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Top 10 Best performing Index Funds for 2018

Fincash » Mutual Funds » Top Performing Index Funds 2018

Top 10 Best Performing Index Funds for the year 2018

Updated on October 19, 2019 , 51 views

Index Funds refers to the schemes that replicate an index’s performance. Also known as index tracker funds, these schemes track the performance of an index and invest in exactly same stocks and same proportion as of the index. The performance of such schemes is dependent on the performance of its underlying index such as Nifty or Sensex. Here, the fund managers need not perform much research work as they just need to follow the index movement and construct their portfolio accordingly. Due to the direct relation between index funds and the market; the value of index funds reduces whenever; the stock market falls. In 2018, as the stock markets have touched a new height, the returns on index funds also were really good. A lot of schemes have posted positive returns during 2018. The track record of the top and best 10 performing Index Funds for 2018 based on their performance (returns) are as follows.

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What is an Index Fund

An index fund is a type of Mutual Fund with a portfolio constructed to match or track the components of a market index, such as the BSE SENSEX 30 (SENSEX). An index mutual fund is said to provide broad market exposure, low operating expenses and low portfolio turnover. These funds adhere to specific rules or standards (e.g. efficient tax management or reducing tracking errors) that stay in place no matter the state of the markets.

Top 10 Performing Index Funds Based on 2018 Returns

FundNAVNet Assets (Cr)2018 (%)2017 (%)2016 (%)2015 (%)2014 (%)
Reliance Index Fund - Sensex Plan Growth ₹19.1733
↑ 0.11
₹306.227.92-4.728.7
LIC MF Index Fund Sensex Growth ₹72.2066
↓ -0.63
₹205.627.41.6-5.429.3
Taurus Nifty Index Fund Growth ₹21.5313
↑ 0.12
₹15.127.22.8-4.231.2
IDFC Nifty Fund Growth ₹24.0495
↑ 0.15
₹1804.429.53.9-3.532.5
UTI Nifty Index Fund Growth ₹76.029
↓ -0.48
₹1,6734.329.74-3.331.8
SBI Nifty Index Fund Growth ₹99.7778
↑ 0.65
₹4523.829.13.4-4.230.5
Reliance Index Fund - Nifty Plan Growth ₹19.4226
↑ 0.12
₹1453.5292.5-3.931.9
ICICI Prudential Nifty Index Fund Growth ₹113.094
↑ 0.73
₹4363.428.73.6-3.632.5
Aditya Birla Sun Life Index Fund Growth ₹114.634
↑ 0.73
₹1393.228.53.1-3.830.7
Franklin India Index Fund Nifty Plan Growth ₹91.8321
↓ -0.60
₹2793.228.33.3-3.631.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Oct 19

Best Performing Index Funds for 2018

1. Reliance 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.

Reliance 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 7.4% since its launch.  Ranked 74 in Index Fund category.  Return for 2018 was 6.2% , 2017 was 27.9% and 2016 was 2% .

Below is the key information for Reliance Index Fund - Sensex Plan

Reliance Index Fund - Sensex Plan
Growth
Launch Date 28 Sep 10
NAV (22 Oct 19) ₹19.1733 ↑ 0.11   (0.59 %)
Net Assets (Cr) ₹30 on 30 Sep 19
Category Others - Index Fund
AMC Reliance Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 0.95
Sharpe Ratio 0.31
Information Ratio -6.85
Alpha Ratio -1.17
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
30 Sep 14₹10,000
30 Sep 15₹9,837
30 Sep 16₹10,472
30 Sep 17₹11,760
30 Sep 18₹13,647
30 Sep 19₹14,575

Reliance 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 ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for Reliance 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 22 Oct 19

DurationReturns
1 Month 2.4%
3 Month 2.4%
6 Month 1%
1 Year 14.1%
3 Year 11.6%
5 Year 7.9%
10 Year
15 Year
Since launch 7.4%
Historical performance (Yearly) on absolute basis
YearReturns
2018 6.2%
2017 27.9%
2016 2%
2015 -4.7%
2014 28.7%
2013 9.8%
2012 27.3%
2011 -25%
2010
2009
Fund Manager information for Reliance Index Fund - Sensex Plan
NameSinceTenure
Mehul Dama6 Nov 180.9 Yr.

Data below for Reliance Index Fund - Sensex Plan as on 30 Sep 19

Asset Allocation
Asset ClassValue
Cash0.51%
Equity99.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | HDFCBANK
12%₹3 Cr15,217
↑ 1,174
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 10 | RELIANCE
10%₹3 Cr22,897
↑ 1,768
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 10 | HDFC
10%₹3 Cr12,177
↑ 940
Infosys Ltd (Technology)
Equity, Since 31 Oct 10 | INFY
8%₹2 Cr26,941
↑ 2,080
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | ICICIBANK
7%₹2 Cr45,473
↑ 3,510
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 10 | TCS
6%₹2 Cr7,448
↑ 575
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
5%₹1 Cr60,421
↑ 4,664
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | KOTAKBANK
4%₹1 Cr8,367
↑ 646
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
4%₹1 Cr8,638
↑ 667
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Oct 10 | 500696
3%₹1 Cr5,063
↑ 390

2. LIC MF Index Fund Sensex

The main investment objective of the fund is to generate returns commensurate with the performance of the index either Nifty / Sensex based on the plans by investing in the respective index stocks subject to tracking errors.

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% since its launch.  Ranked 79 in Index Fund category.  Return for 2018 was 5.6% , 2017 was 27.4% and 2016 was 1.6% .

Below is the key information for LIC MF Index Fund Sensex

LIC MF Index Fund Sensex
Growth
Launch Date 14 Nov 02
NAV (22 Oct 19) ₹72.2066 ↓ -0.63   (-0.86 %)
Net Assets (Cr) ₹20 on 30 Sep 19
Category Others - Index Fund
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.69
Sharpe Ratio 0.31
Information Ratio -7.89
Alpha Ratio -1.14
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
30 Sep 14₹10,000
30 Sep 15₹9,798
30 Sep 16₹10,380
30 Sep 17₹11,606
30 Sep 18₹13,382
30 Sep 19₹14,296

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 ₹367,070.
Net Profit of ₹67,070
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 22 Oct 19

DurationReturns
1 Month 2.4%
3 Month 2.4%
6 Month 1.2%
1 Year 14.3%
3 Year 11.3%
5 Year 7.4%
10 Year
15 Year
Since launch 13%
Historical performance (Yearly) on absolute basis
YearReturns
2018 5.6%
2017 27.4%
2016 1.6%
2015 -5.4%
2014 29.3%
2013 9.2%
2012 26.3%
2011 -24.4%
2010 18%
2009 75%
Fund Manager information for LIC MF Index Fund Sensex
NameSinceTenure
Yogesh Patil1 Oct 180.34 Yr.

Data below for LIC MF Index Fund Sensex as on 30 Sep 19

Asset Allocation
Asset ClassValue
Cash0.34%
Equity99.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFCBANK
13%₹2 Cr11,162
↑ 89
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 09 | RELIANCE
11%₹2 Cr16,798
↑ 97
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 09 | HDFC
10%₹2 Cr8,908
↑ 49
Infosys Ltd (Technology)
Equity, Since 31 Mar 09 | INFY
8%₹2 Cr19,771
↑ 110
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | ICICIBANK
7%₹1 Cr33,381
↑ 186
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 09 | TCS
6%₹1 Cr5,433
↑ 31
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 11 | ITC
5%₹1 Cr44,163
↑ 246
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | KOTAKBANK
4%₹1 Cr6,114
↑ 37
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 09 | LT
4%₹1 Cr6,300
↑ 35
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Oct 11 | 500696
3%₹1 Cr3,695
↑ 20

3. Taurus Nifty Index Fund

The investment objective of the scheme is to replicate the S&P Nifty 50 by investing in securities of the Nifty 50 in the same proportion/weightage.

Taurus Nifty Index Fund is a Others - Index Fund fund was launched on 19 Jun 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8.6% since its launch.  Ranked 81 in Index Fund category.  Return for 2018 was 5.1% , 2017 was 27.2% and 2016 was 2.8% .

Below is the key information for Taurus Nifty Index Fund

Taurus Nifty Index Fund
Growth
Launch Date 19 Jun 10
NAV (22 Oct 19) ₹21.5313 ↑ 0.12   (0.57 %)
Net Assets (Cr) ₹1 on 30 Sep 19
Category Others - Index Fund
AMC Taurus Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 0.13
Information Ratio -0.95
Alpha Ratio -1.65
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-180 Days (0.5%),180 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 14₹10,000
30 Sep 15₹9,987
30 Sep 16₹10,776
30 Sep 17₹12,123
30 Sep 18₹13,802
30 Sep 19₹14,418

Taurus 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 ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for Taurus 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 22 Oct 19

DurationReturns
1 Month 2%
3 Month 1.4%
6 Month -0.4%
1 Year 12%
3 Year 10%
5 Year 7.6%
10 Year
15 Year
Since launch 8.6%
Historical performance (Yearly) on absolute basis
YearReturns
2018 5.1%
2017 27.2%
2016 2.8%
2015 -4.2%
2014 31.2%
2013 6.4%
2012 28.5%
2011 -26.3%
2010
2009
Fund Manager information for Taurus Nifty Index Fund
NameSinceTenure
Prasanna Pathak30 Jun 171.59 Yr.

Data below for Taurus Nifty Index Fund as on 30 Sep 19

Asset Allocation
Asset ClassValue
Cash1.26%
Equity98.74%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Jun 10 | INFY
9%₹0 Cr1,472
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 10 | RELIANCE
8%₹0 Cr805
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | HDFCBANK
8%₹0 Cr808
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 10 | HDFC
7%₹0 Cr489
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK
6%₹0 Cr1,880
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 12 | ITC
6%₹0 Cr2,783
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 12 | ULTRACEMCO
5%₹0 Cr146
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
4%₹0 Cr387
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Jun 10 | 500696
3%₹0 Cr227
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | KOTAKBANK
3%₹0 Cr269

4. IDFC 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 .

IDFC Nifty Fund is a Others - Index Fund fund was launched on 30 Apr 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.7% since its launch.  Ranked 70 in Index Fund category.  Return for 2018 was 4.4% , 2017 was 29.5% and 2016 was 3.9% .

Below is the key information for IDFC Nifty Fund

IDFC Nifty Fund
Growth
Launch Date 30 Apr 10
NAV (22 Oct 19) ₹24.0495 ↑ 0.15   (0.64 %)
Net Assets (Cr) ₹180 on 30 Sep 19
Category Others - Index Fund
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 0.26
Sharpe Ratio 0.24
Information Ratio -1.94
Alpha Ratio -0.34
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.

DateValue
30 Sep 14₹10,000
30 Sep 15₹10,031
30 Sep 16₹10,966
30 Sep 17₹12,560
30 Sep 18₹14,171
30 Sep 19₹15,013

IDFC Nifty Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for IDFC 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 22 Oct 19

DurationReturns
1 Month 2.8%
3 Month 2.4%
6 Month 0.7%
1 Year 14.1%
3 Year 11.1%
5 Year 8.6%
10 Year
15 Year
Since launch 9.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 4.4%
2017 29.5%
2016 3.9%
2015 -3.5%
2014 32.5%
2013 7.5%
2012 29.9%
2011 -23.8%
2010
2009
Fund Manager information for IDFC Nifty Fund
NameSinceTenure
Arpit Kapoor1 Mar 172.25 Yr.
Sumit Agrawal1 Mar 172.25 Yr.

Data below for IDFC Nifty Fund as on 30 Sep 19

Asset Allocation
Asset ClassValue
Cash0.23%
Equity99.75%
Debt0.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 10 | HDFCBANK
11%₹20 Cr164,520
↑ 4,322
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 10 | RELIANCE
10%₹17 Cr130,337
↑ 3,310
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 10 | HDFC
7%₹13 Cr65,614
↑ 1,804
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY
6%₹11 Cr139,408
↓ -1,436
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 10 | ICICIBANK
6%₹11 Cr245,698
↑ 6,332
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
5%₹8 Cr326,628
↑ 8,140
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 10 | TCS
5%₹8 Cr39,999
↑ 1,029
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | KOTAKBANK
5%₹8 Cr50,866
↑ 1,286
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
4%₹7 Cr47,013
↑ 1,219
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jan 11 | 500696
3%₹5 Cr27,196
↑ 701

5. UTI Nifty Index Fund

The principal investment objective of the scheme is to invest in stocks of companies comprising Nifty 50 Index and endeavour to achieve return equivalent to Nifty 50 by “passive” investment. The scheme will be managed by replicating the index in the same weightage as in the Nifty 50 Index with the intention of minimising the performance differences between the scheme and the Nifty 50 Index in capital terms, subject to market liquidity, costs of trading, management expenses and other factors which may cause tracking error. The scheme would alter the scrips/weights as and when the same are altered in the Nifty 50 Index.

UTI Nifty Index Fund is a Others - Index Fund fund was launched on 6 Mar 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.9% since its launch.  Ranked 68 in Index Fund category.  Return for 2018 was 4.3% , 2017 was 29.7% and 2016 was 4% .

Below is the key information for UTI Nifty Index Fund

UTI Nifty Index Fund
Growth
Launch Date 6 Mar 00
NAV (22 Oct 19) ₹76.029 ↓ -0.48   (-0.63 %)
Net Assets (Cr) ₹1,673 on 30 Sep 19
Category Others - Index Fund
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 0.2
Sharpe Ratio 0.25
Information Ratio -2.29
Alpha Ratio -0.23
Min Investment 5,000
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Sep 14₹10,000
30 Sep 15₹10,047
30 Sep 16₹10,991
30 Sep 17₹12,600
30 Sep 18₹14,204
30 Sep 19₹15,071

UTI 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 ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for UTI 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 22 Oct 19

DurationReturns
1 Month 2.9%
3 Month 2.5%
6 Month 0.8%
1 Year 14.4%
3 Year 11.1%
5 Year 8.7%
10 Year
15 Year
Since launch 10.9%
Historical performance (Yearly) on absolute basis
YearReturns
2018 4.3%
2017 29.7%
2016 4%
2015 -3.3%
2014 31.8%
2013 6.9%
2012 28.3%
2011 -24.8%
2010 17.7%
2009 73.8%
Fund Manager information for UTI Nifty Index Fund
NameSinceTenure
Sharwan Kumar Goyal1 May 190 Yr.

Data below for UTI Nifty Index Fund as on 30 Sep 19

Asset Allocation
Asset ClassValue
Equity100.18%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | HDFCBANK
11%₹189 Cr1,536,672
↑ 78,362
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 03 | RELIANCE
10%₹162 Cr1,217,104
↑ 60,988
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFC
7%₹121 Cr612,855
↑ 31,976
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
6%₹105 Cr1,302,152
↑ 19,465
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 03 | ICICIBANK
6%₹100 Cr2,296,213
↑ 117,339
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC
5%₹79 Cr3,057,588
↑ 159,437
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 05 | TCS
5%₹78 Cr373,566
↑ 18,715
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | KOTAKBANK
5%₹78 Cr475,324
↑ 23,976
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 04 | LT
4%₹65 Cr439,060
↑ 22,047
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | 500696
3%₹50 Cr254,001
↑ 12,726

6. 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 14.1% since its launch.  Ranked 75 in Index Fund category.  Return for 2018 was 3.8% , 2017 was 29.1% and 2016 was 3.4% .

Below is the key information for SBI Nifty Index Fund

SBI Nifty Index Fund
Growth
Launch Date 17 Jan 02
NAV (22 Oct 19) ₹99.7778 ↑ 0.65   (0.65 %)
Net Assets (Cr) ₹452 on 30 Sep 19
Category Others - Index Fund
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 0.69
Sharpe Ratio 0.21
Information Ratio -7.37
Alpha Ratio -0.8
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
30 Sep 14₹10,000
30 Sep 15₹9,937
30 Sep 16₹10,802
30 Sep 17₹12,317
30 Sep 18₹13,836
30 Sep 19₹14,596

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 ₹376,357.
Net Profit of ₹76,357
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 22 Oct 19

DurationReturns
1 Month 2.8%
3 Month 2.3%
6 Month 0.5%
1 Year 13.8%
3 Year 10.6%
5 Year 8%
10 Year
15 Year
Since launch 14.1%
Historical performance (Yearly) on absolute basis
YearReturns
2018 3.8%
2017 29.1%
2016 3.4%
2015 -4.2%
2014 30.5%
2013 6.2%
2012 28.4%
2011 -24.6%
2010 18%
2009 74.7%
Fund Manager information for SBI Nifty Index Fund
NameSinceTenure
Raviprakash Sharma1 Feb 118.25 Yr.

Data below for SBI Nifty Index Fund as on 30 Sep 19

Asset Allocation
Asset ClassValue
Cash1.48%
Equity98.51%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 03 | HDFCBANK
11%₹50 Cr405,519
↓ -1,851
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 03 | RELIANCE
9%₹43 Cr321,189
↓ -1,769
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 03 | HDFC
7%₹32 Cr161,728
↓ -536
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
6%₹28 Cr343,623
↓ -14,693
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 03 | ICICIBANK
6%₹26 Cr605,958
↓ -2,708
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
5%₹21 Cr806,880
↓ -2,709
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 05 | TCS
5%₹21 Cr98,583
↓ -542
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | KOTAKBANK
5%₹21 Cr125,436
↓ -648
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 04 | LT
4%₹17 Cr115,867
↓ -624
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | 500696
3%₹13 Cr67,030
↓ -371

7. Reliance 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.

Reliance Index Fund - Nifty 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 7.6% since its launch.  Ranked 78 in Index Fund category.  Return for 2018 was 3.5% , 2017 was 29% and 2016 was 2.5% .

Below is the key information for Reliance Index Fund - Nifty Plan

Reliance Index Fund - Nifty Plan
Growth
Launch Date 28 Sep 10
NAV (22 Oct 19) ₹19.4226 ↑ 0.12   (0.64 %)
Net Assets (Cr) ₹145 on 30 Sep 19
Category Others - Index Fund
AMC Reliance Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 0.95
Sharpe Ratio 0.18
Information Ratio -5.84
Alpha Ratio -1.1
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
30 Sep 14₹10,000
30 Sep 15₹9,997
30 Sep 16₹10,817
30 Sep 17₹12,291
30 Sep 18₹13,755
30 Sep 19₹14,468

Reliance Index Fund - Nifty Plan SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for Reliance 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 22 Oct 19

DurationReturns
1 Month 2.8%
3 Month 2.3%
6 Month 0.3%
1 Year 13.4%
3 Year 10.2%
5 Year 7.8%
10 Year
15 Year
Since launch 7.6%
Historical performance (Yearly) on absolute basis
YearReturns
2018 3.5%
2017 29%
2016 2.5%
2015 -3.9%
2014 31.9%
2013 7.1%
2012 29.1%
2011 -24%
2010
2009
Fund Manager information for Reliance Index Fund - Nifty Plan
NameSinceTenure
Mehul Dama6 Nov 180.9 Yr.

Data below for Reliance Index Fund - Nifty Plan as on 30 Sep 19

Asset Allocation
Asset ClassValue
Cash0.39%
Equity99.6%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | HDFCBANK
11%₹16 Cr132,570
↑ 80
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 10 | RELIANCE
10%₹14 Cr105,001
↓ -35
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 10 | HDFC
7%₹10 Cr52,871
↑ 97
Infosys Ltd (Technology)
Equity, Since 31 Oct 10 | INFY
6%₹9 Cr112,335
↓ -4,201
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | ICICIBANK
6%₹9 Cr198,096
↑ 139
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
5%₹7 Cr263,781
↑ 476
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 10 | TCS
5%₹7 Cr32,228
↓ -11
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Aug 11 | KOTAKBANK
5%₹7 Cr41,007
↑ 01
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
4%₹6 Cr37,879
↓ -08
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Oct 10 | 500696
3%₹4 Cr21,913
↓ -08

8. 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 14.7% since its launch.  Ranked 71 in Index Fund category.  Return for 2018 was 3.4% , 2017 was 28.7% and 2016 was 3.6% .

Below is the key information for ICICI Prudential Nifty Index Fund

ICICI Prudential Nifty Index Fund
Growth
Launch Date 26 Feb 02
NAV (18 Oct 19) ₹113.094 ↑ 0.73   (0.65 %)
Net Assets (Cr) ₹436 on 30 Sep 19
Category Others - Index Fund
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1
Sharpe Ratio 0.21
Information Ratio -6.53
Alpha Ratio -0.7
Min Investment 5,000
Min SIP Investment 100
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Sep 14₹10,000
30 Sep 15₹10,022
30 Sep 16₹10,903
30 Sep 17₹12,423
30 Sep 18₹13,890
30 Sep 19₹14,666

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 ₹376,357.
Net Profit of ₹76,357
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 22 Oct 19

DurationReturns
1 Month 7.7%
3 Month 1%
6 Month 0%
1 Year 12.3%
3 Year 10.8%
5 Year 8.8%
10 Year
15 Year
Since launch 14.7%
Historical performance (Yearly) on absolute basis
YearReturns
2018 3.4%
2017 28.7%
2016 3.6%
2015 -3.6%
2014 32.5%
2013 7.9%
2012 26.5%
2011 -23.6%
2010 18.7%
2009 75.6%
Fund Manager information for ICICI Prudential Nifty Index Fund
NameSinceTenure
Kayzad Eghlim1 Aug 099.75 Yr.

Data below for ICICI Prudential Nifty Index Fund as on 30 Sep 19

Asset Allocation
Asset ClassValue
Cash0.31%
Equity99.69%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 05 | HDFCBANK
11%₹42 Cr188,422
↑ 11,203
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 05 | RELIANCE
10%₹37 Cr299,704
↑ 17,762
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFC
8%₹32 Cr146,568
↑ 8,925
Infosys Ltd (Technology)
Equity, Since 31 Mar 05 | INFY
7%₹27 Cr332,513
↑ 19,706
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 05 | ICICIBANK
6%₹23 Cr571,059
↑ 33,476
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 05 | TCS
5%₹21 Cr92,732
↑ 5,452
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
5%₹18 Cr751,302
↑ 44,526
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 29 Feb 12 | KOTAKBANK
4%₹17 Cr117,278
↑ 6,936
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
4%₹14 Cr108,379
↑ 6,408
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Mar 05 | 500696
3%₹12 Cr62,722
↑ 3,706

9. 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.

Aditya Birla Sun Life Index Fund is a Others - Index Fund fund was launched on 18 Sep 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.3% since its launch.  Ranked 77 in Index Fund category.  Return for 2018 was 3.2% , 2017 was 28.5% and 2016 was 3.1% .

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 Oct 19) ₹114.634 ↑ 0.73   (0.64 %)
Net Assets (Cr) ₹139 on 30 Sep 19
Category Others - Index Fund
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 0.75
Sharpe Ratio 0.2
Information Ratio -5.99
Alpha Ratio -0.89
Min Investment 1,000
Min SIP Investment 1,000
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
30 Sep 14₹10,000
30 Sep 15₹10,000
30 Sep 16₹10,854
30 Sep 17₹12,324
30 Sep 18₹13,731
30 Sep 19₹14,468

Aditya Birla Sun Life 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 ₹376,357.
Net Profit of ₹76,357
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 22 Oct 19

DurationReturns
1 Month 7.5%
3 Month 1%
6 Month -0.2%
1 Year 11.9%
3 Year 10.4%
5 Year 8.5%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
2018 3.2%
2017 28.5%
2016 3.1%
2015 -3.8%
2014 30.7%
2013 7.2%
2012 27%
2011 -25.4%
2010 17.6%
2009 75.5%
Fund Manager information for Aditya Birla Sun Life Index Fund
NameSinceTenure
Ajay Garg1 Oct 0711.67 Yr.

Data below for Aditya Birla Sun Life Index Fund as on 30 Sep 19

Asset Allocation
Asset ClassValue
Cash17%
Equity82.99%
Debt0.01%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Limited
CBLO | -
15%₹20 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 07 | HDFCBANK
9%₹13 Cr105,420
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 07 | RELIANCE
8%₹11 Cr83,574
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 12 | HDFC
6%₹8 Cr41,991
Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY
5%₹7 Cr92,724
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
5%₹7 Cr157,509
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 07 | ITC
4%₹5 Cr209,505
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 07 | TCS
4%₹5 Cr25,652
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 10 | KOTAKBANK
4%₹5 Cr32,628
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT
3%₹4 Cr30,145

10. 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

Franklin India Index Fund Nifty Plan is a Others - Index Fund fund was launched on 4 Aug 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.2% since its launch.  Ranked 76 in Index Fund category.  Return for 2018 was 3.2% , 2017 was 28.3% and 2016 was 3.3% .

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 (22 Oct 19) ₹91.8321 ↓ -0.60   (-0.65 %)
Net Assets (Cr) ₹279 on 30 Sep 19
Category Others - Index Fund
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.07
Sharpe Ratio 0.17
Information Ratio -5.7
Alpha Ratio -1.27
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.

DateValue
30 Sep 14₹10,000
30 Sep 15₹10,020
30 Sep 16₹10,879
30 Sep 17₹12,357
30 Sep 18₹13,792
30 Sep 19₹14,478

Franklin India Index Fund Nifty Plan SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
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 22 Oct 19

DurationReturns
1 Month 2.7%
3 Month 2.2%
6 Month 0.3%
1 Year 13.1%
3 Year 10%
5 Year 7.8%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
2018 3.2%
2017 28.3%
2016 3.3%
2015 -3.6%
2014 31.2%
2013 6.9%
2012 27.7%
2011 -24.4%
2010 18%
2009 75.3%
Fund Manager information for Franklin India Index Fund Nifty Plan
NameSinceTenure
Varun Sharma30 Nov 153.5 Yr.
Srikesh Nair1 Dec 153.5 Yr.

Data below for Franklin India Index Fund Nifty Plan as on 30 Sep 19

Asset Allocation
Asset ClassValue
Equity97.11%
Debt0.01%
Other2.89%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 03 | HDFCBANK
10%₹28 Cr124,222
↑ 2,599
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 03 | RELIANCE
9%₹25 Cr196,960
↑ 4,121
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFC
8%₹21 Cr98,960
↑ 2,070
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
7%₹18 Cr218,525
↑ 4,572
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
6%₹15 Cr371,204
↑ 7,766
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 05 | TCS
5%₹14 Cr60,454
↑ 1,265
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 11 | ITC
5%₹12 Cr493,744
↑ 10,330
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | KOTAKBANK
4%₹11 Cr76,894
↑ 1,609
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT
4%₹9 Cr71,044
↑ 1,486
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | 532215
3%₹8 Cr117,546
↑ 2,459
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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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