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Updated on November 24, 2025 , 63475 views

ਸੂਚਕਾਂਕ ਫੰਡ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ ਦਾ ਹਵਾਲਾ ਦਿਓ ਜਿਨ੍ਹਾਂ ਦੇ ਪੋਰਟਫੋਲੀਓ ਵਿੱਚ ਸ਼ੇਅਰ ਸ਼ਾਮਲ ਹੁੰਦੇ ਹਨ ਜੋ ਇੱਕ ਖਾਸ ਬੈਂਚਮਾਰਕ ਦਾ ਹਿੱਸਾ ਬਣਦੇ ਹਨਬਜ਼ਾਰ ਸੂਚਕਾਂਕ। ਇਹ ਫੰਡ ਇੱਕ ਪੈਸਿਵ ਰਣਨੀਤੀ ਦੀ ਪਾਲਣਾ ਕਰਦੇ ਹਨ ਜਿਸ ਵਿੱਚ; ਉਹ ਇੱਕ ਸੂਚਕਾਂਕ ਦੇ ਪ੍ਰਦਰਸ਼ਨ ਨੂੰ ਦੁਹਰਾਉਣ ਦੀ ਕੋਸ਼ਿਸ਼ ਕਰਦੇ ਹਨ। ਇਹਨਾਂ ਸਕੀਮਾਂ ਦੇ ਪੋਰਟਫੋਲੀਓ ਵਿੱਚ ਉਸੇ ਅਨੁਪਾਤ ਵਿੱਚ ਸ਼ੇਅਰ ਹੋਣਗੇ ਜਿਵੇਂ ਕਿ ਉਹ ਬੈਂਚਮਾਰਕ ਸੂਚਕਾਂਕ ਵਿੱਚ ਹਨ। ਇਹਨਾਂ ਸਕੀਮਾਂ ਦੀ ਕਾਰਗੁਜ਼ਾਰੀ ਸਬੰਧਤ ਬੈਂਚਮਾਰਕ ਦੀ ਕਾਰਗੁਜ਼ਾਰੀ 'ਤੇ ਨਿਰਭਰ ਕਰਦੀ ਹੈ। ਸੈਂਸੈਕਸ ਸੂਚਕਾਂਕਮਿਉਚੁਅਲ ਫੰਡ ਸੂਚਕਾਂਕ ਫੰਡਾਂ ਦਾ ਹਵਾਲਾ ਦਿੰਦੇ ਹਨ ਜੋ ਆਪਣੇ ਪੋਰਟਫੋਲੀਓ ਨੂੰ ਬਣਾਉਣ ਲਈ BSE ਸੈਂਸੈਕਸ ਨੂੰ ਬੈਂਚਮਾਰਕ ਵਜੋਂ ਵਰਤਦੇ ਹਨ। ਜਿਵੇਂ ਕਿ ਤੁਸੀਂ ਸੂਚਕਾਂਕ ਵਿੱਚ ਸਿੱਧਾ ਨਿਵੇਸ਼ ਨਹੀਂ ਕਰ ਸਕਦੇ, ਲੋਕ ਸੂਚਕਾਂਕ ਦੇ ਇਹਨਾਂ ਪ੍ਰੌਕਸੀਜ਼ ਦੀ ਕੋਸ਼ਿਸ਼ ਕਰਦੇ ਹਨ। ਆਉ ਸੂਚਕਾਂਕ ਫੰਡਾਂ ਦੀ ਧਾਰਨਾ ਨੂੰ ਸਮਝੀਏ।

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ਚੋਟੀ ਦੇ 3 ਸਰਵੋਤਮ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਸੈਂਸੈਕਸ ਇੰਡੈਕਸ ਫੰਡ 2022

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Nippon India Index Fund - Sensex Plan Growth	₹43.6198 ↑ 0.52	₹957	6	4.9	7.7	11.9	14.8	8.9
LIC MF Index Fund Sensex Growth	₹160.066 ↑ 1.90	₹92	5.8	4.5	7	11.4	14.2	8.2
LIC MF Index Fund Nifty Growth	₹144.747 ↑ 1.76	₹346	5.9	5.2	8.5	12.3	15.1	8.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Nov 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 (₹957 Cr).	Bottom quartile AUM (₹92 Cr).	Lower mid AUM (₹346 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: 14.76% (lower mid).	5Y return: 14.21% (bottom quartile).	5Y return: 15.09% (upper mid).
Point 6	3Y return: 11.88% (lower mid).	3Y return: 11.37% (bottom quartile).	3Y return: 12.29% (upper mid).
Point 7	1Y return: 7.74% (lower mid).	1Y return: 7.04% (bottom quartile).	1Y return: 8.47% (upper mid).
Point 8	1M return: 1.74% (upper mid).	1M return: 1.67% (lower mid).	1M return: 1.59% (bottom quartile).
Point 9	Alpha: -0.50 (upper mid).	Alpha: -1.15 (bottom quartile).	Alpha: -1.06 (lower mid).
Point 10	Sharpe: 0.07 (lower mid).	Sharpe: 0.01 (bottom quartile).	Sharpe: 0.07 (upper mid).

Nippon India Index Fund - Sensex Plan

Highest AUM (₹957 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 14.76% (lower mid).
3Y return: 11.88% (lower mid).
1Y return: 7.74% (lower mid).
1M return: 1.74% (upper mid).
Alpha: -0.50 (upper mid).
Sharpe: 0.07 (lower mid).

LIC MF Index Fund Sensex

Bottom quartile AUM (₹92 Cr).
Oldest track record among peers (23 yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.21% (bottom quartile).
3Y return: 11.37% (bottom quartile).
1Y return: 7.04% (bottom quartile).
1M return: 1.67% (lower mid).
Alpha: -1.15 (bottom quartile).
Sharpe: 0.01 (bottom quartile).

LIC MF Index Fund Nifty

Lower mid AUM (₹346 Cr).
Established history (23+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.09% (upper mid).
3Y return: 12.29% (upper mid).
1Y return: 8.47% (upper mid).
1M return: 1.59% (bottom quartile).
Alpha: -1.06 (lower mid).
Sharpe: 0.07 (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 (₹957 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 14.76% (lower mid).
3Y return: 11.88% (lower mid).
1Y return: 7.74% (lower mid).
1M return: 1.74% (upper mid).
Alpha: -0.50 (upper mid).
Sharpe: 0.07 (lower mid).
Information ratio: -10.72 (lower 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 (26 Nov 25)	₹43.6198 ↑ 0.52 (1.21 %)
Net Assets (Cr)	₹957 on 31 Oct 25
Category	Others - Index Fund
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆
Risk	Moderately High
Expense Ratio	0.49
Sharpe Ratio	0.07
Information Ratio	-10.72
Alpha Ratio	-0.5
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

Nippon India Index Fund - Sensex Plan SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 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 26 Nov 25

Duration	Returns
1 Month	1.7%
3 Month	6%
6 Month	4.9%
1 Year	7.7%
3 Year	11.9%
5 Year	14.8%
10 Year
15 Year
Since launch	10.2%

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

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

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

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 (₹92 Cr).
Oldest track record among peers (23 yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.21% (bottom quartile).
3Y return: 11.37% (bottom quartile).
1Y return: 7.04% (bottom quartile).
1M return: 1.67% (lower mid).
Alpha: -1.15 (bottom quartile).
Sharpe: 0.01 (bottom quartile).
Information ratio: -9.83 (upper mid).

Below is the key information for LIC MF Index Fund Sensex

LIC MF Index Fund Sensex Growth
Launch Date	14 Nov 02
NAV (26 Nov 25)	₹160.066 ↑ 1.90 (1.20 %)
Net Assets (Cr)	₹92 on 31 Oct 25
Category	Others - Index Fund
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	0.98
Sharpe Ratio	0.01
Information Ratio	-9.83
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

LIC MF Index Fund Sensex SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 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 26 Nov 25

Duration	Returns
1 Month	1.7%
3 Month	5.8%
6 Month	4.5%
1 Year	7%
3 Year	11.4%
5 Year	14.2%
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

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

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

3. LIC MF Index Fund Nifty

Research Highlights for LIC MF Index Fund Nifty

Lower mid AUM (₹346 Cr).
Established history (23+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.09% (upper mid).
3Y return: 12.29% (upper mid).
1Y return: 8.47% (upper mid).
1M return: 1.59% (bottom quartile).
Alpha: -1.06 (lower mid).
Sharpe: 0.07 (upper mid).
Information ratio: -15.94 (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 (26 Nov 25)	₹144.747 ↑ 1.76 (1.23 %)
Net Assets (Cr)	₹346 on 31 Oct 25
Category	Others - Index Fund
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	0.94
Sharpe Ratio	0.07
Information Ratio	-15.94
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

LIC MF Index Fund Nifty 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 Nifty

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Nov 25

Duration	Returns
1 Month	1.6%
3 Month	5.9%
6 Month	5.2%
1 Year	8.5%
3 Year	12.3%
5 Year	15.1%
10 Year
15 Year
Since launch	12.8%

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

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

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

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