ફંડ્સનો સંદર્ભ લો કે જેઓ તેમના પોર્ટફોલિયોના નિર્માણ માટે બેન્ચમાર્ક તરીકે BSE સેન્સેક્સનો ઉપયોગ કરે છે. તમે ઈન્ડેક્સમાં સીધું રોકાણ કરી શકતા નથી, તેથી લોકો ઈન્ડેક્સની આ પ્રોક્સીનો પ્રયાસ કરે છે. ચાલો ઈન્ડેક્સ ફંડનો ખ્યાલ સમજીએ.

ઉદાહરણ:

જો સેન્સેક્સમાં ONGC લિમિટેડના શેરનું પ્રમાણ 15% હોય તો, સેન્સેક્સ ઇન્ડેક્સ ફંડનો પોર્ટફોલિયો પણ તેના ફંડના 15% નાણાં ONGCના શેરમાં ફાળવશે.

Ready to Invest?
Talk to our investment specialist

ટોચના 3 શ્રેષ્ઠ પ્રદર્શન સેન્સેક્સ ઇન્ડેક્સ ફંડ્સ 2022

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Nippon India Index Fund - Sensex Plan Growth	₹37.2285 ↑ 0.60	₹946	-15.6	-10.4	-6.5	7.5	8.4	9.8
LIC MF Index Fund Sensex Growth	₹134.326 ↓ 0.00	₹90	-15.6	-10.5	-7	7	7.9	9.1
LIC MF Index Fund Nifty Growth	₹123.092 ↓ 0.00	₹353	-14.6	-9.5	-5	8.8	8.8	10.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Apr 26

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 (₹946 Cr).	Bottom quartile AUM (₹90 Cr).	Lower mid AUM (₹353 Cr).
Point 2	Established history (15+ yrs).	Oldest track record among peers (23 yrs).	Established history (23+ 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: 8.37% (lower mid).	5Y return: 7.89% (bottom quartile).	5Y return: 8.80% (upper mid).
Point 6	3Y return: 7.53% (lower mid).	3Y return: 6.98% (bottom quartile).	3Y return: 8.78% (upper mid).
Point 7	1Y return: -6.49% (lower mid).	1Y return: -6.96% (bottom quartile).	1Y return: -5.02% (upper mid).
Point 8	1M return: -11.51% (bottom quartile).	1M return: -11.43% (lower mid).	1M return: -11.34% (upper mid).
Point 9	Alpha: -0.52 (upper mid).	Alpha: -1.19 (bottom quartile).	Alpha: -1.12 (lower mid).
Point 10	Sharpe: 0.58 (lower mid).	Sharpe: 0.52 (bottom quartile).	Sharpe: 0.78 (upper mid).

Nippon India Index Fund - Sensex Plan

Highest AUM (₹946 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 8.37% (lower mid).
3Y return: 7.53% (lower mid).
1Y return: -6.49% (lower mid).
1M return: -11.51% (bottom quartile).
Alpha: -0.52 (upper mid).
Sharpe: 0.58 (lower mid).

LIC MF Index Fund Sensex

Bottom quartile AUM (₹90 Cr).
Oldest track record among peers (23 yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 7.89% (bottom quartile).
3Y return: 6.98% (bottom quartile).
1Y return: -6.96% (bottom quartile).
1M return: -11.43% (lower mid).
Alpha: -1.19 (bottom quartile).
Sharpe: 0.52 (bottom quartile).

LIC MF Index Fund Nifty

Lower mid AUM (₹353 Cr).
Established history (23+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 8.80% (upper mid).
3Y return: 8.78% (upper mid).
1Y return: -5.02% (upper mid).
1M return: -11.34% (upper mid).
Alpha: -1.12 (lower mid).
Sharpe: 0.78 (upper mid).

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.

Research Highlights for Nippon India Index Fund - Sensex Plan

Highest AUM (₹946 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 8.37% (lower mid).
3Y return: 7.53% (lower mid).
1Y return: -6.49% (lower mid).
1M return: -11.51% (bottom quartile).
Alpha: -0.52 (upper mid).
Sharpe: 0.58 (lower mid).
Information ratio: -10.75 (upper mid).

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 (01 Apr 26)	₹37.2285 ↑ 0.60 (1.65 %)
Net Assets (Cr)	₹946 on 28 Feb 26
Category	Others - Index Fund
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆
Risk	Moderately High
Expense Ratio	0.49
Sharpe Ratio	0.58
Information Ratio	-10.75
Alpha Ratio	-0.52
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 Mar 21	₹10,000
31 Mar 22	₹11,874
31 Mar 23	₹12,021
31 Mar 24	₹15,110
31 Mar 25	₹15,984
31 Mar 26	₹14,947

Nippon India Index Fund - Sensex Plan SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357 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 1 Apr 26

Duration	Returns
1 Month	-11.5%
3 Month	-15.6%
6 Month	-10.4%
1 Year	-6.5%
3 Year	7.5%
5 Year	8.4%
10 Year
15 Year
Since launch	8.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	9.8%
2023	8.9%
2022	19.5%
2021	5%
2020	22.4%
2019	16.6%
2018	14.2%
2017	6.2%
2016	27.9%
2015	2%

Fund Manager information for Nippon India Index Fund - Sensex Plan

Name	Since	Tenure
Himanshu Mange	23 Dec 23	2.19 Yr.

Data below for Nippon India Index Fund - Sensex Plan as on 28 Feb 26

Asset Allocation

Asset Class	Value
Cash	0.12%
Equity	99.88%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| 500180	14%	₹133 Cr	1,497,119 ↓ -371
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| 532174	10%	₹97 Cr	702,793 ↓ -175
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 10 \| 500325	10%	₹93 Cr	665,434 ↓ -165
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 10 \| 532454	5%	₹52 Cr	274,783 ↓ -68
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| 500510	5%	₹49 Cr	114,991 ↓ -28
State Bank of India (Financial Services) Equity, Since 31 Oct 10 \| 500112	5%	₹49 Cr	408,509 ↓ -101
Infosys Ltd (Technology) Equity, Since 31 Oct 10 \| 500209	5%	₹46 Cr	351,370 ↓ -87
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 13 \| 532215	4%	₹39 Cr	280,802 ↓ -69
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Jun 17 \| 500247	3%	₹30 Cr	723,625 ↓ -180
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Oct 10 \| 500520	3%	₹30 Cr	88,053 ↓ -22

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.

Research Highlights for LIC MF Index Fund Sensex

Bottom quartile AUM (₹90 Cr).
Oldest track record among peers (23 yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 7.89% (bottom quartile).
3Y return: 6.98% (bottom quartile).
1Y return: -6.96% (bottom quartile).
1M return: -11.43% (lower mid).
Alpha: -1.19 (bottom quartile).
Sharpe: 0.52 (bottom quartile).
Information ratio: -18.44 (bottom quartile).

Below is the key information for LIC MF Index Fund Sensex

LIC MF Index Fund Sensex Growth
Launch Date	14 Nov 02
NAV (31 Mar 26)	₹134.326 ↓ 0.00 (0.00 %)
Net Assets (Cr)	₹90 on 28 Feb 26
Category	Others - Index Fund
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	0.98
Sharpe Ratio	0.52
Information Ratio	-18.44
Alpha Ratio	-1.19
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 Mar 21	₹10,000
31 Mar 22	₹11,818
31 Mar 23	₹11,937
31 Mar 24	₹14,941
31 Mar 25	₹15,708
31 Mar 26	₹14,615

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 1 Apr 26

Duration	Returns
1 Month	-11.4%
3 Month	-15.6%
6 Month	-10.5%
1 Year	-7%
3 Year	7%
5 Year	7.9%
10 Year
15 Year
Since launch	12.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	9.1%
2023	8.2%
2022	19%
2021	4.6%
2020	21.9%
2019	15.9%
2018	14.6%
2017	5.6%
2016	27.4%
2015	1.6%

Fund Manager information for LIC MF Index Fund Sensex

Name	Since	Tenure
Sumit Bhatnagar	3 Oct 23	2.41 Yr.

Data below for LIC MF Index Fund Sensex as on 28 Feb 26

Asset Allocation

Asset Class	Value
Cash	0.18%
Equity	99.82%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 09 \| 500180	14%	₹13 Cr	142,611 ↑ 806
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| 532174	10%	₹9 Cr	66,931 ↑ 286
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 09 \| 500325	10%	₹9 Cr	63,387 ↑ 259
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 09 \| 532454	5%	₹5 Cr	26,168 ↑ 181
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 09 \| 500510	5%	₹5 Cr	10,898
State Bank of India (Financial Services) Equity, Since 31 Mar 09 \| 500112	5%	₹5 Cr	38,736
Infosys Ltd (Technology) Equity, Since 31 Mar 09 \| 500209	5%	₹4 Cr	33,475 ↑ 238
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 13 \| 532215	4%	₹4 Cr	26,687
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Mar 12 \| 500520	3%	₹3 Cr	8,389 ↑ 78
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Jun 17 \| 500247	3%	₹3 Cr	68,674

3. LIC MF Index Fund Nifty

Research Highlights for LIC MF Index Fund Nifty

Lower mid AUM (₹353 Cr).
Established history (23+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 8.80% (upper mid).
3Y return: 8.78% (upper mid).
1Y return: -5.02% (upper mid).
1M return: -11.34% (upper mid).
Alpha: -1.12 (lower mid).
Sharpe: 0.78 (upper mid).
Information ratio: -16.80 (lower mid).

Below is the key information for LIC MF Index Fund Nifty

LIC MF Index Fund Nifty Growth
Launch Date	14 Nov 02
NAV (31 Mar 26)	₹123.092 ↓ 0.00 (0.00 %)
Net Assets (Cr)	₹353 on 28 Feb 26
Category	Others - Index Fund
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	0.94
Sharpe Ratio	0.78
Information Ratio	-16.8
Alpha Ratio	-1.12
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 Mar 21	₹10,000
31 Mar 22	₹11,883
31 Mar 23	₹11,843
31 Mar 24	₹15,215
31 Mar 25	₹16,049
31 Mar 26	₹15,244

LIC MF Index Fund Nifty SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357 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 1 Apr 26

Duration	Returns
1 Month	-11.3%
3 Month	-14.6%
6 Month	-9.5%
1 Year	-5%
3 Year	8.8%
5 Year	8.8%
10 Year
15 Year
Since launch	11.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	10.7%
2023	8.8%
2022	19.8%
2021	4.7%
2020	23.8%
2019	14.7%
2018	12.6%
2017	2.6%
2016	28.6%
2015	2.7%

Fund Manager information for LIC MF Index Fund Nifty

Name	Since	Tenure
Sumit Bhatnagar	3 Oct 23	2.41 Yr.

Data below for LIC MF Index Fund Nifty as on 28 Feb 26

Asset Allocation

Asset Class	Value
Cash	0.29%
Equity	99.71%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| HDFCBANK	12%	₹42 Cr	469,911 ↓ -3,751
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| ICICIBANK	9%	₹30 Cr	219,497 ↓ -1,864
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 12 \| RELIANCE	8%	₹29 Cr	207,161 ↓ -2,544
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 09 \| BHARTIARTL	5%	₹16 Cr	85,620 ↓ -692
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Apr 09 \| LT	4%	₹15 Cr	36,021 ↓ -442
State Bank of India (Financial Services) Equity, Since 30 Apr 09 \| SBIN	4%	₹15 Cr	127,567 ↓ -971
Infosys Ltd (Technology) Equity, Since 31 Jan 03 \| INFY	4%	₹14 Cr	107,316 ↓ -1,318
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 09 \| AXISBANK	3%	₹12 Cr	87,723 ↓ -1,077
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Apr 10 \| KOTAKBANK	3%	₹9 Cr	225,836 ↓ -2,774
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Mar 12 \| M&M	3%	₹9 Cr	27,355 ↓ -336

મ્યુચ્યુઅલ ફંડમાં ઓનલાઈન કેવી રીતે રોકાણ કરવું?

Fincash.com પર આજીવન માટે મફત રોકાણ ખાતું ખોલો.

તમારી નોંધણી અને KYC પ્રક્રિયા પૂર્ણ કરો

દસ્તાવેજો અપલોડ કરો (PAN, આધાર, વગેરે).અને, તમે રોકાણ કરવા માટે તૈયાર છો!

શરૂ કરો

Disclaimer:
અહીં આપેલી માહિતી સચોટ છે તેની ખાતરી કરવા માટેના તમામ પ્રયાસો કરવામાં આવ્યા છે. જો કે, ડેટાની શુદ્ધતા અંગે કોઈ ગેરંટી આપવામાં આવતી નથી. કોઈપણ રોકાણ કરતા પહેલા કૃપા કરીને સ્કીમ માહિતી દસ્તાવેજ સાથે ચકાસો.