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ਫਿਨਕੈਸ਼ »ਮਿਉਚੁਅਲ ਫੰਡ ਇੰਡੀਆ »ਸਰਬੋਤਮ ਇੰਡੈਕਸ ਫੰਡ 2018

ਸਰਬੋਤਮ ਇੰਡੈਕਸ ਫੰਡ 2021

Updated on September 8, 2026 , 2931 views

ਸੂਚਕਾਂਕ ਫੰਡ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ ਦਾ ਹਵਾਲਾ ਦਿਓ ਜਿਨ੍ਹਾਂ ਦਾ ਪੋਰਟਫੋਲੀਓ ਏਬਜ਼ਾਰ ਇੱਕ ਅਧਾਰ ਵਜੋਂ ਸੂਚਕਾਂਕ. ਦੂਜੇ ਸ਼ਬਦਾਂ ਵਿੱਚ, ਇੱਕ ਸੂਚਕਾਂਕ ਫੰਡ ਦੀ ਕਾਰਗੁਜ਼ਾਰੀ ਇੱਕ ਖਾਸ ਸੂਚਕਾਂਕ ਦੇ ਪ੍ਰਦਰਸ਼ਨ 'ਤੇ ਨਿਰਭਰ ਕਰਦੀ ਹੈ। ਇਹ ਸਕੀਮਾਂ ਨਿਸ਼ਕਿਰਿਆ ਢੰਗ ਨਾਲ ਪ੍ਰਬੰਧਿਤ ਕੀਤੀਆਂ ਜਾਂਦੀਆਂ ਹਨ। ਇਹਨਾਂ ਫੰਡਾਂ ਵਿੱਚ ਉਸੇ ਅਨੁਪਾਤ ਵਿੱਚ ਸ਼ੇਅਰ ਹੁੰਦੇ ਹਨ ਜਿਵੇਂ ਕਿ ਉਹ ਇੱਕ ਖਾਸ ਸੂਚਕਾਂਕ ਵਿੱਚ ਹੁੰਦੇ ਹਨ।

ਭਾਰਤ ਵਿੱਚ, ਬਹੁਤ ਸਾਰੀਆਂ ਸਕੀਮਾਂ ਆਪਣੇ ਪੋਰਟਫੋਲੀਓ ਨੂੰ ਬਣਾਉਣ ਲਈ ਨਿਫਟੀ ਜਾਂ ਸੈਂਸੈਕਸ ਨੂੰ ਅਧਾਰ ਵਜੋਂ ਵਰਤਦੀਆਂ ਹਨ। ਉਦਾਹਰਨ ਲਈ, ਜੇਕਰ ਨਿਫਟੀ ਪੋਰਟਫੋਲੀਓ ਐਸਬੀਆਈ ਦੇ ਸ਼ੇਅਰਾਂ ਦਾ ਬਣਦਾ ਹੈ ਜਿਸਦਾ ਅਨੁਪਾਤ 12% ਹੈ; ਨਿਫਟੀ ਇੰਡੈਕਸ ਫੰਡ ਵਿੱਚ ਵੀ 12% ਇਕੁਇਟੀ ਸ਼ੇਅਰ ਹੋਣਗੇ।

ਇੰਡੈਕਸ ਫੰਡ ਕੀ ਹੁੰਦਾ ਹੈ

ਇੱਕ ਸੂਚਕਾਂਕ ਫੰਡ ਇੱਕ ਕਿਸਮ ਦਾ ਮਿਉਚੁਅਲ ਫੰਡ ਹੁੰਦਾ ਹੈ ਜਿਸਦਾ ਇੱਕ ਪੋਰਟਫੋਲੀਓ ਇੱਕ ਦੇ ਭਾਗਾਂ ਨਾਲ ਮੇਲ ਜਾਂ ਟਰੈਕ ਕਰਨ ਲਈ ਬਣਾਇਆ ਜਾਂਦਾ ਹੈ।ਮਾਰਕੀਟ ਸੂਚਕਾਂਕ, ਜਿਵੇਂ ਕਿ S&P ਨਿਫਟੀ 50 (NIFTY)। ਇੱਕ ਸੂਚਕਾਂਕ ਮਿਉਚੁਅਲ ਫੰਡ ਨੂੰ ਵਿਆਪਕ ਪ੍ਰਦਾਨ ਕਰਨ ਲਈ ਕਿਹਾ ਜਾਂਦਾ ਹੈਮਾਰਕੀਟ ਐਕਸਪੋਜਰ, ਘੱਟ ਓਪਰੇਟਿੰਗ ਖਰਚੇ ਅਤੇ ਘੱਟ ਪੋਰਟਫੋਲੀਓ ਟਰਨਓਵਰ। ਇਹ ਫੰਡ ਖਾਸ ਨਿਯਮਾਂ ਜਾਂ ਮਾਪਦੰਡਾਂ ਦੀ ਪਾਲਣਾ ਕਰਦੇ ਹਨ (ਜਿਵੇਂ ਕਿ ਕੁਸ਼ਲ ਟੈਕਸ ਪ੍ਰਬੰਧਨ ਜਾਂ ਟਰੈਕਿੰਗ ਤਰੁਟੀਆਂ ਨੂੰ ਘਟਾਉਣਾ) ਜੋ ਬਾਜ਼ਾਰਾਂ ਦੀ ਸਥਿਤੀ ਤੋਂ ਕੋਈ ਫਰਕ ਨਹੀਂ ਪੈਂਦਾ।

ਇੰਡੈਕਸ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਦੇ ਜੋਖਮ

ਇੰਡੈਕਸ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਦੀ ਕੋਈ ਲਚਕਤਾ ਨਹੀਂ

ਦਾ ਇੱਕ ਵੱਡਾ ਨੁਕਸਾਨਨਿਵੇਸ਼ ਸੂਚਕਾਂਕ ਫੰਡਾਂ ਵਿੱਚ ਲਚਕਤਾ ਦੀ ਘਾਟ ਹੈ। ਕਿਉਂਕਿ ਫੰਡ ਸਿਰਫ਼ ਸੂਚਕਾਂਕ ਨੂੰ ਟ੍ਰੈਕ ਕਰਦੇ ਹਨ, ਉਹ ਉੱਚ ਰਿਟਰਨ ਕਮਾਉਣ ਦੇ ਮੌਕੇ ਤੋਂ ਖੁੰਝ ਸਕਦੇ ਹਨ ਜੋ ਕਿ ਸੂਚਕਾਂਕ ਨਾਲ ਜੁੜੇ ਨਾ ਹੋਣ ਵਾਲੇ ਬਜ਼ਾਰ ਦੀਆਂ ਗੜਬੜੀਆਂ ਅਤੇ ਹੈਰਾਨੀ ਦੇ ਕਾਰਨ ਪੈਦਾ ਹੋ ਸਕਦੇ ਹਨ। ਆਮ ਤੌਰ 'ਤੇ, ਮੁੱਲ ਸਟਾਕਾਂ ਨੂੰ ਸੂਚਕਾਂਕ ਦਾ ਹਿੱਸਾ ਬਣਨਾ ਬਹੁਤ ਮੁਸ਼ਕਲ ਲੱਗਦਾ ਹੈ।

risk-in-index-funds-2018

ਸੂਚਕਾਂਕ ਮਿਉਚੁਅਲ ਫੰਡਾਂ 'ਤੇ ਮਾਰਕੀਟ ਜੋਖਮ

ਸੂਚਕਾਂਕ ਫੰਡਾਂ ਦਾ ਬਾਜ਼ਾਰ ਨਾਲ ਸਿੱਧਾ ਸਬੰਧ ਹੁੰਦਾ ਹੈ। ਇਸ ਲਈ, ਜਦੋਂ ਸਟਾਕ ਮਾਰਕੀਟ ਸਮੁੱਚੇ ਤੌਰ 'ਤੇ ਡਿੱਗਦੇ ਹਨ, ਤਾਂ ਇੰਡੈਕਸ ਮਿਉਚੁਅਲ ਫੰਡ ਦਾ ਮੁੱਲ ਵੀ ਡਿੱਗਦਾ ਹੈ।

ਕੁਝ ਨੁਕਸਾਨ ਹੋਣ ਦੇ ਬਾਵਜੂਦ, ਚੋਟੀ ਦੇ ਸੂਚਕਾਂਕ ਫੰਡ ਨਿਵੇਸ਼ਕਾਂ ਲਈ ਲਾਭਦਾਇਕ ਹੋ ਸਕਦੇ ਹਨ ਜੋ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੁੰਦੇ ਹਨਇਕੁਇਟੀ ਇੱਕ ਘੱਟੋ-ਘੱਟ ਜੋਖਮ ਦੇ ਨਾਲਕਾਰਕ. ਮਾਹਿਰਾਂ ਦੇ ਅਨੁਸਾਰ, ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਆਪਣੇ ਨਿਵੇਸ਼ ਪੋਰਟਫੋਲੀਓ ਵਿੱਚ 5-6% ਇੰਡੈਕਸ ਫੰਡ ਸ਼ਾਮਲ ਕਰਨ ਦਾ ਸੁਝਾਅ ਦਿੱਤਾ ਜਾਂਦਾ ਹੈ ਤਾਂ ਜੋ ਉਹ ਆਪਣੇ ਨਿਵੇਸ਼ ਦਾ ਵਧੀਆ ਲਾਭ ਉਠਾ ਸਕਣ।

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FY 21 - 22 ਦੇ ਸਿਖਰ ਦੇ 6 ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਸੂਚਕਾਂਕ ਫੰਡ

FundNAVNet Assets (Cr)2024 (%)2023 (%)2022 (%)2021 (%)2020 (%)
Aditya Birla Sun Life Index Fund Growth ₹239.257
↑ 0.47 		₹1,51111.49.520.6524.6
Nippon India Index Fund - Nifty Plan Growth ₹40.124
↑ 0.08 		₹3,90811.49.420.54.624
Franklin India Index Fund Nifty Plan Growth ₹190.481
↑ 0.35 		₹73311.39.520.24.924.3
Bandhan Nifty Fund Growth ₹50.807
↑ 0.10 		₹2,70211.29.220.55.424.4
LIC MF Index Fund Nifty Growth ₹129.824
↑ 0.25 		₹37110.78.819.84.723.8
Nippon India Index Fund - Sensex Plan Growth ₹38.3484
↑ 0.07 		₹9429.88.919.5522.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Sep 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 (₹1,511 Cr).Highest AUM (₹3,908 Cr).Bottom quartile AUM (₹733 Cr).Upper mid AUM (₹2,702 Cr).Bottom quartile AUM (₹371 Cr).Lower mid AUM (₹942 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: 6.86% (top quartile).5Y return: 6.74% (lower mid).5Y return: 6.76% (upper mid).5Y return: 6.82% (upper mid).5Y return: 6.30% (bottom quartile).5Y return: 5.78% (bottom quartile).
Point 63Y return: 6.50% (top quartile).3Y return: 6.48% (upper mid).3Y return: 6.40% (upper mid).3Y return: 6.32% (lower mid).3Y return: 5.90% (bottom quartile).3Y return: 4.64% (bottom quartile).
Point 71Y return: -5.43% (upper mid).1Y return: -5.38% (top quartile).1Y return: -5.49% (upper mid).1Y return: -5.58% (lower mid).1Y return: -6.00% (bottom quartile).1Y return: -7.52% (bottom quartile).
Point 81M return: -4.50% (upper mid).1M return: -4.50% (top quartile).1M return: -4.51% (upper mid).1M return: -4.51% (lower mid).1M return: -4.54% (bottom quartile).1M return: -4.64% (bottom quartile).
Point 9Alpha: -0.51 (upper mid).Alpha: -0.46 (top quartile).Alpha: -0.59 (lower mid).Alpha: -0.66 (bottom quartile).Alpha: -1.14 (bottom quartile).Alpha: -0.54 (upper mid).
Point 10Sharpe: -0.33 (upper mid).Sharpe: -0.32 (top quartile).Sharpe: -0.33 (upper mid).Sharpe: -0.66 (bottom quartile).Sharpe: -0.37 (lower mid).Sharpe: -0.47 (bottom quartile).

Aditya Birla Sun Life Index Fund

  • Upper mid AUM (₹1,511 Cr).
  • Established history (23+ yrs).
  • Rating: 1★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 6.86% (top quartile).
  • 3Y return: 6.50% (top quartile).
  • 1Y return: -5.43% (upper mid).
  • 1M return: -4.50% (upper mid).
  • Alpha: -0.51 (upper mid).
  • Sharpe: -0.33 (upper mid).

Nippon India Index Fund - Nifty Plan

  • Highest AUM (₹3,908 Cr).
  • Established history (15+ yrs).
  • Rating: 1★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 6.74% (lower mid).
  • 3Y return: 6.48% (upper mid).
  • 1Y return: -5.38% (top quartile).
  • 1M return: -4.50% (top quartile).
  • Alpha: -0.46 (top quartile).
  • Sharpe: -0.32 (top quartile).

Franklin India Index Fund Nifty Plan

  • Bottom quartile AUM (₹733 Cr).
  • Oldest track record among peers (26 yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 6.76% (upper mid).
  • 3Y return: 6.40% (upper mid).
  • 1Y return: -5.49% (upper mid).
  • 1M return: -4.51% (upper mid).
  • Alpha: -0.59 (lower mid).
  • Sharpe: -0.33 (upper mid).

Bandhan Nifty Fund

  • Upper mid AUM (₹2,702 Cr).
  • Established history (16+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 6.82% (upper mid).
  • 3Y return: 6.32% (lower mid).
  • 1Y return: -5.58% (lower mid).
  • 1M return: -4.51% (lower mid).
  • Alpha: -0.66 (bottom quartile).
  • Sharpe: -0.66 (bottom quartile).

LIC MF Index Fund Nifty

  • Bottom quartile AUM (₹371 Cr).
  • Established history (23+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 6.30% (bottom quartile).
  • 3Y return: 5.90% (bottom quartile).
  • 1Y return: -6.00% (bottom quartile).
  • 1M return: -4.54% (bottom quartile).
  • Alpha: -1.14 (bottom quartile).
  • Sharpe: -0.37 (lower mid).

Nippon India Index Fund - Sensex Plan

  • Lower mid AUM (₹942 Cr).
  • Established history (15+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 5.78% (bottom quartile).
  • 3Y return: 4.64% (bottom quartile).
  • 1Y return: -7.52% (bottom quartile).
  • 1M return: -4.64% (bottom quartile).
  • Alpha: -0.54 (upper mid).
  • Sharpe: -0.47 (bottom quartile).

*ਇੰਡੈਕਸ ਲਈ ਸੂਚੀ ਹੇਠਾਂ ਦਿੱਤੀ ਗਈ ਹੈਮਿਉਚੁਅਲ ਫੰਡ ਘੱਟੋ-ਘੱਟ ਹੋਣ15 ਕਰੋੜ ਜਾਂ ਕੁੱਲ ਸੰਪਤੀਆਂ ਵਿੱਚ ਵੱਧ।

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 (₹1,511 Cr).
  • Established history (23+ yrs).
  • Rating: 1★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 6.86% (top quartile).
  • 3Y return: 6.50% (top quartile).
  • 1Y return: -5.43% (upper mid).
  • 1M return: -4.50% (upper mid).
  • Alpha: -0.51 (upper mid).
  • Sharpe: -0.33 (upper mid).
  • Information ratio: -12.44 (bottom quartile).

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 (10 Sep 26) ₹239.257 ↑ 0.47   (0.20 %)
Net Assets (Cr) ₹1,511 on 31 Jul 26
Category Others - Index Fund
AMC Birla Sun Life Asset Management Co Ltd
Rating ☆
Risk Moderately High
Expense Ratio 0.48
Sharpe Ratio -0.33
Information Ratio -12.44
Alpha Ratio -0.51
Min Investment 1,000
Min SIP Investment 100
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue

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 ₹357,992.
Net Profit of ₹57,992 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 10 Sep 26

DurationReturns
1 Month -4.5%
3 Month 1.6%
6 Month -2.7%
1 Year -5.4%
3 Year 6.5%
5 Year 6.9%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 11.4%
2023 9.5%
2022 20.6%
2021 5%
2020 24.6%
2019 15.2%
2018 12.4%
2017 3.2%
2016 28.5%
2015 3.1%
Fund Manager information for Aditya Birla Sun Life Index Fund
NameSinceTenure

Data below for Aditya Birla Sun Life Index Fund as on 31 Jul 26

Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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 (₹3,908 Cr).
  • Established history (15+ yrs).
  • Rating: 1★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 6.74% (lower mid).
  • 3Y return: 6.48% (upper mid).
  • 1Y return: -5.38% (top quartile).
  • 1M return: -4.50% (top quartile).
  • Alpha: -0.46 (top quartile).
  • Sharpe: -0.32 (top quartile).
  • Information ratio: -11.11 (upper mid).

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 (10 Sep 26) ₹40.124 ↑ 0.08   (0.20 %)
Net Assets (Cr) ₹3,908 on 31 Jul 26
Category Others - Index Fund
AMC Nippon Life Asset Management Ltd.
Rating ☆
Risk Moderately High
Expense Ratio 0.49
Sharpe Ratio -0.33
Information Ratio -11.11
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

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 ₹357,992.
Net Profit of ₹57,992 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 10 Sep 26

DurationReturns
1 Month -4.5%
3 Month 1.6%
6 Month -2.6%
1 Year -5.4%
3 Year 6.5%
5 Year 6.7%
10 Year
15 Year
Since launch 9.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 11.4%
2023 9.4%
2022 20.5%
2021 4.6%
2020 24%
2019 14.3%
2018 12.3%
2017 3.5%
2016 29%
2015 2.5%
Fund Manager information for Nippon India Index Fund - Nifty Plan
NameSinceTenure

Data below for Nippon India Index Fund - Nifty Plan as on 31 Jul 26

Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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 (₹733 Cr).
  • Oldest track record among peers (26 yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 6.76% (upper mid).
  • 3Y return: 6.40% (upper mid).
  • 1Y return: -5.49% (upper mid).
  • 1M return: -4.51% (upper mid).
  • Alpha: -0.59 (lower mid).
  • Sharpe: -0.33 (upper mid).
  • Information ratio: -3.74 (top quartile).

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 (10 Sep 26) ₹190.481 ↑ 0.35   (0.19 %)
Net Assets (Cr) ₹733 on 31 Jul 26
Category Others - Index Fund
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆
Risk Moderately High
Expense Ratio 0.63
Sharpe Ratio -0.33
Information Ratio -3.74
Alpha Ratio -0.59
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

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 ₹357,992.
Net Profit of ₹57,992 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 10 Sep 26

DurationReturns
1 Month -4.5%
3 Month 1.5%
6 Month -2.7%
1 Year -5.5%
3 Year 6.4%
5 Year 6.8%
10 Year
15 Year
Since launch 12%
Historical performance (Yearly) on absolute basis
YearReturns
2024 11.3%
2023 9.5%
2022 20.2%
2021 4.9%
2020 24.3%
2019 14.7%
2018 12%
2017 3.2%
2016 28.3%
2015 3.3%
Fund Manager information for Franklin India Index Fund Nifty Plan
NameSinceTenure

Data below for Franklin India Index Fund Nifty Plan as on 31 Jul 26

Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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: 6.82% (upper mid).
  • 3Y return: 6.32% (lower mid).
  • 1Y return: -5.58% (lower mid).
  • 1M return: -4.51% (lower mid).
  • Alpha: -0.66 (bottom quartile).
  • Sharpe: -0.66 (bottom quartile).
  • Information ratio: -11.79 (lower mid).

Below is the key information for Bandhan Nifty Fund

Bandhan Nifty Fund
Growth
Launch Date 30 Apr 10
NAV (10 Sep 26) ₹50.807 ↑ 0.10   (0.20 %)
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

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 ₹357,992.
Net Profit of ₹57,992 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 10 Sep 26

DurationReturns
1 Month -4.5%
3 Month 1.6%
6 Month -2.8%
1 Year -5.6%
3 Year 6.3%
5 Year 6.8%
10 Year
15 Year
Since launch 10.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 11.2%
2023 9.2%
2022 20.5%
2021 5.4%
2020 24.4%
2019 16.2%
2018 12.9%
2017 4.4%
2016 29.5%
2015 3.9%
Fund Manager information for Bandhan Nifty Fund
NameSinceTenure

Data below for Bandhan Nifty Fund as on 30 Jun 26

Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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 (₹371 Cr).
  • Established history (23+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 6.30% (bottom quartile).
  • 3Y return: 5.90% (bottom quartile).
  • 1Y return: -6.00% (bottom quartile).
  • 1M return: -4.54% (bottom quartile).
  • Alpha: -1.14 (bottom quartile).
  • Sharpe: -0.37 (lower mid).
  • Information ratio: -16.67 (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 (10 Sep 26) ₹129.824 ↑ 0.25   (0.19 %)
Net Assets (Cr) ₹371 on 31 Jul 26
Category Others - Index Fund
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating ☆
Risk Moderately High
Expense Ratio 0.94
Sharpe Ratio -0.37
Information Ratio -16.67
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.

DateValue

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 ₹357,992.
Net Profit of ₹57,992 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 10 Sep 26

DurationReturns
1 Month -4.5%
3 Month 1.4%
6 Month -2.9%
1 Year -6%
3 Year 5.9%
5 Year 6.3%
10 Year
15 Year
Since launch 11.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

Data below for LIC MF Index Fund Nifty as on 31 Jul 26

Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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 (₹942 Cr).
  • Established history (15+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 5.78% (bottom quartile).
  • 3Y return: 4.64% (bottom quartile).
  • 1Y return: -7.52% (bottom quartile).
  • 1M return: -4.64% (bottom quartile).
  • Alpha: -0.54 (upper mid).
  • Sharpe: -0.47 (bottom quartile).
  • Information ratio: -11.12 (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 (10 Sep 26) ₹38.3484 ↑ 0.07   (0.18 %)
Net Assets (Cr) ₹942 on 31 Jul 26
Category Others - Index Fund
AMC Nippon Life Asset Management Ltd.
Rating ☆☆
Risk Moderately High
Expense Ratio 0.49
Sharpe Ratio -0.47
Information Ratio -11.12
Alpha Ratio -0.54
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

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 ₹349,120.
Net Profit of ₹49,120 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 10 Sep 26

DurationReturns
1 Month -4.6%
3 Month 1.7%
6 Month -3.7%
1 Year -7.5%
3 Year 4.6%
5 Year 5.8%
10 Year
15 Year
Since launch 8.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure

Data below for Nippon India Index Fund - Sensex Plan as on 31 Jul 26

Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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Disclaimer:
ਇਹ ਯਕੀਨੀ ਬਣਾਉਣ ਲਈ ਸਾਰੇ ਯਤਨ ਕੀਤੇ ਗਏ ਹਨ ਕਿ ਇੱਥੇ ਦਿੱਤੀ ਗਈ ਜਾਣਕਾਰੀ ਸਹੀ ਹੈ। ਹਾਲਾਂਕਿ, ਡੇਟਾ ਦੀ ਸ਼ੁੱਧਤਾ ਬਾਰੇ ਕੋਈ ਗਾਰੰਟੀ ਨਹੀਂ ਦਿੱਤੀ ਗਈ ਹੈ। ਕਿਰਪਾ ਕਰਕੇ ਕੋਈ ਵੀ ਨਿਵੇਸ਼ ਕਰਨ ਤੋਂ ਪਹਿਲਾਂ ਸਕੀਮ ਜਾਣਕਾਰੀ ਦਸਤਾਵੇਜ਼ ਨਾਲ ਤਸਦੀਕ ਕਰੋ।

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