ఉత్తమ ఇండెక్స్ ఫండ్‌లు 2021

Updated on February 16, 2026 , 2556 views

ఇండెక్స్ ఫండ్స్ మ్యూచువల్ ఫండ్ స్కీమ్‌లను చూడండి, దీని పోర్ట్‌ఫోలియోను ఉపయోగించి నిర్మించబడిందిసంత ఆధారం వలె సూచిక. మరో మాటలో చెప్పాలంటే, ఇండెక్స్ ఫండ్ పనితీరు నిర్దిష్ట ఇండెక్స్ పనితీరుపై ఆధారపడి ఉంటుంది. ఈ పథకాలు నిష్క్రియాత్మకంగా నిర్వహించబడతాయి. ఈ ఫండ్‌లు నిర్దిష్ట ఇండెక్స్‌లో ఉన్నందున సమాన నిష్పత్తిలో షేర్‌లను కలిగి ఉంటాయి.

భారతదేశంలో, అనేక పథకాలు తమ పోర్ట్‌ఫోలియోను నిర్మించడానికి నిఫ్టీ లేదా సెన్సెక్స్‌ను బేస్‌గా ఉపయోగిస్తాయి. ఉదాహరణకు, నిఫ్టీ పోర్ట్‌ఫోలియోలో 12% నిష్పత్తి ఉన్న SBI షేర్లు ఉంటే; నిఫ్టీ ఇండెక్స్ ఫండ్ కూడా 12% ఈక్విటీ షేర్లను కలిగి ఉంటుంది.

ఇండెక్స్ ఫండ్ అంటే ఏమిటి

ఇండెక్స్ ఫండ్ అనేది ఒక రకమైన మ్యూచువల్ ఫండ్, దీనిలోని భాగాలను సరిపోల్చడానికి లేదా ట్రాక్ చేయడానికి నిర్మించబడిన పోర్ట్‌ఫోలియో ఉంటుంది.మార్కెట్ ఇండెక్స్, S&P నిఫ్టీ 50 (NIFTY) వంటివి. ఇండెక్స్ మ్యూచువల్ ఫండ్ విస్తృతంగా అందించబడుతుందిమార్కెట్ ఎక్స్పోజర్, తక్కువ నిర్వహణ ఖర్చులు మరియు తక్కువ పోర్ట్‌ఫోలియో టర్నోవర్. ఈ ఫండ్‌లు నిర్దిష్ట నియమాలు లేదా ప్రమాణాలకు (ఉదా. సమర్థవంతమైన పన్ను నిర్వహణ లేదా ట్రాకింగ్ లోపాలను తగ్గించడం) కట్టుబడి ఉంటాయి, ఇవి మార్కెట్‌ల స్థితితో సంబంధం లేకుండా స్థిరంగా ఉంటాయి.

ఇండెక్స్ ఫండ్స్‌లో పెట్టుబడి పెట్టడం వల్ల కలిగే నష్టాలు

ఇండెక్స్ మ్యూచువల్ ఫండ్‌ల సౌలభ్యం లేదు

యొక్క ఒక ప్రధాన ప్రతికూలతపెట్టుబడి పెడుతున్నారు ఇండెక్స్ ఫండ్స్‌లో వశ్యత లేకపోవడం. ఫండ్‌లు కేవలం ఇండెక్స్‌ను ట్రాక్ చేస్తున్నందున, మార్కెట్ క్రమరాహిత్యాలు మరియు ఇండెక్స్‌కి కనెక్ట్ చేయని ఆశ్చర్యాల కారణంగా ఉత్పన్నమయ్యే అధిక రాబడిని పొందే అవకాశాన్ని వారు కోల్పోతారు. సాధారణంగా, విలువ స్టాక్‌లు ఇండెక్స్‌లో భాగం కావడం చాలా కష్టం.

ఇండెక్స్ మ్యూచువల్ ఫండ్స్‌పై మార్కెట్ రిస్క్

ఇండెక్స్ ఫండ్స్ మార్కెట్‌తో ప్రత్యక్ష సంబంధాన్ని కలిగి ఉంటాయి. కాబట్టి, స్టాక్ మార్కెట్లు మొత్తం పడిపోయినప్పుడు, ఇండెక్స్ మ్యూచువల్ ఫండ్ విలువ కూడా తగ్గుతుంది.

కొన్ని ప్రతికూలతలు ఉన్నప్పటికీ, టాప్ ఇండెక్స్ ఫండ్స్ పెట్టుబడి పెట్టాలనుకునే పెట్టుబడిదారులకు ప్రయోజనకరంగా ఉంటాయిఈక్విటీలు తక్కువ ప్రమాదంతోకారకం. నిపుణుల అభిప్రాయం ప్రకారం, పెట్టుబడిదారులు తమ పెట్టుబడిని ఉత్తమంగా చేయడానికి వారి పెట్టుబడి పోర్ట్‌ఫోలియోలో 5-6% ఇండెక్స్ ఫండ్‌లను చేర్చుకోవాలని సూచించారు.

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టాప్ 6 బెస్ట్ పెర్ఫార్మింగ్ ఇండెక్స్ ఫండ్స్ FY 21 - 22

Fund	NAV	Net Assets (Cr)	2024 (%)	2023 (%)	2022 (%)	2021 (%)	2020 (%)
Aditya Birla Sun Life Index Fund Growth	₹261.747 ↑ 0.98	₹1,274	11.4	9.5	20.6	5	24.6
Nippon India Index Fund - Nifty Plan Growth	₹43.8643 ↑ 0.16	₹3,061	11.4	9.4	20.5	4.6	24
Franklin India Index Fund Nifty Plan Growth	₹208.379 ↑ 0.77	₹787	11.3	9.5	20.2	4.9	24.3
Bandhan Nifty Fund Growth	₹55.6184 ↑ 0.21	₹2,268	11.2	9.2	20.5	5.4	24.4
LIC MF Index Fund Nifty Growth	₹142.42 ↑ 0.53	₹368	10.7	8.8	19.8	4.7	23.8
Nippon India Index Fund - Sensex Plan Growth	₹42.6398 ↑ 0.14	₹992	9.8	8.9	19.5	5	22.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Feb 26

Research Highlights & Commentary of 6 Funds showcased

Commentary	Aditya Birla Sun Life Index Fund	Nippon India Index Fund - Nifty Plan	Franklin India Index Fund Nifty Plan	Bandhan Nifty Fund	LIC MF Index Fund Nifty	Nippon India Index Fund - Sensex Plan
Point 1	Upper mid AUM (₹1,274 Cr).	Highest AUM (₹3,061 Cr).	Bottom quartile AUM (₹787 Cr).	Upper mid AUM (₹2,268 Cr).	Bottom quartile AUM (₹368 Cr).	Lower mid AUM (₹992 Cr).
Point 2	Established history (23+ yrs).	Established history (15+ yrs).	Oldest track record among peers (25 yrs).	Established history (15+ yrs).	Established history (23+ yrs).	Established history (15+ yrs).
Point 3	Rating: 1★ (upper mid).	Rating: 1★ (lower mid).	Rating: 1★ (bottom quartile).	Top rated.	Rating: 1★ (bottom quartile).	Rating: 2★ (upper mid).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 11.95% (top quartile).	5Y return: 11.75% (lower mid).	5Y return: 11.81% (upper mid).	5Y return: 11.89% (upper mid).	5Y return: 11.35% (bottom quartile).	5Y return: 10.92% (bottom quartile).
Point 6	3Y return: 13.61% (top quartile).	3Y return: 13.56% (upper mid).	3Y return: 13.44% (upper mid).	3Y return: 13.43% (lower mid).	3Y return: 12.91% (bottom quartile).	3Y return: 11.83% (bottom quartile).
Point 7	1Y return: 13.25% (top quartile).	1Y return: 13.24% (upper mid).	1Y return: 13.06% (upper mid).	1Y return: 13.06% (lower mid).	1Y return: 12.53% (bottom quartile).	1Y return: 10.89% (bottom quartile).
Point 8	1M return: 0.49% (top quartile).	1M return: 0.49% (upper mid).	1M return: 0.41% (bottom quartile).	1M return: 0.48% (upper mid).	1M return: 0.43% (lower mid).	1M return: 0.19% (bottom quartile).
Point 9	Alpha: -0.46 (top quartile).	Alpha: -0.47 (upper mid).	Alpha: -0.53 (lower mid).	Alpha: -0.63 (bottom quartile).	Alpha: -1.06 (bottom quartile).	Alpha: -0.51 (upper mid).
Point 10	Sharpe: 0.48 (top quartile).	Sharpe: 0.48 (upper mid).	Sharpe: 0.47 (upper mid).	Sharpe: 0.46 (lower mid).	Sharpe: 0.42 (bottom quartile).	Sharpe: 0.36 (bottom quartile).

Aditya Birla Sun Life Index Fund

Upper mid AUM (₹1,274 Cr).
Established history (23+ yrs).
Rating: 1★ (upper mid).
Risk profile: Moderately High.
5Y return: 11.95% (top quartile).
3Y return: 13.61% (top quartile).
1Y return: 13.25% (top quartile).
1M return: 0.49% (top quartile).
Alpha: -0.46 (top quartile).
Sharpe: 0.48 (top quartile).

Nippon India Index Fund - Nifty Plan

Highest AUM (₹3,061 Cr).
Established history (15+ yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 11.75% (lower mid).
3Y return: 13.56% (upper mid).
1Y return: 13.24% (upper mid).
1M return: 0.49% (upper mid).
Alpha: -0.47 (upper mid).
Sharpe: 0.48 (upper mid).

Franklin India Index Fund Nifty Plan

Bottom quartile AUM (₹787 Cr).
Oldest track record among peers (25 yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.81% (upper mid).
3Y return: 13.44% (upper mid).
1Y return: 13.06% (upper mid).
1M return: 0.41% (bottom quartile).
Alpha: -0.53 (lower mid).
Sharpe: 0.47 (upper mid).

Bandhan Nifty Fund

Upper mid AUM (₹2,268 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 11.89% (upper mid).
3Y return: 13.43% (lower mid).
1Y return: 13.06% (lower mid).
1M return: 0.48% (upper mid).
Alpha: -0.63 (bottom quartile).
Sharpe: 0.46 (lower mid).

LIC MF Index Fund Nifty

Bottom quartile AUM (₹368 Cr).
Established history (23+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.35% (bottom quartile).
3Y return: 12.91% (bottom quartile).
1Y return: 12.53% (bottom quartile).
1M return: 0.43% (lower mid).
Alpha: -1.06 (bottom quartile).
Sharpe: 0.42 (bottom quartile).

Nippon India Index Fund - Sensex Plan

Lower mid AUM (₹992 Cr).
Established history (15+ yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 10.92% (bottom quartile).
3Y return: 11.83% (bottom quartile).
1Y return: 10.89% (bottom quartile).
1M return: 0.19% (bottom quartile).
Alpha: -0.51 (upper mid).
Sharpe: 0.36 (bottom quartile).

*ఇండెక్స్ కోసం జాబితా క్రింద ఉందిమ్యూచువల్ ఫండ్స్ కనీసం కలిగి15 కోట్లు లేదా నికర ఆస్తులలో ఎక్కువ.

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 (₹1,274 Cr).
Established history (23+ yrs).
Rating: 1★ (upper mid).
Risk profile: Moderately High.
5Y return: 11.95% (top quartile).
3Y return: 13.61% (top quartile).
1Y return: 13.25% (top quartile).
1M return: 0.49% (top quartile).
Alpha: -0.46 (top quartile).
Sharpe: 0.48 (top quartile).
Information ratio: -13.14 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~100%).
Largest holding HDFC Bank Ltd (~12.3%).

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 (18 Feb 26)	₹261.747 ↑ 0.98 (0.37 %)
Net Assets (Cr)	₹1,274 on 31 Dec 25
Category	Others - Index Fund
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	0.52
Sharpe Ratio	0.48
Information Ratio	-13.14
Alpha Ratio	-0.46
Min Investment	1,000
Min SIP Investment	100
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Jan 21	₹10,000
31 Jan 22	₹12,765
31 Jan 23	₹13,080
31 Jan 24	₹16,170
31 Jan 25	₹17,624
31 Jan 26	₹19,115

Aditya Birla Sun Life Index Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 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 18 Feb 26

Duration	Returns
1 Month	0.5%
3 Month	-0.3%
6 Month	3.9%
1 Year	13.2%
3 Year	13.6%
5 Year	12%
10 Year
15 Year
Since launch	15%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Priya Sridhar	31 Dec 24	1.09 Yr.

Data below for Aditya Birla Sun Life Index Fund as on 31 Dec 25

Asset Allocation

Asset Class	Value
Cash	0.19%
Equity	99.81%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Sep 07 \| HDFCBANK	12%	₹157 Cr	1,684,899 ↑ 48,700
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	8%	₹107 Cr	786,744 ↑ 22,740
Reliance Industries Ltd (Energy) Equity, Since 30 Sep 07 \| RELIANCE	8%	₹104 Cr	743,709 ↑ 21,496
Infosys Ltd (Technology) Equity, Since 30 Sep 07 \| INFY	5%	₹63 Cr	385,825 ↑ 11,151
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 07 \| BHARTIARTL	5%	₹60 Cr	306,919 ↑ 8,871
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Sep 07 \| LT	4%	₹51 Cr	129,356 ↑ 3,739
State Bank of India (Financial Services) Equity, Since 30 Sep 07 \| SBIN	4%	₹49 Cr	457,006 ↑ 13,209
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 09 \| AXISBANK	3%	₹43 Cr	315,681 ↑ 9,124
Tata Consultancy Services Ltd (Technology) Equity, Since 30 Sep 07 \| TCS	3%	₹35 Cr	112,478 ↑ 3,251
ITC Ltd (Consumer Defensive) Equity, Since 30 Sep 07 \| ITC	3%	₹34 Cr	1,061,481 ↑ 30,680

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 (₹3,061 Cr).
Established history (15+ yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 11.75% (lower mid).
3Y return: 13.56% (upper mid).
1Y return: 13.24% (upper mid).
1M return: 0.49% (upper mid).
Alpha: -0.47 (upper mid).
Sharpe: 0.48 (upper mid).
Information ratio: -12.07 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~100%).
Largest holding HDFC Bank Ltd (~12.3%).

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 (18 Feb 26)	₹43.8643 ↑ 0.16 (0.37 %)
Net Assets (Cr)	₹3,061 on 31 Dec 25
Category	Others - Index Fund
AMC	Nippon Life Asset Management Ltd.
Rating	☆
Risk	Moderately High
Expense Ratio	0.49
Sharpe Ratio	0.48
Information Ratio	-12.07
Alpha Ratio	-0.47
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 Jan 21	₹10,000
31 Jan 22	₹12,705
31 Jan 23	₹12,984
31 Jan 24	₹16,044
31 Jan 25	₹17,471
31 Jan 26	₹18,949

Nippon India Index Fund - Nifty Plan SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 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 18 Feb 26

Duration	Returns
1 Month	0.5%
3 Month	-0.4%
6 Month	3.8%
1 Year	13.2%
3 Year	13.6%
5 Year	11.8%
10 Year
15 Year
Since launch	10.1%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Himanshu Mange	23 Dec 23	2.11 Yr.

Data below for Nippon India Index Fund - Nifty Plan as on 31 Dec 25

Asset Allocation

Asset Class	Value
Cash	0.06%
Equity	99.94%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| HDFCBANK	12%	₹378 Cr	4,072,348 ↑ 140,539
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| ICICIBANK	8%	₹258 Cr	1,901,536 ↑ 65,623
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 10 \| RELIANCE	8%	₹251 Cr	1,797,523 ↑ 62,034
Infosys Ltd (Technology) Equity, Since 31 Oct 10 \| INFY	5%	₹153 Cr	932,529 ↑ 32,182
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 10 \| BHARTIARTL	5%	₹146 Cr	741,814 ↑ 25,601
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| LT	4%	₹123 Cr	312,650 ↑ 10,790
State Bank of India (Financial Services) Equity, Since 31 Oct 10 \| SBIN	4%	₹119 Cr	1,104,571 ↑ 38,119
Axis Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| AXISBANK	3%	₹105 Cr	762,993 ↑ 26,331
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Oct 10 \| TCS	3%	₹85 Cr	271,856 ↑ 9,382
ITC Ltd (Consumer Defensive) Equity, Since 29 Feb 12 \| ITC	3%	₹83 Cr	2,565,568 ↑ 88,540

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 (₹787 Cr).
Oldest track record among peers (25 yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.81% (upper mid).
3Y return: 13.44% (upper mid).
1Y return: 13.06% (upper mid).
1M return: 0.41% (bottom quartile).
Alpha: -0.53 (lower mid).
Sharpe: 0.47 (upper mid).
Information ratio: -3.74 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~100%).
Largest holding HDFC Bank Ltd (~12.3%).

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 (18 Feb 26)	₹208.379 ↑ 0.77 (0.37 %)
Net Assets (Cr)	₹787 on 31 Dec 25
Category	Others - Index Fund
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	0.63
Sharpe Ratio	0.47
Information Ratio	-3.74
Alpha Ratio	-0.53
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 Jan 21	₹10,000
31 Jan 22	₹12,734
31 Jan 23	₹13,048
31 Jan 24	₹16,092
31 Jan 25	₹17,531
31 Jan 26	₹19,001

Franklin India Index Fund Nifty Plan SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 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 18 Feb 26

Duration	Returns
1 Month	0.4%
3 Month	-0.4%
6 Month	3.8%
1 Year	13.1%
3 Year	13.4%
5 Year	11.8%
10 Year
15 Year
Since launch	12.6%

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	4.29 Yr.
Shyam Sriram	26 Sep 24	1.35 Yr.

Data below for Franklin India Index Fund Nifty Plan as on 31 Dec 25

Asset Allocation

Asset Class	Value
Cash	0.36%
Equity	99.64%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 03 \| HDFCBANK	12%	₹94 Cr	1,010,405 ↑ 4,206
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| ICICIBANK	8%	₹64 Cr	471,797 ↑ 1,673
Reliance Industries Ltd (Energy) Equity, Since 31 Jan 03 \| RELIANCE	8%	₹62 Cr	445,990
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	5%	₹38 Cr	231,373 ↓ -5,973
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Mar 04 \| BHARTIARTL	5%	₹36 Cr	184,054 ↑ 4,494
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 12 \| LT	4%	₹31 Cr	77,573 ↑ 205
State Bank of India (Financial Services) Equity, Since 31 Jan 03 \| SBIN	4%	₹30 Cr	274,059 ↑ 717
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 09 \| AXISBANK	3%	₹26 Cr	189,309 ↑ 642
Tata Consultancy Services Ltd (Technology) Equity, Since 28 Feb 05 \| TCS	3%	₹21 Cr	67,451 ↑ 167
ITC Ltd (Consumer Defensive) Equity, Since 31 Mar 11 \| ITC	3%	₹21 Cr	636,552 ↑ 1,810

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 (₹2,268 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 11.89% (upper mid).
3Y return: 13.43% (lower mid).
1Y return: 13.06% (lower mid).
1M return: 0.48% (upper mid).
Alpha: -0.63 (bottom quartile).
Sharpe: 0.46 (lower mid).
Information ratio: -12.78 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~100%).
Largest holding HDFC Bank Ltd (~12.3%).

Below is the key information for Bandhan Nifty Fund

Bandhan Nifty Fund Growth
Launch Date	30 Apr 10
NAV (18 Feb 26)	₹55.6184 ↑ 0.21 (0.37 %)
Net Assets (Cr)	₹2,268 on 31 Dec 25
Category	Others - Index Fund
AMC	IDFC Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	0.6
Sharpe Ratio	0.46
Information Ratio	-12.78
Alpha Ratio	-0.63
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.

Date	Value
31 Jan 21	₹10,000
31 Jan 22	₹12,759
31 Jan 23	₹13,116
31 Jan 24	₹16,208
31 Jan 25	₹17,616
31 Jan 26	₹19,075

Bandhan Nifty Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 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 18 Feb 26

Duration	Returns
1 Month	0.5%
3 Month	-0.4%
6 Month	3.8%
1 Year	13.1%
3 Year	13.4%
5 Year	11.9%
10 Year
15 Year
Since launch	11.5%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Abhishek Jain	8 Mar 25	0.9 Yr.

Data below for Bandhan Nifty Fund as on 31 Dec 25

Asset Allocation

Asset Class	Value
Cash	0.05%
Equity	99.95%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 10 \| HDFCBANK	12%	₹274 Cr	2,953,341 ↑ 41,850
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 10 \| ICICIBANK	8%	₹187 Cr	1,379,029 ↑ 19,542
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 10 \| RELIANCE	8%	₹182 Cr	1,303,596 ↑ 18,473
Infosys Ltd (Technology) Equity, Since 30 Apr 10 \| INFY	5%	₹111 Cr	676,287 ↑ 9,583
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 10 \| BHARTIARTL	5%	₹106 Cr	537,977 ↑ 7,624
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| LT	4%	₹89 Cr	226,739 ↑ 3,213
State Bank of India (Financial Services) Equity, Since 31 Aug 11 \| SBIN	4%	₹86 Cr	801,055 ↑ 11,351
Axis Bank Ltd (Financial Services) Equity, Since 30 Apr 10 \| AXISBANK	3%	₹76 Cr	553,336 ↑ 7,841
Tata Consultancy Services Ltd (Technology) Equity, Since 30 Apr 10 \| TCS	3%	₹62 Cr	197,155 ↑ 2,794
ITC Ltd (Consumer Defensive) Equity, Since 29 Feb 12 \| ITC	3%	₹60 Cr	1,860,596 ↑ 26,365

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 (₹368 Cr).
Established history (23+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.35% (bottom quartile).
3Y return: 12.91% (bottom quartile).
1Y return: 12.53% (bottom quartile).
1M return: 0.43% (lower mid).
Alpha: -1.06 (bottom quartile).
Sharpe: 0.42 (bottom quartile).
Information ratio: -16.04 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~100%).
Largest holding HDFC Bank Ltd (~12.3%).

Below is the key information for LIC MF Index Fund Nifty

LIC MF Index Fund Nifty Growth
Launch Date	14 Nov 02
NAV (18 Feb 26)	₹142.42 ↑ 0.53 (0.37 %)
Net Assets (Cr)	₹368 on 31 Dec 25
Category	Others - Index Fund
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	0.94
Sharpe Ratio	0.42
Information Ratio	-16.04
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 Jan 21	₹10,000
31 Jan 22	₹12,695
31 Jan 23	₹12,965
31 Jan 24	₹15,928
31 Jan 25	₹17,258
31 Jan 26	₹18,602

LIC MF Index Fund Nifty SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 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 18 Feb 26

Duration	Returns
1 Month	0.4%
3 Month	-0.5%
6 Month	3.5%
1 Year	12.5%
3 Year	12.9%
5 Year	11.4%
10 Year
15 Year
Since launch	12.6%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Sumit Bhatnagar	3 Oct 23	2.33 Yr.

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

Asset Allocation

Asset Class	Value
Cash	0.39%
Equity	99.61%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| HDFCBANK	12%	₹44 Cr	473,662 ↑ 4,428
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| ICICIBANK	8%	₹30 Cr	221,361 ↑ 1,463
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 12 \| RELIANCE	8%	₹29 Cr	209,705 ↑ 1,474
Infosys Ltd (Technology) Equity, Since 31 Jan 03 \| INFY	5%	₹18 Cr	108,634 ↑ 498
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 09 \| BHARTIARTL	5%	₹17 Cr	86,312 ↑ 290
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Apr 09 \| LT	4%	₹14 Cr	36,463 ↑ 354
State Bank of India (Financial Services) Equity, Since 30 Apr 09 \| SBIN	4%	₹14 Cr	128,538 ↑ 772
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 09 \| AXISBANK	3%	₹12 Cr	88,800 ↑ 547
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Mar 05 \| TCS	3%	₹10 Cr	31,708 ↑ 238
ITC Ltd (Consumer Defensive) Equity, Since 31 Jan 03 \| ITC	3%	₹10 Cr	299,090 ↑ 2,146

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 (₹992 Cr).
Established history (15+ yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 10.92% (bottom quartile).
3Y return: 11.83% (bottom quartile).
1Y return: 10.89% (bottom quartile).
1M return: 0.19% (bottom quartile).
Alpha: -0.51 (upper mid).
Sharpe: 0.36 (bottom quartile).
Information ratio: -10.92 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~100%).
Largest holding HDFC Bank Ltd (~14.5%).

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 (18 Feb 26)	₹42.6398 ↑ 0.14 (0.34 %)
Net Assets (Cr)	₹992 on 31 Dec 25
Category	Others - Index Fund
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆
Risk	Moderately High
Expense Ratio	0.49
Sharpe Ratio	0.36
Information Ratio	-10.92
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 Jan 21	₹10,000
31 Jan 22	₹12,580
31 Jan 23	₹12,981
31 Jan 24	₹15,738
31 Jan 25	₹17,111
31 Jan 26	₹18,287

Nippon India Index Fund - Sensex Plan SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 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 18 Feb 26

Duration	Returns
1 Month	0.2%
3 Month	-1.2%
6 Month	3%
1 Year	10.9%
3 Year	11.8%
5 Year	10.9%
10 Year
15 Year
Since launch	9.9%

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	2.11 Yr.

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

Asset Allocation

Asset Class	Value
Cash	0.04%
Equity	99.96%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| 500180	15%	₹139 Cr	1,497,490 ↑ 1,030
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| 532174	10%	₹95 Cr	702,968 ↑ 484
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 10 \| 500325	10%	₹93 Cr	665,599 ↑ 457
Infosys Ltd (Technology) Equity, Since 31 Oct 10 \| 500209	6%	₹58 Cr	351,457 ↑ 241
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 10 \| 532454	6%	₹54 Cr	274,851 ↑ 189
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| 500510	5%	₹45 Cr	115,019 ↑ 79
State Bank of India (Financial Services) Equity, Since 31 Oct 10 \| 500112	5%	₹44 Cr	408,610 ↑ 281
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 13 \| 532215	4%	₹38 Cr	280,871 ↑ 193
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Oct 10 \| 532540	3%	₹31 Cr	99,656 ↑ 69
ITC Ltd (Consumer Defensive) Equity, Since 29 Feb 12 \| 500875	3%	₹31 Cr	948,927 ↑ 653

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