ಹೂಡಿಕೆಗಳಿಗಾಗಿ ಅತ್ಯುತ್ತಮ ಸೆನ್ಸೆಕ್ಸ್ ಸೂಚ್ಯಂಕ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು 2022 - 2023

Updated on September 28, 2025 , 63396 views

ಸೂಚ್ಯಂಕ ನಿಧಿಗಳು ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಸ್ಕೀಮ್‌ಗಳನ್ನು ಉಲ್ಲೇಖಿಸಿ, ಅದರ ಪೋರ್ಟ್‌ಫೋಲಿಯೋ ನಿರ್ದಿಷ್ಟ ಮಾನದಂಡಕ್ಕೆ ಭಾಗವಾಗಿರುವ ಷೇರುಗಳನ್ನು ಒಳಗೊಂಡಿರುತ್ತದೆಮಾರುಕಟ್ಟೆ ಸೂಚ್ಯಂಕ ಈ ನಿಧಿಗಳು ನಿಷ್ಕ್ರಿಯ ತಂತ್ರವನ್ನು ಅನುಸರಿಸುತ್ತವೆ; ಅವರು ಸೂಚ್ಯಂಕದ ಕಾರ್ಯಕ್ಷಮತೆಯನ್ನು ಪುನರಾವರ್ತಿಸಲು ಪ್ರಯತ್ನಿಸುತ್ತಾರೆ. ಈ ಸ್ಕೀಮ್‌ಗಳ ಪೋರ್ಟ್‌ಫೋಲಿಯೊ ಬೆಂಚ್‌ಮಾರ್ಕ್ ಇಂಡೆಕ್ಸ್‌ನಲ್ಲಿರುವ ಅದೇ ಅನುಪಾತದಲ್ಲಿ ಷೇರುಗಳನ್ನು ಹೊಂದಿರುತ್ತದೆ. ಈ ಯೋಜನೆಗಳ ಕಾರ್ಯಕ್ಷಮತೆಯು ಆಯಾ ಮಾನದಂಡದ ಕಾರ್ಯಕ್ಷಮತೆಯನ್ನು ಅವಲಂಬಿಸಿರುತ್ತದೆ. ಸೆನ್ಸೆಕ್ಸ್ ಸೂಚ್ಯಂಕಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು BSE ಸೆನ್ಸೆಕ್ಸ್ ಅನ್ನು ತಮ್ಮ ಬಂಡವಾಳವನ್ನು ನಿರ್ಮಿಸಲು ಮಾನದಂಡವಾಗಿ ಬಳಸುವ ಸೂಚ್ಯಂಕ ನಿಧಿಗಳನ್ನು ಉಲ್ಲೇಖಿಸಿ. ನೀವು ನೇರವಾಗಿ ಸೂಚ್ಯಂಕಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಸಾಧ್ಯವಿಲ್ಲದ ಕಾರಣ, ಜನರು ಈ ಸೂಚ್ಯಂಕಗಳ ಪ್ರಾಕ್ಸಿಗಳಿಗೆ ಪ್ರಯತ್ನಿಸುತ್ತಾರೆ. ಸೂಚ್ಯಂಕ ನಿಧಿಗಳ ಪರಿಕಲ್ಪನೆಯನ್ನು ಅರ್ಥಮಾಡಿಕೊಳ್ಳೋಣ.

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ಟಾಪ್ 3 ಅತ್ಯುತ್ತಮ ಕಾರ್ಯಕ್ಷಮತೆಯ ಸೆನ್ಸೆಕ್ಸ್ ಇಂಡೆಕ್ಸ್ ಫಂಡ್‌ಗಳು 2022

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Nippon India Index Fund - Sensex Plan Growth	₹41.2311 ↑ 0.36	₹899	-3.8	4.3	-4.1	12.5	16.8	8.9
LIC MF Index Fund Sensex Growth	₹151.481 ↑ 1.33	₹87	-4	4	-4.7	12	16.2	8.2
LIC MF Index Fund Nifty Growth	₹137.255 ↑ 1.24	₹329	-3.5	5	-4.5	13	17	8.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Oct 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 (₹899 Cr).	Bottom quartile AUM (₹87 Cr).	Lower mid AUM (₹329 Cr).
Point 2	Established history (15+ 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: 16.76% (lower mid).	5Y return: 16.18% (bottom quartile).	5Y return: 16.98% (upper mid).
Point 6	3Y return: 12.50% (lower mid).	3Y return: 12.00% (bottom quartile).	3Y return: 12.98% (upper mid).
Point 7	1Y return: -4.10% (upper mid).	1Y return: -4.71% (bottom quartile).	1Y return: -4.48% (lower mid).
Point 8	1M return: 0.54% (lower mid).	1M return: 0.47% (bottom quartile).	1M return: 0.66% (upper mid).
Point 9	Alpha: -0.51 (upper mid).	Alpha: -1.14 (bottom quartile).	Alpha: -1.05 (lower mid).
Point 10	Sharpe: -0.65 (upper mid).	Sharpe: -0.70 (bottom quartile).	Sharpe: -0.66 (lower mid).

Nippon India Index Fund - Sensex Plan

Highest AUM (₹899 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 16.76% (lower mid).
3Y return: 12.50% (lower mid).
1Y return: -4.10% (upper mid).
1M return: 0.54% (lower mid).
Alpha: -0.51 (upper mid).
Sharpe: -0.65 (upper mid).

LIC MF Index Fund Sensex

Bottom quartile AUM (₹87 Cr).
Oldest track record among peers (22 yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 16.18% (bottom quartile).
3Y return: 12.00% (bottom quartile).
1Y return: -4.71% (bottom quartile).
1M return: 0.47% (bottom quartile).
Alpha: -1.14 (bottom quartile).
Sharpe: -0.70 (bottom quartile).

LIC MF Index Fund Nifty

Lower mid AUM (₹329 Cr).
Established history (22+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.98% (upper mid).
3Y return: 12.98% (upper mid).
1Y return: -4.48% (lower mid).
1M return: 0.66% (upper mid).
Alpha: -1.05 (lower mid).
Sharpe: -0.66 (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 (₹899 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 16.76% (lower mid).
3Y return: 12.50% (lower mid).
1Y return: -4.10% (upper mid).
1M return: 0.54% (lower mid).
Alpha: -0.51 (upper mid).
Sharpe: -0.65 (upper mid).
Information ratio: -10.24 (lower 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 Oct 25)	₹41.2311 ↑ 0.36 (0.89 %)
Net Assets (Cr)	₹899 on 31 Aug 25
Category	Others - Index Fund
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆
Risk	Moderately High
Expense Ratio	0.49
Sharpe Ratio	-0.65
Information Ratio	-10.24
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
30 Sep 20	₹10,000
30 Sep 21	₹15,593
30 Sep 22	₹15,238
30 Sep 23	₹17,559
30 Sep 24	₹22,626
30 Sep 25	₹21,698

Nippon India Index Fund - Sensex Plan 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 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 Oct 25

Duration	Returns
1 Month	0.5%
3 Month	-3.8%
6 Month	4.3%
1 Year	-4.1%
3 Year	12.5%
5 Year	16.8%
10 Year
15 Year
Since launch	9.8%

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	1.69 Yr.

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

Asset Allocation

Asset Class	Value
Cash	0.2%
Equity	99.8%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| 500180	15%	₹138 Cr	1,446,750 ↑ 11,730
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| 532174	11%	₹95 Cr	680,406 ↑ 5,517
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 10 \| 500325	10%	₹88 Cr	645,590 ↑ 5,234
Infosys Ltd (Technology) Equity, Since 31 Oct 10 \| 500209	6%	₹50 Cr	340,850 ↑ 2,763
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 10 \| 532454	5%	₹47 Cr	250,267 ↑ 2,030
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| 500510	4%	₹40 Cr	111,537 ↑ 904
ITC Ltd (Consumer Defensive) Equity, Since 29 Feb 12 \| ITC	4%	₹36 Cr	883,572 ↑ 7,164
State Bank of India (Financial Services) Equity, Since 31 Oct 10 \| 500112	4%	₹32 Cr	396,327 ↑ 33,138
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Oct 10 \| 532540	3%	₹30 Cr	96,660 ↑ 784
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 13 \| 532215	3%	₹28 Cr	272,106 ↑ 2,206

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 (₹87 Cr).
Oldest track record among peers (22 yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 16.18% (bottom quartile).
3Y return: 12.00% (bottom quartile).
1Y return: -4.71% (bottom quartile).
1M return: 0.47% (bottom quartile).
Alpha: -1.14 (bottom quartile).
Sharpe: -0.70 (bottom quartile).
Information ratio: -9.78 (upper mid).

Below is the key information for LIC MF Index Fund Sensex

LIC MF Index Fund Sensex Growth
Launch Date	14 Nov 02
NAV (01 Oct 25)	₹151.481 ↑ 1.33 (0.89 %)
Net Assets (Cr)	₹87 on 31 Aug 25
Category	Others - Index Fund
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	0.98
Sharpe Ratio	-0.7
Information Ratio	-9.78
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
30 Sep 20	₹10,000
30 Sep 21	₹15,484
30 Sep 22	₹15,067
30 Sep 23	₹17,333
30 Sep 24	₹22,215
30 Sep 25	₹21,169

LIC MF Index Fund Sensex 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 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 Oct 25

Duration	Returns
1 Month	0.5%
3 Month	-4%
6 Month	4%
1 Year	-4.7%
3 Year	12%
5 Year	16.2%
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	1.92 Yr.

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

Asset Allocation

Asset Class	Value
Cash	0.31%
Equity	99.69%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 09 \| 500180	15%	₹13 Cr	140,772 ↑ 266
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| 532174	11%	₹9 Cr	66,354 ↑ 278
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 09 \| 500325	10%	₹9 Cr	62,878 ↑ 256
Infosys Ltd (Technology) Equity, Since 31 Mar 09 \| 500209	6%	₹5 Cr	33,144 ↑ 158
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 09 \| 532454	5%	₹5 Cr	24,352 ↑ 141
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 09 \| 500510	4%	₹4 Cr	10,855 ↑ 72
ITC Ltd (Consumer Defensive) Equity, Since 30 Sep 11 \| ITC	4%	₹4 Cr	85,959 ↑ 426
State Bank of India (Financial Services) Equity, Since 31 Mar 09 \| 500112	4%	₹3 Cr	38,593 ↑ 3,082
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Mar 09 \| 532540	3%	₹3 Cr	9,430 ↑ 87
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 13 \| 532215	3%	₹3 Cr	26,507 ↑ 165

3. LIC MF Index Fund Nifty

Research Highlights for LIC MF Index Fund Nifty

Lower mid AUM (₹329 Cr).
Established history (22+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.98% (upper mid).
3Y return: 12.98% (upper mid).
1Y return: -4.48% (lower mid).
1M return: 0.66% (upper mid).
Alpha: -1.05 (lower mid).
Sharpe: -0.66 (lower mid).
Information ratio: -11.58 (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 (01 Oct 25)	₹137.255 ↑ 1.24 (0.91 %)
Net Assets (Cr)	₹329 on 31 Aug 25
Category	Others - Index Fund
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	0.94
Sharpe Ratio	-0.66
Information Ratio	-11.58
Alpha Ratio	-1.05
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
30 Sep 20	₹10,000
30 Sep 21	₹15,611
30 Sep 22	₹15,193
30 Sep 23	₹17,437
30 Sep 24	₹22,935
30 Sep 25	₹21,909

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 Oct 25

Duration	Returns
1 Month	0.7%
3 Month	-3.5%
6 Month	5%
1 Year	-4.5%
3 Year	13%
5 Year	17%
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	1.92 Yr.

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

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 30 Apr 09 \| HDFCBANK	13%	₹43 Cr	453,356 ↑ 2,746
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| ICICIBANK	9%	₹30 Cr	212,617 ↑ 2,038
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 12 \| RELIANCE	8%	₹27 Cr	201,634 ↑ 1,450
Infosys Ltd (Technology) Equity, Since 31 Jan 03 \| INFY	5%	₹16 Cr	106,971 ↑ 871
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 09 \| BHARTIARTL	5%	₹15 Cr	81,100 ↑ 530
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Apr 09 \| LT	4%	₹13 Cr	34,911 ↑ 271
ITC Ltd (Consumer Defensive) Equity, Since 31 Jan 03 \| ITC	3%	₹11 Cr	277,304 ↑ 2,408
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Mar 05 \| TCS	3%	₹9 Cr	30,343 ↑ 218
State Bank of India (Financial Services) Equity, Since 30 Apr 09 \| SBIN	3%	₹9 Cr	114,446 ↑ 823
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 09 \| AXISBANK	3%	₹9 Cr	84,979 ↑ 621

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ಇಲ್ಲಿ ಒದಗಿಸಲಾದ ಮಾಹಿತಿಯು ನಿಖರವಾಗಿದೆ ಎಂದು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳಲು ಎಲ್ಲಾ ಪ್ರಯತ್ನಗಳನ್ನು ಮಾಡಲಾಗಿದೆ. ಆದಾಗ್ಯೂ, ಡೇಟಾದ ನಿಖರತೆಯ ಬಗ್ಗೆ ಯಾವುದೇ ಗ್ಯಾರಂಟಿಗಳನ್ನು ನೀಡಲಾಗುವುದಿಲ್ಲ. ಯಾವುದೇ ಹೂಡಿಕೆ ಮಾಡುವ ಮೊದಲು ದಯವಿಟ್ಟು ಸ್ಕೀಮ್ ಮಾಹಿತಿ ದಾಖಲೆಯೊಂದಿಗೆ ಪರಿಶೀಲಿಸಿ.