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فنکاش »میوچل فنڈز انڈیا »بہترین انڈیکس فنڈز 2018

بہترین انڈیکس فنڈز 2021

Updated on January 5, 2026 , 2525 views

انڈیکس فنڈز میوچل فنڈ اسکیموں کا حوالہ دیں جن کا پورٹ فولیو استعمال کرکے بنایا گیا ہے۔مارکیٹ ایک بنیاد کے طور پر انڈیکس. دوسرے الفاظ میں، انڈیکس فنڈ کی کارکردگی کا انحصار کسی خاص انڈیکس کی کارکردگی پر ہوتا ہے۔ یہ اسکیمیں غیر فعال طور پر منظم ہیں۔ ان فنڈز میں اسی تناسب سے حصص ہوتے ہیں جیسا کہ وہ کسی خاص انڈیکس میں ہوتے ہیں۔

ہندوستان میں، بہت سی اسکیمیں اپنے پورٹ فولیو کی تعمیر کے لیے نفٹی یا سینسیکس کو بنیاد کے طور پر استعمال کرتی ہیں۔ مثال کے طور پر، اگر نفٹی پورٹ فولیو SBI کے حصص پر مشتمل ہے جس کا تناسب 12% ہے تو؛ نفٹی انڈیکس فنڈ میں بھی 12% ایکویٹی شیئرز ہوں گے۔

انڈیکس فنڈ کیا ہے؟

انڈیکس فنڈ ایک قسم کا میوچل فنڈ ہوتا ہے جس میں ایک پورٹ فولیو بنایا جاتا ہے جس کے اجزاء کو میچ یا ٹریک کرنے کے لیے بنایا جاتا ہے۔مارکیٹ انڈیکس، جیسے S&P Nifty 50 (NIFTY)۔ ایک انڈیکس میوچل فنڈ کو وسیع فراہم کرنے کے لیے کہا جاتا ہے۔مارکیٹ کی نمائش، کم آپریٹنگ اخراجات اور کم پورٹ فولیو ٹرن اوور۔ یہ فنڈز مخصوص اصولوں یا معیارات (مثلاً ٹیکس کا موثر انتظام یا ٹریکنگ کی غلطیوں کو کم کرنا) کی پابندی کرتے ہیں جو مارکیٹوں کی حالت سے قطع نظر اپنی جگہ پر قائم رہتے ہیں۔

انڈیکس فنڈز میں سرمایہ کاری کے خطرات

انڈیکس میوچل فنڈز کی کوئی لچک نہیں۔

کا ایک بڑا نقصانسرمایہ کاری انڈیکس فنڈز میں لچک کی کمی ہے۔ چونکہ فنڈز صرف انڈیکس کو ٹریک کرتے ہیں، اس لیے وہ زیادہ منافع حاصل کرنے کے موقع سے محروم رہ سکتے ہیں جو کہ مارکیٹ کی بے ضابطگیوں اور انڈیکس سے منسلک نہ ہونے والی حیرتوں کی وجہ سے پیدا ہو سکتا ہے۔ عام طور پر، ویلیو اسٹاکس کو انڈیکس کا حصہ بننا بہت مشکل لگتا ہے۔

risk-in-index-funds-2018

انڈیکس میوچل فنڈز پر مارکیٹ کا خطرہ

انڈیکس فنڈز کا بازار سے براہ راست تعلق ہوتا ہے۔ لہذا، جب اسٹاک مارکیٹ مجموعی طور پر گرتی ہے، تو انڈیکس میوچل فنڈ کی قدر بھی گرتی ہے۔

چند نقصانات ہونے کے باوجود، ٹاپ انڈیکس فنڈز ان سرمایہ کاروں کے لیے فائدہ مند ہو سکتے ہیں جو سرمایہ کاری کرنا چاہتے ہیں۔ایکوئٹیز کم سے کم خطرے کے ساتھعنصر. ماہرین کے مطابق، سرمایہ کاروں کو مشورہ دیا جاتا ہے کہ وہ اپنی سرمایہ کاری سے بہترین فائدہ اٹھانے کے لیے انڈیکس فنڈز کا 5-6% اپنے سرمایہ کاری کے پورٹ فولیو میں شامل کریں۔

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مالی سال 21 - 22 کے 6 بہترین پرفارمنگ انڈیکس فنڈز

FundNAVNet Assets (Cr)2024 (%)2023 (%)2022 (%)2021 (%)2020 (%)
Aditya Birla Sun Life Index Fund Growth ₹264.859
↓ -0.39 		₹1,24711.49.520.6524.6
Nippon India Index Fund - Nifty Plan Growth ₹44.386
↓ -0.07 		₹3,05211.49.420.54.624
Franklin India Index Fund Nifty Plan Growth ₹211.013
↓ -0.30 		₹78811.39.520.24.924.3
Bandhan Nifty Fund Growth ₹56.2887
↓ -0.08 		₹2,18611.29.220.55.424.4
LIC MF Index Fund Nifty Growth ₹144.224
↓ -0.21 		₹36710.78.819.84.723.8
Nippon India Index Fund - Sensex Plan Growth ₹43.2624
↓ -0.05 		₹9899.88.919.5522.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Jan 26

Research Highlights & Commentary of 6 Funds showcased

CommentaryAditya Birla Sun Life Index FundNippon India Index Fund - Nifty PlanFranklin India Index Fund Nifty PlanBandhan Nifty FundLIC MF Index Fund NiftyNippon India Index Fund - Sensex Plan
Point 1Upper mid AUM (₹1,247 Cr).Highest AUM (₹3,052 Cr).Bottom quartile AUM (₹788 Cr).Upper mid AUM (₹2,186 Cr).Bottom quartile AUM (₹367 Cr).Lower mid AUM (₹989 Cr).
Point 2Established 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 3Rating: 1★ (upper mid).Rating: 1★ (lower mid).Rating: 1★ (bottom quartile).Top rated.Rating: 1★ (bottom quartile).Rating: 2★ (upper mid).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 13.73% (top quartile).5Y return: 13.52% (lower mid).5Y return: 13.59% (upper mid).5Y return: 13.67% (upper mid).5Y return: 13.11% (bottom quartile).5Y return: 12.70% (bottom quartile).
Point 63Y return: 14.25% (top quartile).3Y return: 14.19% (upper mid).3Y return: 14.11% (upper mid).3Y return: 14.06% (lower mid).3Y return: 13.55% (bottom quartile).3Y return: 13.08% (bottom quartile).
Point 71Y return: 11.11% (top quartile).1Y return: 11.10% (upper mid).1Y return: 11.04% (upper mid).1Y return: 10.92% (lower mid).1Y return: 10.43% (bottom quartile).1Y return: 9.40% (bottom quartile).
Point 81M return: -0.22% (upper mid).1M return: -0.21% (top quartile).1M return: -0.23% (upper mid).1M return: -0.23% (lower mid).1M return: -0.28% (bottom quartile).1M return: -0.93% (bottom quartile).
Point 9Alpha: -0.51 (upper mid).Alpha: -0.47 (top quartile).Alpha: -0.60 (lower mid).Alpha: -0.63 (bottom quartile).Alpha: -1.08 (bottom quartile).Alpha: -0.51 (upper mid).
Point 10Sharpe: 0.31 (upper mid).Sharpe: 0.31 (top quartile).Sharpe: 0.30 (upper mid).Sharpe: 0.30 (lower mid).Sharpe: 0.26 (bottom quartile).Sharpe: 0.21 (bottom quartile).

Aditya Birla Sun Life Index Fund

  • Upper mid AUM (₹1,247 Cr).
  • Established history (23+ yrs).
  • Rating: 1★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.73% (top quartile).
  • 3Y return: 14.25% (top quartile).
  • 1Y return: 11.11% (top quartile).
  • 1M return: -0.22% (upper mid).
  • Alpha: -0.51 (upper mid).
  • Sharpe: 0.31 (upper mid).

Nippon India Index Fund - Nifty Plan

  • Highest AUM (₹3,052 Cr).
  • Established history (15+ yrs).
  • Rating: 1★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.52% (lower mid).
  • 3Y return: 14.19% (upper mid).
  • 1Y return: 11.10% (upper mid).
  • 1M return: -0.21% (top quartile).
  • Alpha: -0.47 (top quartile).
  • Sharpe: 0.31 (top quartile).

Franklin India Index Fund Nifty Plan

  • Bottom quartile AUM (₹788 Cr).
  • Oldest track record among peers (25 yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.59% (upper mid).
  • 3Y return: 14.11% (upper mid).
  • 1Y return: 11.04% (upper mid).
  • 1M return: -0.23% (upper mid).
  • Alpha: -0.60 (lower mid).
  • Sharpe: 0.30 (upper mid).

Bandhan Nifty Fund

  • Upper mid AUM (₹2,186 Cr).
  • Established history (15+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 13.67% (upper mid).
  • 3Y return: 14.06% (lower mid).
  • 1Y return: 10.92% (lower mid).
  • 1M return: -0.23% (lower mid).
  • Alpha: -0.63 (bottom quartile).
  • Sharpe: 0.30 (lower mid).

LIC MF Index Fund Nifty

  • Bottom quartile AUM (₹367 Cr).
  • Established history (23+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.11% (bottom quartile).
  • 3Y return: 13.55% (bottom quartile).
  • 1Y return: 10.43% (bottom quartile).
  • 1M return: -0.28% (bottom quartile).
  • Alpha: -1.08 (bottom quartile).
  • Sharpe: 0.26 (bottom quartile).

Nippon India Index Fund - Sensex Plan

  • Lower mid AUM (₹989 Cr).
  • Established history (15+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 12.70% (bottom quartile).
  • 3Y return: 13.08% (bottom quartile).
  • 1Y return: 9.40% (bottom quartile).
  • 1M return: -0.93% (bottom quartile).
  • Alpha: -0.51 (upper mid).
  • Sharpe: 0.21 (bottom quartile).

*انڈیکس کی فہرست ذیل میں ہے۔باہمی چندہ کم از کم ہونا15 کروڑ یا اس سے زیادہ نیٹ اثاثوں میں۔

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 (₹1,247 Cr).
  • Established history (23+ yrs).
  • Rating: 1★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.73% (top quartile).
  • 3Y return: 14.25% (top quartile).
  • 1Y return: 11.11% (top quartile).
  • 1M return: -0.22% (upper mid).
  • Alpha: -0.51 (upper mid).
  • Sharpe: 0.31 (upper mid).
  • Information ratio: -15.54 (bottom quartile).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~100%).
  • Largest holding HDFC Bank Ltd (~12.9%).

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 (07 Jan 26) ₹264.859 ↓ -0.39   (-0.15 %)
Net Assets (Cr) ₹1,247 on 30 Nov 25
Category Others - Index Fund
AMC Birla Sun Life Asset Management Co Ltd
Rating ☆
Risk Moderately High
Expense Ratio 0.52
Sharpe Ratio 0.31
Information Ratio -15.54
Alpha Ratio -0.51
Min Investment 1,000
Min SIP Investment 100
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Dec 20₹10,000
31 Dec 21₹12,460
31 Dec 22₹13,078
31 Dec 23₹15,771
31 Dec 24₹17,268
31 Dec 25₹19,230

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 ₹426,080.
Net Profit of ₹126,080 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 7 Jan 26

DurationReturns
1 Month -0.2%
3 Month 4.2%
6 Month 2.9%
1 Year 11.1%
3 Year 14.2%
5 Year 13.7%
10 Year
15 Year
Since launch 15.1%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Priya Sridhar31 Dec 240.92 Yr.

Data below for Aditya Birla Sun Life Index Fund as on 30 Nov 25

Asset Allocation
Asset ClassValue
Cash0.09%
Equity99.91%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 07 | HDFCBANK		13%₹161 Cr1,593,296
↑ 22,905
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 07 | RELIANCE		9%₹111 Cr706,216
↑ 10,153
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK		8%₹103 Cr744,432
↑ 10,702
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 07 | BHARTIARTL		5%₹60 Cr284,330
↑ 4,088
Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY		5%₹59 Cr375,832
↑ 5,403
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT		4%₹50 Cr122,511
↑ 1,761
State Bank of India (Financial Services)
Equity, Since 30 Sep 07 | SBIN		3%₹42 Cr432,832
↑ 6,223
ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 07 | ITC		3%₹41 Cr1,005,101
↑ 14,450
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | AXISBANK		3%₹38 Cr298,750
↑ 4,295
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Sep 07 | M&M		3%₹35 Cr92,452
↑ 1,329

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 (₹3,052 Cr).
  • Established history (15+ yrs).
  • Rating: 1★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.52% (lower mid).
  • 3Y return: 14.19% (upper mid).
  • 1Y return: 11.10% (upper mid).
  • 1M return: -0.21% (top quartile).
  • Alpha: -0.47 (top quartile).
  • Sharpe: 0.31 (top quartile).
  • Information ratio: -12.08 (upper mid).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~100%).
  • Largest holding HDFC Bank Ltd (~12.9%).

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 (07 Jan 26) ₹44.386 ↓ -0.07   (-0.15 %)
Net Assets (Cr) ₹3,052 on 30 Nov 25
Category Others - Index Fund
AMC Nippon Life Asset Management Ltd.
Rating ☆
Risk Moderately High
Expense Ratio 0.49
Sharpe Ratio 0.31
Information Ratio -12.08
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.

DateValue
31 Dec 20₹10,000
31 Dec 21₹12,402
31 Dec 22₹12,978
31 Dec 23₹15,642
31 Dec 24₹17,111
31 Dec 25₹19,053

Nippon 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 ₹426,080.
Net Profit of ₹126,080 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 7 Jan 26

DurationReturns
1 Month -0.2%
3 Month 4.1%
6 Month 2.9%
1 Year 11.1%
3 Year 14.2%
5 Year 13.5%
10 Year
15 Year
Since launch 10.2%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Himanshu Mange23 Dec 231.94 Yr.

Data below for Nippon India Index Fund - Nifty Plan as on 30 Nov 25

Asset Allocation
Asset ClassValue
Cash0.03%
Equity99.97%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | HDFCBANK		13%₹393 Cr3,900,923
↑ 195,415
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 10 | RELIANCE		9%₹271 Cr1,729,053
↑ 86,616
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | ICICIBANK		8%₹253 Cr1,822,620
↑ 91,304
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 10 | BHARTIARTL		5%₹146 Cr696,136
↑ 34,873
Infosys Ltd (Technology)
Equity, Since 31 Oct 10 | INFY		5%₹144 Cr920,163
↑ 46,095
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT		4%₹122 Cr299,949
↑ 15,026
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN		3%₹104 Cr1,059,718
↑ 53,086
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC		3%₹99 Cr2,460,823
↑ 123,274
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | AXISBANK		3%₹94 Cr731,441
↑ 36,642
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 10 | M&M		3%₹85 Cr226,355
↑ 11,340

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 (₹788 Cr).
  • Oldest track record among peers (25 yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.59% (upper mid).
  • 3Y return: 14.11% (upper mid).
  • 1Y return: 11.04% (upper mid).
  • 1M return: -0.23% (upper mid).
  • Alpha: -0.60 (lower mid).
  • Sharpe: 0.30 (upper mid).
  • Information ratio: -3.88 (top quartile).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~100%).
  • Largest holding HDFC Bank Ltd (~12.9%).

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 (07 Jan 26) ₹211.013 ↓ -0.30   (-0.14 %)
Net Assets (Cr) ₹788 on 30 Nov 25
Category Others - Index Fund
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆
Risk Moderately High
Expense Ratio 0.63
Sharpe Ratio 0.3
Information Ratio -3.88
Alpha Ratio -0.6
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
31 Dec 20₹10,000
31 Dec 21₹12,429
31 Dec 22₹13,043
31 Dec 23₹15,684
31 Dec 24₹17,171
31 Dec 25₹19,106

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 ₹426,080.
Net Profit of ₹126,080 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 7 Jan 26

DurationReturns
1 Month -0.2%
3 Month 4.2%
6 Month 2.9%
1 Year 11%
3 Year 14.1%
5 Year 13.6%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Sandeep Manam18 Oct 214.12 Yr.
Shyam Sriram26 Sep 241.18 Yr.

Data below for Franklin India Index Fund Nifty Plan as on 30 Nov 25

Asset Allocation
Asset ClassValue
Cash0.23%
Equity99.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 03 | HDFCBANK		13%₹101 Cr1,005,563
↑ 4,012
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 03 | RELIANCE		9%₹70 Cr445,708
↑ 1,779
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK		8%₹65 Cr469,827
↑ 1,875
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 04 | BHARTIARTL		5%₹38 Cr179,447
↑ 716
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY		5%₹37 Cr237,196
↑ 947
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT		4%₹31 Cr77,319
↑ 308
State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN		3%₹27 Cr273,170
↑ 1,091
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 11 | ITC		3%₹26 Cr634,340
↑ 2,531
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | AXISBANK		3%₹24 Cr188,548
↑ 753
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 07 | M&M		3%₹22 Cr58,349
↑ 233

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 (₹2,186 Cr).
  • Established history (15+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 13.67% (upper mid).
  • 3Y return: 14.06% (lower mid).
  • 1Y return: 10.92% (lower mid).
  • 1M return: -0.23% (lower mid).
  • Alpha: -0.63 (bottom quartile).
  • Sharpe: 0.30 (lower mid).
  • Information ratio: -12.40 (lower mid).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~100%).
  • Largest holding HDFC Bank Ltd (~12.9%).

Below is the key information for Bandhan Nifty Fund

Bandhan Nifty Fund
Growth
Launch Date 30 Apr 10
NAV (07 Jan 26) ₹56.2887 ↓ -0.08   (-0.15 %)
Net Assets (Cr) ₹2,186 on 30 Nov 25
Category Others - Index Fund
AMC IDFC Asset Management Company Limited
Rating ☆☆
Risk Moderately High
Expense Ratio 0.6
Sharpe Ratio 0.3
Information Ratio -12.4
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.

DateValue
31 Dec 20₹10,000
31 Dec 21₹12,441
31 Dec 22₹13,110
31 Dec 23₹15,801
31 Dec 24₹17,255
31 Dec 25₹19,183

Bandhan 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 ₹426,080.
Net Profit of ₹126,080 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 7 Jan 26

DurationReturns
1 Month -0.2%
3 Month 4.1%
6 Month 2.8%
1 Year 10.9%
3 Year 14.1%
5 Year 13.7%
10 Year
15 Year
Since launch 11.6%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Abhishek Jain8 Mar 250.73 Yr.

Data below for Bandhan Nifty Fund as on 30 Nov 25

Asset Allocation
Asset ClassValue
Cash0.01%
Equity99.99%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 10 | HDFCBANK		13%₹282 Cr2,794,830
↑ 63,065
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 10 | RELIANCE		9%₹194 Cr1,238,787
↑ 27,954
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 10 | ICICIBANK		8%₹181 Cr1,305,823
↑ 29,466
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 10 | BHARTIARTL		5%₹105 Cr498,749
↑ 11,254
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY		5%₹103 Cr659,254
↑ 14,876
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT		4%₹87 Cr214,899
↑ 4,849
State Bank of India (Financial Services)
Equity, Since 31 Aug 11 | SBIN		3%₹74 Cr759,239
↑ 17,133
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC		3%₹71 Cr1,763,066
↑ 39,784
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 10 | AXISBANK		3%₹67 Cr524,043
↑ 11,825
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 11 | M&M		3%₹61 Cr162,173
↑ 3,660

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 (₹367 Cr).
  • Established history (23+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.11% (bottom quartile).
  • 3Y return: 13.55% (bottom quartile).
  • 1Y return: 10.43% (bottom quartile).
  • 1M return: -0.28% (bottom quartile).
  • Alpha: -1.08 (bottom quartile).
  • Sharpe: 0.26 (bottom quartile).
  • Information ratio: -15.81 (bottom quartile).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~100%).
  • Largest holding HDFC Bank Ltd (~12.9%).

Below is the key information for LIC MF Index Fund Nifty

LIC MF Index Fund Nifty
Growth
Launch Date 14 Nov 02
NAV (07 Jan 26) ₹144.224 ↓ -0.21   (-0.15 %)
Net Assets (Cr) ₹367 on 30 Nov 25
Category Others - Index Fund
AMC LIC Mutual Fund Asset Mgmt Co Ltd
Rating ☆
Risk Moderately High
Expense Ratio 0.94
Sharpe Ratio 0.26
Information Ratio -15.81
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
31 Dec 20₹10,000
31 Dec 21₹12,382
31 Dec 22₹12,958
31 Dec 23₹15,528
31 Dec 24₹16,901
31 Dec 25₹18,708

LIC MF Index Fund Nifty SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 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 7 Jan 26

DurationReturns
1 Month -0.3%
3 Month 4%
6 Month 2.6%
1 Year 10.4%
3 Year 13.5%
5 Year 13.1%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Sumit Bhatnagar3 Oct 232.16 Yr.

Data below for LIC MF Index Fund Nifty as on 30 Nov 25

Asset Allocation
Asset ClassValue
Cash0.08%
Equity99.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | HDFCBANK		13%₹47 Cr469,666
↑ 21,854
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 12 | RELIANCE		9%₹33 Cr207,786
↑ 9,259
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 09 | ICICIBANK		8%₹30 Cr219,263
↑ 10,029
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | BHARTIARTL		5%₹18 Cr83,750
↑ 3,923
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY		5%₹17 Cr110,607
↑ 4,997
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT		4%₹15 Cr36,057
↑ 1,753
State Bank of India (Financial Services)
Equity, Since 30 Apr 09 | SBIN		3%₹12 Cr127,477
↑ 6,431
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 03 | ITC		3%₹12 Cr295,342
↑ 14,570
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 09 | AXISBANK		3%₹11 Cr88,100
↑ 4,305
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | M&M		3%₹10 Cr27,245
↑ 1,338

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 (₹989 Cr).
  • Established history (15+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 12.70% (bottom quartile).
  • 3Y return: 13.08% (bottom quartile).
  • 1Y return: 9.40% (bottom quartile).
  • 1M return: -0.93% (bottom quartile).
  • Alpha: -0.51 (upper mid).
  • Sharpe: 0.21 (bottom quartile).
  • Information ratio: -10.82 (upper mid).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~100%).
  • Largest holding HDFC Bank Ltd (~15.1%).
  • Top-3 holdings concentration ~35.5%.

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 (07 Jan 26) ₹43.2624 ↓ -0.05   (-0.12 %)
Net Assets (Cr) ₹989 on 30 Nov 25
Category Others - Index Fund
AMC Nippon Life Asset Management Ltd.
Rating ☆☆
Risk Moderately High
Expense Ratio 0.49
Sharpe Ratio 0.21
Information Ratio -10.82
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.

DateValue
31 Dec 20₹10,000
31 Dec 21₹12,243
31 Dec 22₹12,861
31 Dec 23₹15,363
31 Dec 24₹16,723
31 Dec 25₹18,364

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 ₹415,684.
Net Profit of ₹115,684 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 7 Jan 26

DurationReturns
1 Month -0.9%
3 Month 3.7%
6 Month 2%
1 Year 9.4%
3 Year 13.1%
5 Year 12.7%
10 Year
15 Year
Since launch 10.1%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Himanshu Mange23 Dec 231.94 Yr.

Data below for Nippon India Index Fund - Sensex Plan as on 30 Nov 25

Asset Allocation
Asset ClassValue
Cash0.07%
Equity99.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | 500180		15%₹150 Cr1,487,642
↑ 27,539
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 10 | 500325		11%₹104 Cr663,837
↑ 12,288
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 10 | 532174		10%₹97 Cr700,493
↑ 12,967
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 10 | 532454		6%₹56 Cr268,529
↑ 4,971
Infosys Ltd (Technology)
Equity, Since 31 Oct 10 | 500209		6%₹55 Cr350,524
↑ 6,488
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | 500510		5%₹47 Cr114,709
↑ 2,123
State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | 500112		4%₹40 Cr407,528
↑ 7,544
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | 500875		4%₹38 Cr946,228
↑ 17,516
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | 532215		4%₹36 Cr280,021
↑ 5,183
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 10 | 500520		3%₹33 Cr86,622
↑ 1,603

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