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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: 271
  • 💰 Total AUM: 2,50,425 Cr

Best performing Index Mutual Funds

NameAUM (Cr)1Y Return3Y CAGR5Y CAGR
Motilal Oswal S&P 500 Index Fund4,499.850.5224.83%25.40%17.52%
Motilal Oswal Nifty Midcap 150 Index Fund4,150.620.223.08%14.14%15.01%
Aditya Birla SL Nifty Midcap 150 Index Fund503.180.342.89%14.02%14.90%
Nippon India Nifty Midcap 150 Index Fund2,844.510.253.00%13.92%14.79%
Motilal Oswal Nifty Smallcap 250 Index Fund1,299.090.282.93%13.45%13.98%
Nippon India Nifty Smallcap 250 Index Fund3,518.330.302.90%13.02%13.72%
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund195.490.4319.38%18.46%13.33%
Aditya Birla SL Nifty Smallcap 50 Index Fund367.000.4110.56%18.03%12.39%
Kotak Nifty Next 50 Index Fund1,294.560.082.68%15.79%10.85%
DSP Nifty 50 Equal Weight Index Fund2,671.440.351.30%10.41%10.76%

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Overview of Index Mutual Funds

Motilal Oswal S&P 500 Index Fund
  • AUM
    ₹ 4,499.85 Cr.
  • Base Exp. Ratio
    0.52
  • 5Y CAGR
    17.52%
Performance
The fund's annualised performance has been 20.8% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.66% vs its category average of 15.97%.
Composition
Small Cap makes up for the majority of the fund at NaN% along with the largest allocation towards Technology Hardware at 16.87%.
Motilal Oswal Nifty Midcap 150 Index Fund
  • AUM
    ₹ 4,150.62 Cr.
  • Base Exp. Ratio
    0.22
  • 5Y CAGR
    15.01%
Performance
The fund's annualised performance has been 22.05% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16% vs its category average of 15.97%.
Composition
Mid Cap makes up for the majority of the fund at 77.58% along with the largest allocation towards Pharmaceuticals at 8.82%.
Aditya Birla SL Nifty Midcap 150 Index Fund
  • AUM
    ₹ 503.18 Cr.
  • Base Exp. Ratio
    0.34
  • 5Y CAGR
    14.9%
Performance
The fund's annualised performance has been 18.57% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.99% vs its category average of 15.97%.
Composition
Mid Cap makes up for the majority of the fund at 77.54% along with the largest allocation towards Pharmaceuticals at 8.82%.
Nippon India Nifty Midcap 150 Index Fund
  • AUM
    ₹ 2,844.51 Cr.
  • Base Exp. Ratio
    0.25
  • 5Y CAGR
    14.79%
Performance
The fund's annualised performance has been 18.64% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.96% vs its category average of 15.97%.
Composition
Mid Cap makes up for the majority of the fund at 77.46% along with the largest allocation towards Pharmaceuticals at 8.87%.
Motilal Oswal Nifty Smallcap 250 Index Fund
  • AUM
    ₹ 1,299.09 Cr.
  • Base Exp. Ratio
    0.28
  • 5Y CAGR
    13.98%
Performance
The fund's annualised performance has been 21.81% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.13% vs its category average of 15.97%.
Composition
Small Cap makes up for the majority of the fund at 84.43% along with the largest allocation towards Pharmaceuticals at 8.48%.
Nippon India Nifty Smallcap 250 Index Fund
  • AUM
    ₹ 3,518.33 Cr.
  • Base Exp. Ratio
    0.3
  • 5Y CAGR
    13.72%
Performance
The fund's annualised performance has been 23.83% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.13% vs its category average of 15.97%.
Composition
Small Cap makes up for the majority of the fund at 84.62% along with the largest allocation towards Pharmaceuticals at 8.5%.
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund
  • AUM
    ₹ 195.49 Cr.
  • Base Exp. Ratio
    0.43
  • 5Y CAGR
    13.33%
Performance
The fund's annualised performance has been 16.35% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 11.12% vs its category average of 15.97%.
Composition
Mid Cap makes up for the majority of the fund at 35.21% along with the largest allocation towards Pharmaceuticals at 70.78%.
Aditya Birla SL Nifty Smallcap 50 Index Fund
  • AUM
    ₹ 367.00 Cr.
  • Base Exp. Ratio
    0.41
  • 5Y CAGR
    12.39%
Performance
The fund's annualised performance has been 17.2% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 18.22% vs its category average of 15.97%.
Composition
Small Cap makes up for the majority of the fund at 68.85% along with the largest allocation towards Pharmaceuticals at 12.94%.
Kotak Nifty Next 50 Index Fund
  • AUM
    ₹ 1,294.56 Cr.
  • Base Exp. Ratio
    0.08
  • 5Y CAGR
    10.85%
Performance
The fund's annualised performance has been 14.04% 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 15.97%.
Composition
Large Cap makes up for the majority of the fund at 84.12% along with the largest allocation towards Power Generation at 8.97%.
DSP Nifty 50 Equal Weight Index Fund
  • AUM
    ₹ 2,671.44 Cr.
  • Base Exp. Ratio
    0.35
  • 5Y CAGR
    10.76%
Performance
The fund's annualised performance has been 11.57% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.26% vs its category average of 15.97%.
Composition
Large Cap makes up for the majority of the fund at 94.42% along with the largest allocation towards IT Services & Consulting at 10.97%.
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.