गुंतवणुकीसाठी सर्वोत्तम सेन्सेक्स इंडेक्स म्युच्युअल फंड 2022 - 2023

Updated on August 30, 2025 , 63347 views

इंडेक्स फंड म्युच्युअल फंड योजनांचा संदर्भ घ्या ज्यांच्या पोर्टफोलिओमध्ये शेअर्सचा समावेश होतो जे विशिष्ट बेंचमार्कचा भाग बनतातबाजार निर्देशांक हे फंड एक निष्क्रिय धोरण अवलंबतात ज्यामध्ये; ते निर्देशांकाच्या कामगिरीची प्रतिकृती बनवण्याचा प्रयत्न करतात. या योजनांच्या पोर्टफोलिओमध्ये ते बेंचमार्क निर्देशांकात आहेत त्याच प्रमाणात शेअर्स असतील. या योजनांची कामगिरी संबंधित बेंचमार्कच्या कामगिरीवर अवलंबून असते. सेन्सेक्स निर्देशांकम्युच्युअल फंड इंडेक्स फंडांचा संदर्भ घ्या जे त्यांचा पोर्टफोलिओ तयार करण्यासाठी बीएसई सेन्सेक्सचा बेंचमार्क म्हणून वापर करतात. तुम्ही निर्देशांकांमध्ये थेट गुंतवणूक करू शकत नसल्यामुळे, लोक निर्देशांकाच्या या प्रॉक्सीचा प्रयत्न करतात. इंडेक्स फंडाची संकल्पना समजून घेऊ.

चित्रण:

जर सेन्सेक्समध्ये ONGC लिमिटेडच्या शेअर्सचे प्रमाण 15% असेल तर, सेन्सेक्स इंडेक्स फंडाचा पोर्टफोलिओ देखील त्याच्या फंडातील 15% पैसे ONGC शेअर्समध्ये वाटप करेल.

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टॉप 3 सर्वोत्तम कामगिरी करणारे सेन्सेक्स इंडेक्स फंड 2022

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Nippon India Index Fund - Sensex Plan Growth	₹40.9266 ↑ 0.28	₹905	-0.9	10.5	-1.8	11.7	16.3	8.9
LIC MF Index Fund Sensex Growth	₹150.46 ↑ 1.02	₹89	-1	10.1	-2.4	11.2	15.7	8.2
LIC MF Index Fund Nifty Growth	₹136.205 ↑ 1.08	₹333	-0.2	11.6	-2.2	12	16.6	8.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Sep 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 (₹905 Cr).	Bottom quartile AUM (₹89 Cr).	Lower mid AUM (₹333 Cr).
Point 2	Established history (14+ 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: 16.28% (lower mid).	5Y return: 15.73% (bottom quartile).	5Y return: 16.56% (upper mid).
Point 6	3Y return: 11.67% (lower mid).	3Y return: 11.19% (bottom quartile).	3Y return: 12.03% (upper mid).
Point 7	1Y return: -1.76% (upper mid).	1Y return: -2.37% (bottom quartile).	1Y return: -2.25% (lower mid).
Point 8	1M return: -0.20% (lower mid).	1M return: -0.27% (bottom quartile).	1M return: 0.29% (upper mid).
Point 9	Alpha: -0.51 (upper mid).	Alpha: -1.13 (bottom quartile).	Alpha: -1.06 (lower mid).
Point 10	Sharpe: -0.46 (upper mid).	Sharpe: -0.51 (bottom quartile).	Sharpe: -0.47 (lower mid).

Nippon India Index Fund - Sensex Plan

Highest AUM (₹905 Cr).
Established history (14+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 16.28% (lower mid).
3Y return: 11.67% (lower mid).
1Y return: -1.76% (upper mid).
1M return: -0.20% (lower mid).
Alpha: -0.51 (upper mid).
Sharpe: -0.46 (upper mid).

LIC MF Index Fund Sensex

Bottom quartile AUM (₹89 Cr).
Oldest track record among peers (22 yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 15.73% (bottom quartile).
3Y return: 11.19% (bottom quartile).
1Y return: -2.37% (bottom quartile).
1M return: -0.27% (bottom quartile).
Alpha: -1.13 (bottom quartile).
Sharpe: -0.51 (bottom quartile).

LIC MF Index Fund Nifty

Lower mid AUM (₹333 Cr).
Established history (22+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.56% (upper mid).
3Y return: 12.03% (upper mid).
1Y return: -2.25% (lower mid).
1M return: 0.29% (upper mid).
Alpha: -1.06 (lower mid).
Sharpe: -0.47 (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 (₹905 Cr).
Established history (14+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 16.28% (lower mid).
3Y return: 11.67% (lower mid).
1Y return: -1.76% (upper mid).
1M return: -0.20% (lower mid).
Alpha: -0.51 (upper mid).
Sharpe: -0.46 (upper mid).
Information ratio: -10.42 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~100%).
Largest holding HDFC Bank Ltd (~16.0%).
Top-3 holdings concentration ~36.9%.

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 Sep 25)	₹40.9266 ↑ 0.28 (0.69 %)
Net Assets (Cr)	₹905 on 31 Jul 25
Category	Others - Index Fund
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆
Risk	Moderately High
Expense Ratio	0.49
Sharpe Ratio	-0.46
Information Ratio	-10.42
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 Aug 20	₹10,000
31 Aug 21	₹14,945
31 Aug 22	₹15,579
31 Aug 23	₹17,049
31 Aug 24	₹21,793
31 Aug 25	₹21,264

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 Sep 25

Duration	Returns
1 Month	-0.2%
3 Month	-0.9%
6 Month	10.5%
1 Year	-1.8%
3 Year	11.7%
5 Year	16.3%
10 Year
15 Year
Since launch	9.9%

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 Jul 25

Asset Allocation

Asset Class	Value
Cash	0.33%
Equity	99.67%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| HDFCBANK	16%	₹145 Cr	717,510 ↑ 7,998
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| 532174	11%	₹100 Cr	674,889 ↑ 7,523
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 10 \| RELIANCE	10%	₹89 Cr	640,356 ↑ 7,138
Infosys Ltd (Technology) Equity, Since 31 Oct 10 \| INFY	6%	₹51 Cr	338,087 ↑ 3,769
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 10 \| BHARTIARTL	5%	₹47 Cr	248,237 ↑ 2,767
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| LT	4%	₹40 Cr	110,633 ↑ 1,233
ITC Ltd (Consumer Defensive) Equity, Since 29 Feb 12 \| ITC	4%	₹36 Cr	876,408 ↑ 9,769
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Oct 10 \| TCS	3%	₹29 Cr	95,876 ↑ 1,068
State Bank of India (Financial Services) Equity, Since 31 Oct 10 \| SBIN	3%	₹29 Cr	363,189 ↑ 4,049
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 13 \| 532215	3%	₹29 Cr	269,900 ↑ 3,009

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 (₹89 Cr).
Oldest track record among peers (22 yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 15.73% (bottom quartile).
3Y return: 11.19% (bottom quartile).
1Y return: -2.37% (bottom quartile).
1M return: -0.27% (bottom quartile).
Alpha: -1.13 (bottom quartile).
Sharpe: -0.51 (bottom quartile).
Information ratio: -9.94 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding HDFC Bank Ltd (~16.0%).
Top-3 holdings concentration ~36.8%.

Below is the key information for LIC MF Index Fund Sensex

LIC MF Index Fund Sensex Growth
Launch Date	14 Nov 02
NAV (01 Sep 25)	₹150.46 ↑ 1.02 (0.68 %)
Net Assets (Cr)	₹89 on 31 Jul 25
Category	Others - Index Fund
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	0.98
Sharpe Ratio	-0.51
Information Ratio	-9.94
Alpha Ratio	-1.13
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 Aug 20	₹10,000
31 Aug 21	₹14,861
31 Aug 22	₹15,411
31 Aug 23	₹16,834
31 Aug 24	₹21,415
31 Aug 25	₹20,765

LIC MF Index Fund Sensex SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 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 Sep 25

Duration	Returns
1 Month	-0.3%
3 Month	-1%
6 Month	10.1%
1 Year	-2.4%
3 Year	11.2%
5 Year	15.7%
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	1.91 Yr.

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

Asset Allocation

Asset Class	Value
Cash	0.57%
Equity	99.43%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 09 \| HDFCBANK	16%	₹14 Cr	70,253 ↓ -208
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| 532174	11%	₹10 Cr	66,076 ↓ -246
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 09 \| RELIANCE	10%	₹9 Cr	62,622 ↓ -488
Infosys Ltd (Technology) Equity, Since 31 Mar 09 \| INFY	6%	₹5 Cr	32,986 ↓ -243
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 09 \| BHARTIARTL	5%	₹5 Cr	24,211 ↓ -227
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 09 \| LT	4%	₹4 Cr	10,783 ↓ -205
ITC Ltd (Consumer Defensive) Equity, Since 30 Sep 11 \| ITC	4%	₹4 Cr	85,533 ↓ -773
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Mar 09 \| TCS	3%	₹3 Cr	9,343 ↓ -83
State Bank of India (Financial Services) Equity, Since 31 Mar 09 \| SBIN	3%	₹3 Cr	35,511 ↓ -252
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 13 \| 532215	3%	₹3 Cr	26,342 ↓ -380

3. LIC MF Index Fund Nifty

Research Highlights for LIC MF Index Fund Nifty

Lower mid AUM (₹333 Cr).
Established history (22+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.56% (upper mid).
3Y return: 12.03% (upper mid).
1Y return: -2.25% (lower mid).
1M return: 0.29% (upper mid).
Alpha: -1.06 (lower mid).
Sharpe: -0.47 (lower mid).
Information ratio: -11.83 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding HDFC Bank Ltd (~13.7%).

Below is the key information for LIC MF Index Fund Nifty

LIC MF Index Fund Nifty Growth
Launch Date	14 Nov 02
NAV (01 Sep 25)	₹136.205 ↑ 1.08 (0.80 %)
Net Assets (Cr)	₹333 on 31 Jul 25
Category	Others - Index Fund
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	0.94
Sharpe Ratio	-0.47
Information Ratio	-11.83
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 Aug 20	₹10,000
31 Aug 21	₹15,006
31 Aug 22	₹15,603
31 Aug 23	₹16,911
31 Aug 24	₹22,168
31 Aug 25	₹21,498

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 Sep 25

Duration	Returns
1 Month	0.3%
3 Month	-0.2%
6 Month	11.6%
1 Year	-2.2%
3 Year	12%
5 Year	16.6%
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	1.91 Yr.

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

Asset Allocation

Asset Class	Value
Cash	0.53%
Equity	99.47%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| HDFCBANK	14%	₹45 Cr	225,305 ↑ 678
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| ICICIBANK	9%	₹31 Cr	210,579 ↑ 712
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 12 \| RELIANCE	8%	₹28 Cr	200,184 ↑ 451
Infosys Ltd (Technology) Equity, Since 31 Jan 03 \| INFY	5%	₹16 Cr	106,100
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 09 \| BHARTIARTL	5%	₹15 Cr	80,570 ↑ 879
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Apr 09 \| LT	4%	₹13 Cr	34,640
ITC Ltd (Consumer Defensive) Equity, Since 31 Jan 03 \| ITC	3%	₹11 Cr	274,896
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Mar 05 \| TCS	3%	₹9 Cr	30,125
State Bank of India (Financial Services) Equity, Since 30 Apr 09 \| SBIN	3%	₹9 Cr	113,623 ↑ 834
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 09 \| 532215	3%	₹9 Cr	84,358

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Disclaimer:
येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.