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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: 285
  • 💰 Total AUM: 2,38,832 Cr

Best performing Index Mutual Funds

NameAUM (Cr)Base Exp. Ratio (%)1Y Return3Y CAGR5Y CAGR
ICICI Pru NASDAQ 100 Index Fund3,738.170.5315.76%28.58%17.29%
Motilal Oswal S&P 500 Index Fund4,584.300.5418.18%25.75%16.20%
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund191.850.4420.86%21.50%14.91%
Motilal Oswal Nifty Midcap 150 Index Fund3,994.690.230.73%14.32%13.94%
Aditya Birla SL Nifty Midcap 150 Index Fund468.530.340.93%14.19%13.84%
Nippon India Nifty Midcap 150 Index Fund2,675.010.250.77%14.12%13.73%
Motilal Oswal Nifty Smallcap 250 Index Fund1,243.080.280.59%12.60%12.93%
Nippon India Nifty Smallcap 250 Index Fund3,453.500.300.58%12.20%12.64%
Aditya Birla SL Nifty Smallcap 50 Index Fund364.190.418.40%16.82%12.58%
ICICI Pru Nifty Smallcap 250 Index Fund784.650.260.35%12.30%12.25%

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Overview of Index Mutual Funds

ICICI Pru NASDAQ 100 Index Fund
  • AUM
    ₹ 3,738.17 Cr.
  • Base Exp. Ratio
    0.53%
  • 5Y CAGR
    17.29%
Performance
The fund's annualised performance has been 18.18% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 21.49% vs its category average of 16.8%.
Composition
Small Cap makes up for the majority of the fund at NaN% along with the largest allocation towards Technology Hardware at 20.06%.
Motilal Oswal S&P 500 Index Fund
  • AUM
    ₹ 4,584.30 Cr.
  • Base Exp. Ratio
    0.54%
  • 5Y CAGR
    16.2%
Performance
The fund's annualised performance has been 20.15% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.63% vs its category average of 16.8%.
Composition
Small Cap makes up for the majority of the fund at NaN% along with the largest allocation towards Technology Hardware at 17.65%.
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund
  • AUM
    ₹ 191.85 Cr.
  • Base Exp. Ratio
    0.44%
  • 5Y CAGR
    14.91%
Performance
The fund's annualised performance has been 16.66% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 11.63% vs its category average of 16.8%.
Composition
Large Cap makes up for the majority of the fund at 41.27% along with the largest allocation towards Pharmaceuticals at 71.7%.
Motilal Oswal Nifty Midcap 150 Index Fund
  • AUM
    ₹ 3,994.69 Cr.
  • Base Exp. Ratio
    0.23%
  • 5Y CAGR
    13.94%
Performance
The fund's annualised performance has been 21.22% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.77% vs its category average of 16.8%.
Composition
Mid Cap makes up for the majority of the fund at 80.27% along with the largest allocation towards Pharmaceuticals at 9.15%.
Aditya Birla SL Nifty Midcap 150 Index Fund
  • AUM
    ₹ 468.53 Cr.
  • Base Exp. Ratio
    0.34%
  • 5Y CAGR
    13.84%
Performance
The fund's annualised performance has been 17.61% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.76% vs its category average of 16.8%.
Composition
Mid Cap makes up for the majority of the fund at 80.21% along with the largest allocation towards Pharmaceuticals at 9.14%.
Nippon India Nifty Midcap 150 Index Fund
  • AUM
    ₹ 2,675.01 Cr.
  • Base Exp. Ratio
    0.25%
  • 5Y CAGR
    13.73%
Performance
The fund's annualised performance has been 17.71% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.72% vs its category average of 16.8%.
Composition
Mid Cap makes up for the majority of the fund at 80.15% along with the largest allocation towards Pharmaceuticals at 9.19%.
Motilal Oswal Nifty Smallcap 250 Index Fund
  • AUM
    ₹ 1,243.08 Cr.
  • Base Exp. Ratio
    0.28%
  • 5Y CAGR
    12.93%
Performance
The fund's annualised performance has been 20.91% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 18.19% vs its category average of 16.8%.
Composition
Small Cap makes up for the majority of the fund at 84.15% along with the largest allocation towards Others at 9.2%.
Nippon India Nifty Smallcap 250 Index Fund
  • AUM
    ₹ 3,453.50 Cr.
  • Base Exp. Ratio
    0.3%
  • 5Y CAGR
    12.64%
Performance
The fund's annualised performance has been 22.69% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 18.18% vs its category average of 16.8%.
Composition
Small Cap makes up for the majority of the fund at 84.07% along with the largest allocation towards Auto Parts at 8.21%.
Aditya Birla SL Nifty Smallcap 50 Index Fund
  • AUM
    ₹ 364.19 Cr.
  • Base Exp. Ratio
    0.41%
  • 5Y CAGR
    12.58%
Performance
The fund's annualised performance has been 16.51% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 19.34% vs its category average of 16.8%.
Composition
Small Cap makes up for the majority of the fund at 68.39% along with the largest allocation towards Pharmaceuticals at 15.22%.
ICICI Pru Nifty Smallcap 250 Index Fund
  • AUM
    ₹ 784.65 Cr.
  • Base Exp. Ratio
    0.26%
  • 5Y CAGR
    12.25%
Performance
The fund's annualised performance has been 12.25% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 18.16% vs its category average of 16.8%.
Composition
Small Cap makes up for the majority of the fund at 83.3% along with the largest allocation towards Auto Parts at 8.17%.
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.