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Index Mutual Funds

Index funds invests in stocks that emulate a market index like NSE Nifty, BSE Sensex, etc. They invest in the same securities which are present in underlying index. These funds aim to offer returns comparable to the index they track.

  • ⏱ Horizon: Long
  • 🔢 Total funds: 260
  • 💰 Total AUM: 2,34,355 Cr

Best performing Index Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
Motilal Oswal S&P 500 Index Fund4,365.100.5837.14%25.44%18.36%
Motilal Oswal Nifty Midcap 150 Index Fund3,588.560.255.47%20.27%17.87%
Aditya Birla SL Nifty Midcap 150 Index Fund461.97—5.24%20.13%17.77%
Nippon India Nifty Midcap 150 Index Fund2,486.100.295.32%20.02%17.64%
Motilal Oswal Nifty Smallcap 250 Index Fund1,143.790.330.63%18.67%15.95%
Nippon India Nifty Smallcap 250 Index Fund3,111.250.350.57%18.21%15.71%
Kotak Nifty Next 50 Index Fund1,162.570.107.17%18.43%13.77%
LIC MF Nifty Next 50 Index Fund105.91—7.61%18.41%13.68%
DSP NIFTY Next 50 Index Fund1,308.26—7.15%18.36%13.64%
DSP Nifty 50 Equal Weight Index Fund2,577.49—4.33%14.35%13.62%

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Overview of Index Mutual Funds

Motilal Oswal S&P 500 Index Fund
  • AUM
    ₹ 4,365.10 Cr.
  • Expense Ratio
    0.58%
  • 5Y CAGR
    18.36%
Performance
The fund's annualised performance has been 21.33% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.22% vs its category average of 16.3%.
Composition
Small Cap makes up for the majority of the fund at NaN% along with the largest allocation towards Technology Hardware at 16.81%.
Motilal Oswal Nifty Midcap 150 Index Fund
  • AUM
    ₹ 3,588.56 Cr.
  • Expense Ratio
    0.25%
  • 5Y CAGR
    17.87%
Performance
The fund's annualised performance has been 23.17% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.28% vs its category average of 16.3%.
Composition
Mid Cap makes up for the majority of the fund at 80.87% along with the largest allocation towards Specialized Finance at 9.14%.
Aditya Birla SL Nifty Midcap 150 Index Fund
  • AUM
    ₹ 461.97 Cr.
  • Expense Ratio
    0%
  • 5Y CAGR
    17.77%
Performance
The fund's annualised performance has been 19.83% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.27% vs its category average of 16.3%.
Composition
Mid Cap makes up for the majority of the fund at 80.63% along with the largest allocation towards Specialized Finance at 9.12%.
Nippon India Nifty Midcap 150 Index Fund
  • AUM
    ₹ 2,486.10 Cr.
  • Expense Ratio
    0.29%
  • 5Y CAGR
    17.64%
Performance
The fund's annualised performance has been 19.86% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.23% vs its category average of 16.3%.
Composition
Mid Cap makes up for the majority of the fund at 79.19% along with the largest allocation towards Specialized Finance at 9.01%.
Motilal Oswal Nifty Smallcap 250 Index Fund
  • AUM
    ₹ 1,143.79 Cr.
  • Expense Ratio
    0.33%
  • 5Y CAGR
    15.95%
Performance
The fund's annualised performance has been 22.16% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.28% vs its category average of 16.3%.
Composition
Small Cap makes up for the majority of the fund at 90.32% along with the largest allocation towards Pharmaceuticals at 9.15%.
Nippon India Nifty Smallcap 250 Index Fund
  • AUM
    ₹ 3,111.25 Cr.
  • Expense Ratio
    0.35%
  • 5Y CAGR
    15.71%
Performance
The fund's annualised performance has been 24.35% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.27% vs its category average of 16.3%.
Composition
Small Cap makes up for the majority of the fund at 90.28% along with the largest allocation towards Pharmaceuticals at 9.14%.
Kotak Nifty Next 50 Index Fund
  • AUM
    ₹ 1,162.57 Cr.
  • Expense Ratio
    0.1%
  • 5Y CAGR
    13.77%
Performance
The fund's annualised performance has been 15.12% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.75% vs its category average of 16.3%.
Composition
Large Cap makes up for the majority of the fund at 84.48% along with the largest allocation towards Power Generation at 11.62%.
LIC MF Nifty Next 50 Index Fund
  • AUM
    ₹ 105.91 Cr.
  • Expense Ratio
    0%
  • 5Y CAGR
    13.68%
Performance
The fund's annualised performance has been 14.27% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.66% vs its category average of 16.3%.
Composition
Large Cap makes up for the majority of the fund at 84.03% along with the largest allocation towards Power Generation at 11.66%.
DSP NIFTY Next 50 Index Fund
  • AUM
    ₹ 1,308.26 Cr.
  • Expense Ratio
    0%
  • 5Y CAGR
    13.64%
Performance
The fund's annualised performance has been 15.33% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.88% vs its category average of 16.3%.
Composition
Large Cap makes up for the majority of the fund at 84.33% along with the largest allocation towards Power Generation at 11.65%.
DSP Nifty 50 Equal Weight Index Fund
  • AUM
    ₹ 2,577.49 Cr.
  • Expense Ratio
    0%
  • 5Y CAGR
    13.62%
Performance
The fund's annualised performance has been 12.21% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.2% vs its category average of 16.3%.
Composition
Large Cap makes up for the majority of the fund at 93.87% along with the largest allocation towards IT Services & Consulting at 8.96%.
This compilation has been made as and by way of an update from the publicly available sources of information.This compilation is provided for information purposes only and is not intended to be relied upon by any party as the basis of any decision.

While every effort has been made to take due care in publishing this compilation and to avoid errors or omissions, this compilation is published with a condition and understanding that the Anchorage Technologies Private Limited (ATPL) shall not be responsible for any damages, compensation or loss or action taken or abstained to be taken on the basis of this article/commentary to any person whomsoever.

Investing in Mutual Funds,Stocks/ETFs (Exchange Traded Funds) and securities are subject to market risk. Please read all the related documents carefully before investing. Investors should consider all risk factors and consult their financial advisor before investing. Representations are not indicative of future results.