वर्ष 2021 के लिए शीर्ष 10 सर्वश्रेष्ठ प्रदर्शन करने वाले इंडेक्स फंड

1. BOI AXA Equity Debt Rebalancer Fund

BOI AXA Equity Debt Rebalancer Fund aims at generating long term returns with lower volatility by following a disciplined allocation between equity and debt securities. The equity allocation will be determined based on the month end P/E ratio of the CNX Nifty Index. There is no assurance that the investment objectives of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

BOI AXA Equity Debt Rebalancer Fund is a Hybrid - Dynamic Allocation fund was launched on 14 Mar 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 7.5% since its launch.  Return for 2022 was 15.7% , 2021 was 7.2% and 2020 was 6.7% .

Below is the key information for BOI AXA Equity Debt Rebalancer Fund

2. Nippon India Large Cap Fund

(Erstwhile Reliance Top 200 Fund)

The primary investment objective of the scheme is to seek to generate long term capital appreciation by investing in equity and equity related instruments of companies whose market capitalization is within the range of highest & lowest market capitalization of S&P BSE 200 Index. The secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Large Cap Fund is a Equity - Large Cap fund was launched on 8 Aug 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12% since its launch.  Ranked 20 in Large Cap category.  Return for 2022 was 11.3% , 2021 was 32.4% and 2020 was 4.9% .

Below is the key information for Nippon India Large Cap Fund

3. HDFC Top 100 Fund

(Erstwhile HDFC Top 200)

To generate long term capital appreciation from a portfolio of equity and equity linked instruments. The investment portfolio for equity and equity linked instruments will be primarily drawn from the companies in the BSE 200 Index. Further, the Scheme may also invest in listed companies that would qualify to be in the top 200 by market capitalisation on the BSE even though they may not be listed on the BSE. This includes participation in large Ipos where in the market capitalisation of the company based on issue price would make the company a part of the top 200 companies listed on the BSE based on market capitalisation.

HDFC Top 100 Fund is a Equity - Large Cap fund was launched on 11 Oct 96. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.8% since its launch.  Ranked 43 in Large Cap category.  Return for 2022 was 10.6% , 2021 was 28.5% and 2020 was 5.9% .

Below is the key information for HDFC Top 100 Fund

4. IDFC Nifty Fund

The investment objective of the scheme is to replicate the Nifty 50 by investing in securities of the Nifty 50 in the same proportion / weightage. However, there is no assurance or guarantee that the objectives of the scheme will be realized and the scheme does not assure or guarantee any returns .

IDFC Nifty Fund is a Others - Index Fund fund was launched on 30 Apr 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.1% since its launch.  Ranked 70 in Index Fund category.  Return for 2022 was 5.4% , 2021 was 24.4% and 2020 was 16.2% .

Below is the key information for IDFC Nifty Fund

5. UTI Nifty Index Fund

The principal investment objective of the scheme is to invest in stocks of companies comprising Nifty 50 Index and endeavour to achieve return equivalent to Nifty 50 by “passive” investment. The scheme will be managed by replicating the index in the same weightage as in the Nifty 50 Index with the intention of minimising the performance differences between the scheme and the Nifty 50 Index in capital terms, subject to market liquidity, costs of trading, management expenses and other factors which may cause tracking error. The scheme would alter the scrips/weights as and when the same are altered in the Nifty 50 Index.

UTI Nifty Index Fund is a Others - Index Fund fund was launched on 6 Mar 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.5% since its launch.  Ranked 68 in Index Fund category.  Return for 2022 was 5.3% , 2021 was 25.2% and 2020 was 15.5% .

Below is the key information for UTI Nifty Index Fund

6. ICICI Prudential Nifty Index Fund

(Erstwhile ICICI Prudential Nifty Index Fund)

An open-ended index linked growth scheme seeking to track the returns of the S&P CNX Nifty index through investment in a basket of stocks drawn from the constituents of the Nifty.

ICICI Prudential Nifty Index Fund is a Others - Index Fund fund was launched on 26 Feb 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.7% since its launch.  Ranked 71 in Index Fund category.  Return for 2022 was 5.2% , 2021 was 24.9% and 2020 was 15.2% .

Below is the key information for ICICI Prudential Nifty Index Fund

7. Taurus Nifty Index Fund

The investment objective of the scheme is to replicate the S&P Nifty 50 by investing in securities of the Nifty 50 in the same proportion/weightage.

Taurus Nifty Index Fund is a Others - Index Fund fund was launched on 19 Jun 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.3% since its launch.  Ranked 81 in Index Fund category.  Return for 2022 was 5.1% , 2021 was 24.8% and 2020 was 17.1% .

Below is the key information for Taurus Nifty Index Fund

8. SBI Nifty Index Fund

The scheme will adopt a passive investment strategy. The scheme will invest in stocks comprising the Nifty 50 Index in the same proportion as in the index with the objective of achieving returns equivalent to the Total Returns Index of Nifty 50 Index by minimizing the performance difference between the benchmark index and the scheme. The Total Returns Index is an index that reflects the returns on the index from index gain/loss plus dividend payments by the constituent stocks.

SBI Nifty Index Fund is a Others - Index Fund fund was launched on 17 Jan 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.1% since its launch.  Ranked 75 in Index Fund category.  Return for 2022 was 5.1% , 2021 was 24.7% and 2020 was 14.6% .

Below is the key information for SBI Nifty Index Fund

9. Nippon India Balanced Advantage Fund

(Erstwhile Reliance NRI Equity Fund)

The investment objective of the Scheme is to generate optimal returns by investing in equity or equity related instruments primarily drawn from the Companies in the S&P BSE 200 Index. The Scheme may also invest in listed companies that are in the top 200 by market capitalization on the BSE. The Scheme may also invest in large IPO’s where the market capitalization of the Company making the IPO based on the Issue price would make such company to be a part of the top 200 companies listed on the BSE based on market capitalization. The fund will have the flexibility to invest in a broad range of companies with an objective to maximize the returns, at the same time trying to minimize the risk by reasonable diversification. The selection of the companies will be done so as to capture the growth in the Indian economy. The fund will be focusing on companies with relatively higher market capitalization and having good liquidity in the stock market.

Nippon India Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 15 Nov 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.9% since its launch.  Ranked 46 in Dynamic Allocation category.  Return for 2022 was 5.1% , 2021 was 15.7% and 2020 was 11.2% .

Below is the key information for Nippon India Balanced Advantage Fund

10. 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 9.5% 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