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

Updated on January 24, 2026 , 1381 views

इंडेक्स फंड्स उन योजनाओं को संदर्भित करता है जो एक सूचकांक के प्रदर्शन को दोहराते हैं। इंडेक्स ट्रैकर फंड के रूप में भी जाना जाता है, ये योजनाएं एक इंडेक्स के प्रदर्शन को ट्रैक करती हैं और बिल्कुल उसी स्टॉक और इंडेक्स के समान अनुपात में निवेश करती हैं। ऐसी योजनाओं का प्रदर्शन इसके प्रदर्शन पर निर्भर करता हैआधारभूत निफ्टी या सेंसेक्स जैसे इंडेक्स। यहां, फंड मैनेजरों को अधिक शोध कार्य करने की आवश्यकता नहीं है क्योंकि उन्हें केवल इंडेक्स मूवमेंट का पालन करने और उसके अनुसार अपने पोर्टफोलियो का निर्माण करने की आवश्यकता होती है। इंडेक्स फंड और के बीच सीधा संबंध के कारणमंडी; इंडेक्स फंड का मूल्य जब भी कम हो जाता है; शेयर बाजार गिरता है। 2021 में, जैसा कि शेयर बाजारों ने एक नई ऊंचाई को छुआ है, इंडेक्स फंड पर रिटर्न भी वास्तव में अच्छा था। 2021 के दौरान बहुत सी योजनाओं ने सकारात्मक रिटर्न पोस्ट किया है। उनके प्रदर्शन (रिटर्न) के आधार पर 2021 के लिए शीर्ष और सर्वश्रेष्ठ 10 प्रदर्शन करने वाले इंडेक्स फंड का ट्रैक रिकॉर्ड इस प्रकार है।

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इंडेक्स फंड क्या है

इंडेक्स फंड एक प्रकार का होता हैम्यूचुअल फंड a . के घटकों से मेल खाने या ट्रैक करने के लिए बनाए गए पोर्टफोलियो के साथबाजार सूचकांक, जैसे बीएसई सेंसेक्स 30 (सेंसेक्स)। एक इंडेक्स म्यूचुअल फंड को व्यापक प्रदान करने के लिए कहा जाता हैबाजार एक्सपोजर, कम परिचालन खर्च और कम पोर्टफोलियो कारोबार। ये फंड विशिष्ट नियमों या मानकों का पालन करते हैं (जैसे कुशल कर प्रबंधन या ट्रैकिंग त्रुटियों को कम करना) जो बाजार की स्थिति से कोई फर्क नहीं पड़ता।

2021 रिटर्न के आधार पर शीर्ष 10 प्रदर्शन करने वाले इंडेक्स फंड

Fund	NAV	Net Assets (Cr)	2024 (%)	2023 (%)	2022 (%)	2021 (%)	2020 (%)
UTI Nifty Index Fund Growth	₹172.545 ↓ -1.66	₹26,947	11.6	9.6	20.9	5.3	25.2
ICICI Prudential Nifty Index Fund Growth	₹252.412 ↓ -2.43	₹15,405	11.4	9.6	20.7	5.2	24.9
Aditya Birla Sun Life Index Fund Growth	₹253.895 ↓ -2.45	₹1,274	11.4	9.5	20.6	5	24.6
Nippon India Index Fund - Nifty Plan Growth	₹42.5502 ↓ -0.41	₹3,061	11.4	9.4	20.5	4.6	24
SBI Nifty Index Fund Growth	₹221.64 ↓ -2.14	₹11,816	11.3	9.5	20.7	5.1	24.7
Franklin India Index Fund Nifty Plan Growth	₹202.314 ↓ -1.94	₹787	11.3	9.5	20.2	4.9	24.3
Bandhan Nifty Fund Growth	₹53.956 ↓ -0.52	₹2,268	11.2	9.2	20.5	5.4	24.4
Taurus Nifty Index Fund Growth	₹47.6039 ↓ -0.46	₹7	10.7	8.6	19.4	5.1	24.8
LIC MF Index Fund Nifty Growth	₹138.223 ↓ -1.33	₹368	10.7	8.8	19.8	4.7	23.8
Nippon India Index Fund - Sensex Plan Growth	₹41.5217 ↓ -0.39	₹992	9.8	8.9	19.5	5	22.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Jan 26

Research Highlights & Commentary of 10 Funds showcased

Commentary	UTI Nifty Index Fund	ICICI Prudential Nifty Index Fund	Aditya Birla Sun Life Index Fund	Nippon India Index Fund - Nifty Plan	SBI Nifty Index Fund	Franklin India Index Fund Nifty Plan	Bandhan Nifty Fund	Taurus Nifty Index Fund	LIC MF Index Fund Nifty	Nippon India Index Fund - Sensex Plan
Point 1	Highest AUM (₹26,947 Cr).	Top quartile AUM (₹15,405 Cr).	Lower mid AUM (₹1,274 Cr).	Upper mid AUM (₹3,061 Cr).	Upper mid AUM (₹11,816 Cr).	Bottom quartile AUM (₹787 Cr).	Upper mid AUM (₹2,268 Cr).	Bottom quartile AUM (₹7 Cr).	Bottom quartile AUM (₹368 Cr).	Lower mid AUM (₹992 Cr).
Point 2	Oldest track record among peers (25 yrs).	Established history (23+ yrs).	Established history (23+ yrs).	Established history (15+ yrs).	Established history (24+ yrs).	Established history (25+ yrs).	Established history (15+ yrs).	Established history (15+ yrs).	Established history (23+ yrs).	Established history (15+ yrs).
Point 3	Top rated.	Rating: 2★ (top quartile).	Rating: 1★ (upper mid).	Rating: 1★ (lower mid).	Rating: 1★ (lower mid).	Rating: 1★ (bottom quartile).	Rating: 2★ (upper mid).	Rating: 1★ (bottom quartile).	Rating: 1★ (bottom quartile).	Rating: 2★ (upper mid).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 12.71% (top quartile).	5Y return: 12.56% (top quartile).	5Y return: 12.40% (upper mid).	5Y return: 12.21% (lower mid).	5Y return: 12.46% (upper mid).	5Y return: 12.28% (lower mid).	5Y return: 12.35% (upper mid).	5Y return: 11.88% (bottom quartile).	5Y return: 11.79% (bottom quartile).	5Y return: 11.41% (bottom quartile).
Point 6	3Y return: 12.33% (top quartile).	3Y return: 12.22% (top quartile).	3Y return: 12.12% (upper mid).	3Y return: 12.06% (upper mid).	3Y return: 12.12% (upper mid).	3Y return: 11.99% (lower mid).	3Y return: 11.94% (lower mid).	3Y return: 11.28% (bottom quartile).	3Y return: 11.43% (bottom quartile).	3Y return: 10.91% (bottom quartile).
Point 7	1Y return: 8.94% (top quartile).	1Y return: 8.79% (top quartile).	1Y return: 8.74% (upper mid).	1Y return: 8.73% (upper mid).	1Y return: 8.72% (upper mid).	1Y return: 8.69% (lower mid).	1Y return: 8.56% (lower mid).	1Y return: 8.15% (bottom quartile).	1Y return: 8.07% (bottom quartile).	1Y return: 7.29% (bottom quartile).
Point 8	1M return: -4.28% (top quartile).	1M return: -4.28% (upper mid).	1M return: -4.30% (lower mid).	1M return: -4.29% (upper mid).	1M return: -4.29% (upper mid).	1M return: -4.28% (top quartile).	1M return: -4.31% (lower mid).	1M return: -4.32% (bottom quartile).	1M return: -4.34% (bottom quartile).	1M return: -4.68% (bottom quartile).
Point 9	Alpha: -0.28 (top quartile).	Alpha: -0.42 (top quartile).	Alpha: -0.46 (upper mid).	Alpha: -0.47 (upper mid).	Alpha: -0.49 (upper mid).	Alpha: -0.53 (lower mid).	Alpha: -0.63 (bottom quartile).	Alpha: -1.01 (bottom quartile).	Alpha: -1.06 (bottom quartile).	Alpha: -0.51 (lower mid).
Point 10	Sharpe: 0.49 (top quartile).	Sharpe: 0.48 (top quartile).	Sharpe: 0.48 (upper mid).	Sharpe: 0.48 (upper mid).	Sharpe: 0.47 (upper mid).	Sharpe: 0.47 (lower mid).	Sharpe: 0.46 (lower mid).	Sharpe: 0.43 (bottom quartile).	Sharpe: 0.42 (bottom quartile).	Sharpe: 0.36 (bottom quartile).

UTI Nifty Index Fund

Highest AUM (₹26,947 Cr).
Oldest track record among peers (25 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.71% (top quartile).
3Y return: 12.33% (top quartile).
1Y return: 8.94% (top quartile).
1M return: -4.28% (top quartile).
Alpha: -0.28 (top quartile).
Sharpe: 0.49 (top quartile).

ICICI Prudential Nifty Index Fund

Top quartile AUM (₹15,405 Cr).
Established history (23+ yrs).
Rating: 2★ (top quartile).
Risk profile: Moderately High.
5Y return: 12.56% (top quartile).
3Y return: 12.22% (top quartile).
1Y return: 8.79% (top quartile).
1M return: -4.28% (upper mid).
Alpha: -0.42 (top quartile).
Sharpe: 0.48 (top quartile).

Aditya Birla Sun Life Index Fund

Lower mid AUM (₹1,274 Cr).
Established history (23+ yrs).
Rating: 1★ (upper mid).
Risk profile: Moderately High.
5Y return: 12.40% (upper mid).
3Y return: 12.12% (upper mid).
1Y return: 8.74% (upper mid).
1M return: -4.30% (lower mid).
Alpha: -0.46 (upper mid).
Sharpe: 0.48 (upper mid).

Nippon India Index Fund - Nifty Plan

Upper mid AUM (₹3,061 Cr).
Established history (15+ yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 12.21% (lower mid).
3Y return: 12.06% (upper mid).
1Y return: 8.73% (upper mid).
1M return: -4.29% (upper mid).
Alpha: -0.47 (upper mid).
Sharpe: 0.48 (upper mid).

SBI Nifty Index Fund

Upper mid AUM (₹11,816 Cr).
Established history (24+ yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 12.46% (upper mid).
3Y return: 12.12% (upper mid).
1Y return: 8.72% (upper mid).
1M return: -4.29% (upper mid).
Alpha: -0.49 (upper mid).
Sharpe: 0.47 (upper mid).

Franklin India Index Fund Nifty Plan

Bottom quartile AUM (₹787 Cr).
Established history (25+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.28% (lower mid).
3Y return: 11.99% (lower mid).
1Y return: 8.69% (lower mid).
1M return: -4.28% (top quartile).
Alpha: -0.53 (lower mid).
Sharpe: 0.47 (lower mid).

Bandhan Nifty Fund

Upper mid AUM (₹2,268 Cr).
Established history (15+ yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 12.35% (upper mid).
3Y return: 11.94% (lower mid).
1Y return: 8.56% (lower mid).
1M return: -4.31% (lower mid).
Alpha: -0.63 (bottom quartile).
Sharpe: 0.46 (lower mid).

Taurus Nifty Index Fund

Bottom quartile AUM (₹7 Cr).
Established history (15+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.88% (bottom quartile).
3Y return: 11.28% (bottom quartile).
1Y return: 8.15% (bottom quartile).
1M return: -4.32% (bottom quartile).
Alpha: -1.01 (bottom quartile).
Sharpe: 0.43 (bottom quartile).

LIC MF Index Fund Nifty

Bottom quartile AUM (₹368 Cr).
Established history (23+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.79% (bottom quartile).
3Y return: 11.43% (bottom quartile).
1Y return: 8.07% (bottom quartile).
1M return: -4.34% (bottom quartile).
Alpha: -1.06 (bottom quartile).
Sharpe: 0.42 (bottom quartile).

Nippon India Index Fund - Sensex Plan

Lower mid AUM (₹992 Cr).
Established history (15+ yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 11.41% (bottom quartile).
3Y return: 10.91% (bottom quartile).
1Y return: 7.29% (bottom quartile).
1M return: -4.68% (bottom quartile).
Alpha: -0.51 (lower mid).
Sharpe: 0.36 (bottom quartile).

2021 के लिए बेस्ट परफॉर्मिंग इंडेक्स फंड्स

1. 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.

Research Highlights for UTI Nifty Index Fund

Highest AUM (₹26,947 Cr).
Oldest track record among peers (25 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.71% (top quartile).
3Y return: 12.33% (top quartile).
1Y return: 8.94% (top quartile).
1M return: -4.28% (top quartile).
Alpha: -0.28 (top quartile).
Sharpe: 0.49 (top quartile).
Information ratio: -9.35 (upper mid).

Below is the key information for UTI Nifty Index Fund

UTI Nifty Index Fund Growth
Launch Date	6 Mar 00
NAV (23 Jan 26)	₹172.545 ↓ -1.66 (-0.95 %)
Net Assets (Cr)	₹26,947 on 31 Dec 25
Category	Others - Index Fund
AMC	UTI Asset Management Company Ltd
Rating	☆☆
Risk	Moderately High
Expense Ratio	0.29
Sharpe Ratio	0.49
Information Ratio	-9.35
Alpha Ratio	-0.28
Min Investment	5,000
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value

UTI Nifty Index Fund 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 UTI Nifty Index Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26

Duration	Returns
1 Month	-4.3%
3 Month	-3.1%
6 Month	-0.4%
1 Year	8.9%
3 Year	12.3%
5 Year	12.7%
10 Year
15 Year
Since launch	11.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	11.6%
2023	9.6%
2022	20.9%
2021	5.3%
2020	25.2%
2019	15.5%
2018	13.2%
2017	4.3%
2016	29.7%
2015	4%

Fund Manager information for UTI Nifty Index Fund

Name	Since	Tenure

Data below for UTI Nifty Index Fund as on 31 Dec 25

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

2. 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.

Research Highlights for ICICI Prudential Nifty Index Fund

Top quartile AUM (₹15,405 Cr).
Established history (23+ yrs).
Rating: 2★ (top quartile).
Risk profile: Moderately High.
5Y return: 12.56% (top quartile).
3Y return: 12.22% (top quartile).
1Y return: 8.79% (top quartile).
1M return: -4.28% (upper mid).
Alpha: -0.42 (top quartile).
Sharpe: 0.48 (top quartile).
Information ratio: -9.95 (upper mid).

Below is the key information for ICICI Prudential Nifty Index Fund

ICICI Prudential Nifty Index Fund Growth
Launch Date	26 Feb 02
NAV (23 Jan 26)	₹252.412 ↓ -2.43 (-0.95 %)
Net Assets (Cr)	₹15,405 on 31 Dec 25
Category	Others - Index Fund
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	0.36
Sharpe Ratio	0.48
Information Ratio	-9.95
Alpha Ratio	-0.42
Min Investment	5,000
Min SIP Investment	100
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value

ICICI Prudential Nifty Index Fund 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 ICICI Prudential Nifty Index Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26

Duration	Returns
1 Month	-4.3%
3 Month	-3.2%
6 Month	-0.4%
1 Year	8.8%
3 Year	12.2%
5 Year	12.6%
10 Year
15 Year
Since launch	14.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	11.4%
2023	9.6%
2022	20.7%
2021	5.2%
2020	24.9%
2019	15.2%
2018	12.8%
2017	3.4%
2016	28.7%
2015	3.6%

Fund Manager information for ICICI Prudential Nifty Index Fund

Name	Since	Tenure

Data below for ICICI Prudential Nifty Index Fund as on 31 Dec 25

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

3. Aditya Birla Sun Life Index Fund

An Open-ended index-linked growth scheme with the objective to generate returns commensurate with the performance of Nifty subject to tracking errors.

Research Highlights for Aditya Birla Sun Life Index Fund

Lower mid AUM (₹1,274 Cr).
Established history (23+ yrs).
Rating: 1★ (upper mid).
Risk profile: Moderately High.
5Y return: 12.40% (upper mid).
3Y return: 12.12% (upper mid).
1Y return: 8.74% (upper mid).
1M return: -4.30% (lower mid).
Alpha: -0.46 (upper mid).
Sharpe: 0.48 (upper mid).
Information ratio: -13.14 (bottom quartile).

Below is the key information for Aditya Birla Sun Life Index Fund

Aditya Birla Sun Life Index Fund Growth
Launch Date	18 Sep 02
NAV (23 Jan 26)	₹253.895 ↓ -2.45 (-0.95 %)
Net Assets (Cr)	₹1,274 on 31 Dec 25
Category	Others - Index Fund
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	0.52
Sharpe Ratio	0.48
Information Ratio	-13.14
Alpha Ratio	-0.46
Min Investment	1,000
Min SIP Investment	100
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value

Aditya Birla Sun Life Index Fund 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 Aditya Birla Sun Life Index Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26

Duration	Returns
1 Month	-4.3%
3 Month	-3.2%
6 Month	-0.4%
1 Year	8.7%
3 Year	12.1%
5 Year	12.4%
10 Year
15 Year
Since launch	14.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	11.4%
2023	9.5%
2022	20.6%
2021	5%
2020	24.6%
2019	15.2%
2018	12.4%
2017	3.2%
2016	28.5%
2015	3.1%

Fund Manager information for Aditya Birla Sun Life Index Fund

Name	Since	Tenure

Data below for Aditya Birla Sun Life Index Fund as on 31 Dec 25

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

4. Nippon India Index Fund - Nifty Plan

The primary investment objective of the scheme is to replicate the composition of the Nifty 50, with a view to generate returns that are commensurate with the performance of the Nifty 50, subject to tracking errors.

Research Highlights for Nippon India Index Fund - Nifty Plan

Upper mid AUM (₹3,061 Cr).
Established history (15+ yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 12.21% (lower mid).
3Y return: 12.06% (upper mid).
1Y return: 8.73% (upper mid).
1M return: -4.29% (upper mid).
Alpha: -0.47 (upper mid).
Sharpe: 0.48 (upper mid).
Information ratio: -12.07 (lower mid).

Below is the key information for Nippon India Index Fund - Nifty Plan

Nippon India Index Fund - Nifty Plan Growth
Launch Date	28 Sep 10
NAV (23 Jan 26)	₹42.5502 ↓ -0.41 (-0.95 %)
Net Assets (Cr)	₹3,061 on 31 Dec 25
Category	Others - Index Fund
AMC	Nippon Life Asset Management Ltd.
Rating	☆
Risk	Moderately High
Expense Ratio	0.49
Sharpe Ratio	0.48
Information Ratio	-12.07
Alpha Ratio	-0.47
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 - Nifty 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 - Nifty Plan

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26

Duration	Returns
1 Month	-4.3%
3 Month	-3.2%
6 Month	-0.4%
1 Year	8.7%
3 Year	12.1%
5 Year	12.2%
10 Year
15 Year
Since launch	9.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	11.4%
2023	9.4%
2022	20.5%
2021	4.6%
2020	24%
2019	14.3%
2018	12.3%
2017	3.5%
2016	29%
2015	2.5%

Fund Manager information for Nippon India Index Fund - Nifty Plan

Name	Since	Tenure

Data below for Nippon India Index Fund - Nifty Plan as on 31 Dec 25

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

5. 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.

Research Highlights for SBI Nifty Index Fund

Upper mid AUM (₹11,816 Cr).
Established history (24+ yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 12.46% (upper mid).
3Y return: 12.12% (upper mid).
1Y return: 8.72% (upper mid).
1M return: -4.29% (upper mid).
Alpha: -0.49 (upper mid).
Sharpe: 0.47 (upper mid).
Information ratio: -20.55 (bottom quartile).

Below is the key information for SBI Nifty Index Fund

SBI Nifty Index Fund Growth
Launch Date	17 Jan 02
NAV (23 Jan 26)	₹221.64 ↓ -2.14 (-0.96 %)
Net Assets (Cr)	₹11,816 on 31 Dec 25
Category	Others - Index Fund
AMC	SBI Funds Management Private Limited
Rating	☆
Risk	Moderately High
Expense Ratio	0.47
Sharpe Ratio	0.47
Information Ratio	-20.55
Alpha Ratio	-0.49
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-15 Days (0.2%),15 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value

SBI Nifty Index Fund 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 SBI Nifty Index Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26

Duration	Returns
1 Month	-4.3%
3 Month	-3.2%
6 Month	-0.5%
1 Year	8.7%
3 Year	12.1%
5 Year	12.5%
10 Year
15 Year
Since launch	13.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	11.3%
2023	9.5%
2022	20.7%
2021	5.1%
2020	24.7%
2019	14.6%
2018	12.5%
2017	3.8%
2016	29.1%
2015	3.4%

Fund Manager information for SBI Nifty Index Fund

Name	Since	Tenure

Data below for SBI Nifty Index Fund as on 31 Dec 25

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

6. Franklin India Index Fund Nifty Plan

The Investment Objective of the Scheme is to invest in companies whose securities are included in the Nifty and subject to tracking errors, endeavouring to attain results commensurate with the Nifty 50 under NSENifty Plan

Research Highlights for Franklin India Index Fund Nifty Plan

Bottom quartile AUM (₹787 Cr).
Established history (25+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.28% (lower mid).
3Y return: 11.99% (lower mid).
1Y return: 8.69% (lower mid).
1M return: -4.28% (top quartile).
Alpha: -0.53 (lower mid).
Sharpe: 0.47 (lower mid).
Information ratio: -3.74 (top quartile).

Below is the key information for Franklin India Index Fund Nifty Plan

Franklin India Index Fund Nifty Plan Growth
Launch Date	4 Aug 00
NAV (23 Jan 26)	₹202.314 ↓ -1.94 (-0.95 %)
Net Assets (Cr)	₹787 on 31 Dec 25
Category	Others - Index Fund
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	0.63
Sharpe Ratio	0.47
Information Ratio	-3.74
Alpha Ratio	-0.53
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-30 Days (1%),30 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value

Franklin India Index Fund Nifty 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 Franklin India Index Fund Nifty Plan

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26

Duration	Returns
1 Month	-4.3%
3 Month	-3.2%
6 Month	-0.4%
1 Year	8.7%
3 Year	12%
5 Year	12.3%
10 Year
15 Year
Since launch	12.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	11.3%
2023	9.5%
2022	20.2%
2021	4.9%
2020	24.3%
2019	14.7%
2018	12%
2017	3.2%
2016	28.3%
2015	3.3%

Fund Manager information for Franklin India Index Fund Nifty Plan

Name	Since	Tenure

Data below for Franklin India Index Fund Nifty Plan as on 31 Dec 25

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

7. Bandhan 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 .

Research Highlights for Bandhan Nifty Fund

Upper mid AUM (₹2,268 Cr).
Established history (15+ yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 12.35% (upper mid).
3Y return: 11.94% (lower mid).
1Y return: 8.56% (lower mid).
1M return: -4.31% (lower mid).
Alpha: -0.63 (bottom quartile).
Sharpe: 0.46 (lower mid).
Information ratio: -12.78 (lower mid).

Below is the key information for Bandhan Nifty Fund

Bandhan Nifty Fund Growth
Launch Date	30 Apr 10
NAV (23 Jan 26)	₹53.956 ↓ -0.52 (-0.96 %)
Net Assets (Cr)	₹2,268 on 31 Dec 25
Category	Others - Index Fund
AMC	IDFC Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	0.6
Sharpe Ratio	0.46
Information Ratio	-12.78
Alpha Ratio	-0.63
Min Investment	100
Min SIP Investment	1,000
Exit Load	0-7 Days (1%),7 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value

Bandhan Nifty Fund 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 Bandhan Nifty Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26

Duration	Returns
1 Month	-4.3%
3 Month	-3.2%
6 Month	-0.5%
1 Year	8.6%
3 Year	11.9%
5 Year	12.4%
10 Year
15 Year
Since launch	11.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	11.2%
2023	9.2%
2022	20.5%
2021	5.4%
2020	24.4%
2019	16.2%
2018	12.9%
2017	4.4%
2016	29.5%
2015	3.9%

Fund Manager information for Bandhan Nifty Fund

Name	Since	Tenure

Data below for Bandhan Nifty Fund as on 31 Dec 25

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

8. 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.

Research Highlights for Taurus Nifty Index Fund

Bottom quartile AUM (₹7 Cr).
Established history (15+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.88% (bottom quartile).
3Y return: 11.28% (bottom quartile).
1Y return: 8.15% (bottom quartile).
1M return: -4.32% (bottom quartile).
Alpha: -1.01 (bottom quartile).
Sharpe: 0.43 (bottom quartile).
Information ratio: -7.88 (top quartile).

Below is the key information for Taurus Nifty Index Fund

Taurus Nifty Index Fund Growth
Launch Date	19 Jun 10
NAV (23 Jan 26)	₹47.6039 ↓ -0.46 (-0.96 %)
Net Assets (Cr)	₹7 on 31 Dec 25
Category	Others - Index Fund
AMC	Taurus Asset Management Company Limited
Rating	☆
Risk	Moderately High
Expense Ratio	1.05
Sharpe Ratio	0.43
Information Ratio	-7.88
Alpha Ratio	-1.01
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-180 Days (0.5%),180 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value

Taurus Nifty Index Fund 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 Taurus Nifty Index Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26

Duration	Returns
1 Month	-4.3%
3 Month	-3.3%
6 Month	-0.7%
1 Year	8.2%
3 Year	11.3%
5 Year	11.9%
10 Year
15 Year
Since launch	10.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	10.7%
2023	8.6%
2022	19.4%
2021	5.1%
2020	24.8%
2019	17.1%
2018	10.6%
2017	5.1%
2016	27.2%
2015	2.8%

Fund Manager information for Taurus Nifty Index Fund

Name	Since	Tenure

Data below for Taurus Nifty Index Fund as on 31 Dec 25

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

9. 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.

Research Highlights for LIC MF Index Fund Nifty

Bottom quartile AUM (₹368 Cr).
Established history (23+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.79% (bottom quartile).
3Y return: 11.43% (bottom quartile).
1Y return: 8.07% (bottom quartile).
1M return: -4.34% (bottom quartile).
Alpha: -1.06 (bottom quartile).
Sharpe: 0.42 (bottom quartile).
Information ratio: -16.04 (bottom quartile).

Below is the key information for LIC MF Index Fund Nifty

LIC MF Index Fund Nifty Growth
Launch Date	14 Nov 02
NAV (23 Jan 26)	₹138.223 ↓ -1.33 (-0.96 %)
Net Assets (Cr)	₹368 on 31 Dec 25
Category	Others - Index Fund
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	0.94
Sharpe Ratio	0.42
Information Ratio	-16.04
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

LIC MF Index Fund Nifty 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 Nifty

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Jan 26

Duration	Returns
1 Month	-4.3%
3 Month	-3.4%
6 Month	-0.8%
1 Year	8.1%
3 Year	11.4%
5 Year	11.8%
10 Year
15 Year
Since launch	12.5%

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

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

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

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.

Research Highlights for Nippon India Index Fund - Sensex Plan

Lower mid AUM (₹992 Cr).
Established history (15+ yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 11.41% (bottom quartile).
3Y return: 10.91% (bottom quartile).
1Y return: 7.29% (bottom quartile).
1M return: -4.68% (bottom quartile).
Alpha: -0.51 (lower mid).
Sharpe: 0.36 (bottom quartile).
Information ratio: -10.92 (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 (23 Jan 26)	₹41.5217 ↓ -0.39 (-0.94 %)
Net Assets (Cr)	₹992 on 31 Dec 25
Category	Others - Index Fund
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆
Risk	Moderately High
Expense Ratio	0.49
Sharpe Ratio	0.36
Information Ratio	-10.92
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

Nippon India Index Fund - Sensex Plan 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 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 23 Jan 26

Duration	Returns
1 Month	-4.7%
3 Month	-3.6%
6 Month	-1.3%
1 Year	7.3%
3 Year	10.9%
5 Year	11.4%
10 Year
15 Year
Since launch	9.7%

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

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

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

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Disclaimer:
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।