ఉత్తమ ఇండెక్స్ ఫండ్‌లు 2021

Updated on March 29, 2026 , 2613 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	₹229.832 ↑ 3.51	₹1,278	11.4	9.5	20.6	5	24.6
Nippon India Index Fund - Nifty Plan Growth	₹38.5196 ↑ 0.59	₹3,160	11.4	9.4	20.5	4.6	24
Franklin India Index Fund Nifty Plan Growth	₹180.256 ↓ 0.00	₹765	11.3	9.5	20.2	4.9	24.3
Bandhan Nifty Fund Growth	₹48.0749 ↓ 0.00	₹2,245	11.2	9.2	20.5	5.4	24.4
LIC MF Index Fund Nifty Growth	₹123.092 ↓ 0.00	₹353	10.7	8.8	19.8	4.7	23.8
Nippon India Index Fund - Sensex Plan Growth	₹37.2285 ↑ 0.60	₹946	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 1 Apr 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 (₹1,278 Cr).	Highest AUM (₹3,160 Cr).	Bottom quartile AUM (₹765 Cr).	Upper mid AUM (₹2,245 Cr).	Bottom quartile AUM (₹353 Cr).	Lower mid AUM (₹946 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: 9.36% (top quartile).	5Y return: 9.19% (lower mid).	5Y return: 9.23% (upper mid).	5Y return: 9.30% (upper mid).	5Y return: 8.80% (bottom quartile).	5Y return: 8.37% (bottom quartile).
Point 6	3Y return: 9.47% (top quartile).	3Y return: 9.41% (upper mid).	3Y return: 9.31% (upper mid).	3Y return: 9.28% (lower mid).	3Y return: 8.78% (bottom quartile).	3Y return: 7.53% (bottom quartile).
Point 7	1Y return: -4.42% (top quartile).	1Y return: -4.42% (upper mid).	1Y return: -4.51% (upper mid).	1Y return: -4.60% (lower mid).	1Y return: -5.02% (bottom quartile).	1Y return: -6.49% (bottom quartile).
Point 8	1M return: -11.33% (upper mid).	1M return: -11.32% (upper mid).	1M return: -11.29% (top quartile).	1M return: -11.35% (bottom quartile).	1M return: -11.34% (lower mid).	1M return: -11.51% (bottom quartile).
Point 9	Alpha: -0.46 (top quartile).	Alpha: -0.47 (upper mid).	Alpha: -0.61 (lower mid).	Alpha: -0.63 (bottom quartile).	Alpha: -1.12 (bottom quartile).	Alpha: -0.52 (upper mid).
Point 10	Sharpe: 0.84 (top quartile).	Sharpe: 0.84 (upper mid).	Sharpe: 0.83 (upper mid).	Sharpe: 0.82 (lower mid).	Sharpe: 0.78 (bottom quartile).	Sharpe: 0.58 (bottom quartile).

Aditya Birla Sun Life Index Fund

Upper mid AUM (₹1,278 Cr).
Established history (23+ yrs).
Rating: 1★ (upper mid).
Risk profile: Moderately High.
5Y return: 9.36% (top quartile).
3Y return: 9.47% (top quartile).
1Y return: -4.42% (top quartile).
1M return: -11.33% (upper mid).
Alpha: -0.46 (top quartile).
Sharpe: 0.84 (top quartile).

Nippon India Index Fund - Nifty Plan

Highest AUM (₹3,160 Cr).
Established history (15+ yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 9.19% (lower mid).
3Y return: 9.41% (upper mid).
1Y return: -4.42% (upper mid).
1M return: -11.32% (upper mid).
Alpha: -0.47 (upper mid).
Sharpe: 0.84 (upper mid).

Franklin India Index Fund Nifty Plan

Bottom quartile AUM (₹765 Cr).
Oldest track record among peers (25 yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 9.23% (upper mid).
3Y return: 9.31% (upper mid).
1Y return: -4.51% (upper mid).
1M return: -11.29% (top quartile).
Alpha: -0.61 (lower mid).
Sharpe: 0.83 (upper mid).

Bandhan Nifty Fund

Upper mid AUM (₹2,245 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 9.30% (upper mid).
3Y return: 9.28% (lower mid).
1Y return: -4.60% (lower mid).
1M return: -11.35% (bottom quartile).
Alpha: -0.63 (bottom quartile).
Sharpe: 0.82 (lower mid).

LIC MF Index Fund Nifty

Bottom quartile AUM (₹353 Cr).
Established history (23+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 8.80% (bottom quartile).
3Y return: 8.78% (bottom quartile).
1Y return: -5.02% (bottom quartile).
1M return: -11.34% (lower mid).
Alpha: -1.12 (bottom quartile).
Sharpe: 0.78 (bottom quartile).

Nippon India Index Fund - Sensex Plan

Lower mid AUM (₹946 Cr).
Established history (15+ yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 8.37% (bottom quartile).
3Y return: 7.53% (bottom quartile).
1Y return: -6.49% (bottom quartile).
1M return: -11.51% (bottom quartile).
Alpha: -0.52 (upper mid).
Sharpe: 0.58 (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 (₹1,278 Cr).
Established history (23+ yrs).
Rating: 1★ (upper mid).
Risk profile: Moderately High.
5Y return: 9.36% (top quartile).
3Y return: 9.47% (top quartile).
1Y return: -4.42% (top quartile).
1M return: -11.33% (upper mid).
Alpha: -0.46 (top quartile).
Sharpe: 0.84 (top quartile).
Information ratio: -12.90 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~100%).
Largest holding HDFC Bank Ltd (~11.8%).

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 (01 Apr 26)	₹229.832 ↑ 3.51 (1.55 %)
Net Assets (Cr)	₹1,278 on 28 Feb 26
Category	Others - Index Fund
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	0.52
Sharpe Ratio	0.84
Information Ratio	-12.9
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 Mar 21	₹10,000
31 Mar 22	₹11,941
31 Mar 23	₹11,927
31 Mar 24	₹15,430
31 Mar 25	₹16,368
31 Mar 26	₹15,645

Aditya Birla Sun Life Index Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 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 1 Apr 26

Duration	Returns
1 Month	-11.3%
3 Month	-14.5%
6 Month	-9.2%
1 Year	-4.4%
3 Year	9.5%
5 Year	9.4%
10 Year
15 Year
Since launch	14.2%

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	1.16 Yr.

Data below for Aditya Birla Sun Life Index Fund as on 28 Feb 26

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%	₹151 Cr	1,699,620 ↑ 14,721
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	9%	₹109 Cr	793,618 ↑ 6,874
Reliance Industries Ltd (Energy) Equity, Since 30 Sep 07 \| RELIANCE	8%	₹105 Cr	750,207 ↑ 6,498
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 07 \| BHARTIARTL	5%	₹58 Cr	309,600 ↑ 2,681
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Sep 07 \| LT	4%	₹56 Cr	130,486 ↑ 1,130
State Bank of India (Financial Services) Equity, Since 30 Sep 07 \| SBIN	4%	₹55 Cr	460,999 ↑ 3,993
Infosys Ltd (Technology) Equity, Since 30 Sep 07 \| INFY	4%	₹51 Cr	389,196 ↑ 3,371
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 09 \| AXISBANK	3%	₹44 Cr	318,439 ↑ 2,758
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Apr 10 \| KOTAKBANK	3%	₹34 Cr	817,015 ↑ 7,077
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Sep 07 \| M&M	3%	₹34 Cr	99,186 ↑ 860

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 (₹3,160 Cr).
Established history (15+ yrs).
Rating: 1★ (lower mid).
Risk profile: Moderately High.
5Y return: 9.19% (lower mid).
3Y return: 9.41% (upper mid).
1Y return: -4.42% (upper mid).
1M return: -11.32% (upper mid).
Alpha: -0.47 (upper mid).
Sharpe: 0.84 (upper mid).
Information ratio: -11.66 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~100%).
Largest holding HDFC Bank Ltd (~11.8%).

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 (01 Apr 26)	₹38.5196 ↑ 0.59 (1.55 %)
Net Assets (Cr)	₹3,160 on 28 Feb 26
Category	Others - Index Fund
AMC	Nippon Life Asset Management Ltd.
Rating	☆
Risk	Moderately High
Expense Ratio	0.49
Sharpe Ratio	0.84
Information Ratio	-11.66
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 Mar 21	₹10,000
31 Mar 22	₹11,878
31 Mar 23	₹11,848
31 Mar 24	₹15,317
31 Mar 25	₹16,238
31 Mar 26	₹15,520

Nippon India Index Fund - Nifty Plan SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 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 1 Apr 26

Duration	Returns
1 Month	-11.3%
3 Month	-14.5%
6 Month	-9.2%
1 Year	-4.4%
3 Year	9.4%
5 Year	9.2%
10 Year
15 Year
Since launch	9%

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	2.19 Yr.

Data below for Nippon India Index Fund - Nifty Plan as on 28 Feb 26

Asset Allocation

Asset Class	Value
Cash	0.14%
Equity	99.86%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| HDFCBANK	12%	₹373 Cr	4,206,446 ↑ 134,098
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| ICICIBANK	9%	₹271 Cr	1,964,152 ↑ 62,616
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 10 \| RELIANCE	8%	₹259 Cr	1,856,713 ↑ 59,190
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 10 \| BHARTIARTL	5%	₹144 Cr	766,241 ↑ 24,427
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| LT	4%	₹138 Cr	322,945 ↑ 10,295
State Bank of India (Financial Services) Equity, Since 31 Oct 10 \| SBIN	4%	₹137 Cr	1,140,944 ↑ 36,373
Infosys Ltd (Technology) Equity, Since 31 Oct 10 \| INFY	4%	₹125 Cr	963,236 ↑ 30,707
Axis Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| AXISBANK	3%	₹109 Cr	788,118 ↑ 25,125
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Aug 11 \| KOTAKBANK	3%	₹84 Cr	2,022,058 ↑ 64,462
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Oct 10 \| M&M	3%	₹83 Cr	245,479 ↑ 7,826

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 (₹765 Cr).
Oldest track record among peers (25 yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 9.23% (upper mid).
3Y return: 9.31% (upper mid).
1Y return: -4.51% (upper mid).
1M return: -11.29% (top quartile).
Alpha: -0.61 (lower mid).
Sharpe: 0.83 (upper mid).
Information ratio: -3.81 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~100%).
Largest holding HDFC Bank Ltd (~11.8%).

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 (31 Mar 26)	₹180.256 ↓ 0.00 (0.00 %)
Net Assets (Cr)	₹765 on 28 Feb 26
Category	Others - Index Fund
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	0.63
Sharpe Ratio	0.83
Information Ratio	-3.81
Alpha Ratio	-0.61
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

Franklin India Index Fund Nifty Plan SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 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 1 Apr 26

Duration	Returns
1 Month	-11.3%
3 Month	-14.5%
6 Month	-9.2%
1 Year	-4.5%
3 Year	9.3%
5 Year	9.2%
10 Year
15 Year
Since launch	11.9%

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	4.37 Yr.
Shyam Sriram	26 Sep 24	1.43 Yr.

Data below for Franklin India Index Fund Nifty Plan as on 28 Feb 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 \| HDFCBANK	12%	₹90 Cr	1,016,819 ↑ 6,414
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| ICICIBANK	9%	₹65 Cr	474,792 ↑ 2,995
Reliance Industries Ltd (Energy) Equity, Since 31 Jan 03 \| RELIANCE	8%	₹63 Cr	448,821 ↑ 2,831
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Mar 04 \| BHARTIARTL	5%	₹35 Cr	185,222 ↑ 1,168
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 12 \| LT	4%	₹33 Cr	78,065 ↑ 492
State Bank of India (Financial Services) Equity, Since 31 Jan 03 \| SBIN	4%	₹33 Cr	275,799 ↑ 1,740
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	4%	₹30 Cr	232,842 ↑ 1,469
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 09 \| AXISBANK	3%	₹26 Cr	190,511 ↑ 1,202
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| KOTAKBANK	3%	₹20 Cr	488,789 ↑ 3,083
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 28 Feb 07 \| M&M	3%	₹20 Cr	59,339 ↑ 374

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 (₹2,245 Cr).
Established history (15+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 9.30% (upper mid).
3Y return: 9.28% (lower mid).
1Y return: -4.60% (lower mid).
1M return: -11.35% (bottom quartile).
Alpha: -0.63 (bottom quartile).
Sharpe: 0.82 (lower mid).
Information ratio: -12.54 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~100%).
Largest holding HDFC Bank Ltd (~11.8%).

Below is the key information for Bandhan Nifty Fund

Bandhan Nifty Fund Growth
Launch Date	30 Apr 10
NAV (31 Mar 26)	₹48.0749 ↓ 0.00 (0.00 %)
Net Assets (Cr)	₹2,245 on 28 Feb 26
Category	Others - Index Fund
AMC	IDFC Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	0.6
Sharpe Ratio	0.82
Information Ratio	-12.54
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 Mar 21	₹10,000
31 Mar 22	₹11,942
31 Mar 23	₹11,953
31 Mar 24	₹15,456
31 Mar 25	₹16,350
31 Mar 26	₹15,598

Bandhan Nifty Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 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 1 Apr 26

Duration	Returns
1 Month	-11.4%
3 Month	-14.6%
6 Month	-9.3%
1 Year	-4.6%
3 Year	9.3%
5 Year	9.3%
10 Year
15 Year
Since launch	10.4%

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	0.98 Yr.
Mayuresh Nagvekar	17 Feb 26	0.03 Yr.

Data below for Bandhan Nifty Fund as on 28 Feb 26

Asset Allocation

Asset Class	Value
Cash	0.07%
Equity	99.93%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 10 \| HDFCBANK	12%	₹265 Cr	2,990,127 ↑ 36,786
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 10 \| ICICIBANK	9%	₹193 Cr	1,396,206 ↑ 17,177
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 10 \| RELIANCE	8%	₹184 Cr	1,319,833 ↑ 16,237
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 10 \| BHARTIARTL	5%	₹102 Cr	544,678 ↑ 6,701
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| LT	4%	₹98 Cr	229,563 ↑ 2,824
State Bank of India (Financial Services) Equity, Since 31 Aug 11 \| SBIN	4%	₹97 Cr	811,033 ↑ 9,978
Infosys Ltd (Technology) Equity, Since 30 Apr 10 \| INFY	4%	₹89 Cr	684,711 ↑ 8,424
Axis Bank Ltd (Financial Services) Equity, Since 30 Apr 10 \| AXISBANK	3%	₹78 Cr	560,229 ↑ 6,893
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| KOTAKBANK	3%	₹60 Cr	1,437,368 ↑ 17,684
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Jan 11 \| M&M	3%	₹59 Cr	174,497 ↑ 2,147

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 (₹353 Cr).
Established history (23+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 8.80% (bottom quartile).
3Y return: 8.78% (bottom quartile).
1Y return: -5.02% (bottom quartile).
1M return: -11.34% (lower mid).
Alpha: -1.12 (bottom quartile).
Sharpe: 0.78 (bottom quartile).
Information ratio: -16.80 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~100%).
Largest holding HDFC Bank Ltd (~11.8%).

Below is the key information for LIC MF Index Fund Nifty

LIC MF Index Fund Nifty Growth
Launch Date	14 Nov 02
NAV (31 Mar 26)	₹123.092 ↓ 0.00 (0.00 %)
Net Assets (Cr)	₹353 on 28 Feb 26
Category	Others - Index Fund
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	☆
Risk	Moderately High
Expense Ratio	0.94
Sharpe Ratio	0.78
Information Ratio	-16.8
Alpha Ratio	-1.12
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	₹11,883
31 Mar 23	₹11,843
31 Mar 24	₹15,215
31 Mar 25	₹16,049
31 Mar 26	₹15,244

LIC MF Index Fund Nifty SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357 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 1 Apr 26

Duration	Returns
1 Month	-11.3%
3 Month	-14.6%
6 Month	-9.5%
1 Year	-5%
3 Year	8.8%
5 Year	8.8%
10 Year
15 Year
Since launch	11.8%

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	2.41 Yr.

Data below for LIC MF Index Fund Nifty as on 28 Feb 26

Asset Allocation

Asset Class	Value
Cash	0.29%
Equity	99.71%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| HDFCBANK	12%	₹42 Cr	469,911 ↓ -3,751
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 09 \| ICICIBANK	9%	₹30 Cr	219,497 ↓ -1,864
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 12 \| RELIANCE	8%	₹29 Cr	207,161 ↓ -2,544
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 09 \| BHARTIARTL	5%	₹16 Cr	85,620 ↓ -692
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Apr 09 \| LT	4%	₹15 Cr	36,021 ↓ -442
State Bank of India (Financial Services) Equity, Since 30 Apr 09 \| SBIN	4%	₹15 Cr	127,567 ↓ -971
Infosys Ltd (Technology) Equity, Since 31 Jan 03 \| INFY	4%	₹14 Cr	107,316 ↓ -1,318
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 09 \| AXISBANK	3%	₹12 Cr	87,723 ↓ -1,077
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Apr 10 \| KOTAKBANK	3%	₹9 Cr	225,836 ↓ -2,774
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Mar 12 \| M&M	3%	₹9 Cr	27,355 ↓ -336

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 (₹946 Cr).
Established history (15+ yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 8.37% (bottom quartile).
3Y return: 7.53% (bottom quartile).
1Y return: -6.49% (bottom quartile).
1M return: -11.51% (bottom quartile).
Alpha: -0.52 (upper mid).
Sharpe: 0.58 (bottom quartile).
Information ratio: -10.75 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~100%).
Largest holding HDFC Bank Ltd (~14.0%).

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 (01 Apr 26)	₹37.2285 ↑ 0.60 (1.65 %)
Net Assets (Cr)	₹946 on 28 Feb 26
Category	Others - Index Fund
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆
Risk	Moderately High
Expense Ratio	0.49
Sharpe Ratio	0.58
Information Ratio	-10.75
Alpha Ratio	-0.52
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

Nippon India Index Fund - Sensex Plan SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357 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 1 Apr 26

Duration	Returns
1 Month	-11.5%
3 Month	-15.6%
6 Month	-10.4%
1 Year	-6.5%
3 Year	7.5%
5 Year	8.4%
10 Year
15 Year
Since launch	8.7%

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	2.19 Yr.

Data below for Nippon India Index Fund - Sensex Plan as on 28 Feb 26

Asset Allocation

Asset Class	Value
Cash	0.12%
Equity	99.88%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| 500180	14%	₹133 Cr	1,497,119 ↓ -371
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 10 \| 532174	10%	₹97 Cr	702,793 ↓ -175
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 10 \| 500325	10%	₹93 Cr	665,434 ↓ -165
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 10 \| 532454	5%	₹52 Cr	274,783 ↓ -68
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| 500510	5%	₹49 Cr	114,991 ↓ -28
State Bank of India (Financial Services) Equity, Since 31 Oct 10 \| 500112	5%	₹49 Cr	408,509 ↓ -101
Infosys Ltd (Technology) Equity, Since 31 Oct 10 \| 500209	5%	₹46 Cr	351,370 ↓ -87
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 13 \| 532215	4%	₹39 Cr	280,802 ↓ -69
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Jun 17 \| 500247	3%	₹30 Cr	723,625 ↓ -180
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Oct 10 \| 500520	3%	₹30 Cr	88,053 ↓ -22

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