ಹೂಡಿಕೆಗಳಿಗಾಗಿ ಅತ್ಯುತ್ತಮ ಸೆನ್ಸೆಕ್ಸ್ ಸೂಚ್ಯಂಕ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು 2022 - 2023

Updated on January 29, 2026 , 63595 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	₹41.8902 ↓ -0.15	₹992	-2.6	1.1	7.9	12.1	12.8	9.8
LIC MF Index Fund Sensex Growth	₹153.578 ↓ -0.56	₹94	-2.7	0.7	7.2	11.5	12.3	9.1
LIC MF Index Fund Nifty Growth	₹139.694 ↓ -0.54	₹368	-2.3	1.7	9	12.8	13.2	10.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Jan 26

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 (₹992 Cr).	Bottom quartile AUM (₹94 Cr).	Lower mid AUM (₹368 Cr).
Point 2	Established history (15+ yrs).	Oldest track record among peers (23 yrs).	Established history (23+ 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: 12.83% (lower mid).	5Y return: 12.29% (bottom quartile).	5Y return: 13.22% (upper mid).
Point 6	3Y return: 12.13% (lower mid).	3Y return: 11.53% (bottom quartile).	3Y return: 12.82% (upper mid).
Point 7	1Y return: 7.92% (lower mid).	1Y return: 7.21% (bottom quartile).	1Y return: 9.01% (upper mid).
Point 8	1M return: -2.86% (lower mid).	1M return: -2.90% (bottom quartile).	1M return: -2.42% (upper mid).
Point 9	Alpha: -0.51 (upper mid).	Alpha: -1.15 (bottom quartile).	Alpha: -1.06 (lower mid).
Point 10	Sharpe: 0.36 (lower mid).	Sharpe: 0.30 (bottom quartile).	Sharpe: 0.42 (upper mid).

Nippon India Index Fund - Sensex Plan

Highest AUM (₹992 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.83% (lower mid).
3Y return: 12.13% (lower mid).
1Y return: 7.92% (lower mid).
1M return: -2.86% (lower mid).
Alpha: -0.51 (upper mid).
Sharpe: 0.36 (lower mid).

LIC MF Index Fund Sensex

Bottom quartile AUM (₹94 Cr).
Oldest track record among peers (23 yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 12.29% (bottom quartile).
3Y return: 11.53% (bottom quartile).
1Y return: 7.21% (bottom quartile).
1M return: -2.90% (bottom quartile).
Alpha: -1.15 (bottom quartile).
Sharpe: 0.30 (bottom quartile).

LIC MF Index Fund Nifty

Lower mid AUM (₹368 Cr).
Established history (23+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 13.22% (upper mid).
3Y return: 12.82% (upper mid).
1Y return: 9.01% (upper mid).
1M return: -2.42% (upper mid).
Alpha: -1.06 (lower mid).
Sharpe: 0.42 (upper 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 (₹992 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.83% (lower mid).
3Y return: 12.13% (lower mid).
1Y return: 7.92% (lower mid).
1M return: -2.86% (lower mid).
Alpha: -0.51 (upper mid).
Sharpe: 0.36 (lower mid).
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 (30 Jan 26)	₹41.8902 ↓ -0.15 (-0.36 %)
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
31 Jan 21	₹10,000
31 Jan 22	₹12,580
31 Jan 23	₹12,981
31 Jan 24	₹15,738
31 Jan 25	₹17,111
31 Jan 26	₹18,287

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 30 Jan 26

Duration	Returns
1 Month	-2.9%
3 Month	-2.6%
6 Month	1.1%
1 Year	7.9%
3 Year	12.1%
5 Year	12.8%
10 Year
15 Year
Since launch	9.8%

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
Himanshu Mange	23 Dec 23	2.03 Yr.

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

Asset Allocation

Asset Class	Value
Cash	0.05%
Equity	99.95%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| HDFCBANK	15%	₹148 Cr	1,496,460 ↑ 8,818
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 10 \| RELIANCE	11%	₹104 Cr	665,142 ↑ 1,305
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| 532174	10%	₹94 Cr	702,484 ↑ 1,991
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 10 \| BHARTIARTL	6%	₹58 Cr	274,662 ↑ 6,133
Infosys Ltd (Technology) Equity, Since 31 Oct 10 \| INFY	6%	₹57 Cr	351,216 ↑ 692
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| LT	5%	₹47 Cr	114,940 ↑ 231
State Bank of India (Financial Services) Equity, Since 31 Oct 10 \| SBIN	4%	₹40 Cr	408,329 ↑ 801
ITC Ltd (Consumer Defensive) Equity, Since 29 Feb 12 \| ITC	4%	₹38 Cr	948,274 ↑ 2,046
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 13 \| 532215	4%	₹36 Cr	280,678 ↑ 657
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Oct 10 \| M&M	3%	₹33 Cr	88,015 ↑ 1,393

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 (₹94 Cr).
Oldest track record among peers (23 yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 12.29% (bottom quartile).
3Y return: 11.53% (bottom quartile).
1Y return: 7.21% (bottom quartile).
1M return: -2.90% (bottom quartile).
Alpha: -1.15 (bottom quartile).
Sharpe: 0.30 (bottom quartile).
Information ratio: -18.24 (bottom quartile).

Below is the key information for LIC MF Index Fund Sensex

LIC MF Index Fund Sensex Growth
Launch Date	14 Nov 02
NAV (30 Jan 26)	₹153.578 ↓ -0.56 (-0.36 %)
Net Assets (Cr)	₹94 on 31 Dec 25
Category	Others - Index Fund
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	0.98
Sharpe Ratio	0.3
Information Ratio	-18.24
Alpha Ratio	-1.15
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 Jan 21	₹10,000
31 Jan 22	₹12,524
31 Jan 23	₹12,877
31 Jan 24	₹15,554
31 Jan 25	₹16,814
31 Jan 26	₹17,851

LIC MF Index Fund Sensex 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 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 30 Jan 26

Duration	Returns
1 Month	-2.9%
3 Month	-2.7%
6 Month	0.7%
1 Year	7.2%
3 Year	11.5%
5 Year	12.3%
10 Year
15 Year
Since launch	13%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	9.1%
2023	8.2%
2022	19%
2021	4.6%
2020	21.9%
2019	15.9%
2018	14.6%
2017	5.6%
2016	27.4%
2015	1.6%

Fund Manager information for LIC MF Index Fund Sensex

Name	Since	Tenure
Sumit Bhatnagar	3 Oct 23	2.25 Yr.

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

Asset Allocation

Asset Class	Value
Cash	0.01%
Equity	99.99%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 09 \| HDFCBANK	15%	₹14 Cr	142,097 ↑ 68
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 09 \| RELIANCE	11%	₹10 Cr	63,116 ↓ -284
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| 532174	10%	₹9 Cr	66,660 ↓ -176
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 09 \| BHARTIARTL	6%	₹5 Cr	26,039 ↑ 401
Infosys Ltd (Technology) Equity, Since 31 Mar 09 \| INFY	6%	₹5 Cr	33,284 ↓ -211
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 09 \| LT	5%	₹4 Cr	10,907 ↓ -24
State Bank of India (Financial Services) Equity, Since 31 Mar 09 \| SBIN	4%	₹4 Cr	38,747 ↓ -168
ITC Ltd (Consumer Defensive) Equity, Since 30 Sep 11 \| ITC	4%	₹4 Cr	89,790 ↓ -466
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 13 \| 532215	4%	₹3 Cr	26,634 ↓ -168
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Mar 12 \| M&M	3%	₹3 Cr	8,352 ↑ 119

3. LIC MF Index Fund Nifty

Research Highlights for LIC MF Index Fund Nifty

Lower mid AUM (₹368 Cr).
Established history (23+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 13.22% (upper mid).
3Y return: 12.82% (upper mid).
1Y return: 9.01% (upper mid).
1M return: -2.42% (upper mid).
Alpha: -1.06 (lower mid).
Sharpe: 0.42 (upper mid).
Information ratio: -16.04 (lower mid).

Below is the key information for LIC MF Index Fund Nifty

LIC MF Index Fund Nifty Growth
Launch Date	14 Nov 02
NAV (30 Jan 26)	₹139.694 ↓ -0.54 (-0.39 %)
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
31 Jan 21	₹10,000
31 Jan 22	₹12,695
31 Jan 23	₹12,965
31 Jan 24	₹15,928
31 Jan 25	₹17,258
31 Jan 26	₹18,602

LIC MF Index Fund Nifty SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 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 30 Jan 26

Duration	Returns
1 Month	-2.4%
3 Month	-2.3%
6 Month	1.7%
1 Year	9%
3 Year	12.8%
5 Year	13.2%
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
Sumit Bhatnagar	3 Oct 23	2.25 Yr.

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

Asset Allocation

Asset Class	Value
Cash	0.32%
Equity	99.68%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| HDFCBANK	13%	₹47 Cr	469,234 ↓ -432
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 12 \| RELIANCE	9%	₹33 Cr	208,231 ↑ 445
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| 532174	8%	₹30 Cr	219,898 ↑ 635
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 09 \| BHARTIARTL	5%	₹18 Cr	86,022 ↑ 2,272
Infosys Ltd (Technology) Equity, Since 31 Jan 03 \| INFY	5%	₹17 Cr	108,136 ↓ -2,471
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Apr 09 \| LT	4%	₹15 Cr	36,109 ↑ 52
State Bank of India (Financial Services) Equity, Since 30 Apr 09 \| SBIN	3%	₹13 Cr	127,766 ↑ 289
ITC Ltd (Consumer Defensive) Equity, Since 31 Jan 03 \| ITC	3%	₹12 Cr	296,944 ↑ 1,602
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 09 \| 532215	3%	₹11 Cr	88,253 ↑ 153
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Mar 12 \| M&M	3%	₹10 Cr	27,302 ↑ 57

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