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ಹೂಡಿಕೆಗಳಿಗಾಗಿ ಅತ್ಯುತ್ತಮ ಸೆನ್ಸೆಕ್ಸ್ ಸೂಚ್ಯಂಕ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು 2022 - 2023
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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ಸೆನ್ಸೆಕ್ಸ್‌ನಲ್ಲಿ ONGC ಲಿಮಿಟೆಡ್ ಷೇರುಗಳ ಪ್ರಮಾಣವು 15% ಆಗಿದ್ದರೆ, ಸೆನ್ಸೆಕ್ಸ್ ಸೂಚ್ಯಂಕ ನಿಧಿಯ ಪೋರ್ಟ್‌ಫೋಲಿಯೊ ಕೂಡ ONGC ಷೇರುಗಳಲ್ಲಿ ತನ್ನ ನಿಧಿಯ ಹಣದ 15% ಅನ್ನು ನಿಯೋಜಿಸುತ್ತದೆ.
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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 (%) LIC MF Index Fund Sensex Growth ₹149.624
↑ 0.13 ₹84 4.8 -0.4 7.6 12.3 19.7 8.2 Nippon India Index Fund - Sensex Plan Growth ₹40.6113
↑ 0.03 ₹839 4.9 -0.1 8.2 12.7 20.3 8.9 LIC MF Index Fund Nifty Growth ₹133.991
↑ 0.04 ₹316 5 -0.7 7.6 12.6 20.5 8.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Apr 25
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 Below is the key information for LIC MF Index Fund Sensex Returns up to 1 year are on 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 Below is the key information for Nippon India Index Fund - Sensex Plan Returns up to 1 year are on 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 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 Below is the key information for LIC MF Index Fund Nifty Returns up to 1 year are on 1. LIC MF Index Fund Sensex
CAGR/Annualized return of 13.3% since its launch. Ranked 79 in Index Fund category. Return for 2024 was 8.2% , 2023 was 19% and 2022 was 4.6% . LIC MF Index Fund Sensex
Growth Launch Date 14 Nov 02 NAV (29 Apr 25) ₹149.624 ↑ 0.13 (0.08 %) Net Assets (Cr) ₹84 on 31 Mar 25 Category Others - Index Fund AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 0.98 Sharpe Ratio -0.07 Information Ratio -9.58 Alpha Ratio -1.2 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 Mar 20 ₹10,000 31 Mar 21 ₹16,719 31 Mar 22 ₹19,759 31 Mar 23 ₹19,957 31 Mar 24 ₹24,979 31 Mar 25 ₹26,262 Returns for LIC MF Index Fund Sensex
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month 3.6% 3 Month 4.8% 6 Month -0.4% 1 Year 7.6% 3 Year 12.3% 5 Year 19.7% 10 Year 15 Year Since launch 13.3% 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 1.5 Yr. Data below for LIC MF Index Fund Sensex as on 31 Mar 25
Asset Allocation
Asset Class Value Cash 0.08% Equity 99.92% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK15% ₹13 Cr 70,989
↑ 1,364 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | 53217411% ₹9 Cr 66,727
↑ 1,786 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 09 | RELIANCE10% ₹8 Cr 63,362
↑ 1,037 Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY6% ₹5 Cr 33,445
↑ 199 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | BHARTIARTL5% ₹4 Cr 25,027
↑ 410 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 09 | LT5% ₹4 Cr 10,945
↑ 189 ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 11 | ITC4% ₹4 Cr 86,591
↑ 1,311 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 09 | TCS4% ₹3 Cr 9,501
↑ 188 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | KOTAKBANK4% ₹3 Cr 13,769
↑ 270 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | 5322153% ₹3 Cr 26,665
↑ 470 2. Nippon India Index Fund - Sensex Plan
CAGR/Annualized return of 10.1% since its launch. Ranked 74 in Index Fund category. Return for 2024 was 8.9% , 2023 was 19.5% and 2022 was 5% . Nippon India Index Fund - Sensex Plan
Growth Launch Date 28 Sep 10 NAV (29 Apr 25) ₹40.6113 ↑ 0.03 (0.08 %) Net Assets (Cr) ₹839 on 31 Mar 25 Category Others - Index Fund AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 0.58 Sharpe Ratio -0.02 Information Ratio -9.57 Alpha Ratio -0.57 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 Mar 20 ₹10,000 31 Mar 21 ₹16,795 31 Mar 22 ₹19,942 31 Mar 23 ₹20,189 31 Mar 24 ₹25,378 31 Mar 25 ₹26,846 Returns for Nippon India Index Fund - Sensex Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month 3.7% 3 Month 4.9% 6 Month -0.1% 1 Year 8.2% 3 Year 12.7% 5 Year 20.3% 10 Year 15 Year Since launch 10.1% 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 1.27 Yr. Data below for Nippon India Index Fund - Sensex Plan as on 31 Mar 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 Oct 10 | HDFCBANK15% ₹129 Cr 705,279
↑ 27,719 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | 53217411% ₹89 Cr 662,745
↑ 30,974 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 10 | RELIANCE10% ₹80 Cr 630,041
↑ 24,148 Infosys Ltd (Technology)
Equity, Since 31 Oct 10 | INFY6% ₹52 Cr 332,514
↑ 9,036 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 10 | BHARTIARTL5% ₹43 Cr 249,548
↑ 9,889 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT5% ₹38 Cr 108,843
↑ 4,185 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC4% ₹35 Cr 862,185
↑ 33,231 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 10 | TCS4% ₹34 Cr 94,333
↑ 3,616 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | KOTAKBANK4% ₹30 Cr 136,998
↑ 5,255 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | 5322153% ₹29 Cr 265,250
↑ 10,330 3. LIC MF Index Fund Nifty
CAGR/Annualized return of 12.7% since its launch. Ranked 80 in Index Fund category. Return for 2024 was 8.8% , 2023 was 19.8% and 2022 was 4.7% . LIC MF Index Fund Nifty
Growth Launch Date 14 Nov 02 NAV (29 Apr 25) ₹133.991 ↑ 0.04 (0.03 %) Net Assets (Cr) ₹316 on 31 Mar 25 Category Others - Index Fund AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 0.95 Sharpe Ratio -0.03 Information Ratio -11.3 Alpha Ratio -1.11 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 Mar 20 ₹10,000 31 Mar 21 ₹16,987 31 Mar 22 ₹20,186 31 Mar 23 ₹20,119 31 Mar 24 ₹25,847 31 Mar 25 ₹27,264 Returns for LIC MF Index Fund Nifty
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month 3.4% 3 Month 5% 6 Month -0.7% 1 Year 7.6% 3 Year 12.6% 5 Year 20.5% 10 Year 15 Year Since launch 12.7% 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 1.5 Yr. Data below for LIC MF Index Fund Nifty as on 31 Mar 25
Asset Allocation
Asset Class Value Cash 0.14% Equity 99.86% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK13% ₹41 Cr 226,004
↓ -697 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | ICICIBANK9% ₹28 Cr 209,702
↓ -483 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 12 | RELIANCE8% ₹26 Cr 201,402
↓ -968 Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY5% ₹17 Cr 106,805
↓ -378 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | BHARTIARTL4% ₹14 Cr 79,610
↓ -253 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT4% ₹12 Cr 34,933
↓ -170 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC4% ₹11 Cr 276,759
↓ -640 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 05 | TCS3% ₹11 Cr 30,215
↓ -285 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 10 | KOTAKBANK3% ₹9 Cr 43,559
↓ -182 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | 5322153% ₹9 Cr 84,778
↓ -76
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