2022 - 2023 રોકાણ માટે શ્રેષ્ઠ સેન્સેક્સ ઇન્ડેક્સ મ્યુચ્યુઅલ ફંડ્સ

Updated on August 29, 2025 , 63347 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.

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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	₹40.9266 ↑ 0.28	₹905	-1.7	9.7	-2.2	11.9	15.8	8.9
LIC MF Index Fund Sensex Growth	₹150.46 ↑ 1.02	₹89	-1.8	9.3	-2.8	11.4	15.2	8.2
LIC MF Index Fund Nifty Growth	₹136.205 ↑ 1.08	₹333	-1.2	10.7	-2.7	12.2	16	8.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Sep 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 (₹905 Cr).	Bottom quartile AUM (₹89 Cr).	Lower mid AUM (₹333 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: 15.79% (lower mid).	5Y return: 15.24% (bottom quartile).	5Y return: 16.02% (upper mid).
Point 6	3Y return: 11.91% (lower mid).	3Y return: 11.43% (bottom quartile).	3Y return: 12.22% (upper mid).
Point 7	1Y return: -2.16% (upper mid).	1Y return: -2.76% (bottom quartile).	1Y return: -2.70% (lower mid).
Point 8	1M return: -1.77% (lower mid).	1M return: -1.83% (bottom quartile).	1M return: -1.51% (upper mid).
Point 9	Alpha: -0.51 (upper mid).	Alpha: -1.13 (bottom quartile).	Alpha: -1.06 (lower mid).
Point 10	Sharpe: -0.46 (upper mid).	Sharpe: -0.51 (bottom quartile).	Sharpe: -0.47 (lower mid).

Nippon India Index Fund - Sensex Plan

Highest AUM (₹905 Cr).
Established history (14+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 15.79% (lower mid).
3Y return: 11.91% (lower mid).
1Y return: -2.16% (upper mid).
1M return: -1.77% (lower mid).
Alpha: -0.51 (upper mid).
Sharpe: -0.46 (upper mid).

LIC MF Index Fund Sensex

Bottom quartile AUM (₹89 Cr).
Oldest track record among peers (22 yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 15.24% (bottom quartile).
3Y return: 11.43% (bottom quartile).
1Y return: -2.76% (bottom quartile).
1M return: -1.83% (bottom quartile).
Alpha: -1.13 (bottom quartile).
Sharpe: -0.51 (bottom quartile).

LIC MF Index Fund Nifty

Lower mid AUM (₹333 Cr).
Established history (22+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.02% (upper mid).
3Y return: 12.22% (upper mid).
1Y return: -2.70% (lower mid).
1M return: -1.51% (upper mid).
Alpha: -1.06 (lower mid).
Sharpe: -0.47 (lower 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 (₹905 Cr).
Established history (14+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 15.79% (lower mid).
3Y return: 11.91% (lower mid).
1Y return: -2.16% (upper mid).
1M return: -1.77% (lower mid).
Alpha: -0.51 (upper mid).
Sharpe: -0.46 (upper mid).
Information ratio: -10.42 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~100%).
Largest holding HDFC Bank Ltd (~15.4%).
Top-3 holdings concentration ~36.1%.

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 Sep 25)	₹40.9266 ↑ 0.28 (0.69 %)
Net Assets (Cr)	₹905 on 31 Jul 25
Category	Others - Index Fund
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆
Risk	Moderately High
Expense Ratio	0.49
Sharpe Ratio	-0.46
Information Ratio	-10.42
Alpha Ratio	-0.51
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 Aug 20	₹10,000
31 Aug 21	₹14,945
31 Aug 22	₹15,579
31 Aug 23	₹17,049
31 Aug 24	₹21,793
31 Aug 25	₹21,264

Nippon India Index Fund - Sensex Plan SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 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 Sep 25

Duration	Returns
1 Month	-1.8%
3 Month	-1.7%
6 Month	9.7%
1 Year	-2.2%
3 Year	11.9%
5 Year	15.8%
10 Year
15 Year
Since launch	9.9%

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
Himanshu Mange	23 Dec 23	1.61 Yr.

Data below for Nippon India Index Fund - Sensex Plan as on 31 Jul 25

Asset Allocation

Asset Class	Value
Cash	0.36%
Equity	99.64%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| HDFCBANK	15%	₹142 Cr	709,512 ↓ -2,638
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| 532174	10%	₹96 Cr	667,366 ↓ -1,835
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 10 \| RELIANCE	10%	₹95 Cr	633,218 ↓ -2,961
Infosys Ltd (Technology) Equity, Since 31 Oct 10 \| INFY	6%	₹54 Cr	334,318 ↓ -1,435
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 10 \| BHARTIARTL	5%	₹49 Cr	245,470 ↓ -6,509
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| LT	4%	₹40 Cr	109,400 ↓ -504
ITC Ltd (Consumer Defensive) Equity, Since 29 Feb 12 \| ITC	4%	₹36 Cr	866,639 ↓ -3,945
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Oct 10 \| TCS	4%	₹33 Cr	94,808 ↓ -444
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 13 \| 532215	3%	₹32 Cr	266,891 ↓ -943
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Jun 17 \| KOTAKBANK	3%	₹30 Cr	137,694 ↓ -639

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 (₹89 Cr).
Oldest track record among peers (22 yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 15.24% (bottom quartile).
3Y return: 11.43% (bottom quartile).
1Y return: -2.76% (bottom quartile).
1M return: -1.83% (bottom quartile).
Alpha: -1.13 (bottom quartile).
Sharpe: -0.51 (bottom quartile).
Information ratio: -9.94 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~100%).
Largest holding HDFC Bank Ltd (~15.3%).
Top-3 holdings concentration ~36.1%.

Below is the key information for LIC MF Index Fund Sensex

LIC MF Index Fund Sensex Growth
Launch Date	14 Nov 02
NAV (01 Sep 25)	₹150.46 ↑ 1.02 (0.68 %)
Net Assets (Cr)	₹89 on 31 Jul 25
Category	Others - Index Fund
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	0.98
Sharpe Ratio	-0.51
Information Ratio	-9.94
Alpha Ratio	-1.13
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 Aug 20	₹10,000
31 Aug 21	₹14,861
31 Aug 22	₹15,411
31 Aug 23	₹16,834
31 Aug 24	₹21,415
31 Aug 25	₹20,765

LIC MF Index Fund Sensex SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 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 Sep 25

Duration	Returns
1 Month	-1.8%
3 Month	-1.8%
6 Month	9.3%
1 Year	-2.8%
3 Year	11.4%
5 Year	15.2%
10 Year
15 Year
Since launch	13.1%

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
Sumit Bhatnagar	3 Oct 23	1.83 Yr.

Data below for LIC MF Index Fund Sensex as on 31 Jul 25

Asset Allocation

Asset Class	Value
Cash	0.44%
Equity	99.56%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 09 \| HDFCBANK	15%	₹14 Cr	70,461 ↓ -952
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| 532174	10%	₹10 Cr	66,322 ↓ -823
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 09 \| RELIANCE	10%	₹9 Cr	63,110 ↓ -670
Infosys Ltd (Technology) Equity, Since 31 Mar 09 \| INFY	6%	₹5 Cr	33,229 ↓ -383
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 09 \| BHARTIARTL	5%	₹5 Cr	24,438 ↓ -872
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 09 \| LT	4%	₹4 Cr	10,988 ↑ 06
ITC Ltd (Consumer Defensive) Equity, Since 30 Sep 11 \| ITC	4%	₹4 Cr	86,306 ↓ -1,015
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Mar 09 \| TCS	4%	₹3 Cr	9,426 ↓ -108
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 13 \| 532215	3%	₹3 Cr	26,722 ↑ 38
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Jun 17 \| KOTAKBANK	3%	₹3 Cr	13,670 ↓ -155

3. LIC MF Index Fund Nifty

Research Highlights for LIC MF Index Fund Nifty

Lower mid AUM (₹333 Cr).
Established history (22+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.02% (upper mid).
3Y return: 12.22% (upper mid).
1Y return: -2.70% (lower mid).
1M return: -1.51% (upper mid).
Alpha: -1.06 (lower mid).
Sharpe: -0.47 (lower mid).
Information ratio: -11.83 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding HDFC Bank Ltd (~13.1%).

Below is the key information for LIC MF Index Fund Nifty

LIC MF Index Fund Nifty Growth
Launch Date	14 Nov 02
NAV (01 Sep 25)	₹136.205 ↑ 1.08 (0.80 %)
Net Assets (Cr)	₹333 on 31 Jul 25
Category	Others - Index Fund
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	0.94
Sharpe Ratio	-0.47
Information Ratio	-11.83
Alpha Ratio	-1.06
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 Aug 20	₹10,000
31 Aug 21	₹15,006
31 Aug 22	₹15,603
31 Aug 23	₹16,911
31 Aug 24	₹22,168
31 Aug 25	₹21,498

LIC MF Index Fund Nifty SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 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 Sep 25

Duration	Returns
1 Month	-1.5%
3 Month	-1.2%
6 Month	10.7%
1 Year	-2.7%
3 Year	12.2%
5 Year	16%
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
Sumit Bhatnagar	3 Oct 23	1.83 Yr.

Data below for LIC MF Index Fund Nifty as on 31 Jul 25

Asset Allocation

Asset Class	Value
Cash	0.52%
Equity	99.48%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| HDFCBANK	13%	₹45 Cr	224,627 ↑ 677
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| 532174	9%	₹30 Cr	209,867 ↑ 1,902
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 12 \| RELIANCE	9%	₹30 Cr	199,733
Infosys Ltd (Technology) Equity, Since 31 Jan 03 \| INFY	5%	₹17 Cr	106,100 ↓ -635
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 09 \| BHARTIARTL	5%	₹16 Cr	79,691 ↑ 340
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Apr 09 \| LT	4%	₹13 Cr	34,640
ITC Ltd (Consumer Defensive) Equity, Since 31 Jan 03 \| ITC	3%	₹11 Cr	274,896
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Mar 05 \| TCS	3%	₹10 Cr	30,125
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 09 \| 532215	3%	₹10 Cr	84,358
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Apr 10 \| KOTAKBANK	3%	₹9 Cr	43,480

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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.