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Fincash » Mutual Funds India » Passive Investing

Passive Investing

Updated on March 26, 2024 , 2244 views

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.

Passive Investing

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.

Best Passive Investing Funds 2024 - 2025

Here are the best index Passive Funds you can choose to invest:

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
LIC MF Index Fund Sensex Growth ₹137.326
↑ 1.22
₹791.611.228.214.71419
Nippon India Index Fund - Sensex Plan Growth ₹37.0244
↑ 0.33
₹6161.711.528.715.114.319.5
ICICI Prudential Nifty Index Fund Growth ₹221.704
↑ 2.01
₹6,9552.713.432.716.314.720.7
SBI Nifty Index Fund Growth ₹194.885
↑ 1.77
₹6,4942.613.332.516.114.520.7
IDBI Nifty Index Fund Growth ₹36.2111
↓ -0.02
₹2089.111.916.220.311.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Mar 24

*Below is the list for Index Mutual Funds having atleast 15 Crore or more in Net Assets.

1. 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.

LIC MF Index Fund Sensex is a Others - Index Fund fund was launched on 14 Nov 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.6% since its launch.  Ranked 79 in Index Fund category.  Return for 2023 was 19% , 2022 was 4.6% and 2021 was 21.9% .

Below is the key information for LIC MF Index Fund Sensex

LIC MF Index Fund Sensex
Growth
Launch Date 14 Nov 02
NAV (28 Mar 24) ₹137.326 ↑ 1.22   (0.89 %)
Net Assets (Cr) ₹79 on 29 Feb 24
Category Others - Index Fund
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating
Risk Moderately High
Expense Ratio 0.99
Sharpe Ratio 1.39
Information Ratio -8.06
Alpha Ratio -1.08
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
28 Feb 19₹10,000
29 Feb 20₹10,704
28 Feb 21₹13,751
28 Feb 22₹15,750
28 Feb 23₹16,538
29 Feb 24₹20,385

LIC MF Index Fund Sensex SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 28 Mar 24

DurationReturns
1 Month 1.8%
3 Month 1.6%
6 Month 11.2%
1 Year 28.2%
3 Year 14.7%
5 Year 14%
10 Year
15 Year
Since launch 13.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 29.3%
Fund Manager information for LIC MF Index Fund Sensex
NameSinceTenure
Sumit Bhatnagar3 Oct 230.41 Yr.

Data below for LIC MF Index Fund Sensex as on 29 Feb 24

Asset Allocation
Asset ClassValue
Cash0.11%
Equity99.89%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
13%₹10 Cr72,652
↓ -2,149
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 09 | RELIANCE
12%₹10 Cr33,027
↓ -1,002
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | 532174
9%₹7 Cr67,279
↓ -1,940
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
7%₹6 Cr34,299
↓ -860
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 09 | TCS
5%₹4 Cr9,915
↓ -223
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 09 | LT
5%₹4 Cr11,610
↓ -348
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 11 | ITC
4%₹3 Cr85,069
↓ -1,863
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | 532215
4%₹3 Cr26,975
↓ -1,080
State Bank of India (Financial Services)
Equity, Since 31 Mar 09 | SBIN
3%₹3 Cr36,970
↓ -721
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | BHARTIARTL
3%₹3 Cr24,238
↓ -692

2. 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.

Nippon India Index Fund - Sensex Plan is a Others - Index Fund fund was launched on 28 Sep 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.2% since its launch.  Ranked 74 in Index Fund category.  Return for 2023 was 19.5% , 2022 was 5% and 2021 was 22.4% .

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 (28 Mar 24) ₹37.0244 ↑ 0.33   (0.89 %)
Net Assets (Cr) ₹616 on 29 Feb 24
Category Others - Index Fund
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 0.74
Sharpe Ratio 1.43
Information Ratio -8.54
Alpha Ratio -0.66
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
28 Feb 19₹10,000
29 Feb 20₹10,673
28 Feb 21₹13,787
28 Feb 22₹15,855
28 Feb 23₹16,706
29 Feb 24₹20,670

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 ₹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 28 Mar 24

DurationReturns
1 Month 1.8%
3 Month 1.7%
6 Month 11.5%
1 Year 28.7%
3 Year 15.1%
5 Year 14.3%
10 Year
15 Year
Since launch 10.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 28.7%
Fund Manager information for Nippon India Index Fund - Sensex Plan
NameSinceTenure
Himanshu Mange23 Dec 230.19 Yr.

Data below for Nippon India Index Fund - Sensex Plan as on 29 Feb 24

Asset Allocation
Asset ClassValue
Cash0.01%
Equity99.99%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | HDFCBANK
13%₹79 Cr564,713
↑ 10,512
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 10 | RELIANCE
12%₹75 Cr256,764
↑ 4,780
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | 532174
9%₹55 Cr521,465
↑ 9,707
Infosys Ltd (Technology)
Equity, Since 31 Oct 10 | INFY
7%₹44 Cr265,607
↑ 4,944
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
5%₹31 Cr89,965
↑ 1,675
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 10 | TCS
5%₹31 Cr76,239
↑ 1,419
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
4%₹27 Cr658,912
↑ 12,265
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | 532215
4%₹23 Cr211,018
↑ 3,928
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN
3%₹21 Cr285,568
↑ 5,315
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 10 | BHARTIARTL
3%₹21 Cr188,204
↑ 3,503

3. ICICI Prudential Nifty Index Fund

(Erstwhile ICICI Prudential Nifty Index Fund)

An open-ended index linked growth scheme seeking to track the returns of the S&P CNX Nifty index through investment in a basket of stocks drawn from the constituents of the Nifty.

ICICI Prudential Nifty Index Fund is a Others - Index Fund fund was launched on 26 Feb 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.1% since its launch.  Ranked 71 in Index Fund category.  Return for 2023 was 20.7% , 2022 was 5.2% and 2021 was 24.9% .

Below is the key information for ICICI Prudential Nifty Index Fund

ICICI Prudential Nifty Index Fund
Growth
Launch Date 26 Feb 02
NAV (28 Mar 24) ₹221.704 ↑ 2.01   (0.91 %)
Net Assets (Cr) ₹6,955 on 29 Feb 24
Category Others - Index Fund
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 0.39
Sharpe Ratio 1.74
Information Ratio -8.68
Alpha Ratio -0.4
Min Investment 5,000
Min SIP Investment 100
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹10,441
28 Feb 21₹13,591
28 Feb 22₹15,812
28 Feb 23₹16,410
29 Feb 24₹20,995

ICICI Prudential Nifty 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 ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for ICICI Prudential Nifty 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 28 Mar 24

DurationReturns
1 Month 1.7%
3 Month 2.7%
6 Month 13.4%
1 Year 32.7%
3 Year 16.3%
5 Year 14.7%
10 Year
15 Year
Since launch 15.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 20.7%
2022 5.2%
2021 24.9%
2020 15.2%
2019 12.8%
2018 3.4%
2017 28.7%
2016 3.6%
2015 -3.6%
2014 32.5%
Fund Manager information for ICICI Prudential Nifty Index Fund
NameSinceTenure
Nishit Patel18 Jan 213.12 Yr.
Priya Sridhar1 Feb 240.08 Yr.
Ajaykumar Solanki1 Feb 240.08 Yr.

Data below for ICICI Prudential Nifty Index Fund as on 29 Feb 24

Asset Allocation
Asset ClassValue
Cash0.06%
Equity99.94%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 05 | HDFCBANK
12%₹781 Cr5,342,785
↑ 128,975
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 05 | RELIANCE
10%₹686 Cr2,405,160
↑ 58,058
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 05 | ICICIBANK
8%₹513 Cr4,986,940
↑ 120,386
Infosys Ltd (Technology)
Equity, Since 31 Mar 05 | INFY
6%₹422 Cr2,537,784
↑ 61,261
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
4%₹292 Cr840,465
↑ 20,287
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
4%₹278 Cr6,297,715
↑ 152,032
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 05 | TCS
4%₹275 Cr720,272
↑ 17,383
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | 532215
3%₹211 Cr1,973,220
↑ 47,629
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL
3%₹211 Cr1,798,657
↑ 43,418
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | KOTAKBANK
3%₹191 Cr1,045,699
↑ 25,240

4. SBI Nifty Index Fund

The scheme will adopt a passive investment strategy. The scheme will invest in stocks comprising the Nifty 50 Index in the same proportion as in the index with the objective of achieving returns equivalent to the Total Returns Index of Nifty 50 Index by minimizing the performance difference between the benchmark index and the scheme. The Total Returns Index is an index that reflects the returns on the index from index gain/loss plus dividend payments by the constituent stocks.

SBI Nifty Index Fund is a Others - Index Fund fund was launched on 17 Jan 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.5% since its launch.  Ranked 75 in Index Fund category.  Return for 2023 was 20.7% , 2022 was 5.1% and 2021 was 24.7% .

Below is the key information for SBI Nifty Index Fund

SBI Nifty Index Fund
Growth
Launch Date 17 Jan 02
NAV (28 Mar 24) ₹194.885 ↑ 1.77   (0.92 %)
Net Assets (Cr) ₹6,494 on 29 Feb 24
Category Others - Index Fund
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 0.5
Sharpe Ratio 1.72
Information Ratio -15.98
Alpha Ratio -0.54
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-15 Days (0.2%),15 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹10,406
28 Feb 21₹13,483
28 Feb 22₹15,664
28 Feb 23₹16,243
29 Feb 24₹20,758

SBI Nifty 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 ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for SBI Nifty 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 28 Mar 24

DurationReturns
1 Month 1.7%
3 Month 2.6%
6 Month 13.3%
1 Year 32.5%
3 Year 16.1%
5 Year 14.5%
10 Year
15 Year
Since launch 14.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 20.7%
2022 5.1%
2021 24.7%
2020 14.6%
2019 12.5%
2018 3.8%
2017 29.1%
2016 3.4%
2015 -4.2%
2014 30.5%
Fund Manager information for SBI Nifty Index Fund
NameSinceTenure
Raviprakash Sharma1 Feb 1113.09 Yr.
Mohit Jain30 Nov 176.25 Yr.

Data below for SBI Nifty Index Fund as on 29 Feb 24

Asset Allocation
Asset ClassValue
Equity100.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 03 | HDFCBANK
11%₹715 Cr5,093,077
↑ 201,290
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 03 | RELIANCE
10%₹670 Cr2,292,749
↑ 90,611
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 03 | ICICIBANK
8%₹500 Cr4,753,870
↑ 187,888
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
6%₹405 Cr2,419,176
↑ 95,609
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 05 | TCS
4%₹281 Cr686,610
↑ 27,131
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 04 | LT
4%₹279 Cr801,188
↑ 31,663
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
4%₹244 Cr6,003,377
↑ 237,267
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | 532215
3%₹202 Cr1,880,999
↑ 74,344
State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN
3%₹195 Cr2,600,957
↑ 102,796
Bharti Airtel Ltd (Communication Services)
Equity, Since 29 Feb 04 | BHARTIARTL
3%₹193 Cr1,714,597
↑ 67,765

5. IDBI Nifty Index Fund

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.

IDBI Nifty Index Fund is a Others - Index Fund fund was launched on 25 Jun 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.3% since its launch.  Ranked 83 in Index Fund category. .

Below is the key information for 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.

DateValue
28 Feb 19₹10,000
29 Feb 20₹10,390
28 Feb 21₹13,464
28 Feb 22₹15,499
28 Feb 23₹16,007

IDBI Nifty 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 ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for IDBI Nifty 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 28 Mar 24

DurationReturns
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
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for IDBI Nifty Index Fund
NameSinceTenure

Data below for IDBI Nifty Index Fund as on 30 Jun 23

Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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.

Disclaimer:
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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