टॉप 3 बेस्ट परफॉर्मिंग सेंसेक्स इंडेक्स म्यूचुअल फंड्स 2022 | Fincash.com

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टॉप 3 बेस्ट परफॉर्मिंग सेंसेक्स इंडेक्स फंड्स 2022
म्यूचुअल फंड में ऑनलाइन निवेश कैसे करें?
Top 3 Others - Index Fund Funds

निवेश के लिए सर्वश्रेष्ठ सेंसेक्स इंडेक्स म्यूचुअल फंड 2022 - 2023

Updated on March 17, 2023 , 54720 views

इंडेक्स फंड्स म्युचुअल फंड योजनाओं का संदर्भ लें जिनके पोर्टफोलियो में ऐसे शेयर शामिल हैं जो एक निश्चित बेंचमार्क के लिए हिस्सा बनते हैंमंडी अनुक्रमणिका। ये फंड एक निष्क्रिय रणनीति का पालन करते हैं जिसमें; वे एक सूचकांक के प्रदर्शन को दोहराने की कोशिश करते हैं। इन योजनाओं के पोर्टफोलियो में उसी अनुपात में शेयर होंगे जैसे वे बेंचमार्क इंडेक्स में हैं। इन योजनाओं का प्रदर्शन संबंधित बेंचमार्क के प्रदर्शन पर निर्भर करता है। सेंसेक्स सूचकांकम्यूचुअल फंड्स इंडेक्स फंड का संदर्भ लें जो अपने पोर्टफोलियो के निर्माण के लिए बीएसई सेंसेक्स को बेंचमार्क के रूप में उपयोग करते हैं। चूंकि आप सीधे इंडेक्स में निवेश नहीं कर सकते हैं, लोग इंडेक्स के इन प्रॉक्सी को आजमाते हैं। आइए इंडेक्स फंड की अवधारणा को समझते हैं।

चित्रण:

यदि सेंसेक्स में ओएनजीसी लिमिटेड के शेयरों का अनुपात 15% है, तो सेंसेक्स इंडेक्स फंड का पोर्टफोलियो भी ओएनजीसी शेयरों में अपने फंड के पैसे का 15% आवंटित करेगा।

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टॉप 3 बेस्ट परफॉर्मिंग सेंसेक्स इंडेक्स फंड्स 2022

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2022 (%)
Nippon India Index Fund - Sensex Plan Growth	₹28.966 ↑ 0.18	₹375	-5.5	-1.5	0.7	24.1	12.2	5
LIC MF Index Fund Sensex Growth	₹107.893 ↑ 0.65	₹69	-5.5	-1.5	0.4	23.7	11.9	4.6
LIC MF Index Fund Nifty Growth	₹94.2281 ↑ 0.62	₹54	-6.5	-2.6	-0.8	23.8	11	4.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Mar 23

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 2022 was 5% , 2021 was 22.4% and 2020 was 16.6% .

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 Mar 23)	₹28.966 ↑ 0.18 (0.61 %)
Net Assets (Cr)	₹375 on 28 Feb 23
Category	Others - Index Fund
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆
Risk	Moderately High
Expense Ratio	0.51
Sharpe Ratio	0.06
Information Ratio	-2.08
Alpha Ratio	-0.78
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

Nippon India Index Fund - Sensex Plan SIP 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 Mar 23

Duration	Returns
1 Month	-5%
3 Month	-5.5%
6 Month	-1.5%
1 Year	0.7%
3 Year	24.1%
5 Year	12.2%
10 Year
15 Year
Since launch	8.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2022	5%
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%

Fund Manager information for Nippon India Index Fund - Sensex Plan

Name	Since	Tenure
Mehul Dama	6 Nov 18	4.24 Yr.

Data below for Nippon India Index Fund - Sensex Plan as on 28 Feb 23

Asset Allocation

Asset Class	Value
Cash	0.02%
Equity	99.98%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 10 \| RELIANCE	12%	₹44 Cr	186,935 ↑ 7,373
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| HDFCBANK	10%	₹38 Cr	238,591 ↑ 9,410
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| 532174	9%	₹31 Cr	377,743 ↑ 14,899
Infosys Ltd (Technology) Equity, Since 31 Oct 10 \| INFY	8%	₹30 Cr	198,339 ↑ 7,823
Housing Development Finance Corp Ltd (Financial Services) Equity, Since 31 Oct 10 \| HDFC	7%	₹26 Cr	98,464 ↑ 3,884
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Oct 10 \| TCS	5%	₹19 Cr	55,510 ↑ 2,190
ITC Ltd (Consumer Defensive) Equity, Since 29 Feb 12 \| ITC	5%	₹17 Cr	477,153 ↑ 18,819
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| LT	4%	₹14 Cr	65,475 ↑ 2,582
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Jun 17 \| KOTAKBANK	4%	₹13 Cr	77,460 ↑ 3,055
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 13 \| 532215	4%	₹13 Cr	149,848 ↑ 5,910

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 12.9% since its launch. Ranked 79 in Index Fund category. Return for 2022 was 4.6% , 2021 was 21.9% and 2020 was 15.9% .

Below is the key information for LIC MF Index Fund Sensex

LIC MF Index Fund Sensex Growth
Launch Date	14 Nov 02
NAV (17 Mar 23)	₹107.893 ↑ 0.65 (0.61 %)
Net Assets (Cr)	₹69 on 28 Feb 23
Category	Others - Index Fund
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	0.99
Sharpe Ratio	0.04
Information Ratio	-4.36
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.

Date	Value
28 Feb 18	₹10,000
28 Feb 19	₹10,480
29 Feb 20	₹11,218
28 Feb 21	₹14,411
28 Feb 22	₹16,507
28 Feb 23	₹17,332

LIC MF Index Fund Sensex SIP 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 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 Mar 23

Duration	Returns
1 Month	-5%
3 Month	-5.5%
6 Month	-1.5%
1 Year	0.4%
3 Year	23.7%
5 Year	11.9%
10 Year
15 Year
Since launch	12.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2022	4.6%
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%

Fund Manager information for LIC MF Index Fund Sensex

Name	Since	Tenure
Jaiprakash Toshniwal	6 Sep 21	1.41 Yr.

Data below for LIC MF Index Fund Sensex as on 28 Feb 23

Asset Allocation

Asset Class	Value
Cash	0.38%
Equity	99.62%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 09 \| RELIANCE	12%	₹8 Cr	34,899 ↑ 132
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 09 \| HDFCBANK	10%	₹7 Cr	44,763 ↑ 496
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| 532174	8%	₹6 Cr	69,910 ↓ -805
Infosys Ltd (Technology) Equity, Since 31 Mar 09 \| INFY	8%	₹6 Cr	37,025 ↑ 330
Housing Development Finance Corp Ltd (Financial Services) Equity, Since 31 Mar 09 \| HDFC	7%	₹5 Cr	18,501 ↑ 190
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Mar 09 \| TCS	5%	₹3 Cr	10,373 ↑ 52
ITC Ltd (Consumer Defensive) Equity, Since 30 Sep 11 \| ITC	5%	₹3 Cr	88,684 ↓ -264
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 09 \| LT	4%	₹3 Cr	12,224 ↑ 30
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Jun 17 \| KOTAKBANK	4%	₹3 Cr	14,484 ↑ 99
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 13 \| 532215	4%	₹2 Cr	28,034 ↓ -163

3. LIC MF Index Fund Nifty

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 12.2% since its launch. Ranked 80 in Index Fund category. Return for 2022 was 4.7% , 2021 was 23.8% and 2020 was 14.7% .

Below is the key information for LIC MF Index Fund Nifty

LIC MF Index Fund Nifty Growth
Launch Date	14 Nov 02
NAV (17 Mar 23)	₹94.2281 ↑ 0.62 (0.67 %)
Net Assets (Cr)	₹54 on 28 Feb 23
Category	Others - Index Fund
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	0.95
Sharpe Ratio	-0.07
Information Ratio	-8.79
Alpha Ratio	-1.01
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

LIC MF Index Fund Nifty SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 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 Mar 23

Duration	Returns
1 Month	-4.8%
3 Month	-6.5%
6 Month	-2.6%
1 Year	-0.8%
3 Year	23.8%
5 Year	11%
10 Year
15 Year
Since launch	12.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2022	4.7%
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%

Fund Manager information for LIC MF Index Fund Nifty

Name	Since	Tenure
Jaiprakash Toshniwal	6 Sep 21	1.41 Yr.

Data below for LIC MF Index Fund Nifty as on 28 Feb 23

Asset Allocation

Asset Class	Value
Equity	100.14%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 12 \| RELIANCE	10%	₹6 Cr	23,920 ↑ 811
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| HDFCBANK	9%	₹5 Cr	30,615 ↑ 956
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| ICICIBANK	7%	₹4 Cr	47,892 ↑ 1,208
Infosys Ltd (Technology) Equity, Since 31 Jan 03 \| INFY	7%	₹4 Cr	25,364 ↑ 803
Housing Development Finance Corp Ltd (Financial Services) Equity, Since 31 Jan 03 \| HDFC	6%	₹3 Cr	12,554 ↑ 363
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Mar 05 \| TCS	4%	₹2 Cr	7,105 ↑ 214
ITC Ltd (Consumer Defensive) Equity, Since 31 Jan 03 \| ITC	4%	₹2 Cr	60,841 ↑ 1,699
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Apr 09 \| LT	3%	₹2 Cr	8,389 ↑ 307
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Apr 10 \| KOTAKBANK	3%	₹2 Cr	10,042 ↑ 205
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 09 \| 532215	3%	₹2 Cr	18,809 ↑ 1,071

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