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ഫിൻകാഷ് »മ്യൂച്വൽ ഫണ്ടുകൾ ഇന്ത്യ »മികച്ച ഇൻഡക്സ് ഫണ്ടുകൾ 2018

മികച്ച ഇൻഡക്സ് ഫണ്ടുകൾ 2021

Updated on August 3, 2026 , 2877 views

ഇൻഡെക്സ് ഫണ്ടുകൾ a ഉപയോഗിച്ച് നിർമ്മിച്ച പോർട്ട്‌ഫോളിയോ മ്യൂച്വൽ ഫണ്ട് സ്കീമുകൾ റഫർ ചെയ്യുകവിപണി അടിസ്ഥാനമായി സൂചിക. മറ്റൊരു വിധത്തിൽ പറഞ്ഞാൽ, ഒരു സൂചിക ഫണ്ടിന്റെ പ്രകടനം ഒരു പ്രത്യേക സൂചികയുടെ പ്രകടനത്തെ ആശ്രയിച്ചിരിക്കുന്നു. ഈ സ്കീമുകൾ നിഷ്ക്രിയമായി കൈകാര്യം ചെയ്യുന്നു. ഈ ഫണ്ടുകളിൽ ഒരു പ്രത്യേക സൂചികയിൽ ഉള്ളതിന് സമാനമായ അനുപാതത്തിൽ ഓഹരികൾ അടങ്ങിയിരിക്കുന്നു.

ഇന്ത്യയിൽ, പല സ്കീമുകളും അവരുടെ പോർട്ട്ഫോളിയോ നിർമ്മിക്കുന്നതിനുള്ള അടിസ്ഥാനമായി നിഫ്റ്റി അല്ലെങ്കിൽ സെൻസെക്സ് ഉപയോഗിക്കുന്നു. ഉദാഹരണത്തിന്, നിഫ്റ്റി പോർട്ട്ഫോളിയോയിൽ എസ്ബിഐ ഓഹരികൾ 12% ആണെങ്കിൽ; നിഫ്റ്റി ഇൻഡക്സ് ഫണ്ടിന് 12% ഇക്വിറ്റി ഷെയറുകളും ഉണ്ടായിരിക്കും.

എന്താണ് ഒരു ഇൻഡെക്സ് ഫണ്ട്

ഒരു ഇൻഡെക്സ് ഫണ്ട് എന്നത് ഒരു പോർട്ട്ഫോളിയോയുടെ ഘടകങ്ങളുമായി പൊരുത്തപ്പെടുന്നതിനോ ട്രാക്ക് ചെയ്യുന്നതിനോ ഉള്ള ഒരു തരം മ്യൂച്വൽ ഫണ്ടാണ്.വിപണി സൂചിക, S&P നിഫ്റ്റി 50 (NIFTY) പോലുള്ളവ. ഒരു സൂചിക മ്യൂച്വൽ ഫണ്ട് വിശാലമായ പ്രദാനം ചെയ്യുമെന്ന് പറയപ്പെടുന്നുമാർക്കറ്റ് എക്സ്പോഷർ, കുറഞ്ഞ പ്രവർത്തനച്ചെലവും കുറഞ്ഞ പോർട്ട്ഫോളിയോ വിറ്റുവരവും. ഈ ഫണ്ടുകൾ പ്രത്യേക നിയമങ്ങളോ മാനദണ്ഡങ്ങളോ പാലിക്കുന്നു (ഉദാ. കാര്യക്ഷമമായ നികുതി മാനേജ്‌മെന്റ് അല്ലെങ്കിൽ ട്രാക്കിംഗ് പിശകുകൾ കുറയ്ക്കൽ) അത് വിപണിയുടെ അവസ്ഥ പരിഗണിക്കാതെ തന്നെ നിലനിൽക്കും.

ഇൻഡെക്സ് ഫണ്ടുകളിൽ നിക്ഷേപിക്കുന്നതിനുള്ള അപകടസാധ്യതകൾ

ഇൻഡെക്സ് മ്യൂച്വൽ ഫണ്ടുകളുടെ ഫ്ലെക്സിബിലിറ്റി ഇല്ല

ഒരു പ്രധാന പോരായ്മനിക്ഷേപിക്കുന്നു ഇൻഡെക്സ് ഫണ്ടുകളിൽ വഴക്കമില്ലായ്മയാണ്. ഫണ്ടുകൾ സൂചിക ട്രാക്ക് ചെയ്യുന്നതിനാൽ, വിപണിയിലെ അപാകതകളും സൂചികയുമായി ബന്ധമില്ലാത്ത ആശ്ചര്യങ്ങളും കാരണം ഉയർന്ന റിട്ടേൺ നേടാനുള്ള അവസരം അവർക്ക് നഷ്‌ടമാകും. സാധാരണഗതിയിൽ, മൂല്യമുള്ള സ്റ്റോക്കുകൾക്ക് ഒരു സൂചികയുടെ ഭാഗമാകാൻ വളരെ ബുദ്ധിമുട്ടായിരിക്കും.

risk-in-index-funds-2018

ഇൻഡെക്സ് മ്യൂച്വൽ ഫണ്ടുകളിലെ മാർക്കറ്റ് റിസ്ക്

ഇൻഡെക്സ് ഫണ്ടുകൾക്ക് വിപണിയുമായി നേരിട്ട് ബന്ധമുണ്ട്. അതിനാൽ, ഓഹരി വിപണികൾ മൊത്തത്തിൽ വീഴുമ്പോൾ, സൂചിക മ്യൂച്വൽ ഫണ്ടിന്റെ മൂല്യവും കുറയുന്നു.

കുറച്ച് ദോഷങ്ങളുണ്ടെങ്കിലും, നിക്ഷേപം നടത്താൻ ആഗ്രഹിക്കുന്ന നിക്ഷേപകർക്ക് മുൻനിര ഇൻഡക്സ് ഫണ്ടുകൾ പ്രയോജനകരമാണ്ഓഹരികൾ കുറഞ്ഞ അപകടസാധ്യതയോടെഘടകം. വിദഗ്ധരുടെ അഭിപ്രായത്തിൽ, നിക്ഷേപകർക്ക് അവരുടെ നിക്ഷേപം പരമാവധി പ്രയോജനപ്പെടുത്തുന്നതിന് ഇൻഡെക്സ് ഫണ്ടുകളുടെ 5-6% നിക്ഷേപ പോർട്ട്ഫോളിയോയിൽ ഉൾപ്പെടുത്താൻ നിർദ്ദേശിക്കുന്നു.

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FY 21 - 22 വരെയുള്ള മികച്ച 6 മികച്ച പ്രകടനം നടത്തുന്ന സൂചിക ഫണ്ടുകൾ

FundNAVNet Assets (Cr)2025 (%)2024 (%)2023 (%)2022 (%)2021 (%)
Aditya Birla Sun Life Index Fund Growth ₹250.913
↑ 0.10 		₹1,44311.49.520.6524.6
Nippon India Index Fund - Nifty Plan Growth ₹42.0761
↑ 0.02 		₹3,79211.49.420.54.624
Franklin India Index Fund Nifty Plan Growth ₹199.78
↑ 0.08 		₹72311.39.520.24.924.3
Bandhan Nifty Fund Growth ₹53.288
↑ 0.02 		₹2,70211.29.220.55.424.4
LIC MF Index Fund Nifty Growth ₹136.213
↑ 0.05 		₹36110.78.819.84.723.8
Nippon India Index Fund - Sensex Plan Growth ₹40.231
↑ 0.08 		₹9189.88.919.5522.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Aug 26

Research Highlights & Commentary of 6 Funds showcased

CommentaryAditya Birla Sun Life Index FundNippon India Index Fund - Nifty PlanFranklin India Index Fund Nifty PlanBandhan Nifty FundLIC MF Index Fund NiftyNippon India Index Fund - Sensex Plan
Point 1Upper mid AUM (₹1,443 Cr).Highest AUM (₹3,792 Cr).Bottom quartile AUM (₹723 Cr).Upper mid AUM (₹2,702 Cr).Bottom quartile AUM (₹361 Cr).Lower mid AUM (₹918 Cr).
Point 2Established history (23+ yrs).Established history (15+ yrs).Oldest track record among peers (26 yrs).Established history (16+ yrs).Established history (23+ yrs).Established history (15+ yrs).
Point 3Rating: 1★ (upper mid).Rating: 1★ (lower mid).Rating: 1★ (bottom quartile).Top rated.Rating: 1★ (bottom quartile).Rating: 2★ (upper mid).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 9.28% (top quartile).5Y return: 9.14% (lower mid).5Y return: 9.16% (upper mid).5Y return: 9.22% (upper mid).5Y return: 8.70% (bottom quartile).5Y return: 8.25% (bottom quartile).
Point 63Y return: 8.81% (top quartile).3Y return: 8.78% (upper mid).3Y return: 8.74% (upper mid).3Y return: 8.61% (lower mid).3Y return: 8.14% (bottom quartile).3Y return: 6.84% (bottom quartile).
Point 71Y return: 0.59% (upper mid).1Y return: 0.64% (top quartile).1Y return: 0.52% (upper mid).1Y return: 0.43% (lower mid).1Y return: -0.03% (bottom quartile).1Y return: -2.03% (bottom quartile).
Point 81M return: 1.63% (upper mid).1M return: 1.65% (top quartile).1M return: 1.62% (lower mid).1M return: 1.64% (upper mid).1M return: 1.58% (bottom quartile).1M return: 1.22% (bottom quartile).
Point 9Alpha: -0.49 (upper mid).Alpha: -0.46 (top quartile).Alpha: -0.58 (lower mid).Alpha: -0.66 (bottom quartile).Alpha: -1.12 (bottom quartile).Alpha: -0.53 (upper mid).
Point 10Sharpe: -0.65 (upper mid).Sharpe: -0.65 (top quartile).Sharpe: -0.65 (upper mid).Sharpe: -0.66 (lower mid).Sharpe: -0.69 (bottom quartile).Sharpe: -0.78 (bottom quartile).

Aditya Birla Sun Life Index Fund

  • Upper mid AUM (₹1,443 Cr).
  • Established history (23+ yrs).
  • Rating: 1★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 9.28% (top quartile).
  • 3Y return: 8.81% (top quartile).
  • 1Y return: 0.59% (upper mid).
  • 1M return: 1.63% (upper mid).
  • Alpha: -0.49 (upper mid).
  • Sharpe: -0.65 (upper mid).

Nippon India Index Fund - Nifty Plan

  • Highest AUM (₹3,792 Cr).
  • Established history (15+ yrs).
  • Rating: 1★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 9.14% (lower mid).
  • 3Y return: 8.78% (upper mid).
  • 1Y return: 0.64% (top quartile).
  • 1M return: 1.65% (top quartile).
  • Alpha: -0.46 (top quartile).
  • Sharpe: -0.65 (top quartile).

Franklin India Index Fund Nifty Plan

  • Bottom quartile AUM (₹723 Cr).
  • Oldest track record among peers (26 yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 9.16% (upper mid).
  • 3Y return: 8.74% (upper mid).
  • 1Y return: 0.52% (upper mid).
  • 1M return: 1.62% (lower mid).
  • Alpha: -0.58 (lower mid).
  • Sharpe: -0.65 (upper mid).

Bandhan Nifty Fund

  • Upper mid AUM (₹2,702 Cr).
  • Established history (16+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 9.22% (upper mid).
  • 3Y return: 8.61% (lower mid).
  • 1Y return: 0.43% (lower mid).
  • 1M return: 1.64% (upper mid).
  • Alpha: -0.66 (bottom quartile).
  • Sharpe: -0.66 (lower mid).

LIC MF Index Fund Nifty

  • Bottom quartile AUM (₹361 Cr).
  • Established history (23+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 8.70% (bottom quartile).
  • 3Y return: 8.14% (bottom quartile).
  • 1Y return: -0.03% (bottom quartile).
  • 1M return: 1.58% (bottom quartile).
  • Alpha: -1.12 (bottom quartile).
  • Sharpe: -0.69 (bottom quartile).

Nippon India Index Fund - Sensex Plan

  • Lower mid AUM (₹918 Cr).
  • Established history (15+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 8.25% (bottom quartile).
  • 3Y return: 6.84% (bottom quartile).
  • 1Y return: -2.03% (bottom quartile).
  • 1M return: 1.22% (bottom quartile).
  • Alpha: -0.53 (upper mid).
  • Sharpe: -0.78 (bottom quartile).

*ഇൻഡക്സിനുള്ള ലിസ്റ്റ് ചുവടെയുണ്ട്മ്യൂച്വൽ ഫണ്ടുകൾ കുറഞ്ഞത് ഉള്ളത്15 കോടി അല്ലെങ്കിൽ നെറ്റ് അസറ്റുകളിൽ കൂടുതൽ.

1. 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

  • Upper mid AUM (₹1,443 Cr).
  • Established history (23+ yrs).
  • Rating: 1★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 9.28% (top quartile).
  • 3Y return: 8.81% (top quartile).
  • 1Y return: 0.59% (upper mid).
  • 1M return: 1.63% (upper mid).
  • Alpha: -0.49 (upper mid).
  • Sharpe: -0.65 (upper mid).
  • Information ratio: -11.82 (bottom quartile).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~100%).
  • Largest holding HDFC Bank Ltd (~11.1%).

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 (05 Aug 26) ₹250.913 ↑ 0.10   (0.04 %)
Net Assets (Cr) ₹1,443 on 30 Jun 26
Category Others - Index Fund
AMC Birla Sun Life Asset Management Co Ltd
Rating ☆
Risk Moderately High
Expense Ratio 0.52
Sharpe Ratio -0.65
Information Ratio -11.82
Alpha Ratio -0.49
Min Investment 1,000
Min SIP Investment 100
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Jul 21₹10,000
31 Jul 22₹10,949
31 Jul 23₹12,648
31 Jul 24₹16,078
31 Jul 25₹16,087
31 Jul 26₹15,939

Aditya Birla Sun Life Index Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 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 5 Aug 26

DurationReturns
1 Month 1.6%
3 Month 3.1%
6 Month -3.5%
1 Year 0.6%
3 Year 8.8%
5 Year 9.3%
10 Year
15 Year
Since launch 14.4%
Historical performance (Yearly) on absolute basis
YearReturns
2025 11.4%
2024 9.5%
2023 20.6%
2022 5%
2021 24.6%
2020 15.2%
2019 12.4%
2018 3.2%
2017 28.5%
2016 3.1%
Fund Manager information for Aditya Birla Sun Life Index Fund
NameSinceTenure
Mehul Dama7 Jul 260.07 Yr.
Priya Sridhar31 Dec 241.58 Yr.

Data below for Aditya Birla Sun Life Index Fund as on 30 Jun 26

Asset Allocation
Asset ClassValue
Cash0.37%
Equity99.63%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 07 | HDFCBANK		11%₹161 Cr2,014,177
↑ 39,454
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK		9%₹130 Cr942,253
↑ 19,800
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 07 | RELIANCE		8%₹115 Cr888,581
↑ 17,072
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 07 | BHARTIARTL		5%₹74 Cr399,970
↑ 3,931
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT		4%₹64 Cr153,949
↑ 2,455
State Bank of India (Financial Services)
Equity, Since 30 Sep 07 | SBIN		4%₹56 Cr543,680
↑ 8,242
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | 532215		4%₹51 Cr377,747
↑ 7,534
Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY		3%₹46 Cr461,348
↑ 8,958
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 10 | KOTAKBANK		3%₹38 Cr968,406
↑ 18,489
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 07 | ITC		3%₹36 Cr1,267,923
↑ 24,294

2. 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

  • Highest AUM (₹3,792 Cr).
  • Established history (15+ yrs).
  • Rating: 1★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 9.14% (lower mid).
  • 3Y return: 8.78% (upper mid).
  • 1Y return: 0.64% (top quartile).
  • 1M return: 1.65% (top quartile).
  • Alpha: -0.46 (top quartile).
  • Sharpe: -0.65 (top quartile).
  • Information ratio: -10.13 (upper mid).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~100%).
  • Largest holding HDFC Bank Ltd (~11.1%).

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 (05 Aug 26) ₹42.0761 ↑ 0.02   (0.04 %)
Net Assets (Cr) ₹3,792 on 30 Jun 26
Category Others - Index Fund
AMC Nippon Life Asset Management Ltd.
Rating ☆
Risk Moderately High
Expense Ratio 0.49
Sharpe Ratio -0.65
Information Ratio -10.13
Alpha Ratio -0.46
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.

DateValue
31 Jul 21₹10,000
31 Jul 22₹10,891
31 Jul 23₹12,580
31 Jul 24₹15,971
31 Jul 25₹15,979
31 Jul 26₹15,840

Nippon India Index Fund - Nifty Plan SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 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 5 Aug 26

DurationReturns
1 Month 1.6%
3 Month 3.1%
6 Month -3.4%
1 Year 0.6%
3 Year 8.8%
5 Year 9.1%
10 Year
15 Year
Since launch 9.5%
Historical performance (Yearly) on absolute basis
YearReturns
2025 11.4%
2024 9.4%
2023 20.5%
2022 4.6%
2021 24%
2020 14.3%
2019 12.3%
2018 3.5%
2017 29%
2016 2.5%
Fund Manager information for Nippon India Index Fund - Nifty Plan
NameSinceTenure
Himanshu Mange23 Dec 232.61 Yr.

Data below for Nippon India Index Fund - Nifty Plan as on 30 Jun 26

Asset Allocation
Asset ClassValue
Cash0.34%
Equity99.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | HDFCBANK		11%₹422 Cr5,294,461
↑ 114,363
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | ICICIBANK		9%₹341 Cr2,476,803
↑ 57,018
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 10 | RELIANCE		8%₹302 Cr2,335,723
↑ 49,578
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 10 | BHARTIARTL		5%₹195 Cr1,051,361
↑ 12,468
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT		4%₹168 Cr404,672
↑ 7,269
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN		4%₹147 Cr1,429,116
↑ 24,553
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | 532215		4%₹134 Cr992,947
↑ 21,799
Infosys Ltd (Technology)
Equity, Since 31 Oct 10 | INFY		3%₹121 Cr1,212,699
↑ 25,987
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK		3%₹100 Cr2,545,549
↑ 53,723
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC		3%₹96 Cr3,332,861
↑ 70,567

3. 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 (₹723 Cr).
  • Oldest track record among peers (26 yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 9.16% (upper mid).
  • 3Y return: 8.74% (upper mid).
  • 1Y return: 0.52% (upper mid).
  • 1M return: 1.62% (lower mid).
  • Alpha: -0.58 (lower mid).
  • Sharpe: -0.65 (upper mid).
  • Information ratio: -3.34 (top quartile).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~100%).
  • Largest holding HDFC Bank Ltd (~11.1%).

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 (05 Aug 26) ₹199.78 ↑ 0.08   (0.04 %)
Net Assets (Cr) ₹723 on 30 Jun 26
Category Others - Index Fund
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆
Risk Moderately High
Expense Ratio 0.63
Sharpe Ratio -0.66
Information Ratio -3.34
Alpha Ratio -0.58
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.

DateValue
31 Jul 21₹10,000
31 Jul 22₹10,937
31 Jul 23₹12,602
31 Jul 24₹16,003
31 Jul 25₹16,010
31 Jul 26₹15,853

Franklin India Index Fund Nifty Plan SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 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 5 Aug 26

DurationReturns
1 Month 1.6%
3 Month 3%
6 Month -3.5%
1 Year 0.5%
3 Year 8.7%
5 Year 9.2%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
2025 11.3%
2024 9.5%
2023 20.2%
2022 4.9%
2021 24.3%
2020 14.7%
2019 12%
2018 3.2%
2017 28.3%
2016 3.3%
Fund Manager information for Franklin India Index Fund Nifty Plan
NameSinceTenure
Sandeep Manam18 Oct 214.79 Yr.
Shyam Sriram26 Sep 241.85 Yr.

Data below for Franklin India Index Fund Nifty Plan as on 30 Jun 26

Asset Allocation
Asset ClassValue
Cash0.43%
Equity99.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 03 | HDFCBANK		11%₹80 Cr1,008,379
↑ 3,510
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK		9%₹65 Cr471,045
↑ 1,639
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 03 | RELIANCE		8%₹58 Cr445,030
↑ 1,549
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 04 | BHARTIARTL		5%₹37 Cr202,235
↑ 704
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT		4%₹32 Cr77,360
↑ 269
State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN		4%₹28 Cr273,418
↑ 952
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | 532215		4%₹25 Cr189,048
↑ 658
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY		3%₹23 Cr231,010
↑ 804
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | KOTAKBANK		3%₹19 Cr485,069
↑ 1,688
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 11 | ITC		3%₹18 Cr635,051
↑ 2,210

4. 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 (₹2,702 Cr).
  • Established history (16+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 9.22% (upper mid).
  • 3Y return: 8.61% (lower mid).
  • 1Y return: 0.43% (lower mid).
  • 1M return: 1.64% (upper mid).
  • Alpha: -0.66 (bottom quartile).
  • Sharpe: -0.66 (lower mid).
  • Information ratio: -11.79 (lower mid).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~100%).
  • Largest holding HDFC Bank Ltd (~11.1%).

Below is the key information for Bandhan Nifty Fund

Bandhan Nifty Fund
Growth
Launch Date 30 Apr 10
NAV (05 Aug 26) ₹53.288 ↑ 0.02   (0.04 %)
Net Assets (Cr) ₹2,702 on 30 Jun 26
Category Others - Index Fund
AMC IDFC Asset Management Company Limited
Rating ☆☆
Risk Moderately High
Expense Ratio 0.6
Sharpe Ratio -0.66
Information Ratio -11.79
Alpha Ratio -0.66
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.

DateValue
31 Jul 21₹10,000
31 Jul 22₹10,979
31 Jul 23₹12,682
31 Jul 24₹16,103
31 Jul 25₹16,071
31 Jul 26₹15,898

Bandhan Nifty Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 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 5 Aug 26

DurationReturns
1 Month 1.6%
3 Month 3.1%
6 Month -3.5%
1 Year 0.4%
3 Year 8.6%
5 Year 9.2%
10 Year
15 Year
Since launch 10.8%
Historical performance (Yearly) on absolute basis
YearReturns
2025 11.2%
2024 9.2%
2023 20.5%
2022 5.4%
2021 24.4%
2020 16.2%
2019 12.9%
2018 4.4%
2017 29.5%
2016 3.9%
Fund Manager information for Bandhan Nifty Fund
NameSinceTenure
Abhishek Jain8 Mar 251.4 Yr.
Mayuresh Nagvekar17 Feb 260.45 Yr.

Data below for Bandhan Nifty Fund as on 30 Jun 26

Asset Allocation
Asset ClassValue
Cash0.31%
Equity99.69%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 10 | HDFCBANK		11%₹301 Cr3,774,069
↑ 57,060
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 10 | ICICIBANK		9%₹243 Cr1,765,549
↑ 29,218
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 10 | RELIANCE		8%₹215 Cr1,664,982
↑ 24,545
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 10 | BHARTIARTL		5%₹139 Cr749,445
↑ 3,981
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT		4%₹120 Cr288,464
↑ 3,305
State Bank of India (Financial Services)
Equity, Since 31 Aug 11 | SBIN		4%₹105 Cr1,018,722
↑ 10,870
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 10 | 532215		4%₹95 Cr707,806
↑ 10,953
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY		3%₹86 Cr864,452
↑ 12,920
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | KOTAKBANK		3%₹71 Cr1,814,553
↑ 26,529
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC		3%₹68 Cr2,375,775
↑ 34,897

5. 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 (₹361 Cr).
  • Established history (23+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 8.70% (bottom quartile).
  • 3Y return: 8.14% (bottom quartile).
  • 1Y return: -0.03% (bottom quartile).
  • 1M return: 1.58% (bottom quartile).
  • Alpha: -1.12 (bottom quartile).
  • Sharpe: -0.69 (bottom quartile).
  • Information ratio: -16.71 (bottom quartile).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~100%).
  • Largest holding HDFC Bank Ltd (~11.2%).

Below is the key information for LIC MF Index Fund Nifty

LIC MF Index Fund Nifty
Growth
Launch Date 14 Nov 02
NAV (05 Aug 26) ₹136.213 ↑ 0.05   (0.04 %)
Net Assets (Cr) ₹361 on 30 Jun 26
Category Others - Index Fund
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating ☆
Risk Moderately High
Expense Ratio 0.94
Sharpe Ratio -0.69
Information Ratio -16.71
Alpha Ratio -1.12
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.

DateValue
31 Jul 21₹10,000
31 Jul 22₹10,901
31 Jul 23₹12,546
31 Jul 24₹15,846
31 Jul 25₹15,766
31 Jul 26₹15,525

LIC MF Index Fund Nifty SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357 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 5 Aug 26

DurationReturns
1 Month 1.6%
3 Month 2.9%
6 Month -3.7%
1 Year 0%
3 Year 8.1%
5 Year 8.7%
10 Year
15 Year
Since launch 12.1%
Historical performance (Yearly) on absolute basis
YearReturns
2025 10.7%
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%
Fund Manager information for LIC MF Index Fund Nifty
NameSinceTenure
Nikhil Kapoor7 Apr 260.32 Yr.
Sasikant Aravamuthan1 Jul 260.08 Yr.

Data below for LIC MF Index Fund Nifty as on 30 Jun 26

Asset Allocation
Asset ClassValue
Cash0.34%
Equity99.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK		11%₹40 Cr505,697
↑ 4,459
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | ICICIBANK		9%₹32 Cr236,245
↑ 2,062
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 12 | RELIANCE		8%₹29 Cr222,515
↑ 1,097
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | BHARTIARTL		5%₹19 Cr100,547
↓ -75
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT		4%₹16 Cr38,646
↑ 113
State Bank of India (Financial Services)
Equity, Since 30 Apr 09 | SBIN		4%₹14 Cr136,345
↑ 365
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | 532215		4%₹13 Cr94,527
↑ 300
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY		3%₹12 Cr115,170
↑ 379
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 10 | KOTAKBANK		3%₹9 Cr241,898
↑ 1,458
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC		3%₹9 Cr316,657
↑ 1,865

6. 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 (₹918 Cr).
  • Established history (15+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 8.25% (bottom quartile).
  • 3Y return: 6.84% (bottom quartile).
  • 1Y return: -2.03% (bottom quartile).
  • 1M return: 1.22% (bottom quartile).
  • Alpha: -0.53 (upper mid).
  • Sharpe: -0.78 (bottom quartile).
  • Information ratio: -10.31 (upper mid).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~100%).
  • Largest holding HDFC Bank Ltd (~13.4%).

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 (05 Aug 26) ₹40.231 ↑ 0.08   (0.19 %)
Net Assets (Cr) ₹918 on 30 Jun 26
Category Others - Index Fund
AMC Nippon Life Asset Management Ltd.
Rating ☆☆
Risk Moderately High
Expense Ratio 0.49
Sharpe Ratio -0.78
Information Ratio -10.31
Alpha Ratio -0.53
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.

DateValue
31 Jul 21₹10,000
31 Jul 22₹11,019
31 Jul 23₹12,780
31 Jul 24₹15,810
31 Jul 25₹15,817
31 Jul 26₹15,300

Nippon India Index Fund - Sensex Plan SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357 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 5 Aug 26

DurationReturns
1 Month 1.2%
3 Month 2.6%
6 Month -5.2%
1 Year -2%
3 Year 6.8%
5 Year 8.3%
10 Year
15 Year
Since launch 9.2%
Historical performance (Yearly) on absolute basis
YearReturns
2025 9.8%
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%
Fund Manager information for Nippon India Index Fund - Sensex Plan
NameSinceTenure
Himanshu Mange23 Dec 232.61 Yr.

Data below for Nippon India Index Fund - Sensex Plan as on 30 Jun 26

Asset Allocation
Asset ClassValue
Cash0.39%
Equity99.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | HDFCBANK		13%₹123 Cr1,537,711
↑ 690
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | 532174		11%₹100 Cr723,324
↑ 1,276
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 10 | RELIANCE		10%₹88 Cr682,644
↑ 80
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 10 | BHARTIARTL		6%₹57 Cr307,373
↑ 19,765
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT		5%₹49 Cr117,972
↑ 19
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN		5%₹43 Cr419,071
↑ 47
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | 532215		4%₹39 Cr288,604
↑ 256
Infosys Ltd (Technology)
Equity, Since 31 Oct 10 | INFY		4%₹35 Cr351,885
↑ 60
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | KOTAKBANK		3%₹29 Cr742,584
↑ 95
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC		3%₹28 Cr973,348
↑ 128

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