+91-22-48913909Passive Investing
The passive Investing is a popular investment strategy worldwide. This strategy aims at getting maximum returns with minimum sales and purchase.
What is Passive Investing?
Passive investing strategy aims at keeping costs as low as possible, but building on returns. This strategy looks to avoid any fees or limited performance that occurs with trading frequently. It focuses on building on wealth gradually.
It emphasises on buying security for long-term and therefore it is also known as the buy-and-hold strategy. This means that it focusses on buying a good collection of long-term holdings that are balanced across various industries, sectors, market capitalisation sizes and countries. These holdings are never sold under almost any circumstance despite the distress in conditions.
Passive investing works well under the majority of the circumstances because investors are protected from their own irrational behaviour. Investors are prone to panic or have little or no knowledge of Accounting and finance along with time constraints. The passive investing strategy helps investing at a low cost and gaining returns in the long-term.
Passive Investing and Index Funds
Passive investment strategy has received due attention only in the past few decades. Index Funds help in taking the full advantage of this strategy by helping with regular purchases along with other additional purchases through the dollar-cost averaging method.
Index funds were introduced in the 1970s. It made some successful returns in the market. In the 1990s, ETFs that tracks major indices like SPDR S&P 500 ETF (SPY), made this process simpler by letting investors trade index funds like stocks.
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Benefits of Passive Investing
Passive investing through indexing is a brilliant way of diversification. Maintaining a well-diversified Portfolio is essential for investors to successfully invest.
1. Low fees
As there is no fund management team to pick stocks, it comes at low cost. Passive stocks follow the index they employ as the benchmark.
2. Efficiency
Passive investing is a buy-and-hold strategy, which helps investors to assess and hold their stocks for the long-term. Therefore, the investor will not be seeing any massive capital gain within a year, which leads to tax-efficiency.
3. Transparency
Its major advantage is when passive investing is done through index funds. It is because assets are clearly visible when it comes to index funds.
4. Ease of implementation
Since it involves index funds, a group of indices is easier to implement and also comprehend than a more dynamic strategy. Dynamic strategies involve constant research and adjustment.
Difference Between Passive Investing and Active Investing
Passive investing and active investment strategies have certain differences.
They are mentioned below:
| Passive Investing | Active Investing |
|---|---|
| Passive Investing involves low costs | Active investing is very expensive because of active buying, etc. |
| Passive investing is limited to a particular index or already determined set of investment with no scope for a variance | Active investing involves flexibility with the buying of stocks and don’t require to follow a specific index |
Types of Passive Investing Strategies
Passive investing is about portfolios tied with index funds or ETFs. However, take a look at the strategies mentioned below:
1. Index Fund
An investor can buy index funds to take complete advantage of this strategy. Index fund purchases the entire index stock with the same proportion as the index. This can be purchased from distributors and fund houses online. One of the major advantages of index funds is that the costs are extremely low as compared to active funds.
2. Exchange Trade Funds
Exchange Trade Funds (ETFs) create a portfolio of index stocks in the same proportion as the index fund. However, ETFs are listed on the stock exchange and can be purchased and sold at popular well-known stock exchanges. Investors can avail ETFs on gold, silver, equity indices, debt market indices, etc. This can be purchased and sold through the investor’s existing equity Trading Account and can be held under the regular Demat account.
3. Direct Equity
Investors can use the passive investing strategy with direct equities too. But the challenge will lie in the tracking index changes, weightage changes, corporate actions among others.
4 Major Tips of Passive Investing
If you are looking for investing with the passive investing strategy in mind, there are certain things you should be aware of. They are mentioned below:
1. Long-term plan
If you are looking forwards to invest in a long-term, then you should opt for this strategy. Otherwise, it is advisable to consider other options for investment.
2. Wanting to spend less
As an investor, if you are looking to spend less because of various reasons, a passive investment strategy can be considered.
3. Time constraints
As an investor, if you don’t wish to spend much time managing assets, then this strategy would be ideal for you.
4. Difficulty with interference
If you are looking for a strategy that will help you deal with not interfering with your investments, then you should opt for the passive investment strategy. It will help you keep yourself away from interfering with your investments in periods of panic or distress. This will help you deal with interference that is usually the problem with investing regularly.
Frequently checking portfolio will bring various emotions in play like over-enthusiasm or discouragement and panic. In such times, investors are bound to transfer funds. This goes against the core principle of passive investing.
Passive Investing a Boon in India
In India, the passive investing strategy in exchange-traded funds (ETFs) is gaining momentum. According to data from the Association of Mutual Funds in India (AMFI), ETFs attracted Rs. 24,083 crore in the first eight months of the financial year 2020. This was because of double inflow based on Large cap funds and half of the total inflows based on Equity Funds during the time. Therefore, the combined flow in equity scheme between April and November 2019 was Rs. 48,891 crore.
A report mentioned that the lower expense ratio, market polarisation for large-cap stocks, converging returns with large-cap funds, provident funds investment in an equity markets by ETFs play the major role in this increase.
Fund Selection Methodology used to find 5 funds
Best Passive Investing Funds 2026 - 2027
Here are the best index passive funds you can choose to invest:
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) LIC MF Index Fund Sensex Growth ₹143.432
↓ -0.78 ₹85 -6.7 -9.4 -4.1 8.1 9.2 9.1 Nippon India Index Fund - Sensex Plan Growth ₹39.1334
↓ -0.21 ₹849 -6.7 -9.2 -3.6 8.7 9.7 9.8 IDBI Nifty Index Fund Growth ₹36.2111
↓ -0.02 ₹208 9.1 11.9 16.2 20.3 11.7 Franklin India Index Fund Nifty Plan Growth ₹193.612
↓ -0.78 ₹678 -5.4 -7.5 -0.8 10.5 10.6 11.3 ICICI Prudential Nifty Next 50 Index Fund Growth ₹62.0068
↓ -0.20 ₹7,604 3.6 1.9 8.7 21.3 15.1 2.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Apr 26 Research Highlights & Commentary of 5 Funds showcased
Commentary LIC MF Index Fund Sensex Nippon India Index Fund - Sensex Plan IDBI Nifty Index Fund Franklin India Index Fund Nifty Plan ICICI Prudential Nifty Next 50 Index Fund Point 1 Bottom quartile AUM (₹85 Cr). Upper mid AUM (₹849 Cr). Bottom quartile AUM (₹208 Cr). Lower mid AUM (₹678 Cr). Highest AUM (₹7,604 Cr). Point 2 Established history (23+ yrs). Established history (15+ yrs). Established history (15+ yrs). Oldest track record among peers (25 yrs). Established history (15+ yrs). Point 3 Rating: 1★ (lower mid). Rating: 2★ (upper mid). Rating: 1★ (bottom quartile). Rating: 1★ (bottom quartile). Top rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 9.23% (bottom quartile). 5Y return: 9.74% (bottom quartile). 5Y return: 11.74% (upper mid). 5Y return: 10.56% (lower mid). 5Y return: 15.09% (top quartile). Point 6 3Y return: 8.09% (bottom quartile). 3Y return: 8.66% (bottom quartile). 3Y return: 20.28% (upper mid). 3Y return: 10.48% (lower mid). 3Y return: 21.27% (top quartile). Point 7 1Y return: -4.06% (bottom quartile). 1Y return: -3.56% (bottom quartile). 1Y return: 16.16% (top quartile). 1Y return: -0.82% (lower mid). 1Y return: 8.71% (upper mid). Point 8 1M return: 4.54% (lower mid). 1M return: 4.47% (bottom quartile). 1M return: 3.68% (bottom quartile). 1M return: 5.12% (upper mid). 1M return: 13.68% (top quartile). Point 9 Alpha: -1.13 (bottom quartile). Alpha: -0.53 (top quartile). Alpha: -1.03 (bottom quartile). Alpha: -0.59 (upper mid). Alpha: -0.77 (lower mid). Point 10 Sharpe: -0.79 (bottom quartile). Sharpe: -0.75 (bottom quartile). Sharpe: 1.04 (top quartile). Sharpe: -0.63 (lower mid). Sharpe: -0.51 (upper mid). LIC MF Index Fund Sensex
Nippon India Index Fund - Sensex Plan
IDBI Nifty Index Fund
Franklin India Index Fund Nifty Plan
ICICI Prudential Nifty Next 50 Index Fund
*Below is the list for Index Mutual Funds having atleast 15 Crore or more in Net Assets.
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. Below is the key information for LIC MF Index Fund Sensex Returns up to 1 year are on 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 Below is the key information for Nippon India Index Fund - Sensex Plan Returns up to 1 year are on The investment objective of the scheme is to invest in the stocks and equity related instruments comprising the S&P CNX Nifty Index in the same weights as these stocks represented in the Index with the intent to replicate the performance of the Total Returns Index of S&P CNX Nifty index. The scheme will adopt a passive investment strategy and will seek to achieve the investment objective by minimizing the tracking error between the S&P CNX Nifty index (Total Returns Index) and the scheme. Research Highlights for IDBI Nifty Index Fund Below is the key information for IDBI Nifty Index Fund Returns up to 1 year are on 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 Below is the key information for Franklin India Index Fund Nifty Plan Returns up to 1 year are on The fund's objective is to invest in companies whose securities are included in Nifty Junior Index and to endeavor to achieve the returns of the above index as closely as possible, though subject to tracking error. The fund intends to track only 90-95% of the Index i.e. it will always keep cash balance between 5-10% of the Net Asset to meet the redemption and other liquidity requirements. However, as and when the liquidity in the Index improves the fund intends to track up to 100% of the Index. The fund will not seek to outperform the CNX Nifty Junior. The objective is that the performance of the NAV of the fund should closely track the performance of the CNX Nifty Junior over the same period subject to tracking error. Research Highlights for ICICI Prudential Nifty Next 50 Index Fund Below is the key information for ICICI Prudential Nifty Next 50 Index Fund Returns up to 1 year are on 1. LIC MF Index Fund Sensex
LIC MF Index Fund Sensex
Growth Launch Date 14 Nov 02 NAV (28 Apr 26) ₹143.432 ↓ -0.78 (-0.54 %) Net Assets (Cr) ₹85 on 31 Mar 26 Category Others - Index Fund AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating ☆ Risk Moderately High Expense Ratio 0.98 Sharpe Ratio -0.79 Information Ratio -10.54 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 Mar 21 ₹10,000 31 Mar 22 ₹11,818 31 Mar 23 ₹11,937 31 Mar 24 ₹14,941 31 Mar 25 ₹15,708 31 Mar 26 ₹14,615 Returns for LIC MF Index Fund Sensex
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 26 Duration Returns 1 Month 4.5% 3 Month -6.7% 6 Month -9.4% 1 Year -4.1% 3 Year 8.1% 5 Year 9.2% 10 Year 15 Year Since launch 12.5% 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 Nikhil Kapoor 7 Apr 26 0 Yr. Data below for LIC MF Index Fund Sensex as on 31 Mar 26
Asset Allocation
Asset Class Value Cash 0.79% Equity 99.21% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK13% ₹11 Cr 151,442
↑ 8,831 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 09 | RELIANCE11% ₹9 Cr 67,455
↑ 4,068 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | 53217410% ₹9 Cr 71,076
↑ 4,145 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | BHARTIARTL6% ₹5 Cr 27,788
↑ 1,620 Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY5% ₹4 Cr 35,547
↑ 2,072 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 09 | LT5% ₹4 Cr 11,645
↑ 747 State Bank of India (Financial Services)
Equity, Since 31 Mar 09 | SBIN5% ₹4 Cr 41,369
↑ 2,633 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | 5322154% ₹3 Cr 28,339
↑ 1,652 ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 11 | ITC3% ₹3 Cr 95,889
↑ 6,022 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | M&M3% ₹3 Cr 8,908
↑ 519 2. Nippon India Index Fund - Sensex Plan
Nippon India Index Fund - Sensex Plan
Growth Launch Date 28 Sep 10 NAV (28 Apr 26) ₹39.1334 ↓ -0.21 (-0.54 %) Net Assets (Cr) ₹849 on 31 Mar 26 Category Others - Index Fund AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 0.49 Sharpe Ratio -0.75 Information Ratio -10.21 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.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹11,874 31 Mar 23 ₹12,021 31 Mar 24 ₹15,110 31 Mar 25 ₹15,984 31 Mar 26 ₹14,947 Returns for Nippon India Index Fund - Sensex Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 26 Duration Returns 1 Month 4.5% 3 Month -6.7% 6 Month -9.2% 1 Year -3.6% 3 Year 8.7% 5 Year 9.7% 10 Year 15 Year Since launch 9.2% 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 2.27 Yr. Data below for Nippon India Index Fund - Sensex Plan as on 31 Mar 26
Asset Allocation
Asset Class Value Cash 0.11% Equity 99.89% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | HDFCBANK13% ₹111 Cr 1,518,640
↑ 21,521 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 10 | RELIANCE11% ₹91 Cr 674,401
↑ 8,967 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | 53217410% ₹86 Cr 713,414
↑ 10,621 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 10 | BHARTIARTL6% ₹51 Cr 284,169
↑ 9,386 Infosys Ltd (Technology)
Equity, Since 31 Oct 10 | INFY5% ₹43 Cr 347,618
↓ -3,752 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT5% ₹41 Cr 116,543
↑ 1,552 State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN5% ₹41 Cr 414,013
↑ 5,504 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | 5322154% ₹33 Cr 284,900
↑ 4,098 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC3% ₹28 Cr 961,582
↑ 12,891 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 10 | M&M3% ₹26 Cr 89,240
↑ 1,187 3. IDBI Nifty Index Fund
IDBI Nifty Index Fund
Growth Launch Date 25 Jun 10 NAV (28 Jul 23) ₹36.2111 ↓ -0.02 (-0.06 %) Net Assets (Cr) ₹208 on 30 Jun 23 Category Others - Index Fund AMC IDBI Asset Management Limited Rating ☆ Risk Moderately High Expense Ratio 0.9 Sharpe Ratio 1.04 Information Ratio -3.93 Alpha Ratio -1.03 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹11,835 31 Mar 23 ₹11,794 Returns for IDBI Nifty Index Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 26 Duration Returns 1 Month 3.7% 3 Month 9.1% 6 Month 11.9% 1 Year 16.2% 3 Year 20.3% 5 Year 11.7% 10 Year 15 Year Since launch 10.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for IDBI Nifty Index Fund
Name Since Tenure Data below for IDBI Nifty Index Fund as on 30 Jun 23
Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Franklin India Index Fund Nifty Plan
Franklin India Index Fund Nifty Plan
Growth Launch Date 4 Aug 00 NAV (28 Apr 26) ₹193.612 ↓ -0.78 (-0.40 %) Net Assets (Cr) ₹678 on 31 Mar 26 Category Others - Index Fund AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆ Risk Moderately High Expense Ratio 0.63 Sharpe Ratio -0.63 Information Ratio -3.46 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.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹11,912 31 Mar 23 ₹11,906 31 Mar 24 ₹15,358 31 Mar 25 ₹16,283 31 Mar 26 ₹15,549 Returns for Franklin India Index Fund Nifty Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 26 Duration Returns 1 Month 5.1% 3 Month -5.4% 6 Month -7.5% 1 Year -0.8% 3 Year 10.5% 5 Year 10.6% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Sandeep Manam 18 Oct 21 4.45 Yr. Shyam Sriram 26 Sep 24 1.51 Yr. Data below for Franklin India Index Fund Nifty Plan as on 31 Mar 26
Asset Allocation
Asset Class Value Cash 0.22% Equity 99.78% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 03 | HDFCBANK12% ₹90 Cr 1,016,819
↑ 6,414 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK9% ₹65 Cr 474,792
↑ 2,995 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 03 | RELIANCE8% ₹63 Cr 448,821
↑ 2,831 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 04 | BHARTIARTL5% ₹35 Cr 185,222
↑ 1,168 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT4% ₹33 Cr 78,065
↑ 492 State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN4% ₹33 Cr 275,799
↑ 1,740 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY4% ₹30 Cr 232,842
↑ 1,469 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | AXISBANK3% ₹26 Cr 190,511
↑ 1,202 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | KOTAKBANK3% ₹20 Cr 488,789
↑ 3,083 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 07 | M&M3% ₹20 Cr 59,339
↑ 374 5. ICICI Prudential Nifty Next 50 Index Fund
ICICI Prudential Nifty Next 50 Index Fund
Growth Launch Date 25 Jun 10 NAV (28 Apr 26) ₹62.0068 ↓ -0.20 (-0.33 %) Net Assets (Cr) ₹7,604 on 31 Mar 26 Category Others - Index Fund AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 0.66 Sharpe Ratio -0.51 Information Ratio -6.66 Alpha Ratio -0.77 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 Mar 21 ₹10,000 31 Mar 22 ₹12,037 31 Mar 23 ₹11,065 31 Mar 24 ₹17,741 31 Mar 25 ₹18,397 31 Mar 26 ₹17,649 Returns for ICICI Prudential Nifty Next 50 Index Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Apr 26 Duration Returns 1 Month 13.7% 3 Month 3.6% 6 Month 1.9% 1 Year 8.7% 3 Year 21.3% 5 Year 15.1% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 2.1% 2023 27.2% 2022 26.3% 2021 0.1% 2020 29.5% 2019 14.3% 2018 0.6% 2017 -8.8% 2016 45.7% 2015 7.6% Fund Manager information for ICICI Prudential Nifty Next 50 Index Fund
Name Since Tenure Nishit Patel 18 Jan 21 5.2 Yr. Ajaykumar Solanki 1 Feb 24 2.16 Yr. Ashwini Shinde 18 Dec 24 1.28 Yr. Data below for ICICI Prudential Nifty Next 50 Index Fund as on 31 Mar 26
Asset Allocation
Asset Class Value Cash 0.86% Equity 99.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity Vedanta Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 5002955% ₹392 Cr 5,992,168
↓ -132,011 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Mar 26 | TMCV4% ₹291 Cr 7,370,232
↑ 7,370,232 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5323434% ₹279 Cr 828,186
↓ -19,412 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 24 | DIVISLAB4% ₹267 Cr 448,147
↓ -10,535 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 22 | HAL3% ₹233 Cr 669,065
↓ -15,882 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Mar 25 | 5008253% ₹225 Cr 415,480
↓ -10,277 Tata Power Co Ltd (Utilities)
Equity, Since 31 Aug 22 | 5004003% ₹224 Cr 5,903,688
↓ -158,524 Adani Power Ltd (Utilities)
Equity, Since 31 Mar 24 | 5330963% ₹219 Cr 14,586,133
↑ 344,570 Cummins India Ltd (Industrials)
Equity, Since 31 Mar 26 | 5004803% ₹214 Cr 476,362
↑ 476,362 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Sep 17 | 5403763% ₹205 Cr 519,204
↓ -12,360
Conclusion
The passive investing strategy has yielded successful results so far. However, it is important that investors don’t predict future results based on historical data. It is important to understand various aspects of investing well and then commit to it.
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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Research Highlights for LIC MF Index Fund Sensex